1.2 [ShareCRM Task-OA] Account Auto-Binding

1. Add two fields to the People object to store the OA user's name and OA user ID respectively

1. In Account Binding — select the binding rule

1. When a People record is created or edited, the platform checks that both OA user name and OA user ID fields are not empty. If both are populated, the system automatically inserts a record into the Account Binding table.

Warning: How to bind OA user accounts to People fields

Use a function or the Integration Platform plugin to call the OA “query employee list” API and update the corresponding fields on ShareCRM People. This will trigger the binding rule.