2024.01.22 update-Custom button and details page

Capability release

1. NEW: Custom button
2. Add: custom details page

The following is a detailed update description

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1. Custom button

Supported: Normal form and flow chart, whereFlow chart, the custom button is displayed only for completed approval data.

Detailed capabilities:自定义按钮

1.1. Features

• Custom button supportAdministratorDefine complex business flows as Button events,MemberYou can use the custom button to execute the correspondingForm/page/integration automationStream operation to complete business processing.
• Custom buttons can be provided for membersMore convenient business operationsSo as to realize the overall improvement of work efficiency.

1.2. Ability introduction

1.2.1. Access path

There are two types of entries for creating and managing custom buttons:

1. On the form/flow sheet page> Page Settings> Custom button menu, manage custom buttons of the form uniformly

2. On the consumption page of the custom button, such as the custom details page and the list view page of data management (under development)

1.2.2. Custom button management

• Create custom button

• Basic information:Fill in basic information such as button name, display icon, and Button description.
• Available conditions:This button is displayed only when data meets the following conditions.Flow chart of these buttons are displayed only for completed process data;
• Action type:OKSelect fill in the form, trigger the integration automation flow, and jump to open the page., in which, you can select whether to edit the current form or fill in the associated form;

Action type	Management configuration	Access state effect
Fill in the form: modify the current form	The administrator specifies the modified field.	Access Status, click the button, pop-up window display modifiable fields
Fill in the form: Fill in the associated form	The Administrator selects the button to trigger the associated form to be filled in.	If the associated form is associated, the associated filling logic is set. After the custom button triggers the associated form to be filled in, the fields of the current form will be automatically filled in; For example, in the form "follow-up record", the associated form "customer" is set and the associated padding is set. Then: on the "customer" form details page, click "fill in the follow-up record" The customer's basic information is automatically filled in the follow-up record form.
Execute integration automation flow	You can create an integration automation flow, jump to the integration automation flow designer, and automatically create an automation flow of type manual trigger-Custom button trigger, and automatically select the current form. If the current form has created an automatic flow of the manual trigger-Custom button trigger type, you can also select add from the drop-down box. Create an integrated automation flow. You can select Create. The trigger type is manual trigger-Custom button trigger, and select the target form;

• Manage custom buttons

• Edit custom button:After editing, all existing form data will take effect.
• Delete Custom button: delete the custom button in the actions column of the details page, but only delete the reference relationship. If you want to delete the custom button completely, you need to delete it in the custom button management list.
• Custom button sorting: on the custom details page, you can drag the button to sort the custom button and the system Button freely;

2. Custom details

The custom details page. Currently, the beta version is available during the internal test. After the official version is released, commercial gradients will be set for different paid versions (applications built during the internal test will not be affected)

Detailed capabilities:自定义详情页

2.1. Features

The ability to customize details pages provides a details page designer, supports customizing the display content and display form of data details pages, and provides personalized configuration capabilities that conform to business scenarios, strengthen the display of key data;

Core competence support:Push-button control of the custom details page,The content layout of the details page is freely adjusted and the content display is hidden., custom data summary fields (under development), display summary information in tag form (under development), and display business key fields in progress bar form (under development);

2.2. Ability introduction

2.2.1. Access path

• Application Management background> form/Flow Chart> Page Settings> custom details page

• On the custom details page, you can flexibly set the layout of each block and the custom buttons in the action bar according to business requirements.
• The custom details designer is divided into: the left Component Bar, the Middle content display area, the property configuration bar of each component on the right, and the preview, save, and publish of the details page.

2.2.2. Configure custom buttons

• Select the push-button control column to initialize the automatic loading of existing system buttons. You can create a custom button by adding an item;
• If a custom button already exists, you can also select add to the details page;

Custom button details:自定义按钮

2.2.3. Configure details page layout

Each module can be deleted or dragged to adjust the layout, order, width, etc;