Approval Process Design Scheme-Introduction (1)

Over the past 10 years, I had the honor to have access to HP's PAAs platform, which contains a set of workflow and approval flow setting modules. This project is also applied to the approval process. There were a lot of problems in the middle, but in the end there were some small gains. I shared some details in my spare time on the weekend, first, I would like to summarize my previous work. Second, I would like to hear more about your opinions, develop new ideas, and grow together with you.
Let's take a look at the definition of workflows and approval flows:
(1) PAAs platform workflow and approval flow definition:
Workflow: A workflow that can be manually defined. It is triggered when the form data changes and associated with a variety of things at the same time.
Approval Process: You can define an approval process by yourself. You must manually confirm whether you agree to go to the next step. The approval process rules must meet the approval applicant and data filtering conditions.
(2) Definition of workflow and approval flow in Baidu Encyclopedia:
Workflow: the process of transmitting information, documents, or tasks between multiple workers according to predefined rules, and actively runs the tasks to achieve an expected business goal, or promote the implementation of this goal.
Advantages of workflow:
(1) reduces record allocation and many unnecessary operations during task assignment;
(2) improve work efficiency through standardized procedures;
Workflow Application Scenario: When customer information is added, customers in region A are assigned to clerk A and customers in Region B are assigned to Clerk B, send an email or a short message to inform the related salesman.
Approval flow: The approval flow definition node defines the approval flow for a specific business document or a business type of a specific document. Documents defining the approval process will be delivered and approved according to the defined approval process. This complete process is called the approval flow.
Overview: Generally, a process is divided into two layers: process, step (activity or node ):
(1) The process is a detailed business process (the approval process for leave and the approval process for render service reimbursement );
(2) The step (activity or node) is an encapsulation of a specific business type;

A complete set of approval processes and workflows generally include:
(1) process definition;
(2) step definition: trigger rule; operator; running action (initiate application and recall ); operation (Task notification, email reminder, Field update, data transfer, conversion form, and transfer interface );
(3) repeated steps: trigger rules; operator (Serial/parallel); Operation action: (approval process: Pass, reject (Return, reject), recall); operation: allow and deny the same time (Task notification, email reminder, Field update, data transfer, form conversion, and transfer interface );
(4) The process has ended;
Glossary:
1. handled by the operator
(1) Serial: when the previous handler specifies a handler, other operators with the permission to perform this step cannot view and operate. The process can continue only after the current handler completes the processing;
(2) Parallel Processing: when multiple handling persons are specified by the previous handler, any employee can process them, regardless of the order before and after the processing is completed, and proceed to the next step;
Here we need to clarify the following two points:
(A) multi-person handling can be divided into two situations: one person passes (one of them can be approved by the process) and one person passes (all approvers need to undergo approval, please select according to your business details;
(B) Set the approver to be designated by the submitter, automatically assigned by the submitter Based on the role-level relationship, and selected as the approver. Please select the approver based on your business details;
The corresponding legends of the two are as follows:

Second: running action
(1) Application: initiate an application for the current business form information and start the approval process. It can be divided into two parts: the application submitted by the applicant manually initiates the application, and the program proactively infers the data that meets the trigger rule to initiate the application. In addition, pay attention to the following two points: whether the submitter is allowed to cancel (yes, no) and edit records (editable by the Administrator, editable by the Administrator, and editable by the approver );
(2) Pass: The current step is processed successfully. Go to the next step. If it is the last step, the process is completed;
(3) Return: return the step to the previous step, that is, to the previous handler. If the first step is taken, no return is made;
(4) Reject: terminate the operation directly. The operation stops and rejects the operation, or rolls back to the first step;
(5) Recall: if the current step has been processed, the next handler can perform the recall operation if it has not been processed.
The above notes should be noted: When the deny action is used, the "return" or "reject" action is used. Figure of the following situations:

Third: run the operation
(1) task notification: the defined tasks are automatically generated in the system, which can be called by the defined process, and relevant personnel are notified when the process runs to the appropriate time;
(2) email reminder: defines the transactions that send email reminders to internal and external personnel of the system. Can be called in the workflow and approval flow, and send emails to relevant personnel at the appropriate time when the process runs;
(3) data update: A transaction used for running a process. It can update the data of this form or associated form according to the configured data update rules when the process is running to a specified position;
(4) form conversion: Set the data of a form and generate one or more form data based on the Conversion template ing. Assume that the form contains child form data, and you can also set the child table ing to convert to the child form of the corresponding form;
(5) data transfer: Transfers form data to the set target user. This data transfer can be called when data needs to be transferred in the workflow and approval flow;
(6) transfer interface: the workflow and approval flow hypothesis must trigger the process result to a third-party system.

The above description is a combination of your own situation and the summary of some people on the Internet. Thank you for sharing those free people.

Approval Process Design Scheme-Introduction (1)