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编辑工作流的自定义答复

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 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

目标

在公司级别工作流工具中编辑自定义答复类型。

背景

The default response types within the Workflows tool are: Approve, Return, and Reject. When creating workflows templates, you may need to further define the phrasing of a response in a way that more accurately describes the meaning of the response. 

For example, you might need to add a response to a template that moves a workflow forward without labeling the response 'Approve'. In this case, you would create an 'Approve' response and give it a custom label other than 'Approve'. 

There is no functional difference between the individual response types of 'Approve', 'Return', and 'Reject'. However, types are useful for the organization of custom responses and for locating available responses when editing a step on a workflow template. 

 

需要考虑的事项

  • 所需用户权限：
    • 公司级别工作流工具的"管理员"级别权限。

步骤

  1. 导航到公司级别工作流工具。
  2. 点击配置设置icon-settings-gear-android.png 。
  3. 在标记为"答复"的部分中，找到要编辑的自定义答复。
  4. 点击铅笔图标图标编辑-esticom.svg 。
  5. 根据需要编辑以下字段和选项:
    • 答复。
      注意:答复标签是必需的，并且必须是唯一的。 答复标签的限制为 250 个字符
    • 活动中。 选择答复是活动的还是非活动的。 只能将"活动"步骤添加到工作流中。
    • 需要 原因。 选择在答复步骤时是否需要原因。
  6. 点击对勾以保存新答复，或点击"X"取消更改。
    workflows-enter-response-label.png