4. How to customize the configuration process

In daily business, each enterprise has different approval processes due to its own business. YIDA provides professional process management capabilities. Next, we take sales orders as an example to implement custom process configuration.

1. Open sales order management and click View form

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2. Click process design on the right to enter the process editing interface.

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3. Click Create New process on the right.

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4. At this point, we go to the process Editing page in sales order management, where we can customize the build process, such as adding process nodes and configuring the person in charge of each node.

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5. In the sales order scenario, we usually set an approval node. The person in charge of the approval node is the department head of the salesperson, and finally click save.

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6. Finally, click the publish process. At this point, we have completed a custom configuration of the sales order management process.

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For more information about the configuration capabilities of the process, see:https://docs.aliwork.com/docs/yida_support/wtwabe/oihk8g