批核規則¶
批核規則用於為操作自動化執行批核流程。你可設定透過按鈕執行的操作,在甚麼條件下,需要獲取批准才會執行。
配置¶
使用 Studio 加入批核規則的步驟如下:
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 Allowed Group to limit the approval permission to a specific user group.
Select the Responsible user to create an activity for a specific user when approval is requested from them.
Select the Users to notify via internal note.
Add a Description to be displayed in the Approval dialog.
Optionally, you can also add conditions for the approval rule to be applied by clicking the (filter) icon next to the Allowed Group field.
To add another rule, click Add an approval rule. When there are multiple approval rules, you can:
enable Exclusive Approval to require approvers to be different users;
change the Notification Order of the approval rule so that the Responsible and Users to notify are only notified when the previous rule has been approved, and their approval is required. If the approval rules have the same Notification Order, all users are notified at the same time when the first approval is requested.
Click the (trash) icon next to the Allowed Group field to delete the approval rule.
小訣竅
你可為批核流程建立專用的 使用者群組。
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 Allowed Group field are authorized to approve or reject the action.
獲授權的使用者可以:
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.
批核歷程會在記錄的聊天欄顯示。每次執行 Studio 相關的批核操作時,系統都會建立一個批核記項。若要查看完整批核記錄,請 啟動開發人員模式,然後前往 。