Published at: 2025-10-31

Process Notification to Terminal Users

1. Process Notifications Overview

External process notifications refer to messages sent to external Terminal users — for example, when an external Terminal user submits a Work Order or when you invite an external user to provide a service evaluation, the system can send a notification to that external user.

Notification channels include:

(1) WeChat Official Account notifications. Prerequisite: the WeChat Official Account is connected and the Terminal has followed the Official Account and completed registration.

(2) WeChat Mini Program service notifications. Prerequisite: you use the WeChat Mini Program and the Terminal has completed registration.

(3) SMS notifications. Requires purchasing/enabling SMS service.

2. Custom External Process Notifications

You can configure notifications to external Terminal users for specific service process nodes via the process post-action capability.

Select the node where you want to send an external notification, then click Confirm;
Click Add and choose External Notification;
Customize the external notification parameters;
External notifications are sent via WeChat Official Account. Note: if the Terminal user has not registered/bound with the WeChat Official Account, they will not receive the message — only users registered with the Official Account can receive WeChat messages.

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1.1 WeChat Official Account Template Message Setup

Note: If you cannot find the corresponding template, log in to the WeChat Official Platform (https://mp.weixin.qq.com/) and add templates to the Official Account Template Library first.

Step 1: Add a service category in the template library.

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Step 2: Choose a suitable template from the template library.

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3. Custom Process SMS Notifications

Prerequisite: SMS service plugin must be enabled. For activation steps, see: http://help.fxiaoke.com/2615/93d4/9188/a093/2506
After enabling SMS service, configure SMS signature information and templates and ensure you have sufficient SMS credits to send messages. Go to the SMS service to purchase quota, apply for an SMS signature, and configure SMS templates.

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In the Work Order process post-actions, select: SMS Notification.
The process can send SMS to internal staff or to specified external recipient mobile numbers.
If a user has no mobile number configured, go to Org Structure management -> Departments and Personnel to add the phone number.
Without a configured mobile number, SMS cannot be sent.

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4. Predefined WeChat Official Account External Notifications

In Work Order process application nodes, the system automatically pushes notifications to Accounts via WeChat Official Account. Note: Accounts that have not followed the Official Account cannot receive messages.
The system provides predefined notification content, such as a submission-success notification after a Terminal submits a Work Order, and a service-evaluation invitation at the service node.
Click Disable in the Actions column to stop a message from being pushed.

Work Order Submitted: sent to the submitter after a Terminal submits a Work Order via the WeChat Official Account.
Work Order Completed: sent to the submitter when the Work Order process ends.
Work Order Terminated: sent to the submitter when the Work Order process is terminated.
Invite to Evaluate: sent to the submitter when the Work Order reaches the service evaluation node.
Evaluation Submitted: sent to the submitter after they submit a service evaluation.
Service Report: sent to the service report recipient after a service report is generated.
Service Report Signature: sent to the invited signer after a service report is generated.

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Editing notification content — you can customize message content:

Click Select Template to choose a WeChat template message.
You can customize the summary fields.
You can customize keyword push fields.

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5. Predefined WeChat Mini Program Service Notifications

In the Work Order process, the system automatically pushes Mini Program notifications to Terminals. Note: Terminals who did not submit the Work Order via the Mini Program cannot receive these messages.
The system provides predefined notifications such as submission-success notifications and service-evaluation invitations at the service node.
Click Disable in the Actions column to stop a message from being pushed.

Work Order Submitted: sent to the submitter after a Terminal submits a Work Order via the Mini Program.
Work Order Completed: sent to the submitter when the Work Order process ends.
Work Order Terminated: sent to the submitter when the Work Order process is terminated.
Invite to Evaluate: sent to the submitter when the Work Order reaches the service evaluation node.
Evaluation Submitted: sent to the submitter after they submit a service evaluation.
Service Report: sent to the service report recipient after a service report is generated.
Service Report Signature: sent to the invited signer after a service report is generated.

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Editing Mini Program notifications:

Mini Program template messages cannot be changed.
You can customize the keyword push field content.

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6. Predefined SMS Notifications

In the Work Order process, the system automatically pushes SMS notifications to Accounts. Note: if your SMS quota is insufficient, SMS cannot be sent. See: https://help.fxiaoke.com/9adk/b7c4/36cc
The system provides predefined notification content, such as submission-success notifications and service-evaluation invitations at the service node.
Click Disable in the Actions column to stop a message from being pushed.

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7. Notification Examples

After a Terminal submits a Work Order via the WeChat Official Account, the WeChat notification the Terminal receives looks like this:

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After a Terminal submits a Work Order via the Mini Program, the Mini Program notification example is shown below:

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