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金蝶云星空有采购申请时到钉钉发起审批
<p>当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。</p>
zh-Hans
2022-12-02T01:17:27.000Z
2022-12-02T01:17:27.000Z
2023-11-25T00:54:23.000Z
sd7934oa
当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。
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M1mOsfbSsikI
official
mk1905
passed
张鹏
sd7934oa
张鹏
[
{
"desc": "当单据中的数据发生变化时触发此动作",
"app_id": 267,
"action_type": "1",
"sort": "1",
"action_id": 2487,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "2",
"action_id": 2901,
"note": null
},
{
"desc": "通过对象名称或编号查询符合条件的基础资料",
"app_id": 267,
"action_type": "2",
"sort": "3",
"action_id": 2559,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "4",
"action_id": 2901,
"note": null
},
{
"desc": "使用钉钉自建应用根据员工手机号查询员工ID",
"app_id": 69,
"action_type": "2",
"sort": "5",
"action_id": 404,
"note": null
},
{
"desc": "使用钉钉自建应用根据用户id查询用户的详细信息",
"app_id": 69,
"action_type": "2",
"sort": "6",
"action_id": 1953,
"note": null
},
{
"desc": "设置筛选条件，只有筛选条件满足后才会继续后续流程步骤",
"app_id": 7,
"action_type": "2",
"sort": "7",
"action_id": 15,
"note": null
},
{
"desc": "使用钉钉自建应用根据审批模板发起钉钉官方审批实例",
"app_id": 69,
"action_type": "2",
"sort": "8",
"action_id": 2169,
"note": null
}
]
11
true
{
"1": [
{
"key": "FormId",
"label": "请选择您要监测的单据类型",
"required": true,
"type": "string",
"help_txt": "请选择您要监测的单据类型",
"dropdown": true,
"choices": [
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "SAL_OUTSTOCK",
"label": "销售出库单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "PUR_Requisition",
"label": "采购申请"
},
{
"key": "CN_PAYAPPLY",
"label": "付款申请"
},
{
"key": "IV_PURCHASEOC",
"label": "采购普通发票"
},
{
"key": "IV_PURCHASEIC",
"label": "采购增值税专用发票"
},
{
"key": "IV_SALESIC",
"label": "销售增值税专用发票"
},
{
"key": "IV_SALESOC",
"label": "销售普通发票"
},
{
"key": "STK_MisDelivery",
"label": "其他出库单"
},
{
"key": "SAL_QUOTATION",
"label": "销售报价单"
},
{
"key": "SAL_DELIVERYNOTICE",
"label": "发货通知单"
},
{
"key": "SAL_RETURNNOTICE",
"label": "退货通知单"
},
{
"key": "QM_InspectBill",
"label": "检验单"
}
]
},
{
"key": "FieldKeys",
"label": "结果中展示的字段",
"type": "string",
"multiples": true,
"required": true,
"help_txt": "本动作触发后，需要输出的字段信息，例如：表单编码，创建时间等"
},
{
"key": "FilterString",
"label": "筛选条件",
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "unique_field",
"label": "唯一字段",
"type": "string",
"required": false,
"help_txt": "用于对两次不同时间抓取的单据做对比去重处理，分辨出新的数据。单据中字段没有特殊变化的情况下无需修改",
"defaulttext": "FBILLNO"
}
],
"2": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"3": [
{
"key": "FormId",
"label": "请选择基础资料类型",
"required": true,
"type": "string",
"help_txt": "填写要查询的FormID(基础资料id)",
"dropdown": true,
"choices": [
{
"key": "BD_MATERIAL",
"label": "物料"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "BD_Department",
"label": "部门"
},
{
"key": "BD_Empinfo",
"label": "员工"
},
{
"key": "BD_MATERIALCATEGORY",
"label": "存货类别"
},
{
"key": "BD_Supplier",
"label": "供应商"
}
]
},
{
"key": "Fname",
"label": "对象名称"
},
{
"key": "Fnumber",
"label": "对象编号"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
}
],
"4": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"5": [
{
"key": "mobile",
"label": "员工手机号",
"type": "string",
"required": true,
"help_txt": "请输入员工手机号"
}
],
"6": [
{
"key": "userid",
"label": "用户的userId",
"type": "string",
"required": true,
"help_txt": "示例：manager4220，可通过[查询员工ID]动作获取到用户的id"
},
{
"key": "language",
"label": "通讯录语言",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "zh_CN",
"label": "中文"
},
{
"key": "en_US",
"label": "英文"
}
],
"help_txt": "默认值为中文"
}
],
"7": [],
"8": [
{
"key": "copy_id",
"type": "copy",
"help_txt": "审批流程将按照您在钉钉后台配置的单据审批流程进行，您也可以使用[审批人列表]来覆盖已有的审批流程，来自定义审批人和顺序"
},
{
"key": "originatorUserId",
"label": "发起人",
"type": "string",
"required": true,
"help_txt": "请填写人员手机号码, 示例：13766777889"
},
{
"key": "deptId",
"label": "发起人部门(下拉选择)",
"dropdownTree": true,
"required": false,
"queryParams": [
{
"label": "父节点id",
"key": "node_id",
"is_key": true,
"defaulttext": 1
},
{
"label": "标识",
"key": "flag",
"defaulttext": 1
}
],
"url": "/v1/api/process/dingding/dropdowntree/get_dept",
"choices": []
},
{
"key": "input_dept_id",
"label": "发起人部门(手动输入)",
"type": "string",
"help_txt": "发起人部门(下拉选择)和发起人部门(手动输入)必须输入一个"
},
{
"key": "approvers",
"label": "审批人列表",
"type": "obj",
"items": [
{
"type": "copy",
"help_txt": "在此处指定审批人信息，将会覆盖审批单在钉钉后台配置的审批流程，审批流程将会按照此处的配置进行流转"
},
{
"key": "actionType",
"label": "审批类型",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "AND",
"label": "会签"
},
{
"key": "OR",
"label": "或签"
},
{
"key": "NONE",
"label": "单人审批"
}
],
"help_txt": "会签，所有审批人都通过，则审批通过; 或签，有一个审批人通过，则审批通过; 单人审批，该审批只有一个审批人"
},
{
"key": "userIds",
"label": "审批人",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778"
}
]
},
{
"key": "ccList",
"label": "抄送人ids",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778，注意：如果使用钉钉中已经配置完成的审批流，则此处不需要填写抄送人。如果配置了审批人列表，则此处的抄送人才会生效。"
},
{
"key": "ccPosition",
"label": "抄送时间点",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "START",
"label": "开始时抄送"
},
{
"key": "FINISH",
"label": "结束时抄送"
},
{
"key": "START_FINISH",
"label": "开始和结束时都抄送"
}
]
},
{
"queryParams": [
{
"label": "第几页",
"key": "cursor",
"type": "number",
"defaulttext": 0
},
{
"label": "每页数量",
"key": "count",
"type": "number",
"defaulttext": 100
}
],
"url": "/v1/api/process/dingding/choice/get_user_templates",
"help_txt": "目前不支持带有钉钉官方审批套件的审批模板，请在钉钉中自定义审批模板，并且避免使用钉钉中的审批套件",
"choices": [],
"dropdownServer": true,
"label": "审批流编码",
"type": "string",
"dynamic": true,
"key": "processCode",
"required": true
}
]
}
false
[]
[
{
"id": 837,
"title": "集简云 x 中益制药 丨解码钉钉与金蝶云星空之间审批流程的自动化方案",
"preview": "中益制药是一家集中草药研发、生产和销售于一体的现代化制药企业，日常企业人员使用金蝶云星空ERP系统创建各种单据，比如销售订单，采购单，付款申请单等，同时还需要同步到钉钉OA系统进行审批，大量业务单据信息需要在两个系统来回流转，人工操作常耗费大量时间及精力，且总是出现偏差。现在通过集简云搭建一个数据流程，即可轻松将两个系统打通，实现数据互联，大大提高效率。",
"content": "<h1><strong>客户背景 • 介绍</strong></h1><p><br>福建中益制药有限公司位于福建省石狮市国家高新区创新创业中心，成立于2016年12月，注册资金7500万元，<strong>拥有多项发明专利技术，是5个国家天然提取物标准品制定者。</strong>公司主营中药提取物、原料药、药用辅料的研发与生产，厂房总面积为5万多平方米，在福建连城建成占地30亩的中药粗提车间，年可处理中药材50万吨。</p><p> </p><p>公司是国家高新技术企业，<strong>连续三年被评为“科技型中小企业”，是福建省“专精特新”培育企业</strong>。公司通过了ISO9001质量管理体系认证，拥有药品生产许可证和食品生产许可证，目前拥有14个中药提取物备案号，是5个国家天然提取物标准品制定者。</p><p> </p><p> </p><h1><strong>客户 • 遇到的问题</strong></h1><p><br>中益制药成立至今已六年有余，公司是集中药提取物、中药饮片、原料药、药用辅料、食品添加剂、香精香料、经典汉方的研发、生产和销售于一体的现代化制药企业。对于中益来说，每一个环节都无比重要，为了覆盖财务，采购，销售等多个核心业务，企业采购<strong>金蝶云星空ERP系统</strong>进行管理业务，为公司各项发展政策提供可靠的依据。同时管理层们通过<strong>钉钉办公OA系统</strong>，可以及时知晓业务流程审批，实现移动办公。</p><p> </p><p>在企业发展壮大的过程中，业务产生大量的各种单据信息需要在不同系统间来回流转，人工成本，管理成本开始不断增高，让中益制药很快认识到了现阶段存在的问题，且这些问题已逐步成为企业发展的瓶颈：</p><p> </p><ul><li><strong>两个系统的数据彼此独立存在，形成信息孤岛，无法实现高效协同</strong></li></ul><p style=\"margin-left:40px;\">金蝶云星空系统，钉钉两个系统的功能都无比强大，但企业人员在金蝶云星空提交的审批数据无法自动同步到钉钉OA系统中，钉钉审批结束的单据也无法再回传到金蝶云星空，两个系统的数据经常不一致，彼此形成信息孤岛，无法实现高效协同。因此，打破孤岛成为难题。</p><p> </p><ul><li><strong>企业人员重复工作多，人工成本高，且人工手动同步数据费时费力，易出错</strong></li></ul><p style=\"margin-left:40px;\">一直以来，无论是销售订单、采购单、付款申请单等多种类型的单据，全靠人工手写编制，准确率低，常导致大量单据信息发生偏差，丢失，还需企业人员重新核对，追溯原始数据，增加巨大的工作量。</p><p style=\"margin-left:40px;\"> </p><ul><li><strong>审批流程不灵活，无法实现自动化运转，阻碍业务进展</strong><br>审批人需在电脑端登录金蝶云星空才可审批单据，经常遇到一个领导在外出差无法及时登录电脑，导致审批流程进展缓慢，阻碍后续工作开展，且金蝶云星空系统存在账号限制，无法实现多人审批，整个审批流程不灵活，无法实现自动化运转。</li></ul><p><br>随着信息化管理系统的不断发展与成熟，中益集团迫切需要借助一款自动化连接工具将企业目前使用的系统数据进行打通，提升单据审批效率，增强市场竞争力。</p><p> </p><p><strong>那么，该如何高效、低成本地解决这个问题？</strong></p><p> </p><p> </p><h1><span style=\"color:hsl(0,0%,0%);\"><strong>集简云 • 解决方案</strong></span></h1><p><br>这种让应用与应用之间的数据实现自动同步，正是集简云所解决的问题，我们只需要在集简云搭建一个数据流程即可让其工作流程实现自动化运转。</p><p><br><strong>“金蝶云星空无需API开发连接钉钉自建”自动化方案如下：</strong></p><p><br>步骤1：触发动作【金蝶云星空-当有单据信息发生变化时，比如采购单，付款单，销售单等】</p><p>步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤3：执行动作【金蝶云星空-查询基础资料列表】</p><p>步骤4：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤5：执行动作【钉钉自建-根据员工手机号查询员工ID】</p><p>步骤6：执行动作【钉钉自建-查询用户详情】</p><p>步骤7：执行动作【数据筛选-筛选单据为\"未审核\"状态】</p><p>步骤8：执行动作【钉钉自建-发起实例审批】</p><p> </p><figure class=\"image\"><img src=\"/uploads/image_1dc89472be.gif\"></figure><p style=\"text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击</span></a>金蝶云星空有采购申请时到钉钉发起审批<a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">此模板，立即使用</span></a></p><p> </p><p><br>实现效果：通过集简云，实现金蝶云星空与钉钉OA系统的对接，打破了系统之间数据的闭塞现状，使审批信息在两个系统间可以自动同步和更新，减少人员的重复劳动，大大提高效率，提高准确度。</p><p> </p><p><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作，在集简云零代码集成功能的帮助下，不到1个工作日就完成了搭建，调试与上线使用。</strong></p><p> </p><p> </p><h1><strong>客户 · 反馈</strong></h1><p><br>中益制药集团在不断强化技术领先地位的同时，切身感受到了信息化在企业发展中的力量，其始终认为，高效、先进的自动化办公软件能够事半功倍，毕竟，提升企业的信息化能力、提高竞争实力才是企业长久发展道路上的重中之重。</p><p> </p><ul><li><strong>使用集简云之前：</strong>员工在金蝶云星空提交审批，审批人还需找电脑登录金蝶云星空系统进行审批，且金蝶云星空有账号限制无法实现多人审批，审批流程不灵活；</li><li><strong>使用集简云之后：</strong>领导可以随时随地通过钉钉在手机端操作，审批后的结果也会自动同步到金蝶云星空，大幅提升内部审批流程的效率。</li></ul><p><br>通过集简云搭建这样一个数据流程，有触发有执行，当金蝶云星空系统有数据产生或者变化时，即可根据设置的应用、动作自动往下一步一步执行，过程无需人工再干预，让整个单据的审批流程轻松实现自动化闭环，大大减少人员手动操作的重复劳动，效率大幅提升。</p><p> </p>",
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1938
金蝶云星空有采购申请时到钉钉发起审批
<p>当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。</p>
zh-Hans
2022-12-02T01:17:27.000Z
2022-12-02T01:17:27.000Z
2023-11-25T00:54:23.000Z
sd7934oa
当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。
anyone
M1mOsfbSsikI
official
mk1905
passed
张鹏
sd7934oa
张鹏
[
{
"desc": "当单据中的数据发生变化时触发此动作",
"app_id": 267,
"action_type": "1",
"sort": "1",
"action_id": 2487,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "2",
"action_id": 2901,
"note": null
},
{
"desc": "通过对象名称或编号查询符合条件的基础资料",
"app_id": 267,
"action_type": "2",
"sort": "3",
"action_id": 2559,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "4",
"action_id": 2901,
"note": null
},
{
"desc": "使用钉钉自建应用根据员工手机号查询员工ID",
"app_id": 69,
"action_type": "2",
"sort": "5",
"action_id": 404,
"note": null
},
{
"desc": "使用钉钉自建应用根据用户id查询用户的详细信息",
"app_id": 69,
"action_type": "2",
"sort": "6",
"action_id": 1953,
"note": null
},
{
"desc": "设置筛选条件，只有筛选条件满足后才会继续后续流程步骤",
"app_id": 7,
"action_type": "2",
"sort": "7",
"action_id": 15,
"note": null
},
{
"desc": "使用钉钉自建应用根据审批模板发起钉钉官方审批实例",
"app_id": 69,
"action_type": "2",
"sort": "8",
"action_id": 2169,
"note": null
}
]
11
true
{
"1": [
{
"key": "FormId",
"label": "请选择您要监测的单据类型",
"required": true,
"type": "string",
"help_txt": "请选择您要监测的单据类型",
"dropdown": true,
"choices": [
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "SAL_OUTSTOCK",
"label": "销售出库单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "PUR_Requisition",
"label": "采购申请"
},
{
"key": "CN_PAYAPPLY",
"label": "付款申请"
},
{
"key": "IV_PURCHASEOC",
"label": "采购普通发票"
},
{
"key": "IV_PURCHASEIC",
"label": "采购增值税专用发票"
},
{
"key": "IV_SALESIC",
"label": "销售增值税专用发票"
},
{
"key": "IV_SALESOC",
"label": "销售普通发票"
},
{
"key": "STK_MisDelivery",
"label": "其他出库单"
},
{
"key": "SAL_QUOTATION",
"label": "销售报价单"
},
{
"key": "SAL_DELIVERYNOTICE",
"label": "发货通知单"
},
{
"key": "SAL_RETURNNOTICE",
"label": "退货通知单"
},
{
"key": "QM_InspectBill",
"label": "检验单"
}
]
},
{
"key": "FieldKeys",
"label": "结果中展示的字段",
"type": "string",
"multiples": true,
"required": true,
"help_txt": "本动作触发后，需要输出的字段信息，例如：表单编码，创建时间等"
},
{
"key": "FilterString",
"label": "筛选条件",
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "unique_field",
"label": "唯一字段",
"type": "string",
"required": false,
"help_txt": "用于对两次不同时间抓取的单据做对比去重处理，分辨出新的数据。单据中字段没有特殊变化的情况下无需修改",
"defaulttext": "FBILLNO"
}
],
"2": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"3": [
{
"key": "FormId",
"label": "请选择基础资料类型",
"required": true,
"type": "string",
"help_txt": "填写要查询的FormID(基础资料id)",
"dropdown": true,
"choices": [
{
"key": "BD_MATERIAL",
"label": "物料"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "BD_Department",
"label": "部门"
},
{
"key": "BD_Empinfo",
"label": "员工"
},
{
"key": "BD_MATERIALCATEGORY",
"label": "存货类别"
},
{
"key": "BD_Supplier",
"label": "供应商"
}
]
},
{
"key": "Fname",
"label": "对象名称"
},
{
"key": "Fnumber",
"label": "对象编号"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
}
],
"4": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"5": [
{
"key": "mobile",
"label": "员工手机号",
"type": "string",
"required": true,
"help_txt": "请输入员工手机号"
}
],
"6": [
{
"key": "userid",
"label": "用户的userId",
"type": "string",
"required": true,
"help_txt": "示例：manager4220，可通过[查询员工ID]动作获取到用户的id"
},
{
"key": "language",
"label": "通讯录语言",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "zh_CN",
"label": "中文"
},
{
"key": "en_US",
"label": "英文"
}
],
"help_txt": "默认值为中文"
}
],
"7": [],
"8": [
{
"key": "copy_id",
"type": "copy",
"help_txt": "审批流程将按照您在钉钉后台配置的单据审批流程进行，您也可以使用[审批人列表]来覆盖已有的审批流程，来自定义审批人和顺序"
},
{
"key": "originatorUserId",
"label": "发起人",
"type": "string",
"required": true,
"help_txt": "请填写人员手机号码, 示例：13766777889"
},
{
"key": "deptId",
"label": "发起人部门(下拉选择)",
"dropdownTree": true,
"required": false,
"queryParams": [
{
"label": "父节点id",
"key": "node_id",
"is_key": true,
"defaulttext": 1
},
{
"label": "标识",
"key": "flag",
"defaulttext": 1
}
],
"url": "/v1/api/process/dingding/dropdowntree/get_dept",
"choices": []
},
{
"key": "input_dept_id",
"label": "发起人部门(手动输入)",
"type": "string",
"help_txt": "发起人部门(下拉选择)和发起人部门(手动输入)必须输入一个"
},
{
"key": "approvers",
"label": "审批人列表",
"type": "obj",
"items": [
{
"type": "copy",
"help_txt": "在此处指定审批人信息，将会覆盖审批单在钉钉后台配置的审批流程，审批流程将会按照此处的配置进行流转"
},
{
"key": "actionType",
"label": "审批类型",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "AND",
"label": "会签"
},
{
"key": "OR",
"label": "或签"
},
{
"key": "NONE",
"label": "单人审批"
}
],
"help_txt": "会签，所有审批人都通过，则审批通过; 或签，有一个审批人通过，则审批通过; 单人审批，该审批只有一个审批人"
},
{
"key": "userIds",
"label": "审批人",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778"
}
]
},
{
"key": "ccList",
"label": "抄送人ids",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778，注意：如果使用钉钉中已经配置完成的审批流，则此处不需要填写抄送人。如果配置了审批人列表，则此处的抄送人才会生效。"
},
{
"key": "ccPosition",
"label": "抄送时间点",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "START",
"label": "开始时抄送"
},
{
"key": "FINISH",
"label": "结束时抄送"
},
{
"key": "START_FINISH",
"label": "开始和结束时都抄送"
}
]
},
{
"queryParams": [
{
"label": "第几页",
"key": "cursor",
"type": "number",
"defaulttext": 0
},
{
"label": "每页数量",
"key": "count",
"type": "number",
"defaulttext": 100
}
],
"url": "/v1/api/process/dingding/choice/get_user_templates",
"help_txt": "目前不支持带有钉钉官方审批套件的审批模板，请在钉钉中自定义审批模板，并且避免使用钉钉中的审批套件",
"choices": [],
"dropdownServer": true,
"label": "审批流编码",
"type": "string",
"dynamic": true,
"key": "processCode",
"required": true
}
]
}
false
[]
[
{
"id": 837,
"title": "集简云 x 中益制药 丨解码钉钉与金蝶云星空之间审批流程的自动化方案",
"preview": "中益制药是一家集中草药研发、生产和销售于一体的现代化制药企业，日常企业人员使用金蝶云星空ERP系统创建各种单据，比如销售订单，采购单，付款申请单等，同时还需要同步到钉钉OA系统进行审批，大量业务单据信息需要在两个系统来回流转，人工操作常耗费大量时间及精力，且总是出现偏差。现在通过集简云搭建一个数据流程，即可轻松将两个系统打通，实现数据互联，大大提高效率。",
"content": "<h1><strong>客户背景 • 介绍</strong></h1><p><br>福建中益制药有限公司位于福建省石狮市国家高新区创新创业中心，成立于2016年12月，注册资金7500万元，<strong>拥有多项发明专利技术，是5个国家天然提取物标准品制定者。</strong>公司主营中药提取物、原料药、药用辅料的研发与生产，厂房总面积为5万多平方米，在福建连城建成占地30亩的中药粗提车间，年可处理中药材50万吨。</p><p> </p><p>公司是国家高新技术企业，<strong>连续三年被评为“科技型中小企业”，是福建省“专精特新”培育企业</strong>。公司通过了ISO9001质量管理体系认证，拥有药品生产许可证和食品生产许可证，目前拥有14个中药提取物备案号，是5个国家天然提取物标准品制定者。</p><p> </p><p> </p><h1><strong>客户 • 遇到的问题</strong></h1><p><br>中益制药成立至今已六年有余，公司是集中药提取物、中药饮片、原料药、药用辅料、食品添加剂、香精香料、经典汉方的研发、生产和销售于一体的现代化制药企业。对于中益来说，每一个环节都无比重要，为了覆盖财务，采购，销售等多个核心业务，企业采购<strong>金蝶云星空ERP系统</strong>进行管理业务，为公司各项发展政策提供可靠的依据。同时管理层们通过<strong>钉钉办公OA系统</strong>，可以及时知晓业务流程审批，实现移动办公。</p><p> </p><p>在企业发展壮大的过程中，业务产生大量的各种单据信息需要在不同系统间来回流转，人工成本，管理成本开始不断增高，让中益制药很快认识到了现阶段存在的问题，且这些问题已逐步成为企业发展的瓶颈：</p><p> </p><ul><li><strong>两个系统的数据彼此独立存在，形成信息孤岛，无法实现高效协同</strong></li></ul><p style=\"margin-left:40px;\">金蝶云星空系统，钉钉两个系统的功能都无比强大，但企业人员在金蝶云星空提交的审批数据无法自动同步到钉钉OA系统中，钉钉审批结束的单据也无法再回传到金蝶云星空，两个系统的数据经常不一致，彼此形成信息孤岛，无法实现高效协同。因此，打破孤岛成为难题。</p><p> </p><ul><li><strong>企业人员重复工作多，人工成本高，且人工手动同步数据费时费力，易出错</strong></li></ul><p style=\"margin-left:40px;\">一直以来，无论是销售订单、采购单、付款申请单等多种类型的单据，全靠人工手写编制，准确率低，常导致大量单据信息发生偏差，丢失，还需企业人员重新核对，追溯原始数据，增加巨大的工作量。</p><p style=\"margin-left:40px;\"> </p><ul><li><strong>审批流程不灵活，无法实现自动化运转，阻碍业务进展</strong><br>审批人需在电脑端登录金蝶云星空才可审批单据，经常遇到一个领导在外出差无法及时登录电脑，导致审批流程进展缓慢，阻碍后续工作开展，且金蝶云星空系统存在账号限制，无法实现多人审批，整个审批流程不灵活，无法实现自动化运转。</li></ul><p><br>随着信息化管理系统的不断发展与成熟，中益集团迫切需要借助一款自动化连接工具将企业目前使用的系统数据进行打通，提升单据审批效率，增强市场竞争力。</p><p> </p><p><strong>那么，该如何高效、低成本地解决这个问题？</strong></p><p> </p><p> </p><h1><span style=\"color:hsl(0,0%,0%);\"><strong>集简云 • 解决方案</strong></span></h1><p><br>这种让应用与应用之间的数据实现自动同步，正是集简云所解决的问题，我们只需要在集简云搭建一个数据流程即可让其工作流程实现自动化运转。</p><p><br><strong>“金蝶云星空无需API开发连接钉钉自建”自动化方案如下：</strong></p><p><br>步骤1：触发动作【金蝶云星空-当有单据信息发生变化时，比如采购单，付款单，销售单等】</p><p>步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤3：执行动作【金蝶云星空-查询基础资料列表】</p><p>步骤4：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤5：执行动作【钉钉自建-根据员工手机号查询员工ID】</p><p>步骤6：执行动作【钉钉自建-查询用户详情】</p><p>步骤7：执行动作【数据筛选-筛选单据为\"未审核\"状态】</p><p>步骤8：执行动作【钉钉自建-发起实例审批】</p><p> </p><figure class=\"image\"><img src=\"/uploads/image_1dc89472be.gif\"></figure><p style=\"text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击</span></a>金蝶云星空有采购申请时到钉钉发起审批<a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">此模板，立即使用</span></a></p><p> </p><p><br>实现效果：通过集简云，实现金蝶云星空与钉钉OA系统的对接，打破了系统之间数据的闭塞现状，使审批信息在两个系统间可以自动同步和更新，减少人员的重复劳动，大大提高效率，提高准确度。</p><p> </p><p><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作，在集简云零代码集成功能的帮助下，不到1个工作日就完成了搭建，调试与上线使用。</strong></p><p> </p><p> </p><h1><strong>客户 · 反馈</strong></h1><p><br>中益制药集团在不断强化技术领先地位的同时，切身感受到了信息化在企业发展中的力量，其始终认为，高效、先进的自动化办公软件能够事半功倍，毕竟，提升企业的信息化能力、提高竞争实力才是企业长久发展道路上的重中之重。</p><p> </p><ul><li><strong>使用集简云之前：</strong>员工在金蝶云星空提交审批，审批人还需找电脑登录金蝶云星空系统进行审批，且金蝶云星空有账号限制无法实现多人审批，审批流程不灵活；</li><li><strong>使用集简云之后：</strong>领导可以随时随地通过钉钉在手机端操作，审批后的结果也会自动同步到金蝶云星空，大幅提升内部审批流程的效率。</li></ul><p><br>通过集简云搭建这样一个数据流程，有触发有执行，当金蝶云星空系统有数据产生或者变化时，即可根据设置的应用、动作自动往下一步一步执行，过程无需人工再干预，让整个单据的审批流程轻松实现自动化闭环，大大减少人员手动操作的重复劳动，效率大幅提升。</p><p> </p>",
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1938
金蝶云星空有采购申请时到钉钉发起审批
<p>当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。</p>
zh-Hans
2022-12-02T01:17:27.000Z
2022-12-02T01:17:27.000Z
2023-11-25T00:54:23.000Z
sd7934oa
当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。
anyone
M1mOsfbSsikI
official
mk1905
passed
张鹏
sd7934oa
张鹏
[
{
"desc": "当单据中的数据发生变化时触发此动作",
"app_id": 267,
"action_type": "1",
"sort": "1",
"action_id": 2487,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "2",
"action_id": 2901,
"note": null
},
{
"desc": "通过对象名称或编号查询符合条件的基础资料",
"app_id": 267,
"action_type": "2",
"sort": "3",
"action_id": 2559,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "4",
"action_id": 2901,
"note": null
},
{
"desc": "使用钉钉自建应用根据员工手机号查询员工ID",
"app_id": 69,
"action_type": "2",
"sort": "5",
"action_id": 404,
"note": null
},
{
"desc": "使用钉钉自建应用根据用户id查询用户的详细信息",
"app_id": 69,
"action_type": "2",
"sort": "6",
"action_id": 1953,
"note": null
},
{
"desc": "设置筛选条件，只有筛选条件满足后才会继续后续流程步骤",
"app_id": 7,
"action_type": "2",
"sort": "7",
"action_id": 15,
"note": null
},
{
"desc": "使用钉钉自建应用根据审批模板发起钉钉官方审批实例",
"app_id": 69,
"action_type": "2",
"sort": "8",
"action_id": 2169,
"note": null
}
]
11
true
{
"1": [
{
"key": "FormId",
"label": "请选择您要监测的单据类型",
"required": true,
"type": "string",
"help_txt": "请选择您要监测的单据类型",
"dropdown": true,
"choices": [
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "SAL_OUTSTOCK",
"label": "销售出库单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "PUR_Requisition",
"label": "采购申请"
},
{
"key": "CN_PAYAPPLY",
"label": "付款申请"
},
{
"key": "IV_PURCHASEOC",
"label": "采购普通发票"
},
{
"key": "IV_PURCHASEIC",
"label": "采购增值税专用发票"
},
{
"key": "IV_SALESIC",
"label": "销售增值税专用发票"
},
{
"key": "IV_SALESOC",
"label": "销售普通发票"
},
{
"key": "STK_MisDelivery",
"label": "其他出库单"
},
{
"key": "SAL_QUOTATION",
"label": "销售报价单"
},
{
"key": "SAL_DELIVERYNOTICE",
"label": "发货通知单"
},
{
"key": "SAL_RETURNNOTICE",
"label": "退货通知单"
},
{
"key": "QM_InspectBill",
"label": "检验单"
}
]
},
{
"key": "FieldKeys",
"label": "结果中展示的字段",
"type": "string",
"multiples": true,
"required": true,
"help_txt": "本动作触发后，需要输出的字段信息，例如：表单编码，创建时间等"
},
{
"key": "FilterString",
"label": "筛选条件",
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "unique_field",
"label": "唯一字段",
"type": "string",
"required": false,
"help_txt": "用于对两次不同时间抓取的单据做对比去重处理，分辨出新的数据。单据中字段没有特殊变化的情况下无需修改",
"defaulttext": "FBILLNO"
}
],
"2": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"3": [
{
"key": "FormId",
"label": "请选择基础资料类型",
"required": true,
"type": "string",
"help_txt": "填写要查询的FormID(基础资料id)",
"dropdown": true,
"choices": [
{
"key": "BD_MATERIAL",
"label": "物料"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "BD_Department",
"label": "部门"
},
{
"key": "BD_Empinfo",
"label": "员工"
},
{
"key": "BD_MATERIALCATEGORY",
"label": "存货类别"
},
{
"key": "BD_Supplier",
"label": "供应商"
}
]
},
{
"key": "Fname",
"label": "对象名称"
},
{
"key": "Fnumber",
"label": "对象编号"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
}
],
"4": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"5": [
{
"key": "mobile",
"label": "员工手机号",
"type": "string",
"required": true,
"help_txt": "请输入员工手机号"
}
],
"6": [
{
"key": "userid",
"label": "用户的userId",
"type": "string",
"required": true,
"help_txt": "示例：manager4220，可通过[查询员工ID]动作获取到用户的id"
},
{
"key": "language",
"label": "通讯录语言",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "zh_CN",
"label": "中文"
},
{
"key": "en_US",
"label": "英文"
}
],
"help_txt": "默认值为中文"
}
],
"7": [],
"8": [
{
"key": "copy_id",
"type": "copy",
"help_txt": "审批流程将按照您在钉钉后台配置的单据审批流程进行，您也可以使用[审批人列表]来覆盖已有的审批流程，来自定义审批人和顺序"
},
{
"key": "originatorUserId",
"label": "发起人",
"type": "string",
"required": true,
"help_txt": "请填写人员手机号码, 示例：13766777889"
},
{
"key": "deptId",
"label": "发起人部门(下拉选择)",
"dropdownTree": true,
"required": false,
"queryParams": [
{
"label": "父节点id",
"key": "node_id",
"is_key": true,
"defaulttext": 1
},
{
"label": "标识",
"key": "flag",
"defaulttext": 1
}
],
"url": "/v1/api/process/dingding/dropdowntree/get_dept",
"choices": []
},
{
"key": "input_dept_id",
"label": "发起人部门(手动输入)",
"type": "string",
"help_txt": "发起人部门(下拉选择)和发起人部门(手动输入)必须输入一个"
},
{
"key": "approvers",
"label": "审批人列表",
"type": "obj",
"items": [
{
"type": "copy",
"help_txt": "在此处指定审批人信息，将会覆盖审批单在钉钉后台配置的审批流程，审批流程将会按照此处的配置进行流转"
},
{
"key": "actionType",
"label": "审批类型",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "AND",
"label": "会签"
},
{
"key": "OR",
"label": "或签"
},
{
"key": "NONE",
"label": "单人审批"
}
],
"help_txt": "会签，所有审批人都通过，则审批通过; 或签，有一个审批人通过，则审批通过; 单人审批，该审批只有一个审批人"
},
{
"key": "userIds",
"label": "审批人",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778"
}
]
},
{
"key": "ccList",
"label": "抄送人ids",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778，注意：如果使用钉钉中已经配置完成的审批流，则此处不需要填写抄送人。如果配置了审批人列表，则此处的抄送人才会生效。"
},
{
"key": "ccPosition",
"label": "抄送时间点",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "START",
"label": "开始时抄送"
},
{
"key": "FINISH",
"label": "结束时抄送"
},
{
"key": "START_FINISH",
"label": "开始和结束时都抄送"
}
]
},
{
"queryParams": [
{
"label": "第几页",
"key": "cursor",
"type": "number",
"defaulttext": 0
},
{
"label": "每页数量",
"key": "count",
"type": "number",
"defaulttext": 100
}
],
"url": "/v1/api/process/dingding/choice/get_user_templates",
"help_txt": "目前不支持带有钉钉官方审批套件的审批模板，请在钉钉中自定义审批模板，并且避免使用钉钉中的审批套件",
"choices": [],
"dropdownServer": true,
"label": "审批流编码",
"type": "string",
"dynamic": true,
"key": "processCode",
"required": true
}
]
}
false
[]
[
{
"id": 837,
"title": "集简云 x 中益制药 丨解码钉钉与金蝶云星空之间审批流程的自动化方案",
"preview": "中益制药是一家集中草药研发、生产和销售于一体的现代化制药企业，日常企业人员使用金蝶云星空ERP系统创建各种单据，比如销售订单，采购单，付款申请单等，同时还需要同步到钉钉OA系统进行审批，大量业务单据信息需要在两个系统来回流转，人工操作常耗费大量时间及精力，且总是出现偏差。现在通过集简云搭建一个数据流程，即可轻松将两个系统打通，实现数据互联，大大提高效率。",
"content": "<h1><strong>客户背景 • 介绍</strong></h1><p><br>福建中益制药有限公司位于福建省石狮市国家高新区创新创业中心，成立于2016年12月，注册资金7500万元，<strong>拥有多项发明专利技术，是5个国家天然提取物标准品制定者。</strong>公司主营中药提取物、原料药、药用辅料的研发与生产，厂房总面积为5万多平方米，在福建连城建成占地30亩的中药粗提车间，年可处理中药材50万吨。</p><p> </p><p>公司是国家高新技术企业，<strong>连续三年被评为“科技型中小企业”，是福建省“专精特新”培育企业</strong>。公司通过了ISO9001质量管理体系认证，拥有药品生产许可证和食品生产许可证，目前拥有14个中药提取物备案号，是5个国家天然提取物标准品制定者。</p><p> </p><p> </p><h1><strong>客户 • 遇到的问题</strong></h1><p><br>中益制药成立至今已六年有余，公司是集中药提取物、中药饮片、原料药、药用辅料、食品添加剂、香精香料、经典汉方的研发、生产和销售于一体的现代化制药企业。对于中益来说，每一个环节都无比重要，为了覆盖财务，采购，销售等多个核心业务，企业采购<strong>金蝶云星空ERP系统</strong>进行管理业务，为公司各项发展政策提供可靠的依据。同时管理层们通过<strong>钉钉办公OA系统</strong>，可以及时知晓业务流程审批，实现移动办公。</p><p> </p><p>在企业发展壮大的过程中，业务产生大量的各种单据信息需要在不同系统间来回流转，人工成本，管理成本开始不断增高，让中益制药很快认识到了现阶段存在的问题，且这些问题已逐步成为企业发展的瓶颈：</p><p> </p><ul><li><strong>两个系统的数据彼此独立存在，形成信息孤岛，无法实现高效协同</strong></li></ul><p style=\"margin-left:40px;\">金蝶云星空系统，钉钉两个系统的功能都无比强大，但企业人员在金蝶云星空提交的审批数据无法自动同步到钉钉OA系统中，钉钉审批结束的单据也无法再回传到金蝶云星空，两个系统的数据经常不一致，彼此形成信息孤岛，无法实现高效协同。因此，打破孤岛成为难题。</p><p> </p><ul><li><strong>企业人员重复工作多，人工成本高，且人工手动同步数据费时费力，易出错</strong></li></ul><p style=\"margin-left:40px;\">一直以来，无论是销售订单、采购单、付款申请单等多种类型的单据，全靠人工手写编制，准确率低，常导致大量单据信息发生偏差，丢失，还需企业人员重新核对，追溯原始数据，增加巨大的工作量。</p><p style=\"margin-left:40px;\"> </p><ul><li><strong>审批流程不灵活，无法实现自动化运转，阻碍业务进展</strong><br>审批人需在电脑端登录金蝶云星空才可审批单据，经常遇到一个领导在外出差无法及时登录电脑，导致审批流程进展缓慢，阻碍后续工作开展，且金蝶云星空系统存在账号限制，无法实现多人审批，整个审批流程不灵活，无法实现自动化运转。</li></ul><p><br>随着信息化管理系统的不断发展与成熟，中益集团迫切需要借助一款自动化连接工具将企业目前使用的系统数据进行打通，提升单据审批效率，增强市场竞争力。</p><p> </p><p><strong>那么，该如何高效、低成本地解决这个问题？</strong></p><p> </p><p> </p><h1><span style=\"color:hsl(0,0%,0%);\"><strong>集简云 • 解决方案</strong></span></h1><p><br>这种让应用与应用之间的数据实现自动同步，正是集简云所解决的问题，我们只需要在集简云搭建一个数据流程即可让其工作流程实现自动化运转。</p><p><br><strong>“金蝶云星空无需API开发连接钉钉自建”自动化方案如下：</strong></p><p><br>步骤1：触发动作【金蝶云星空-当有单据信息发生变化时，比如采购单，付款单，销售单等】</p><p>步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤3：执行动作【金蝶云星空-查询基础资料列表】</p><p>步骤4：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤5：执行动作【钉钉自建-根据员工手机号查询员工ID】</p><p>步骤6：执行动作【钉钉自建-查询用户详情】</p><p>步骤7：执行动作【数据筛选-筛选单据为\"未审核\"状态】</p><p>步骤8：执行动作【钉钉自建-发起实例审批】</p><p> </p><figure class=\"image\"><img src=\"/uploads/image_1dc89472be.gif\"></figure><p style=\"text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击</span></a>金蝶云星空有采购申请时到钉钉发起审批<a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">此模板，立即使用</span></a></p><p> </p><p><br>实现效果：通过集简云，实现金蝶云星空与钉钉OA系统的对接，打破了系统之间数据的闭塞现状，使审批信息在两个系统间可以自动同步和更新，减少人员的重复劳动，大大提高效率，提高准确度。</p><p> </p><p><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作，在集简云零代码集成功能的帮助下，不到1个工作日就完成了搭建，调试与上线使用。</strong></p><p> </p><p> </p><h1><strong>客户 · 反馈</strong></h1><p><br>中益制药集团在不断强化技术领先地位的同时，切身感受到了信息化在企业发展中的力量，其始终认为，高效、先进的自动化办公软件能够事半功倍，毕竟，提升企业的信息化能力、提高竞争实力才是企业长久发展道路上的重中之重。</p><p> </p><ul><li><strong>使用集简云之前：</strong>员工在金蝶云星空提交审批，审批人还需找电脑登录金蝶云星空系统进行审批，且金蝶云星空有账号限制无法实现多人审批，审批流程不灵活；</li><li><strong>使用集简云之后：</strong>领导可以随时随地通过钉钉在手机端操作，审批后的结果也会自动同步到金蝶云星空，大幅提升内部审批流程的效率。</li></ul><p><br>通过集简云搭建这样一个数据流程，有触发有执行，当金蝶云星空系统有数据产生或者变化时，即可根据设置的应用、动作自动往下一步一步执行，过程无需人工再干预，让整个单据的审批流程轻松实现自动化闭环，大大减少人员手动操作的重复劳动，效率大幅提升。</p><p> </p>",
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1938
金蝶云星空有采购申请时到钉钉发起审批
<p>当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。</p>
zh-Hans
2022-12-02T01:17:27.000Z
2022-12-02T01:17:27.000Z
2023-11-25T00:54:23.000Z
sd7934oa
当金蝶云星空有采购人员提交采购单据时到钉钉发起采购单审批，使用集简云前审批人还需要找电脑登录金蝶云星空审批单据，并且审批流程不灵活，金蝶云星空有账号限制无法多人审批，使用集简云后审批人可以直接使用手机随时随地审批单据，审批后结果会自动同步到金蝶云星空完成单据的审批，并且不受金蝶云星空账号限制。
anyone
M1mOsfbSsikI
official
mk1905
passed
张鹏
sd7934oa
张鹏
[
{
"desc": "当单据中的数据发生变化时触发此动作",
"app_id": 267,
"action_type": "1",
"sort": "1",
"action_id": 2487,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "2",
"action_id": 2901,
"note": null
},
{
"desc": "通过对象名称或编号查询符合条件的基础资料",
"app_id": 267,
"action_type": "2",
"sort": "3",
"action_id": 2559,
"note": null
},
{
"desc": "根据筛选条件查询单据列表(返回指定字段)",
"app_id": 267,
"action_type": "2",
"sort": "4",
"action_id": 2901,
"note": null
},
{
"desc": "使用钉钉自建应用根据员工手机号查询员工ID",
"app_id": 69,
"action_type": "2",
"sort": "5",
"action_id": 404,
"note": null
},
{
"desc": "使用钉钉自建应用根据用户id查询用户的详细信息",
"app_id": 69,
"action_type": "2",
"sort": "6",
"action_id": 1953,
"note": null
},
{
"desc": "设置筛选条件，只有筛选条件满足后才会继续后续流程步骤",
"app_id": 7,
"action_type": "2",
"sort": "7",
"action_id": 15,
"note": null
},
{
"desc": "使用钉钉自建应用根据审批模板发起钉钉官方审批实例",
"app_id": 69,
"action_type": "2",
"sort": "8",
"action_id": 2169,
"note": null
}
]
11
true
{
"1": [
{
"key": "FormId",
"label": "请选择您要监测的单据类型",
"required": true,
"type": "string",
"help_txt": "请选择您要监测的单据类型",
"dropdown": true,
"choices": [
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "SAL_OUTSTOCK",
"label": "销售出库单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "PUR_Requisition",
"label": "采购申请"
},
{
"key": "CN_PAYAPPLY",
"label": "付款申请"
},
{
"key": "IV_PURCHASEOC",
"label": "采购普通发票"
},
{
"key": "IV_PURCHASEIC",
"label": "采购增值税专用发票"
},
{
"key": "IV_SALESIC",
"label": "销售增值税专用发票"
},
{
"key": "IV_SALESOC",
"label": "销售普通发票"
},
{
"key": "STK_MisDelivery",
"label": "其他出库单"
},
{
"key": "SAL_QUOTATION",
"label": "销售报价单"
},
{
"key": "SAL_DELIVERYNOTICE",
"label": "发货通知单"
},
{
"key": "SAL_RETURNNOTICE",
"label": "退货通知单"
},
{
"key": "QM_InspectBill",
"label": "检验单"
}
]
},
{
"key": "FieldKeys",
"label": "结果中展示的字段",
"type": "string",
"multiples": true,
"required": true,
"help_txt": "本动作触发后，需要输出的字段信息，例如：表单编码，创建时间等"
},
{
"key": "FilterString",
"label": "筛选条件",
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "unique_field",
"label": "唯一字段",
"type": "string",
"required": false,
"help_txt": "用于对两次不同时间抓取的单据做对比去重处理，分辨出新的数据。单据中字段没有特殊变化的情况下无需修改",
"defaulttext": "FBILLNO"
}
],
"2": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"3": [
{
"key": "FormId",
"label": "请选择基础资料类型",
"required": true,
"type": "string",
"help_txt": "填写要查询的FormID(基础资料id)",
"dropdown": true,
"choices": [
{
"key": "BD_MATERIAL",
"label": "物料"
},
{
"key": "BD_Customer",
"label": "客户"
},
{
"key": "BD_Department",
"label": "部门"
},
{
"key": "BD_Empinfo",
"label": "员工"
},
{
"key": "BD_MATERIALCATEGORY",
"label": "存货类别"
},
{
"key": "BD_Supplier",
"label": "供应商"
}
]
},
{
"key": "Fname",
"label": "对象名称"
},
{
"key": "Fnumber",
"label": "对象编号"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
}
],
"4": [
{
"key": "FormId",
"label": "业务对象表单Id",
"required": true,
"type": "string",
"dropdown": true,
"choices": [
{
"key": "ER_ExpenseRequest",
"label": "费用申请单"
},
{
"key": "SAL_SaleOrder",
"label": "销售订单"
},
{
"key": "AP_PAYBILL",
"label": "付款单"
},
{
"key": "AR_receivable",
"label": "应收单"
},
{
"key": "AP_OtherPayable",
"label": "其他应付单"
},
{
"key": "AR_OtherRecAble",
"label": "其他应收单"
},
{
"key": "CRM_Contract",
"label": "销售合同"
},
{
"key": "AR_receivable",
"label": "应收单"
}
]
},
{
"key": "FieldKeys",
"label": "需查询的字段",
"multiples": true,
"help_txt": "默认返回【FDate(日期),FID(单据id),FBillTypeID(单据类型),FCreatorId(创建人)】其他字段可以参考<a href=\"https://openapi.open.kingdee.com/ApiCenterDoc?operateId=588947657558853633\">金蝶云星空开放平台</a>"
},
{
"key": "FilterString",
"label": "过滤条件",
"multiples": true,
"type": "string",
"required": false,
"help_txt": "通过过滤条件筛选出您需要的单据，格式为：FBillNO='QTYSD00000003' 多个条件请使用 and 进行连接，如：FBillNO='QTYSD00000003' and FDATE='2022-07-20'。本动作将按照您配置的过滤条件获取单据，例如，获取当天的字段为某个状态的所有单据"
},
{
"key": "FNumber",
"label": "单据编码",
"help_txt": "请输入单据编码，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "FID",
"label": "单据ID",
"help_txt": "请输入单据FID，注意：过滤条件、单据编码、单据ID三选一填写",
"required": false,
"type": "string"
},
{
"key": "TopRowCount",
"label": "返回总行数",
"required": false,
"help_txt": "分页大小",
"type": "number"
},
{
"key": "StartRow",
"label": "开始行索引",
"required": false,
"help_txt": "起始页码",
"type": "number"
},
{
"key": "Limit",
"label": "最大行数",
"required": false,
"help_txt": "不能超过10000",
"type": "number"
},
{
"key": "self_filter",
"label": "自定义筛选",
"required": false,
"help_txt": "格式：字段名=值；例如输入FName=123将筛选出FName字段值为123的数据",
"type": "string"
}
],
"5": [
{
"key": "mobile",
"label": "员工手机号",
"type": "string",
"required": true,
"help_txt": "请输入员工手机号"
}
],
"6": [
{
"key": "userid",
"label": "用户的userId",
"type": "string",
"required": true,
"help_txt": "示例：manager4220，可通过[查询员工ID]动作获取到用户的id"
},
{
"key": "language",
"label": "通讯录语言",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "zh_CN",
"label": "中文"
},
{
"key": "en_US",
"label": "英文"
}
],
"help_txt": "默认值为中文"
}
],
"7": [],
"8": [
{
"key": "copy_id",
"type": "copy",
"help_txt": "审批流程将按照您在钉钉后台配置的单据审批流程进行，您也可以使用[审批人列表]来覆盖已有的审批流程，来自定义审批人和顺序"
},
{
"key": "originatorUserId",
"label": "发起人",
"type": "string",
"required": true,
"help_txt": "请填写人员手机号码, 示例：13766777889"
},
{
"key": "deptId",
"label": "发起人部门(下拉选择)",
"dropdownTree": true,
"required": false,
"queryParams": [
{
"label": "父节点id",
"key": "node_id",
"is_key": true,
"defaulttext": 1
},
{
"label": "标识",
"key": "flag",
"defaulttext": 1
}
],
"url": "/v1/api/process/dingding/dropdowntree/get_dept",
"choices": []
},
{
"key": "input_dept_id",
"label": "发起人部门(手动输入)",
"type": "string",
"help_txt": "发起人部门(下拉选择)和发起人部门(手动输入)必须输入一个"
},
{
"key": "approvers",
"label": "审批人列表",
"type": "obj",
"items": [
{
"type": "copy",
"help_txt": "在此处指定审批人信息，将会覆盖审批单在钉钉后台配置的审批流程，审批流程将会按照此处的配置进行流转"
},
{
"key": "actionType",
"label": "审批类型",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "AND",
"label": "会签"
},
{
"key": "OR",
"label": "或签"
},
{
"key": "NONE",
"label": "单人审批"
}
],
"help_txt": "会签，所有审批人都通过，则审批通过; 或签，有一个审批人通过，则审批通过; 单人审批，该审批只有一个审批人"
},
{
"key": "userIds",
"label": "审批人",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778"
}
]
},
{
"key": "ccList",
"label": "抄送人ids",
"type": "string",
"help_txt": "请填写人员手机号码，多个请用英文逗号隔开，例如：13766777889,13677766778，注意：如果使用钉钉中已经配置完成的审批流，则此处不需要填写抄送人。如果配置了审批人列表，则此处的抄送人才会生效。"
},
{
"key": "ccPosition",
"label": "抄送时间点",
"type": "string",
"dropdown": true,
"choices": [
{
"key": "START",
"label": "开始时抄送"
},
{
"key": "FINISH",
"label": "结束时抄送"
},
{
"key": "START_FINISH",
"label": "开始和结束时都抄送"
}
]
},
{
"queryParams": [
{
"label": "第几页",
"key": "cursor",
"type": "number",
"defaulttext": 0
},
{
"label": "每页数量",
"key": "count",
"type": "number",
"defaulttext": 100
}
],
"url": "/v1/api/process/dingding/choice/get_user_templates",
"help_txt": "目前不支持带有钉钉官方审批套件的审批模板，请在钉钉中自定义审批模板，并且避免使用钉钉中的审批套件",
"choices": [],
"dropdownServer": true,
"label": "审批流编码",
"type": "string",
"dynamic": true,
"key": "processCode",
"required": true
}
]
}
false
[]
[
{
"id": 837,
"title": "集简云 x 中益制药 丨解码钉钉与金蝶云星空之间审批流程的自动化方案",
"preview": "中益制药是一家集中草药研发、生产和销售于一体的现代化制药企业，日常企业人员使用金蝶云星空ERP系统创建各种单据，比如销售订单，采购单，付款申请单等，同时还需要同步到钉钉OA系统进行审批，大量业务单据信息需要在两个系统来回流转，人工操作常耗费大量时间及精力，且总是出现偏差。现在通过集简云搭建一个数据流程，即可轻松将两个系统打通，实现数据互联，大大提高效率。",
"content": "<h1><strong>客户背景 • 介绍</strong></h1><p><br>福建中益制药有限公司位于福建省石狮市国家高新区创新创业中心，成立于2016年12月，注册资金7500万元，<strong>拥有多项发明专利技术，是5个国家天然提取物标准品制定者。</strong>公司主营中药提取物、原料药、药用辅料的研发与生产，厂房总面积为5万多平方米，在福建连城建成占地30亩的中药粗提车间，年可处理中药材50万吨。</p><p> </p><p>公司是国家高新技术企业，<strong>连续三年被评为“科技型中小企业”，是福建省“专精特新”培育企业</strong>。公司通过了ISO9001质量管理体系认证，拥有药品生产许可证和食品生产许可证，目前拥有14个中药提取物备案号，是5个国家天然提取物标准品制定者。</p><p> </p><p> </p><h1><strong>客户 • 遇到的问题</strong></h1><p><br>中益制药成立至今已六年有余，公司是集中药提取物、中药饮片、原料药、药用辅料、食品添加剂、香精香料、经典汉方的研发、生产和销售于一体的现代化制药企业。对于中益来说，每一个环节都无比重要，为了覆盖财务，采购，销售等多个核心业务，企业采购<strong>金蝶云星空ERP系统</strong>进行管理业务，为公司各项发展政策提供可靠的依据。同时管理层们通过<strong>钉钉办公OA系统</strong>，可以及时知晓业务流程审批，实现移动办公。</p><p> </p><p>在企业发展壮大的过程中，业务产生大量的各种单据信息需要在不同系统间来回流转，人工成本，管理成本开始不断增高，让中益制药很快认识到了现阶段存在的问题，且这些问题已逐步成为企业发展的瓶颈：</p><p> </p><ul><li><strong>两个系统的数据彼此独立存在，形成信息孤岛，无法实现高效协同</strong></li></ul><p style=\"margin-left:40px;\">金蝶云星空系统，钉钉两个系统的功能都无比强大，但企业人员在金蝶云星空提交的审批数据无法自动同步到钉钉OA系统中，钉钉审批结束的单据也无法再回传到金蝶云星空，两个系统的数据经常不一致，彼此形成信息孤岛，无法实现高效协同。因此，打破孤岛成为难题。</p><p> </p><ul><li><strong>企业人员重复工作多，人工成本高，且人工手动同步数据费时费力，易出错</strong></li></ul><p style=\"margin-left:40px;\">一直以来，无论是销售订单、采购单、付款申请单等多种类型的单据，全靠人工手写编制，准确率低，常导致大量单据信息发生偏差，丢失，还需企业人员重新核对，追溯原始数据，增加巨大的工作量。</p><p style=\"margin-left:40px;\"> </p><ul><li><strong>审批流程不灵活，无法实现自动化运转，阻碍业务进展</strong><br>审批人需在电脑端登录金蝶云星空才可审批单据，经常遇到一个领导在外出差无法及时登录电脑，导致审批流程进展缓慢，阻碍后续工作开展，且金蝶云星空系统存在账号限制，无法实现多人审批，整个审批流程不灵活，无法实现自动化运转。</li></ul><p><br>随着信息化管理系统的不断发展与成熟，中益集团迫切需要借助一款自动化连接工具将企业目前使用的系统数据进行打通，提升单据审批效率，增强市场竞争力。</p><p> </p><p><strong>那么，该如何高效、低成本地解决这个问题？</strong></p><p> </p><p> </p><h1><span style=\"color:hsl(0,0%,0%);\"><strong>集简云 • 解决方案</strong></span></h1><p><br>这种让应用与应用之间的数据实现自动同步，正是集简云所解决的问题，我们只需要在集简云搭建一个数据流程即可让其工作流程实现自动化运转。</p><p><br><strong>“金蝶云星空无需API开发连接钉钉自建”自动化方案如下：</strong></p><p><br>步骤1：触发动作【金蝶云星空-当有单据信息发生变化时，比如采购单，付款单，销售单等】</p><p>步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤3：执行动作【金蝶云星空-查询基础资料列表】</p><p>步骤4：执行动作【金蝶云星空-查询符合条件的单据列表】</p><p>步骤5：执行动作【钉钉自建-根据员工手机号查询员工ID】</p><p>步骤6：执行动作【钉钉自建-查询用户详情】</p><p>步骤7：执行动作【数据筛选-筛选单据为\"未审核\"状态】</p><p>步骤8：执行动作【钉钉自建-发起实例审批】</p><p> </p><figure class=\"image\"><img src=\"/uploads/image_1dc89472be.gif\"></figure><p style=\"text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击</span></a>金蝶云星空有采购申请时到钉钉发起审批<a href=\"https://www.jijyun.cn/apps/processes/1938\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">此模板，立即使用</span></a></p><p> </p><p><br>实现效果：通过集简云，实现金蝶云星空与钉钉OA系统的对接，打破了系统之间数据的闭塞现状，使审批信息在两个系统间可以自动同步和更新，减少人员的重复劳动，大大提高效率，提高准确度。</p><p> </p><p><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作，在集简云零代码集成功能的帮助下，不到1个工作日就完成了搭建，调试与上线使用。</strong></p><p> </p><p> </p><h1><strong>客户 · 反馈</strong></h1><p><br>中益制药集团在不断强化技术领先地位的同时，切身感受到了信息化在企业发展中的力量，其始终认为，高效、先进的自动化办公软件能够事半功倍，毕竟，提升企业的信息化能力、提高竞争实力才是企业长久发展道路上的重中之重。</p><p> </p><ul><li><strong>使用集简云之前：</strong>员工在金蝶云星空提交审批，审批人还需找电脑登录金蝶云星空系统进行审批，且金蝶云星空有账号限制无法实现多人审批，审批流程不灵活；</li><li><strong>使用集简云之后：</strong>领导可以随时随地通过钉钉在手机端操作，审批后的结果也会自动同步到金蝶云星空，大幅提升内部审批流程的效率。</li></ul><p><br>通过集简云搭建这样一个数据流程，有触发有执行，当金蝶云星空系统有数据产生或者变化时，即可根据设置的应用、动作自动往下一步一步执行，过程无需人工再干预，让整个单据的审批流程轻松实现自动化闭环，大大减少人员手动操作的重复劳动，效率大幅提升。</p><p> </p>",
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100+
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23
23
57
触发动作
执行动作
