Workflow plays the role of "life blood" in an enterprise. It is an important function of online office to allow all processes to be created, circulated and completed step by step.
The role of the process engine is that users can independently build forms, configure/publish process approval nodes, and do not require development participation, or provide advanced functions for development. It can quickly build complex forms and generate user-friendly forms and workflows without developing from scratch. , so as to achieve consumer email list the purpose of quickly launching new processes and unifying process functions/styles/configurations.
Major office collaboration platforms have their own process engines to configure workflow, such as the approval backend of Dingding, Feishu, and enterprise WeChat, and there are also platforms that specialize in workflow, such as Qingliu. Through experience, sorting out the relevant functions of these platforms, and designing a version of the process center for my company, I gradually became clear about the characteristics and focus of the workflow.
1. Overall structure of the process center
The main functions of the process center can be divided into front-end and back-end functions:
Background configuration - process engine: In workflow configuration, a process needs to have basic information, forms, and approval flow to create a complete approval form, and provide some advanced function settings as needed.
Front-end processing - approval of documents: After a process is published, the personnel on the approval flow node will see consumer email list the form, and then process the documents according to the permissions configured on the approval flow, such as agreeing, disagreeing, submitting, and assigning them to achieve real Process flow.
2. Process Engine
According to the previous article, the main contents of the process engine are basic information, form design, approval flow design, and more settings to improve capabilities.
1. Basic information
Process name: the process name that the user sees and can create when using it;
Visible/Available Permissions: Configure which people and departments can see the process entry, and configure which people and departments can see and use this process. Note that whether a specific process instance is visible is determined by the approval flow node;
Process administrator: The process is visible to it in the background, and can modify, publish, enable, disable, delete, etc. the process.
There is also a special role, such as the process leader, who may not modify the process in the background, but needs to be able to see all process instances initiated by everyone for management and statistics. At this time, the configuration field "can view all processes" can be provided. ” to configure the relevant personnel.
2. Form Design
1) Form construction
The form module is often in the form of drag and drop, allowing users to select the required components and drag them to the canvas to form a form. As for the interaction method of drag and drop, each platform is similar, and it is relatively simple and mature.
However, the provided components and their accompanying functions can greatly improve the user's experience when filling out forms. When maintaining form components, you should consider the experience of validation, feedback, and automatic keyboards when filling out forms.
Light Flow Component Example
2) Component classification
Form components can be roughly divided into two categories:
Basic components: No data transmission, only fill-in components, common ones include input, single-choice, multiple-choice, number, date, time, location, phone, email, picture, attachment, etc., pay attention to the relevant format verification, keyboard in Automatic switching of numbers, letters, mailboxes and other possible data.
Association components: This is based on the basic components, combing out common fields and database associations to form configuration components, which can obtain organized and correct data from the system, such as departments, personnel, and positioning, and can also associate existing fields automatically. Obtain information, such as the associated job number field, which can bring out fields such as name, mobile phone number, and remaining vacation.
Light Flow Component Example
3) Component configuration
After each component is selected, it is a field in the form. The field consists of a header and a fill-in area. You need to configure the corresponding properties:
a. Field properties
A component is a field in a form and needs a field name.
b. Fill in the properties
Dark text: can be used as a simple prompt to guide the user;
Content filling method: Manually fill in, the user uses the keyboard to input; scan the code, can or only input by scanning the QR code/bar code, often the anti-scan code icon will be used as a prompt on the filling area; Set the association formula with the preceding fields to automatically bring out the filled content. The association components introduced earlier are here to help users configure the association database by default.
c. Fill in the restrictions
Character limit, whether it is required, etc.
d. Display logic
Always present: The field is displayed by default;
Conditional display: Some fields appear after triggering conditions. For example, when the content of the amount field is greater than 1000, the field for uploading the voucher picture will appear.