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More Workflow Configurations

A workflow can also have global configurations, accessible via: New/Modify Process Page - Configuration

1. System Error Notifications for the Process

System errors generally include failures in executing process action nodes and the absence of an email account.

  • If such system errors cause the process to terminate, a system message can be sent to a specified person; if no one is specified, it defaults to the creator of the process.
  • If you do not wish to receive notifications for the same system error every time, you can set a notification interval. During the interval, you will not receive notifications for the same error.

Notification effect:

2. Manual Nodes

Manual nodes are applicable to all Approval nodes in the process.

2.1 Workflow Initiator Automatically Approved​

If the initiator of the process and the approver of the current approval node are the same member: If this option is checked, it will automatically pass when it reaches this node; if unchecked, the initiator needs to join the approval.

2.2 Automatically Approved When Approver is Absent​

When the approver of the approval node is invalid, if checked, the approval will automatically pass.

2.3 Approvers Who Have Already Approved the Object Automatically Pass​

There are multiple approval nodes in the process, for example, Approval Node 1》Approval Node 2》Approval Node 3 If Approval Node 1 and Approval Node 3 are the same record object, and the approver is the same person (Member 1), then after Approval Node 2 is approved, when it reaches Approval Node 3, Member 1 will automatically pass the approval because Member 1 has already passed in the first step.

3. Process Parameters

Process parameters primarily serve to simplify data transfer in workflows, especially those with sub-processes. We can define a parameter object in the process, temporarily used as a workflow field for storing, receiving, or calculating values, which can then be referenced by other nodes. However, once the process operation ends, the parameter values will be cleared.

Using process parameters mainly solves the following problems:

  • Builders do not need to define redundant fields in worksheets for workflow logic operations and data transfer, simplifying worksheet configuration;

  • By assigning the field values of the main process to the parameters of the sub-process, it enables the related data of multiple record objects to be passed to a single sub-process simultaneously;

  • If your sub-process data source is a single record object, and "Wait to Execute" is checked, then such sub-process parameters support callbacks. This means that the main process can also use the field values inside the sub-process.

  • Parameter Types: Text, Number, Date, Member, Department.

  • Parameter Name: Must start with a letter and must not contain Chinese characters.