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Integration & Automation-create DingTalk to-do tasks

InstructionsTo-Do task 1.0 and to-do 2.0 are used in the same way. The reason why the difference is made here is that the DingTalk side has been upgraded, so some required parameters will be different.

1. Usage scenarios

The user fills in the form within YIDA to automatically create DingTalk to-do messages for the specified member within DingTalk and the executor clicks to-do to view the form details. Initiate a powerful message reminder to make sure that everything is lost and there is an echo.

2. Procedure

2.1 Step 1: Create and configure forms

Create a form to enter information about to-do messages and trigger connector effects.

Procedure:

  1. Create a form and name it 「To do 1.0」.
  2. Add date component, named: 「The time when the to-do task was initiated."And set the format to" Year-Month-Day: Minute "and set it to required (the operation effect is shown in Figure 2.1-1)

Figure 2.1-1 add and configure date components

  1. Add two member components, named initiator and executor, and set them as required. (The operation is shown in Figure 2.1-2)

Figure 2.1-2 add and configure member components

  1. Add a single-line text component namedTo-do title, and set the maximum length to 50 and required. (The operation is shown in Figure 2.1-3)

Figure 2.1-3 add and configure a single-line text component

Because the maximum number of words for the to-do Title item is 50 when the connector is configured, the maximum length of the single-line text component is also limited.

  1. Add a multi-line text component named "to-do content" and set it to required. (The operation is shown in Figure 2.1-4)

Figure 2.1-4 add and configure multi-line text components

2.2 Step 2: Create Integration & Automation

Further reading:YIDA connector introduction, please go:Integration & Automation.

When submitting a form, the system automatically initiates a to-do task, so we need to configure the connector.

2.2.1 New Integration & Automation

Procedure:

  1. Application Management background> Integration & automation> create from blank. (The operation is shown in Figure 2.2-1)

Figure 2.2-1 connector entry

  1. In the "create Integration & Automation" dialog box that appears, name the connector "to-do task" and select the "to-do 1.0" form under the "form event trigger" type, and click OK. (The operation is shown in Figure 2.2-2)

Figure 2.2-2 New connector

2.2.2 configuration Integration & Automation

(1) configure the form trigger event

Procedure:

Click "form event trigger", select "created" in the trigger event, and select "all data" for data filtering 」. Finally, click the save button in the lower right corner. (The operation is shown in Figure 2.2-3)

Figure 2.2-3 configuration form event triggering

(2) configure connectors

Procedure:

  1. Configure the connector node, select DingTalk to do 1.0 in the select application, and click the Next button. (As shown in Figure 2.2-4)

Figure 2.2-4 configure connector-Step 1: Select application

  1. In the select execution action, select create to-do task to execute the action and click the Next button. (As shown in Figure 2.2-5)

Figure 2.2-5 configure connector-Step 2: Select execution action

  1. In the configuration execution action, configure each configuration item and click save. (As shown in Figure 2.2-6)

Figure 2.2-6 configure the connector-Step 3: configure the execution action

Instructions

In the connector execution action, select formula in the to-do jump link field, as shown in the figure.

Where:

https://www.aliwork.com/APP_YYJLRRMCI0XP4J1Y2O4W/formDetail/FORM-S2A66LA1041YXTNSW16AKYR75COY1RKAZAZZKA2? formInstId=You can copy it from the details page of the current application form.


  1. Click save in the upper-right corner of the page and click Publish.

2.3 Step 3: configure the content of the to-do task

Through the above two steps, the configuration of the implementation function has been completed. Next, you only need to submit a form to trigger the connector, thus automatically initiating the to-do task.

Procedure:

Fill in the form and click submit. (The operation is shown in Figure 2.3-1)

Figure 2.3-1 enter form information and submit

3. Achieve results

Figure 3-1 connector automatically creates to-do tasks

4. Try it online

5. Appendix

5.1 Description of connector execution action parameters

Name

Page component

Required

Description

To-do time

Date component

Yes

The launch time of the to-do list. The format is YYYY-MM-DD HH:mm:ss 」.

Initiator

Member component

Yes

The initiator of the to-do task can be obtained according to the userId() formula.

Content

Text component

Yes

The description of the to-do message.

To-do Title

Text component

Yes

The title of the to-do message, which must be up to 50 characters in length, can be limited by verification-maximum length.

Task executor

Member component

Yes

The executor of the to-do task.

To-do jump link

Text component

Yes

To-do tasks, click the jump address to jump to the form submission details page. You can use the CONCATENATE() formula to splice them. You can enter them by jumping to other pages.

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