1. Approval flow
1.1 Where is the approval system established?
In the management interface - work circle management - approval management - approval template management, find the approval to be set - edit - set the basic information to add the approval system.
1.2 What is the difference between countersigned approval and multi-person approval?
For countersignature approval, it is necessary to pass all the selected approvers to enter the next node. Multi-person approval means that any approver can enter the next node after passing.
1.3 In signing, what is the difference between serial signing and concurrent signing?
Signature: Allow approvers to temporarily add approvers. The normal approval process requires the approval of the leader. The leader is not clear about the business, and needs to be confirmed by a colleague who understands the business. After the confirmation is passed, the leader will approve the opinion and go through the follow-up process. Serial issuance of signatures: the signatures are approved one by one. Concurrent endorsement: Applicators can approve in parallel at the same time. the
1.4 The approver is wrong, can it be revised?
If the approval process is not configured with a fixed process, it can be modified. The issuer can modify the approver, or the current approver can modify it without approval.
1.5 The approval content is wrongly sent, can I modify it directly?
It cannot be modified on the original basis, but the canceled or rejected approval supports re-initiating the approval, and the text of the original approval will be automatically copied to the new approval, which can be sent after modification on this basis. The pictures and attachments inserted in the rich media in the original approval, and the CC range will not be brought in, and need to be added again.
1.6 Does the issued approval support deletion?
Unapproved approvals can be canceled and deleted within 24 hours of sending, and system administrators need to delete them after 24 hours or have been approved.
1.7 Why can I delete some of the canceled approvals, but not others?
The sender of the canceled approval can delete it within 24 hours after sending out the message. For example, if your approval was sent the day before yesterday and was canceled today, the sending time of the message has exceeded 24 hours, so it must not be deleted. Approval and deletion is based on the time when the information is sent out, not the operation time of the cancel action.
1.8 Approval print on the web version. No response after clicking print.
Please use 360 or Google Chrome to log in, if not, try to clear the browser cache.
1.9 After the approval is sent out, the company still needs to sign up in paper, how to do it?
Click the print function under approval, you can check the reply, picture, form, attachment, and CRM button to print, and after printing, you can manually fill in the signature according to your needs. The printed approval will display the approver, issue time, approval status, approval content and approval content.
1.10 After the administrator modifies the fixed approval process, will the process be updated synchronously if the previous approval has not been approved?
For approvals issued before the modification of the fixed process, the process will not be updated synchronously, whether it is pending approval or the approval is completed, and only newly issued approvals will use the new process.
1.11 In the approval process, can the approver designate the approver of the next node?
Only when the approval object is a sales order or a return order is it allowed to switch to the free process, and other objects do not support their own selection of approvers.
1.12 Can I be reminded by email after the approval or the timeout of being rejected?
Set more reminders: You can set CRM reminders and email reminders, including before timeout, after timeout, and to-do reminders, so as to promptly remind task handlers to deal with tasks in a timely manner.
2. Workflow
2.1 Why is the data not triggering the workflow?
1. Check whether the workflow is enabled normally, check the trigger conditions, and check whether the restricted data range matches the data value;
2. Check the enterprise log-system log to see if the workflow is disabled. the
2.2 Why does the workflow keep triggering cyclically?
The workflow has already executed the field change. At this time, if other processes or other rules change the value back, which just meets the trigger condition of this workflow, the workflow will be triggered cyclically.
2.3 Workflow trigger conditions: the new/obsolete type does not trigger the process, but the process is not triggered, what is the reason?
Check whether there is a record in the workflow execution log,
a. Self-check whether the triggering conditions are met, and whether the process is disabled when the trigger is triggered;
b. When the last follow-up time is not grayed out, as a trigger condition, it will not trigger if it is met;
c. The calculated field is used as a workflow trigger condition, and it will not be triggered if it is met;
d. When the statistical field is not grayed out, as a trigger condition, it will not trigger if it is met;
e. When the reference field is not grayed out, as a trigger condition, the workflow cannot be triggered.
2.4 Workflow trigger conditions: the new/obsolete type does not trigger the process, and the import trigger does not trigger. What is the reason?
Check whether to trigger workflow when importing data.
2.5 Workflow trigger conditions: field update triggers the process, but the process is not triggered, what is the reason?
a. Whether the field belongs to a calculated field, if it is a calculated field, it does not support triggering workflow;
b. Whether the field belongs to the statistical field, the statistical field needs to apply for gray scale;
c. The final follow-up time also needs to apply for grayscale.
2.6 The timing rules are met, but no scheduled tasks are generated, and the workflow is not triggered?
1. If the timing rule selects the last modification time, no timing task will be generated;
2. If it is a regular time for function update, you need to specify the trigger workflow in the function.
3. Business flow
3.1 How to automatically initiate business flow?
The post-action of workflow or business flow can initiate business flow.
3.2 Can the processor be changed in the business flow?
In the business process task, you can change the processor of the business flow. If you cannot see the Change Processor button, that is, the account does not have this permission. the
3.3 Can an approval process be added to the business process?
In process management - edit business process, add approval nodes, set approval conditions, and then you can realize approval in business flow.
3.4 How to terminate the business process?
On the data details page, terminate the business process. Note: The initiator and administrator can terminate, and the termination of other accounts needs to set the termination permission.
3.5 How to delete business flow?
On the business flow management page, deactivate the business flow first, and then delete it after the delete button pops up.
4. Stage propeller
4.1 How to increase or decrease the phase of the thruster?
To set the business opportunity stage, you need to go to Object Management---Business Opportunity 2.0---Business Opportunity Stage Field---Set the stage name and win rate---and then select it in the stage propeller.
4.2 Can a closed business opportunity be activated again?
First of all, it depends on the setting of the final stage of the stage propeller, whether reactivation is allowed, and if it is allowed, it can be reactivated. Secondly, the corresponding business function permissions must be set for the corresponding employees. In the management background - business function management - permission setting - business opportunity 20 - Stage reactivation.
4.3 How to set whether to allow each department to create new business opportunities and use different stage propellers?
When creating a thruster in the new stage, set the scope of application and correspond to the upper sector one by one. Management background - process management - stage advancement management, editing.
4.4 The stage propeller can set the task of this stage. If it is not filled, is it not allowed to go to the next stage?
In the booster stage of the edit stage, find the task, and set the field to be required in the edit task.
4.5 What should I do if I do not have the button to change the handler in the stage of business opportunity?
If it corresponds to the employee's business authority, check whether there is an authority to replace the stage handler under the business opportunity 2.0 object.
4.6 When initiated downstream, can it only match the interconnection processes enabled under the application?
Click the stage propeller setting, three dots in the upper right corner, click the interconnection process setting, select "Yes", when the downstream initiates the process, only the stage propeller created for the current "Internet application" can be used; select "No", the downstream initiates the process , all phase thrusters associated with that object are available.