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... ... @@ -1,1 +1,1 @@ 1 - 5.6.3.4审批节点1 +4 Approval Node - 父
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... ... @@ -1,1 +1,1 @@ 1 - Main.5\. 设计应用.5\.6 流程.5\.6\.3 流程设计.5\.6\.3\.3 添加节点.WebHome1 +Egret Cloud Operation manual.5\. 设计应用.5\.6 流程.5\.6\.3 流程设计.WebHome - 文档作者
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. YufeiLi1 +XWiki.liuqing01 - 内容
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... ... @@ -1,212 +1,144 @@ 1 - 审批节点支持设置,节点名称、审批人、审批模式、无审批人的处理规则、字段权限、功能按钮、提交校验、传阅知会等属性。1 +The approval node supports the configuration:Node name, approver, approval mode, no-approver rules, field permissions, buttons, validation, and notifications. 2 2 3 -[[image:17 29590151559-393.png]](% contenteditable="false" style="background-image:url(http://192.168.102.35:8080/webjars/wiki%3Axwiki/xwiki-platform-ckeditor-webjar/16.8.0/plugins/widget/images/handle.png); background:rgba(220,220,220,0.5); display:none" tabindex="-1" %)[[image:data:image/gif;base64,R0lGODlhAQABAPABAP///wAAACH5BAEKAAAALAAAAAABAAEAAAICRAEAOw==||draggable="true" height="15" role="presentation" title="拖曳以移動" width="15"]]3 +[[image:1741680073490-233.png]](% contenteditable="false" style="background-image:url(http://192.168.102.35:8080/webjars/wiki%3Axwiki/xwiki-platform-ckeditor-webjar/16.8.0/plugins/widget/images/handle.png); background:rgba(220,220,220,0.5); display:none" tabindex="-1" %)[[image:data:image/gif;base64,R0lGODlhAQABAPABAP///wAAACH5BAEKAAAALAAAAAABAAEAAAICRAEAOw==||draggable="true" height="15" role="presentation" title="拖曳以移動" width="15"]] 4 4 5 5 6 -=== 5.6.3.4.1审批人设置===6 +=== 1、**Approver Settings** === 7 7 8 - 支持选择通讯录中的人员和表单控件中的人员,可以选择多个人员。当选择多个人员时,根据审批模式的不同有不同的审批效果。8 +Choose from address book or form controls; Multiple approvers can be selected. 9 9 10 - [[image:image(14).png]]10 +Multiple Approvers: Select different approval modes for different outcomes. 11 11 12 +[[image:1741680091439-552.png]] 12 12 13 -=== 5.6.3.4.2 审批模式 === 14 14 15 - 审批模式支持串签、并签。15 +=== 2、Approval Mode === 16 16 17 - 串签模式下,节点的审批人ABC需要按照顺序审批,A审批完成后到B的待办,B审批完成后到C的待办,按照设置的串签审批规则确定流程的流转方向,即:A审核完成后流程到达B,B审核完成后到达C。ABC审核完成之后流程按照设置的审批规则进行流转。17 +The approval modes support Chain signing and Parallel signing。 18 18 19 - 并签模式下,节点审批人ABC同时收到待办,按照设置的并签审批规则确定流程的流转方向。即:A、B、C都会收到待办。ABC审核完成后流程按照设置的审批规则进行流转。19 +Chain signing:A → B → C (in order); 20 20 21 - 串并签的模式说明如下21 +* Approvers (A, B, C) must approve in sequence. After A completes the approval, the task moves to B's pending list. After B completes the approval, the task moves to C's pending list. 22 22 23 -(% style="width:1040px" %) 24 -|(% colspan="2" rowspan="1" style="width:386px" %)((( 25 -审批模式 26 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 27 -说明 23 +Parallel signing: A, B, C (simultaneously); 24 + 25 +* Approvers (A, B, C) receive the task simultaneously in their pending lists.Once A, B, and C complete their approvals, the process continues according to the configured approval rules. 26 + 27 + 28 +**Sequential and Parallel Signing Modes** 29 + 30 +(% style="width:1480px" %) 31 +|(% colspan="2" rowspan="1" style="width:492px" %)((( 32 +Approval Mode 33 +)))|(% colspan="1" rowspan="1" style="width:987px" %)((( 34 +description 28 28 ))) 29 -|(% colspan="1" rowspan="4" %)((( 30 -串签 31 -)))|(% colspan="1" rowspan="1" style="width:313px" %)((( 32 -默认 33 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 34 -A,B,C 3 个人串签,需所有人都签批,但只要一个人不通过,则审批不通过。 36 +|(% colspan="1" rowspan="4" style="width:161px" %)Chain signing|(% colspan="1" rowspan="1" style="width:331px" %)((( 37 +Default 38 +)))|(% colspan="1" rowspan="1" style="width:987px" %)((( 39 +A, B, and C must all sign. If any one person rejects, the approval fails. 35 35 ))) 36 -|(% colspan="1" rowspan="1" style="width:3 13px" %)(((37 - 一票否决38 -)))|(% colspan="1" rowspan="1" style="width: 649px" %)(((39 -A 、B、C3个人串签,只要有1个人投了否决,流程节点驳回,未审批的不用继续审批。41 +|(% colspan="1" rowspan="1" style="width:331px" %)((( 42 +One-Vote Veto 43 +)))|(% colspan="1" rowspan="1" style="width:987px" %)((( 44 +If any one person (A, B, or C) votes to reject, the process node is rejected, and the remaining approvers do not need to continue 40 40 ))) 41 -|(% colspan="1" rowspan="1" style="width:3 13px" %)(((42 - 一票通过43 -)))|(% colspan="1" rowspan="1" style="width: 649px" %)(((44 -A ,B,C3个人串签,只要有1个人投了通过,流程节点审批通过,未审批的不用继续审批。46 +|(% colspan="1" rowspan="1" style="width:331px" %)((( 47 +One-Vote Pass 48 +)))|(% colspan="1" rowspan="1" style="width:987px" %)((( 49 +If any one person (A, B, or C) votes to approve, the process node is approved, and the remaining approvers do not need to continue. 45 45 ))) 46 -|(% colspan="1" rowspan="1" style="width:3 13px" %)(((47 - 全部签批,按比例通过(可以设置比例)48 -)))|(% colspan="1" rowspan="1" style="width: 649px" %)(((49 -A ,B,C3个人串签,需所有人都签批,通过比率达到(设定值),流程节点审批通过。51 +|(% colspan="1" rowspan="1" style="width:331px" %)((( 52 +All Sign, Pass by Ratio (Customizable Ratio) 53 +)))|(% colspan="1" rowspan="1" style="width:987px" %)((( 54 +A, B, and C must all sign. If the approval ratio reaches the set threshold, the process node is approved. 50 50 ))) 51 -|(% colspan="1" rowspan="6" %)((( 52 -并签 53 -)))|(% colspan="1" rowspan="1" style="width:313px" %)((( 54 -默认 55 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 56 -A,B,C 3 个人并签,需所有人都签批,但只要一个人不通过,则审批不通过。 57 -))) 58 -|(% colspan="1" rowspan="1" style="width:313px" %)((( 59 -一票否决 60 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 61 -A、B、C 3 个人并签,只要有 1 个人投了否决,流程节点驳回,未审批的不用继续审批。 62 -))) 63 -|(% colspan="1" rowspan="1" style="width:313px" %)((( 64 -一票通过 65 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 66 -A,B,C 3 个人并签,只要有 1 个人投了通过,流程节点审批通过,即任一审批通过,就算通过。 67 -))) 68 -|(% colspan="1" rowspan="1" style="width:313px" %)((( 69 -任一审批 70 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 71 -A,B,C 3 个人并签,只要有 1 个人审批为通过或者否决,流程节点就为通过或者否决。 72 -))) 73 -|(% colspan="1" rowspan="1" style="width:313px" %)((( 74 -按比例通过 (可以设置比例) 75 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 76 -A,B,C 3 个人并签,只要签批通过比率达到(设定值),流程节点审批通过,其余可以不签批。 77 -))) 78 -|(% colspan="1" rowspan="1" style="width:313px" %)((( 79 -全部签批,按比例通过 (可以设置比例) 80 -)))|(% colspan="1" rowspan="1" style="width:649px" %)((( 81 -A,B,C 3 个人并签,需所有人都签批,通过比率达到(设定值),流程节点审批通过。 82 -))) 56 +|(% colspan="1" rowspan="6" style="width:161px" %)((( 57 +Parallel signing 58 +)))|(% style="width:331px" %)Default|(% style="width:987px" %)A, B, and C must all sign. If any one person rejects, the approval fails. 59 +|(% style="width:331px" %)One-Vote Veto|(% style="width:987px" %)If any one person (A, B, or C) votes to reject, the process node is rejected, and the remaining approvers do not need to continue. 60 +|(% style="width:331px" %)One-Vote Pass|(% style="width:987px" %)If any one person (A, B, or C) votes to approve, the process node is approved, and the remaining approvers do not need to continue. 61 +|(% style="width:331px" %)Any Approval|(% style="width:987px" %)If any one person (A, B, or C) votes to approve or reject, the process node is approved or rejected accordingly. 62 +|(% style="width:331px" %)Pass by Ratio (Customizable Ratio)|(% style="width:987px" %)If the approval ratio reaches the set threshold, the process node is approved, and the remaining approvers do not need to continue. 63 +|(% style="width:331px" %)All Sign, Pass by Ratio (Customizable Ratio)|(% style="width:987px" %)A, B, and C must all sign. If the approval ratio reaches the set threshold, the process node is approved. 83 83 65 +=== 3、Rules for When No Approver is Found === 84 84 85 - ===5.6.3.4.3找不到审批人时规则===67 +This rule determines how to handle situations where no approver is found due to reasons such as the assigned approver leaving the company or incorrect settings. Three modes are supported: 86 86 87 - 用于确定当因设置的审批人离职或者设置异常导致流程找不到审批人的处理方式。支持设置 3 种模式:由上一个人指定、系统管理员处理、自动通过。69 +[[image:1741684876645-964.png]] 88 88 89 -[[image:image43.png]] 71 +1. ((( 72 +**Designated by the Previous Approver** 90 90 91 -* ((( 92 -由上一个人指定:在流程审批时,审批人提交后弹出选人对话框,由审批人指定无人节点的处理人。 74 +* During the approval process, after the current approver submits, a dialog box pops up for the approver to designate a handler for the node with no approver. 93 93 ))) 94 -* ((( 95 -系统管理员处理:在流程审批时,审批人提交后流程正常流转到无人节点,由管理员在管理端流程监控页面指定无人节点的处理人。 76 +1. ((( 77 +**Handled by System Administrator** 78 + 79 +* During the approval process, after the current approver submits, the process flows normally to the node with no approver. The system administrator then designates a handler for the node on the process monitoring page in the admin console. 96 96 ))) 97 -* ((( 98 -自动通过:在流程审批时,审批人提交流程后流程跳过无处理人节点,到达无处理人节点的下一个节点,有下一个节点的审批人继续处理。 81 +1. ((( 82 +**Auto-Approval** 83 + 84 +* During the approval process, after the current approver submits, the process skips the node with no approver and proceeds to the next node, where the next approver continues processing. 99 99 ))) 100 100 101 101 102 -=== 5.6.3.4.4字段权限===88 +=== 4、**Field Permissions** === 103 103 104 -审批节点的字段权限默认为显示,可以修改为可编辑或必填。在设置时,需要注意只有将控件设置为显示后,才能勾选是否编辑,只有勾选编辑后,才能勾选必填。 90 +(% class="wikigeneratedid" %) 91 +The default field permissions for approval nodes are set to **visible**. These can be modified to **editable** or **required**. 92 +**Note**: 105 105 106 -[[image:image44.png]] 94 +* ((( 95 +A field must first be set to **visible** before it can be marked as **editable**. 96 +))) 97 +* A field must be marked as **editable** before it can be marked as **required**. 107 107 99 +[[image:1741680106933-786.png]] 108 108 109 -=== 5.6.3.4.5 功能按钮 === 110 110 111 - 审批节点功能按钮支持设置同意、暂存、驳回、转办、收回、传阅、终止、加签102 +=== 5、**Function Buttons** === 112 112 113 -[[image:image45.png]] 114 114 105 +The approval node supports the following function buttons: Agree、Save、Reject、Transfer、Recall、Circulate、Terminate、Add Signatory。 115 115 116 - 各个按钮对应的含义具体如下:107 +[[image:1741680117231-445.png]] 117 117 118 -(% style="width:1203px" %) 119 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 120 -按钮名称 121 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 122 -按钮含义 123 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 124 -点击后的效果 125 -))) 126 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 127 -同意 128 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 129 -提交到下一节点 130 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 131 -提交的流程到达下一流程节点,点击详情后不可再继续审批。 132 -))) 133 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 134 -暂存 135 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 136 -暂存草稿 137 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 138 -停留在当前页面,并可在待办中查看,点击详情后可继续审批。 139 -))) 140 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 141 -驳回 142 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 143 -驳回到前面节点 144 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 145 -根据驳回规则驳回到前面的节点,并可在已办中查看,点击详情后不可再继续审批 146 -))) 147 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 148 -转办 149 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 150 -将该流程转给其他人审批 151 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 152 -转办的流程停留在当前审批节点,节点审批人由转办人变更为被转办人。被转办人可以审批流程,转办人再已办中查看详情,不可再审批。 153 -))) 154 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 155 -传阅 156 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 157 -将该流程传阅给其他人查看 158 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 159 -停留在当前页面,能够继续其他操作,被传阅人能够在流程中心-传阅列表中查看。 160 -))) 161 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 162 -终止 163 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 164 -终止流程 165 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 166 -流程不再往下流转,不再继续审批,可在已办中查看详情,不可再操作流程 167 -))) 168 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 169 -加签 170 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 171 -将该流程添加审批人 172 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 173 -加签后流程节点停留在当前的审批节点,节点审批人多了被加签的人。被加签的人审批完成后返回到加签人的待办,由加签人继续审批。 174 -))) 175 -|(% colspan="1" rowspan="1" style="width:90px" %)((( 176 -收回 177 -)))|(% colspan="1" rowspan="1" style="width:213px" %)((( 178 -将已审批的流程收回 179 -)))|(% colspan="1" rowspan="1" style="width:897px" %)((( 180 -需要在已办详情中操作,收回后的流程可以继续审批。 181 -))) 182 182 183 - 其中收回按钮是在已办详情页面显示和操作。110 +Button Functions and Effects: 184 184 185 -另外,驳回操作在管理端可以设置驳回规则,支持设置“制单节点”、“上一节点”、“指定节点”。 112 +(% style="width:1439px" %) 113 +|(% style="width:132px" %)**Button Name**|(% style="width:302px" %)**Button Meaning**|(% style="width:1002px" %)**Effect After Clicking** 114 +|(% style="width:132px" %)Agree|(% style="width:302px" %)Submit to Next Node|(% style="width:1002px" %)The process is submitted to the next node. After clicking "Details," further approval is not allowed. 115 +|(% style="width:132px" %)Save|(% style="width:302px" %)Save as Draft|(% style="width:1002px" %)Stays on the current page and can be viewed in the pending list. Clicking "Details" allows continued approval. 116 +|(% style="width:132px" %)Reject|(% style="width:302px" %)Reject to Previous Node|(% style="width:1002px" %)The process is rejected to a previous node based on rejection rules. It can be viewed in the completed list, but further approval is not allowed after clicking "Details." 117 +|(% style="width:132px" %)Transfer|(% style="width:302px" %)Transfer the Process to Another Approver|(% style="width:1002px" %)The process stays at the current node, and the approver is changed from the reassigner to the new assignee. The new assignee can approve the process, while the reassigner can view details in the completed list but cannot approve further. 118 +|(% style="width:132px" %)Circulate|(% style="width:302px" %)Circulate the Process for Others to View|(% style="width:1002px" %)Stays on the current page, allowing other operations. Recipients can view the process in the "Circulated List" under the Process Center. 119 +|(% style="width:132px" %)Terminate|(% style="width:302px" %)Terminate the Process|(% style="width:1002px" %)The process stops and does not proceed further. It can be viewed in the completed list, but no further actions are allowed. 120 +|(% style="width:132px" %)Add Signatory|(% style="width:302px" %)Add an Approver to the Process|(% style="width:1002px" %)After adding a signatory, the process stays at the current node, and the new approver is added. Once the new approver completes their approval, the process returns to the original approver's pending list for continued approval. 121 +|(% style="width:132px" %)Recall|(% style="width:302px" %)Recall the Approved Process|(% style="width:1002px" %)Requires operation in the completed details. The recalled process can be approved again. 186 186 187 - [[image:image46.png]]123 +The "Recall" button is displayed and operated on the completed details page. 188 188 189 189 190 - ===5.6.3.4.6提交校验===126 +In the admin console, rejection rules can be configured to support the following options: 191 191 192 -用于在审批提交时进行校验,只有满足条件后才可提交成功。提交校验支持设置“所有数据可提交”、“满足条件才可提交” 2 种模式。 128 +* Reject to Document Creation Node 129 +* Reject to Previous Node 130 +* Reject to Specified Node 193 193 194 -[[image: image47.png]]132 +[[image:1741680137160-379.png]] 195 195 196 -* ((( 197 -“所有数据可提交”:提交时仅校验必填,当必填字段都填写后就可以提交。 198 -))) 199 -* ((( 200 -“满足条件才可提交”:当满足设置的条件后才可以提交,条件可以通过公式设计器设置。 201 -))) 134 +=== === 202 202 203 -=== 5.6.3.4.7传阅知会===136 +=== 6、**Circulation Notification** === 204 204 138 +The circulation notification feature supports configuring recipients and circulation comments. When setting recipients, allowing multiple people to be selected. 205 205 206 - 传阅知会支持设置被传阅人和传阅意见,被传阅人设置时弹出选人控件,支持选择多人。140 +Circulation comments are text-based, and once set, recipients can view these comments in the approval records 207 207 208 - 传阅意见为文本,设置后被传阅人可以再审批记录中看到传阅意见。142 +[[image:1741680162647-311.png]] 209 209 210 -[[image:image (15).png]] 211 - 212 212
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