Published at: 2026-09-17
01-configure-process-global-settings.md
Configure global Process capabilities, including email Approval, Process Subject, To-Do Batch Operation, and Approval flow settings.
Overview
Process global settings centrally maintain common Process capabilities and prevent Duplicate Configuration in individual processes. Administrators can Configure email Approval rules, Process Subject, To-Do Batch Operation, and Approval flow global settings.
The page contains two tabs:
- General configuration: Configure cross-process capabilities such as email Approval, Process Subject, and To-Do Batch Operation.
- Approval flow: Configure global rules for Approval flows.
Key capabilities
General configuration
General configuration manages common rules for Process handling. It mainly includes:
- Email Approval configuration: Configure the default sender Email, sender Email by definition, and email Approval keywords for Approval Process and Business Process.
- Process Subject configuration: Configure Process Subject by Process Type, Object, and Applicable Definition. It Supports Insert variables and standardizes titles shown in lists, notifications, or details.
- To-Do Batch Operation configuration: Configure To-Do Batch Operation buttons. It Supports Web and Mobile Client PWC Component settings by Approval flow or business flow, and binds execution actions.
Email Approval configuration
Email Approval configuration centrally manages sender Email and recognition keywords for Process emails, so each Process does not require Duplicate Configuration.
Configure the default sender Email
The default sender Email is the default sender Address in Process email Approval scenarios.
- Go to Process global configuration > General configuration > Email Approval configuration.
- In Default sender Email, select a configured System mailbox.
- Click Save.
Note these requirements:
- Configure the System mailbox before you select the default sender Email.
- Only mailboxes whose Email purpose is another System mailbox and whose received and sent email archiving is Enabled are supported.
- If the mailbox is unavailable, Click Configure System mailbox first.
Specify sender Email by definition
Specifying sender Email by definition sets a dedicated sender Email for a specific Object, Process Type, and Process definition.
| Configuration item | Description |
|---|---|
| Object | Select the Object that requires a dedicated sender Email, such as Account |
| Process Type | Select a Process Type, such as Approval flow or business flow |
| Applicable Definition | Select a specific Process definition, such as Account registration application |
| Sender Email | Select the sender Email used for email Approval under this definition |
Configuration steps:
- In Specify sender Email by definition, Click Add.
- Select Object, Process Type, and Applicable Definition.
- Select sender Email.
- Save the configuration.
After configuration, the System uses the sender Email specified by definition first. If no specific definition matches, it uses the default sender Email.
Configure email Approval keywords
Email Approval keywords identify Processing Result values in email replies. The System uses configured keywords to determine Approval or business flow handling comments.
Approval Process supports these keywords:
- Approve: Examples include approve and Approval.
- Reject: Examples include reject and rejection.
- Completed: Examples include complete and Completed.
Business Process supports these keywords:
- Approve: Examples include agree and Approve.
- Disapprove: Examples include reject and Reject.
Configuration suggestions:
- Configure keywords in more than one language as needed to match different user Reply habits.
- Avoid overly broad keywords, or normal email Content might be misidentified.
- After changing keywords, use a test Email to verify the recognition result.
Process Subject configuration
Process Subject configuration standardizes titles shown on pages, notifications, or To-Do items, so users can quickly identify the Process Source and business Object.
The Process Subject configuration list displays:
| Field | Description |
|---|---|
| Object | The Affiliated Object of the Process, such as Account or Contract |
| Process Type | Supports Approval flow, Flexible Approval, business flow, Stage Advancement, Pipeline, and others |
| Applicable Definition | The Process definition to which the subject applies. You can select All or a specific definition |
| Process Subject | The Process display Title. It Supports Insert variables |
| Last Modified By | Personnel who last modified the configuration |
| Last Modified On | Most recent Modified On time |
| Operation | Supports Edit and Delete |
Configuration steps:
- Go to General configuration > Process Subject configuration.
- Click Add.
- Select Process Type, such as Approval flow, Flexible Approval, business flow, or Pipeline.
- Select Object.
- Select Applicable Definition. You can select All or a specific Process definition.
- Configure Process Subject.
- To reference Process or Object information, Click Insert variable, and Insert variables such as Initiator, Name, and Account Name.
- Click Confirm.
For example, configure an Account Approval flow subject as Initiator + Name + Account Name. Users can quickly identify the Account in To-Do items or notifications.
To-Do Batch Operation configuration
To-Do Batch Operation configuration provides Batch Operation entries in the To-Do Center. It suits unified handling of business Process To-Do tasks or business extension operations.
The list displays:
| Field | Description |
|---|---|
| Name | Batch Operation button Name |
| API Name | API identifier of the Batch Operation button |
| Applicable Process | The button applies to Approval flow or business flow |
| Web PWC Component | PWC Component used on Web |
| Mobile PWC Component | PWC Component used on Mobile Client |
| Last Modified By | Most recent Modifier |
| Last Modified On | Most recent Modified On time |
| Enable Status | Whether the current button is Enabled |
| Operation | Supports Edit, Disable, and Delete |
Configuration steps:
- Go to General configuration > To-Do Batch Operation configuration.
- Click Add or Edit an existing button.
- Enter Name and API Name.
- In Applicable Process, select Approval flow or business flow.
- Select Web PWC Component and Mobile PWC Component.
- In Execution action, Configure the APL code to execute.
- Enter a Description that explains the button purpose.
- Click Confirm.
Configuration suggestions:
- The Name should clearly describe the Batch Operation purpose, so To-Do Handlers can recognize it.
- API Name must be unique to avoid conflicts with existing buttons.
- Test Web and Mobile Client components separately to ensure consistent interactions.
- Execution actions involve Batch data processing. Before Enable, validate the impact scope with test To-Do items.
Approval flow
The Approval flow tab configures global behavior for Approval Process. Currently, it mainly includes Approval Field configuration. Approval Field configuration presets Approval-related fields for specified objects, making later Approval flow display, query, and rule evaluation easier.
Approval Field configuration
In Approval flow > Approval Field configuration, you can View the Approval Field configuration list for added objects.
The list displays:
| Field | Description |
|---|---|
| Object Name | Object with Approval Field configuration Added |
| ApiName | API identifier of the Object |
| Created By | User who created the configuration |
| Created On | Configuration creation Time |
| Operation | Supports Delete |
Configuration steps:
- Go to Process global configuration > Approval flow > Approval Field configuration.
- Click Add Object.
- In the Add Object with preset Approval fields dialog, select Trigger Object.
- Click Confirm.
After the Object is Added, the System presets these Approval fields in the Object Field list:
- Process Subject.
- Current Approver.
- Approval Status.
Note these requirements:
- If the Object Field quota has Insufficient Quota for three fields, you cannot Add it.
- Before adding an Object, confirm whether it needs to show Approval Status, Current Approver, or Process Subject in Approval flow.
- If the Object no longer needs Approval Field configuration, Click Delete in the list.
Usage suggestions
- Configure the System mailbox and default sender Email first, then Configure sender Email by definition.
- Email Approval keywords should cover common terms first, then add additional terms as needed.
- Process Subject should Include Process Name and key business Object variables, so titles in the To-Do list are easy to distinguish.
- To-Do Batch Operation involves Batch processing. Test it with a small user scope or test Process before you Enable it.
- Approval Field configuration uses Object Field quota. Confirm the quota before you Add an Object.
Expected result and validation
- After configuring the default sender Email, initiate a test Process and check the sender Address.
- After configuring sender Email by definition, use the corresponding Process definition to verify whether the specific mailbox matches.
- Reply to a test Email with keywords such as Approve, Reject, or Completed, and check whether the System identifies the Processing Result correctly.
- After configuring Process Subject, check whether the Process Title appears with variables in To-Do items, notifications, or Process lists.
- After configuring To-Do Batch Operation, use test To-Do items to validate button display, execution action, and Mobile Client Effect.
- After adding an Approval Field configuration Object, check whether Process Subject, Current Approver, and Approval Status are preset in the Object Field list.