审批规则¶
审批规则可用于自动化操作审批流程。通过该功能，您可以为按钮触发的操作设置审批条件，当满足预设条件时，系统将要求审批通过后才能执行相应操作。
配置¶
使用 Studio 添加审批规则的步骤如下：
Select the button for which you want to add approval rules.
In the Properties tab on the left, enable the Set approval rules feature.
Specify the Approval Group to limit the approval permission to a specific user group.
Define the Responsible user to create an activity for a specific user when an approval is requested from them.
Add a Description to be displayed in the Approval dialog.
Enable Limit approver to this rule to require approvers to be different users (when there are multiple approval rules).
Optionally, you can also add conditions for the approval rule to be applied by clicking the (filter) icon next to the Approval Group field.
Click Add an approval rule to add another rule.
Click the (trash) icon next to the Approval group field to delete the approval rule.
小訣竅
您可以为审批流程专门创建 用户组。
使用¶
Once approval rules have been defined for a button:
A user avatar icon is displayed next to the button’s label for each approval rule that has been defined.
When an unauthorized user clicks the button, an error message is displayed in the top-right corner and an activity is created for the user specified in the Responsible field.
Only users from the group defined in the Approval Group field are allowed to approve or reject the action.
授权用户可以
approve and perform the action by clicking the button;
approve the action and allow another user to perform it by clicking the user avatar icon next to the button’s label, then clicking the (Approve) button in the dialog that opens.
reject the action by clicking the user avatar icon next to the button’s label, then clicking the (Reject) button in the dialog that opens.
小訣竅
The user who approved/rejected the action can revoke their decision by clicking the user avatar icon next to the button’s label, then clicking the (Revoke) button.
Approvals are tracked in the record’s chatter. An approval entry is also created every time a Studio approval-related action is performed. To access the approval entries, activate the developer mode and go to .