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Auto Complete

Overview

The auto-complete feature for tasks can significantly improve efficiency, reduce the need for manual intervention, and ensure the continuity and consistency of processes.

Process Diagram

The example process diagram is as follows:

Process Diagram

Data Table

The data table structure is as follows:

FieldTypeDescription
userUser SelectionLeave Applicant
leaveTypeList SelectionLeave Type, options include: Annual Leave, Sick Leave, Personal Leave, Compensatory Leave
startDateDateLeave Start Time
endDateDateLeave End Time
reasonMulti-line TextReason for Leave
durationsFunctionLeave Days. The specific configuration content is: DATE(endDate) - DATE(startDate) + 1

durations configuration content:

DATE(endDate) - DATE(startDate) + 1

When auto-completing with the same approver, there are two scenarios:

  • Upward Collection: When a node in the configuration item is before the current node and has the same approver, the current node will be automatically completed
  • Downward Collection: When a node in the configuration item is after the current node and has the same approver, the current node will be automatically completed

Auto Complete When Approvers Are the Same (Upward Collection)

When a node in the configuration item is before the current node and has the same approver, the current node will be automatically completed. The following is the specific configuration of the workflow:

Global Settings

Add a start form for the initiator to fill in leave application information. Global Settings

Supervisor Approval Node

Configure the handler as the supervisor role

HRD Approval Node

Configure the handler as the HRD role.

Effect Diagrams

Application Form:FormProcess Information:Process Information

Auto Complete When Approvers Are the Same (Downward Collection)

When a node in the configuration item is after the current node and has the same approver, the current node will be automatically completed. The following is the specific configuration of the workflow:

Global Settings

Add a start form for the initiator to fill in leave application information. Global Settings

Supervisor Approval Node

Configure the handler as the supervisor role

HRD Approval Node

Configure the handler as the HRD role.

Effect Diagrams

Application Form:FormProcess Information:Process Information

Auto Complete When Conditions Are Met

In this process, the initiator needs to fill out the application form and then go through three approval nodes: Approval 1, Approval 2, and Approval 3. If Approval 3 node is rejected, the previously approved Approval 1 and Approval 2 will be automatically completed. The following is the specific configuration of the workflow:

Process Diagram

example6-8.png

Data Table

FieldTypeDescription
nameSingle-line TextName
sp1Checkbox or SwitchWhether Approval 1 is completed
sp2Checkbox or SwitchWhether Approval 2 is completed

Global Settings

Add a start form for the initiator to fill in application information. Global Settings

Approval 1 Node

Approval 2 Node

Approval 3 Node

Resubmission Node

Effect Diagrams

Application Form:FormProcess Information:Process Information