Step 1: 环境准备(5Minutes)
RegisterLogin → 工作台认知 → ApplyCreate入口
1.1 RegisterLogin
- 访问 OfficialRegister页
- Support手机号/微信/邮箱Register
- 免费Edition永久可用,无需编程
1.2 工作台认知
- left侧:Apply列表&Quick入口
- inbetween:Apply展示&Number据面板
- righton:Settings、Permission、Helpin心
1.3 CreateApply
- Click「CreateApply」Button
- Select「from空白Create」
- 命名Apply(如:我of第一itemsApply)
💡 温馨Prompt
免费EditionSupport100peopleTeamUse,Number据永久Save,Function无限制Experience期30Days。SuggestionUseChrome/EdgeBrowse器获得BestExperience。
Step 2: Core实操(15Minutes)
Form搭建 → ProcessConfigure → Number据录入测试
2.1 Form搭建(3MinutesDragExample)
Example:EmployeeInfo登记表
必填Field:
- 单行文copies:姓名
- below拉框:Department(技术部/Finance部/Market部)
- 手机号:联系电话
- Date:OnboardingDate
可选Field:
- 邮箱:工作邮箱
- Attachment:身copies证扫描件
- 多行文copies:itemspeopleIntroduction
Operation要点:fromleft侧Field库DragFieldto画布 → SettingsFieldName&属性 → 勾选「必填」Option → Preview效果 → SaveForm
2.2 ProcessConfigure(SimpleApprovalProcess)
Example:OnboardingApprovalProcess
发起people
HRSubmit
Approvalpeople
Department经理
抄送people
行政部
Operation要点:进入FormSettings → 开启「Process」Function → AddApprovalNode → SettingsApprovalpeople员(Support指定Member/Department/Role)→ Configure抄送Node → SaveProcess
2.3 Number据录入测试
FillNumber据
atForminFill测试Number据,检查Field校验YesNo生效
SubmitApproval
SubmitafterViewProcess流转,Approvalpeople收to待办提醒
ViewResult
atNumber据列表ViewSubmitRecord,ConfirmProcessStatus
Step 3: 落地复用(10Minutes)
Template套用 → 移动端适配View
EmployeeInfo表
PopularEmployee档案Manage,SupportOnboarding/ResignationProcess,自动生成花名册
ReimbursementApproval
PopularExpenseReimbursementProcess,Support多级Approval,自动StatisticsFinanceNumber据
Sales台账
PopularSalesOrder Management,Customer跟进Record,业绩Number据可视化Analysis
移动端适配View
🎉 恭喜!你已Master简道云基础Operation
接below来,Based on你ofRoleSelect深入LearningPath