vault backup: 2025-03-10 21:57:43

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SeedList
2025-03-10 21:57:43 +08:00
parent c63ad350ca
commit 61bece90af
6 changed files with 104 additions and 97 deletions

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@ -34,7 +34,7 @@
过程属性定义界面中的 **常规** 页签中的 **过程名称** 是必填的(默认会有个名字,建议改名成便于理解的,开始过程可改可不改)
![image-20240703170026336](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703170026336.png)
![image-20240703170026336](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703170026336.png)
#### 过程类型
@ -44,7 +44,7 @@
- 归档类型会在该过程执行完后,将在走工作流的这份文件存放至归档区当中
- 发布类型则需要设计在归档类型之后,用户在该过程中可将文件发放给指定用户
![image-20240703170129210](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703170129210.png)
![image-20240703170129210](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703170129210.png)
#### 参与人
@ -52,15 +52,15 @@
- 添加用户:可以选择系统中的某个用户作为该过程的参与人,可以多选(不推荐,当人员变动时需要改动流程,相对死板)
![image-20240629204016113](../../SanPinPLM/相关操作/1.EDM/assets/image-20240629204016113.png)
![image-20240629204016113](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240629204016113.png)
- 添加岗位:可以选择系统中的某个岗位作为该过程的参与人,只要是该岗位的用户,都可以作为该过程参与人(建议采用这种方式)
![image-20240629204215820](../../SanPinPLM/相关操作/1.EDM/assets/image-20240629204215820.png)
![image-20240629204215820](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240629204215820.png)
- 添加动态用户:动态用户会根据流程启动者或上一过程的参与人的不同而产生变化(相对复杂,如果不确定可以忽略)
![image-20240629204348304](../../SanPinPLM/相关操作/1.EDM/assets/image-20240629204348304.png)
![image-20240629204348304](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240629204348304.png)
#### 参与人角色
@ -74,7 +74,7 @@
过程属性定义界面中的 “ 高级设定 ” 页签中能够设定在当前过程中希望系统进行的操作
![image-20240628214812128](../../SanPinPLM/相关操作/1.EDM/assets/image-20240628214812128.png)
![image-20240628214812128](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240628214812128.png)
根据该过程希望系统执行的操作,在上图方框中进行新增,**每一个操作都需要单独定义一条设定**
@ -88,7 +88,7 @@
**每一条设定都需要设置 “ 属性名称 ”**,这个名称与文档中的定位名称相同
![image-20240628215521452](../../SanPinPLM/相关操作/1.EDM/assets/image-20240628215521452.png)
![image-20240628215521452](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240628215521452.png)
此外,还需要根据情况设置 “ 流程属性 ” 或 “ 对象属性 ”,**对于文件在创建之初就具备的属性,需要在 “ 对象属性 ” 中进行设置,对于文件在走流程时逐渐添加上去的信息,需要在 “ 流程属性 ” 中进行设置**
@ -99,63 +99,63 @@
> - 希望系统自动签上参与人的电子签名 → 文件创建之初没有这个签名,需要流程审批之后才会有签名 → 在 “ 流程属性 ” 中设置
> - 希望系统自动写入参与人签名的时间 → 文件创建之初没有签名时间,需要流程审批之后才会有签名时间 → 在 “ 流程属性 ” 中设置
>
> ![image-20240703191755795](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703191755795.png)
> ![image-20240703191755795](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703191755795.png)
### 操作
1. 创建 “ 流程模板 ”
![image-20240628193428021](../../SanPinPLM/相关操作/1.EDM/assets/image-20240628193428021.png)
![image-20240628193428021](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240628193428021.png)
2. [工作流命名](#工作流名称),以简单好记,容易辨认为准
![image-20240703193555179](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703193555179.png)
![image-20240703193555179](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703193555179.png)
3. 打开 “ 流程图定义 ” 页签
![image-20240703193701567](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703193701567.png)
![image-20240703193701567](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703193701567.png)
4. 定义 “ 开始过程 ” 或 “ 新建过程 ”
![image-20240703194518996](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703194518996.png)
![image-20240703194518996](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703194518996.png)
5. 定义过程:双击 “ 过程 ”,或对 “ 过程 ” 右键选择 “ 属性 ”
![image-20240628202043568](../../SanPinPLM/相关操作/1.EDM/assets/image-20240628202043568.png)
![image-20240628202043568](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240628202043568.png)
6. [过程命名](#过程名称),以简单好记,容易辨认为准(开始过程可以不用改名)
![image-20240703193920254](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703193920254.png)
![image-20240703193920254](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703193920254.png)
7. 设置 [参与人](#参与人) 与 [角色](#参与人角色)(开始过程可不用)
![image-20240703193938918](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703193938918.png)
![image-20240703193938918](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703193938918.png)
8. 在 “ 高级设定 ” 中 [设定操作](#设定操作)
![image-20240703194116572](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703194116572.png)
![image-20240703194116572](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703194116572.png)
9. 完成后点击确定
10. 定义其他过程,拖动过程调整位置
![image-20240703194805278](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703194805278.png)
![image-20240703194805278](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703194805278.png)
11. 归档或发布过程:新建过程时选择 “ 归档 ” 或 “ 发布 ” 即可,或者通过 [过程类型](#过程类型) 设置
![image-20240703195556326](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703195556326.png)
![image-20240703195556326](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703195556326.png)
12. 将各个过程串联:选择前一个过程,右键选择 “ 指定后过程 ”,再点击后一个过程(*发布过程要在归档过程之后*
![image-20240703194831442](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703194831442.png)
![image-20240703194831442](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703194831442.png)
13. 完成串联
![image-20240703194922572](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703194922572.png)
![image-20240703194922572](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703194922572.png)
14. 点击右下角 “ 确定 ” 按钮进行保存
![image-20240703195004632](../../SanPinPLM/相关操作/1.EDM/assets/image-20240703195004632.png)
![image-20240703195004632](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240703195004632.png)
### 扩展操作
@ -163,7 +163,7 @@
若希望在流程中,某一过程执行完成后,下一过程可以有多位参与人进行会签,那么需要根据参与人设置不同的过程,每一个参与人都需要对应一个过程,并且将多个过程并排排列,让上一过程连线到后续的多个过程上
![image-20240707112445021](../../SanPinPLM/相关操作/1.EDM/assets/image-20240707112445021.png)
![image-20240707112445021](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240707112445021.png)
#### 盖章
@ -173,11 +173,11 @@
在相应的过程定义界面,打开 “ 邮件通知 ” 页签
![image-20240713213741147](../../SanPinPLM/相关操作/1.EDM/assets/image-20240713213741147.png)
![image-20240713213741147](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240713213741147.png)
勾选相应的通知策略后,即可添加收件人,点击 “ 添加 ” 按钮后,收件人建议从 “ 动态用户 ” 中选择,通常情况下选择 “ 后续过程参与人 ” 即可
![image-20240713214306604](../../SanPinPLM/相关操作/1.EDM/assets/image-20240713214306604.png)
![image-20240713214306604](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240713214306604.png)
选择之后要记得勾选上 “ 发送到Email邮箱 ”,若不想系统系统内邮也有邮件,取消 “ 发到系统邮箱 ” 选项即可
@ -185,6 +185,6 @@
邮件内容处填写上:当前流程已至您处,请及时处理
![image-20240713215042298](../../SanPinPLM/相关操作/1.EDM/assets/image-20240713215042298.png)
![image-20240713215042298](../../SanPinPLM/相关操作/1.0-EDM/assets/image-20240713215042298.png)
注意:如果存在 [多位会签](#多位会签) 的情况,则多个后续过程中的每一个过程都要设置邮件通知,才能确保会签结束后正确通知到后一个过程参与人