Scenes

The system provides the scene function, which can quickly locate the interval of the query object and narrow the scope of the query object.

1. Preset Scene

The preset scenes are: All, My Responsible, My Participation, My Responsible Department's, My Subordinates are Responsible for, My Subordinates Participated, and Shared to Me.

2. New Scene

• New Method: create directly, copy from existing scene

• Basic Information: object, scene name, API Name, description, applicable scope

• Data Range: record type, basic data range, and conditions that can be set

  • Basic Data Range: preset scenes can be selected

• Display Settings: the header displayed field can be set to all and follow record type layout

  • Displayed fields must not be less than 2

  • The displayed fields in the scene only support the web, and the displayed fields on the mobile require a separate summary configuration on the mobile

3. Set Scene Priority

• The user can perform default scene priority sorting for all scenes in the background scene management.
  • Range of scenes with configurable order: except for deleted scenes, all can be sorted (including disabled)
• Scenes are displayed according to the scope of application, and the first scene in the background configuration sequence is used as the default scene.

Example 1 "The user wants each department to see the scene of his own department by default":

• Scene Settings:
  • Scene A applies to Department A
  • Scene B applies to Department B
  • Scene C applies to Department C
  • Scene D applies to the whole company
• Background Default Scene Order:
  1. Scene A
  2. Scene B
  3. Scene C
  4. Scene D
• Foreground Effect:
  • Department A employees:
    • Scenes A and D can be viewed
    • The default scene is scene A
  • Department B employees:
    • Scenes B and D can be viewed
    • The default scene is scene B
  • Department C employees:
    • Scenes C and D can be viewed
    • The default scene is scene C
  • Other department employees
    • Scene D can be viewed
    • The default scene is D

Example 2 "The situation where the user wants to force everyone in the company to see a scene"

• Scene Settings:
  • Scene A applies to Department A
  • Scene B applies to Department B
  • Scene C applies to Department C
  • Scene D applies to the whole company
• Background Default Scene Order:
  1. Scene D
  2. Scene A
  3. Scene B
  4. Scene C
• Foreground Effect:
  • Department A employees:
    • Scenes A and D can be viewed
    • The default scene is scene D
  • Department B employees:
    • Scenes B and D can be viewed
    • The default scene is scene D
  • Department C employees:
    • Scenes C and D can be viewed
    • The default scene is scene D
  • Other department employees
    • Scene D can be viewed
    • The default scene is D

Example 3 "If the user's scene configuration has cross-applicable departments":

• Scene Settings:
  • Scene A applies to Department A
  • Scene B applies to departments A and B
• Background Default Scene Order:
  1. Scene B
  2. Scene A
• Foreground Effect:
  • Department A employees:
    • Scene A can be viewed
    • The default scene is A
  • Department B employees:
    • Scenes A and B can be viewed
    • The default scene is B

4. Operation of Custom Scene

• Disable: After the scene is disabled, the page corresponding to the object will not be displayed.

  • [All] scenes can also be disabled, and the original restriction (only all scenes cannot be disabled) is changed to: one object must retain a scene applicable to the entire company (including preset scenes, tenants and scenes)

  • Example 1

    If there is only one scene applicable to the whole company, the [Disable] button will not be displayed on the right side of this scene

• Delete: Disabled scenes can be deleted.