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    • Code 2093 当金蝶云星空创建付款申请单时同步在钉钉发起付款申请单审批流程（1） <p>当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1</p> zh-Hans 2023-01-03T07:14:28.000Z 2023-01-03T07:14:28.000Z 2023-01-03T07:21:52.000Z ay4830az 当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1 anyone 0HMAiMl761zJ official pc1265 passed 谢晓鸣 ay4830az 谢晓鸣 [ { "desc": "当单据中的数据发生变化时触发此动作", "app_id": 267, "action_id": 2487, "action_type": "1", "sort": "1", "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_id": 2901, "action_type": "2", "sort": "2", "note": null }, { "desc": "通过用户的姓名获取指定用户userid（支持用户名、英文名或名称全拼）", "app_id": 204, "action_id": 1586, "action_type": "2", "sort": "3", "note": null }, { "desc": "使用钉钉自建应用获取员工花名册字段信息", "app_id": 69, "action_id": 1997, "action_type": "2", "sort": "4", "note": null }, { "desc": "提取流程中的文本信息内容", "app_id": 91, "action_id": 177, "action_type": "2", "sort": "5", "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_id": 2169, "action_type": "2", "sort": "6", "note": null } ] 0 false 3 { "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": "queryWord", "label": "用户名称", "type": "string", "required": true, "help_txt": "支持用户名、英文名或名称全拼进行查询；注意重名用户区分" }, { "key": "offset", "label": "分页查询起点", "type": "number", "required": true, "help_txt": "示例：0" }, { "key": "size", "label": "分页大小", "type": "number", "required": true, "help_txt": "示例：10" } ], "4": [ { "key": "userid_list", "label": "员工的userid列表", "help_txt": "可以在企业管理后台-通讯录中查看或使用【查询员工ID】动作以及触发动作样本中获取", "type": "string", "required": true, "multiples": true }, { "key": "field_filter_list", "label": "返回字段", "type": "string", "multiples": true, "dropdown": true, "choices": [ { "key": "sys00-name", "label": "姓名" }, { "key": "sys00-email", "label": "邮箱" }, { "key": "sys00-deptIds", "label": "部门id列表" }, { "key": "sys00-mainDeptId", "label": "主部门id" }, { "key": "sys00-dept", "label": "部门" }, { "key": "sys00-mainDept", "label": "主部门" }, { "key": "sys00-position", "label": "职位" }, { "key": "sys00-mobile", "label": "手机号" }, { "key": "sys00-jobNumber", "label": "工号" }, { "key": "sys00-tel", "label": "分机号" }, { "key": "sys00-workPlace", "label": "办公地点" }, { "key": "sys00-remark", "label": "备注" }, { "key": "sys00-confirmJoinTime", "label": "入职时间" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "最高学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys-authRealName", "label": "实人认证" }, { "key": "姓名", "label": "姓名" }, { "key": "邮箱", "label": "邮箱" }, { "key": "部门", "label": "部门" }, { "key": "sys00-reportManager", "label": "直属主管" }, { "key": "职位", "label": "职位" }, { "key": "手机号", "label": "手机号" }, { "key": "工号", "label": "工号" }, { "key": "分机号", "label": "分机号" }, { "key": "办公地点", "label": "办公地点" }, { "key": "备注", "label": "备注" }, { "key": "入职时间", "label": "入职时间" }, { "key": "sys00-entryAge", "label": "司龄（系统计算）" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "实际转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys01-planRegularTime", "label": "计划转正日期" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-age", "label": "年龄（系统计算）" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-workAge", "label": "工龄（系统计算）" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys08-forntIDcard", "label": "身份证（人像面）" }, { "key": "sys08-rearIDcard", "label": "身份证（国徽面）" }, { "key": "sys08-academicCertificate", "label": "学历证书" }, { "key": "sys08-diplomaCertificate", "label": "学位证书" }, { "key": "sys08-releaseLetter", "label": "前公司离职证明" }, { "key": "sys08-personalPhoto", "label": "员工照片" } ], "help_txt": "需要获取的花名册字段；一次最多支持传100个值。该参数不传时，获取全部字段信息。查询字段越少，RT越低，建议按需查询。" } ], "5": [ { "multiples": false, "defaulttext": false, "dropdown": true, "help_txt": "请选择要提取的文本信息类型", "choices": [ { "key": "1", "label": "提取邮箱地址" }, { "key": "2", "label": "提取手机号" }, { "key": "3", "label": "提取身份证号" }, { "key": "4", "label": "提取地址信息" }, { "key": "5", "label": "提取时间点" }, { "key": "6", "label": "提取人名" } ], "label": "提取信息选择", "type": "string", "dynamic": false, "key": "tid", "required": true }, { "multiples": false, "defaulttext": false, "dropdown": false, "help_txt": "请先写需要进行文本信息提取的文本内容", "label": "文本信息", "type": "string", "dynamic": false, "key": "text", "required": true } ], "6": [ { "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 } ] } [] [ { "id": 883, "title": "集简云 x 江苏惠利生物 丨钉钉连接金蝶云星空为企业财务板块构建自动化体系", "preview": "江苏惠利生物是一家从事研究生物技术研发的公司，企业日常通过钉钉OA提交单据审批加，审批通过后，再同步到金蝶云星空系统创建相应单据并审核，繁琐的流程严重影响了业务拓展。通过集简云搭建一个流程，即可实现上述两个系统之间的数据自动同步，实现流程自动化运转，提高财务人员的工作效率。", "content": "<h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 介绍</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物科技有限公司</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">是一家中外合资高新技术企业，公司集科研、生产制造和销售于一体，致力于发展生物化工、健康产业事业。</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">公司位于江苏省泰州市高港经济开发区，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>拥有完备的自动化生产线，先进的检验检测设备，专业的研发设施和创新意识突出的人才团队，具有开放的发展理念，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">与中科院、华东理工大学、江南大学等院校建立了紧密的产、学、研协作关系，公司研发中心已经成为中科院泰州生物催化研究分中心。</span></p><p>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 遇到的问题</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">为加快企业自动化业务发展，数字化业务变革，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物采购了钉钉OA系统办公协作，同时也采购了金蝶云星空ERP系统进行财务管理。</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">日常当财务单据发生变化时，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>通过人工的方式统计数据到钉钉内提交审批，审批通过后，然后再手动导入到金蝶云星空系统内审核。</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">如果中间有调整，还需重新核对后重新提交审批，繁琐的流程严重影响了业务拓展。具体流程如下：</span></p><p>&nbsp;</p><figure class=\"image\"><img src=\"/uploads/640_70537e97ce.jfif\"></figure><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">基于大量的单据需要在两个系统之间来回流转，企业希望能够通过一款工具软件来满足财务流程的自动化需求，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>实现钉钉OA系统和金蝶云星空系统之间的数据互通，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">提高运作效率。</span><br>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">企业曾考虑自行研发接口，但费时费力且需要研发人员all in；接口实现对接后，还需安排专人维护，企业的业务也可能随时会调整，使用的软件也可能会替换，此时又需要重新对接，耗费一定的时间及精力；如果通过外包厂商去实现，从想法产生到落地执行也需要对接多名人员，沟通成本高。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>因此，投入成本高、筹建时间长、流程不够灵活、对于企业需求无法随时响应和调整等等这些问题，已经成为了企业当下面临的难点。那么，该如何高效、低成本地解决这个问题呢？</strong></span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\">&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>钉钉自建 &amp;&nbsp;</strong></span><strong>集简云解决方案</strong></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">集简云是一款超级软件连接器，通过集简云无需任何开发就可以将钉钉自建与金蝶云星空系统之间的数据进行打通，让应用与应用之间的数据实现自动同步，我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/1_af31a65345.png\"></figure><p>&nbsp;</p><p style=\"margin-left:0px;\"><span style=\"color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（1）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【金蝶云星空-当有单据信息发生变化时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【钉钉第三方-搜索用户userid】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤4：执行动作【钉钉自建-获取员工花名册字段信息】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤5：执行动作【文本提取-提取符合要求的电话号码】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤6：执行动作【钉钉自建-发起审批实例】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/66_9685d650aa.gif\"></figure><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2093\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（2）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【钉钉自建-当符合条件的审批流实例结束时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【钉钉自建-查询审批实例详情】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【金蝶云星空-审核付款申请单】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/77_01949ccd5e.png\"></figure><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2094\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:8px;\">&nbsp;</p><p><span style=\"background-color:transparent;color:#8C7BE8;\">实现效果：通过集简云搭建的自动化流程，让惠利生物实现了钉钉OA系统与金蝶云星空系统之间的数据互联，单据信息可以在两个系统间来回流转，自动同步及更新，财务人员无需再重复录入单据，大大提高效率。</span></p><p>&nbsp;</p><p><span style=\"background-color:transparent;color:#333333;\"><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></span><br>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 反馈</strong></span><br>&nbsp;</h1><p style=\"margin-left:8px;\">企业在数字化发展的道路上道阻且长，如果没有自动化工具的加持，想必更是难上加难，现在通过集简云让惠利生物实现了：</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【审批单据自动同步】</strong></span></p><p style=\"margin-left:8px;\">金蝶云星空采购，报销，出库等单据变更时，自动同步钉钉发起审批，审批通过后，自动同步至金蝶云星空审核，无需人工录入。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【提升团队工作效率】</strong></span></p><p style=\"margin-left:8px;\">自动化处理重复、繁琐的工作任务，让团队工作效率最大化，提升团队核心工作价值。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【单据无需反复核对】</strong></span></p><p style=\"margin-left:8px;\">省去人工手动同步单据的时间成本，降低因员工工作疏忽，给企业带来的不必要损失。</p><p style=\"margin-left:8px;\"><span 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    • Msg 2093 当金蝶云星空创建付款申请单时同步在钉钉发起付款申请单审批流程（1） <p>当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1</p> zh-Hans 2023-01-03T07:14:28.000Z 2023-01-03T07:14:28.000Z 2023-01-03T07:21:52.000Z ay4830az 当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1 anyone 0HMAiMl761zJ official pc1265 passed 谢晓鸣 ay4830az 谢晓鸣 [ { "desc": "当单据中的数据发生变化时触发此动作", "app_id": 267, "action_id": 2487, "action_type": "1", "sort": "1", "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_id": 2901, "action_type": "2", "sort": "2", "note": null }, { "desc": "通过用户的姓名获取指定用户userid（支持用户名、英文名或名称全拼）", "app_id": 204, "action_id": 1586, "action_type": "2", "sort": "3", "note": null }, { "desc": "使用钉钉自建应用获取员工花名册字段信息", "app_id": 69, "action_id": 1997, "action_type": "2", "sort": "4", "note": null }, { "desc": "提取流程中的文本信息内容", "app_id": 91, "action_id": 177, "action_type": "2", "sort": "5", "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_id": 2169, "action_type": "2", "sort": "6", "note": null } ] 0 false 3 { "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": "queryWord", "label": "用户名称", "type": "string", "required": true, "help_txt": "支持用户名、英文名或名称全拼进行查询；注意重名用户区分" }, { "key": "offset", "label": "分页查询起点", "type": "number", "required": true, "help_txt": "示例：0" }, { "key": "size", "label": "分页大小", "type": "number", "required": true, "help_txt": "示例：10" } ], "4": [ { "key": "userid_list", "label": "员工的userid列表", "help_txt": "可以在企业管理后台-通讯录中查看或使用【查询员工ID】动作以及触发动作样本中获取", "type": "string", "required": true, "multiples": true }, { "key": "field_filter_list", "label": "返回字段", "type": "string", "multiples": true, "dropdown": true, "choices": [ { "key": "sys00-name", "label": "姓名" }, { "key": "sys00-email", "label": "邮箱" }, { "key": "sys00-deptIds", "label": "部门id列表" }, { "key": "sys00-mainDeptId", "label": "主部门id" }, { "key": "sys00-dept", "label": "部门" }, { "key": "sys00-mainDept", "label": "主部门" }, { "key": "sys00-position", "label": "职位" }, { "key": "sys00-mobile", "label": "手机号" }, { "key": "sys00-jobNumber", "label": "工号" }, { "key": "sys00-tel", "label": "分机号" }, { "key": "sys00-workPlace", "label": "办公地点" }, { "key": "sys00-remark", "label": "备注" }, { "key": "sys00-confirmJoinTime", "label": "入职时间" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "最高学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys-authRealName", "label": "实人认证" }, { "key": "姓名", "label": "姓名" }, { "key": "邮箱", "label": "邮箱" }, { "key": "部门", "label": "部门" }, { "key": "sys00-reportManager", "label": "直属主管" }, { "key": "职位", "label": "职位" }, { "key": "手机号", "label": "手机号" }, { "key": "工号", "label": "工号" }, { "key": "分机号", "label": "分机号" }, { "key": "办公地点", "label": "办公地点" }, { "key": "备注", "label": "备注" }, { "key": "入职时间", "label": "入职时间" }, { "key": "sys00-entryAge", "label": "司龄（系统计算）" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "实际转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys01-planRegularTime", "label": "计划转正日期" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-age", "label": "年龄（系统计算）" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-workAge", "label": "工龄（系统计算）" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys08-forntIDcard", "label": "身份证（人像面）" }, { "key": "sys08-rearIDcard", "label": "身份证（国徽面）" }, { "key": "sys08-academicCertificate", "label": "学历证书" }, { "key": "sys08-diplomaCertificate", "label": "学位证书" }, { "key": "sys08-releaseLetter", "label": "前公司离职证明" }, { "key": "sys08-personalPhoto", "label": "员工照片" } ], "help_txt": "需要获取的花名册字段；一次最多支持传100个值。该参数不传时，获取全部字段信息。查询字段越少，RT越低，建议按需查询。" } ], "5": [ { "multiples": false, "defaulttext": false, "dropdown": true, "help_txt": "请选择要提取的文本信息类型", "choices": [ { "key": "1", "label": "提取邮箱地址" }, { "key": "2", "label": "提取手机号" }, { "key": "3", "label": "提取身份证号" }, { "key": "4", "label": "提取地址信息" }, { "key": "5", "label": "提取时间点" }, { "key": "6", "label": "提取人名" } ], "label": "提取信息选择", "type": "string", "dynamic": false, "key": "tid", "required": true }, { "multiples": false, "defaulttext": false, "dropdown": false, "help_txt": "请先写需要进行文本信息提取的文本内容", "label": "文本信息", "type": "string", "dynamic": false, "key": "text", "required": true } ], "6": [ { "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 } ] } [] [ { "id": 883, "title": "集简云 x 江苏惠利生物 丨钉钉连接金蝶云星空为企业财务板块构建自动化体系", "preview": "江苏惠利生物是一家从事研究生物技术研发的公司，企业日常通过钉钉OA提交单据审批加，审批通过后，再同步到金蝶云星空系统创建相应单据并审核，繁琐的流程严重影响了业务拓展。通过集简云搭建一个流程，即可实现上述两个系统之间的数据自动同步，实现流程自动化运转，提高财务人员的工作效率。", "content": "<h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 介绍</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物科技有限公司</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">是一家中外合资高新技术企业，公司集科研、生产制造和销售于一体，致力于发展生物化工、健康产业事业。</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">公司位于江苏省泰州市高港经济开发区，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>拥有完备的自动化生产线，先进的检验检测设备，专业的研发设施和创新意识突出的人才团队，具有开放的发展理念，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">与中科院、华东理工大学、江南大学等院校建立了紧密的产、学、研协作关系，公司研发中心已经成为中科院泰州生物催化研究分中心。</span></p><p>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 遇到的问题</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">为加快企业自动化业务发展，数字化业务变革，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物采购了钉钉OA系统办公协作，同时也采购了金蝶云星空ERP系统进行财务管理。</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">日常当财务单据发生变化时，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>通过人工的方式统计数据到钉钉内提交审批，审批通过后，然后再手动导入到金蝶云星空系统内审核。</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">如果中间有调整，还需重新核对后重新提交审批，繁琐的流程严重影响了业务拓展。具体流程如下：</span></p><p>&nbsp;</p><figure class=\"image\"><img src=\"/uploads/640_70537e97ce.jfif\"></figure><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">基于大量的单据需要在两个系统之间来回流转，企业希望能够通过一款工具软件来满足财务流程的自动化需求，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>实现钉钉OA系统和金蝶云星空系统之间的数据互通，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">提高运作效率。</span><br>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">企业曾考虑自行研发接口，但费时费力且需要研发人员all in；接口实现对接后，还需安排专人维护，企业的业务也可能随时会调整，使用的软件也可能会替换，此时又需要重新对接，耗费一定的时间及精力；如果通过外包厂商去实现，从想法产生到落地执行也需要对接多名人员，沟通成本高。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>因此，投入成本高、筹建时间长、流程不够灵活、对于企业需求无法随时响应和调整等等这些问题，已经成为了企业当下面临的难点。那么，该如何高效、低成本地解决这个问题呢？</strong></span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\">&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>钉钉自建 &amp;&nbsp;</strong></span><strong>集简云解决方案</strong></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">集简云是一款超级软件连接器，通过集简云无需任何开发就可以将钉钉自建与金蝶云星空系统之间的数据进行打通，让应用与应用之间的数据实现自动同步，我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/1_af31a65345.png\"></figure><p>&nbsp;</p><p style=\"margin-left:0px;\"><span style=\"color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（1）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【金蝶云星空-当有单据信息发生变化时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【钉钉第三方-搜索用户userid】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤4：执行动作【钉钉自建-获取员工花名册字段信息】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤5：执行动作【文本提取-提取符合要求的电话号码】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤6：执行动作【钉钉自建-发起审批实例】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/66_9685d650aa.gif\"></figure><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2093\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（2）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【钉钉自建-当符合条件的审批流实例结束时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【钉钉自建-查询审批实例详情】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【金蝶云星空-审核付款申请单】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/77_01949ccd5e.png\"></figure><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2094\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:8px;\">&nbsp;</p><p><span style=\"background-color:transparent;color:#8C7BE8;\">实现效果：通过集简云搭建的自动化流程，让惠利生物实现了钉钉OA系统与金蝶云星空系统之间的数据互联，单据信息可以在两个系统间来回流转，自动同步及更新，财务人员无需再重复录入单据，大大提高效率。</span></p><p>&nbsp;</p><p><span style=\"background-color:transparent;color:#333333;\"><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></span><br>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 反馈</strong></span><br>&nbsp;</h1><p style=\"margin-left:8px;\">企业在数字化发展的道路上道阻且长，如果没有自动化工具的加持，想必更是难上加难，现在通过集简云让惠利生物实现了：</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【审批单据自动同步】</strong></span></p><p style=\"margin-left:8px;\">金蝶云星空采购，报销，出库等单据变更时，自动同步钉钉发起审批，审批通过后，自动同步至金蝶云星空审核，无需人工录入。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【提升团队工作效率】</strong></span></p><p style=\"margin-left:8px;\">自动化处理重复、繁琐的工作任务，让团队工作效率最大化，提升团队核心工作价值。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【单据无需反复核对】</strong></span></p><p style=\"margin-left:8px;\">省去人工手动同步单据的时间成本，降低因员工工作疏忽，给企业带来的不必要损失。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【实现自动化工作流程】</strong></span></p><p style=\"margin-left:8px;\">无需花费高昂的开发成本，及耗费大量的时间，通过集简云点点鼠标即可实现自动化工作流程。</p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\">在集简云这款超级软件连接器的助力下，<span style=\"color:rgb(94,79,235);\"><strong>不仅让员工省时、省事、省心，更确保财务单据的完整性和正确性，</strong></span>推进企业高质量发展与数字化转型升级。</p>", "sort": null, "usage": "case", "published_at": "2023-01-09T02:42:30.000Z", "created_at": "2023-01-09T02:41:45.000Z", "updated_at": "2023-03-09T10:03:47.000Z", "help_collection": 6, "video_url": null, "field": null, "weight": 0, "select": false, "seo": null, "thumb": { "id": 8589, "name": "画板 – 2.png", "alternativeText": "", "caption": "", "width": 200, "height": 120, "formats": null, "hash": "2_7046b70c73", "ext": ".png", "mime": "image/png", "size": 34.63, "url": "/uploads/2_7046b70c73.png", "previewUrl": null, "provider": "local", "provider_metadata": null, "created_at": "2023-01-09T03:00:31.000Z", "updated_at": "2023-01-09T03:00:31.000Z" 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    • Data 2093 当金蝶云星空创建付款申请单时同步在钉钉发起付款申请单审批流程（1） <p>当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1</p> zh-Hans 2023-01-03T07:14:28.000Z 2023-01-03T07:14:28.000Z 2023-01-03T07:21:52.000Z ay4830az 当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1 anyone 0HMAiMl761zJ official pc1265 passed 谢晓鸣 ay4830az 谢晓鸣 [ { "desc": "当单据中的数据发生变化时触发此动作", "app_id": 267, "action_id": 2487, "action_type": "1", "sort": "1", "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_id": 2901, "action_type": "2", "sort": "2", "note": null }, { "desc": "通过用户的姓名获取指定用户userid（支持用户名、英文名或名称全拼）", "app_id": 204, "action_id": 1586, "action_type": "2", "sort": "3", "note": null }, { "desc": "使用钉钉自建应用获取员工花名册字段信息", "app_id": 69, "action_id": 1997, "action_type": "2", "sort": "4", "note": null }, { "desc": "提取流程中的文本信息内容", "app_id": 91, "action_id": 177, "action_type": "2", "sort": "5", "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_id": 2169, "action_type": "2", "sort": "6", "note": null } ] 0 false 3 { "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": "queryWord", "label": "用户名称", "type": "string", "required": true, "help_txt": "支持用户名、英文名或名称全拼进行查询；注意重名用户区分" }, { "key": "offset", "label": "分页查询起点", "type": "number", "required": true, "help_txt": "示例：0" }, { "key": "size", "label": "分页大小", "type": "number", "required": true, "help_txt": "示例：10" } ], "4": [ { "key": "userid_list", "label": "员工的userid列表", "help_txt": "可以在企业管理后台-通讯录中查看或使用【查询员工ID】动作以及触发动作样本中获取", "type": "string", "required": true, "multiples": true }, { "key": "field_filter_list", "label": "返回字段", "type": "string", "multiples": true, "dropdown": true, "choices": [ { "key": "sys00-name", "label": "姓名" }, { "key": "sys00-email", "label": "邮箱" }, { "key": "sys00-deptIds", "label": "部门id列表" }, { "key": "sys00-mainDeptId", "label": "主部门id" }, { "key": "sys00-dept", "label": "部门" }, { "key": "sys00-mainDept", "label": "主部门" }, { "key": "sys00-position", "label": "职位" }, { "key": "sys00-mobile", "label": "手机号" }, { "key": "sys00-jobNumber", "label": "工号" }, { "key": "sys00-tel", "label": "分机号" }, { "key": "sys00-workPlace", "label": "办公地点" }, { "key": "sys00-remark", "label": "备注" }, { "key": "sys00-confirmJoinTime", "label": "入职时间" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "最高学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys-authRealName", "label": "实人认证" }, { "key": "姓名", "label": "姓名" }, { "key": "邮箱", "label": "邮箱" }, { "key": "部门", "label": "部门" }, { "key": "sys00-reportManager", "label": "直属主管" }, { "key": "职位", "label": "职位" }, { "key": "手机号", "label": "手机号" }, { "key": "工号", "label": "工号" }, { "key": "分机号", "label": "分机号" }, { "key": "办公地点", "label": "办公地点" }, { "key": "备注", "label": "备注" }, { "key": "入职时间", "label": "入职时间" }, { "key": "sys00-entryAge", "label": "司龄（系统计算）" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "实际转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys01-planRegularTime", "label": "计划转正日期" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-age", "label": "年龄（系统计算）" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-workAge", "label": "工龄（系统计算）" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys08-forntIDcard", "label": "身份证（人像面）" }, { "key": "sys08-rearIDcard", "label": "身份证（国徽面）" }, { "key": "sys08-academicCertificate", "label": "学历证书" }, { "key": "sys08-diplomaCertificate", "label": "学位证书" }, { "key": "sys08-releaseLetter", "label": "前公司离职证明" }, { "key": "sys08-personalPhoto", "label": "员工照片" } ], "help_txt": "需要获取的花名册字段；一次最多支持传100个值。该参数不传时，获取全部字段信息。查询字段越少，RT越低，建议按需查询。" } ], "5": [ { "multiples": false, "defaulttext": false, "dropdown": true, "help_txt": "请选择要提取的文本信息类型", "choices": [ { "key": "1", "label": "提取邮箱地址" }, { "key": "2", "label": "提取手机号" }, { "key": "3", "label": "提取身份证号" }, { "key": "4", "label": "提取地址信息" }, { "key": "5", "label": "提取时间点" }, { "key": "6", "label": "提取人名" } ], "label": "提取信息选择", "type": "string", "dynamic": false, "key": "tid", "required": true }, { "multiples": false, "defaulttext": false, "dropdown": false, "help_txt": "请先写需要进行文本信息提取的文本内容", "label": "文本信息", "type": "string", "dynamic": false, "key": "text", "required": true } ], "6": [ { "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 } ] } [] [ { "id": 883, "title": "集简云 x 江苏惠利生物 丨钉钉连接金蝶云星空为企业财务板块构建自动化体系", "preview": "江苏惠利生物是一家从事研究生物技术研发的公司，企业日常通过钉钉OA提交单据审批加，审批通过后，再同步到金蝶云星空系统创建相应单据并审核，繁琐的流程严重影响了业务拓展。通过集简云搭建一个流程，即可实现上述两个系统之间的数据自动同步，实现流程自动化运转，提高财务人员的工作效率。", "content": "<h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 介绍</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物科技有限公司</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">是一家中外合资高新技术企业，公司集科研、生产制造和销售于一体，致力于发展生物化工、健康产业事业。</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">公司位于江苏省泰州市高港经济开发区，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>拥有完备的自动化生产线，先进的检验检测设备，专业的研发设施和创新意识突出的人才团队，具有开放的发展理念，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">与中科院、华东理工大学、江南大学等院校建立了紧密的产、学、研协作关系，公司研发中心已经成为中科院泰州生物催化研究分中心。</span></p><p>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 遇到的问题</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">为加快企业自动化业务发展，数字化业务变革，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物采购了钉钉OA系统办公协作，同时也采购了金蝶云星空ERP系统进行财务管理。</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">日常当财务单据发生变化时，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>通过人工的方式统计数据到钉钉内提交审批，审批通过后，然后再手动导入到金蝶云星空系统内审核。</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">如果中间有调整，还需重新核对后重新提交审批，繁琐的流程严重影响了业务拓展。具体流程如下：</span></p><p>&nbsp;</p><figure class=\"image\"><img src=\"/uploads/640_70537e97ce.jfif\"></figure><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">基于大量的单据需要在两个系统之间来回流转，企业希望能够通过一款工具软件来满足财务流程的自动化需求，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>实现钉钉OA系统和金蝶云星空系统之间的数据互通，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">提高运作效率。</span><br>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">企业曾考虑自行研发接口，但费时费力且需要研发人员all in；接口实现对接后，还需安排专人维护，企业的业务也可能随时会调整，使用的软件也可能会替换，此时又需要重新对接，耗费一定的时间及精力；如果通过外包厂商去实现，从想法产生到落地执行也需要对接多名人员，沟通成本高。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>因此，投入成本高、筹建时间长、流程不够灵活、对于企业需求无法随时响应和调整等等这些问题，已经成为了企业当下面临的难点。那么，该如何高效、低成本地解决这个问题呢？</strong></span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\">&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>钉钉自建 &amp;&nbsp;</strong></span><strong>集简云解决方案</strong></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">集简云是一款超级软件连接器，通过集简云无需任何开发就可以将钉钉自建与金蝶云星空系统之间的数据进行打通，让应用与应用之间的数据实现自动同步，我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/1_af31a65345.png\"></figure><p>&nbsp;</p><p style=\"margin-left:0px;\"><span style=\"color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（1）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【金蝶云星空-当有单据信息发生变化时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【钉钉第三方-搜索用户userid】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤4：执行动作【钉钉自建-获取员工花名册字段信息】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤5：执行动作【文本提取-提取符合要求的电话号码】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤6：执行动作【钉钉自建-发起审批实例】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/66_9685d650aa.gif\"></figure><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2093\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（2）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【钉钉自建-当符合条件的审批流实例结束时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【钉钉自建-查询审批实例详情】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【金蝶云星空-审核付款申请单】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/77_01949ccd5e.png\"></figure><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2094\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:8px;\">&nbsp;</p><p><span style=\"background-color:transparent;color:#8C7BE8;\">实现效果：通过集简云搭建的自动化流程，让惠利生物实现了钉钉OA系统与金蝶云星空系统之间的数据互联，单据信息可以在两个系统间来回流转，自动同步及更新，财务人员无需再重复录入单据，大大提高效率。</span></p><p>&nbsp;</p><p><span style=\"background-color:transparent;color:#333333;\"><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></span><br>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 反馈</strong></span><br>&nbsp;</h1><p style=\"margin-left:8px;\">企业在数字化发展的道路上道阻且长，如果没有自动化工具的加持，想必更是难上加难，现在通过集简云让惠利生物实现了：</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【审批单据自动同步】</strong></span></p><p style=\"margin-left:8px;\">金蝶云星空采购，报销，出库等单据变更时，自动同步钉钉发起审批，审批通过后，自动同步至金蝶云星空审核，无需人工录入。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【提升团队工作效率】</strong></span></p><p style=\"margin-left:8px;\">自动化处理重复、繁琐的工作任务，让团队工作效率最大化，提升团队核心工作价值。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【单据无需反复核对】</strong></span></p><p style=\"margin-left:8px;\">省去人工手动同步单据的时间成本，降低因员工工作疏忽，给企业带来的不必要损失。</p><p style=\"margin-left:8px;\"><span 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    • permission 2093 当金蝶云星空创建付款申请单时同步在钉钉发起付款申请单审批流程（1） <p>当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1</p> zh-Hans 2023-01-03T07:14:28.000Z 2023-01-03T07:14:28.000Z 2023-01-03T07:21:52.000Z ay4830az 当金蝶云星空当有单据信息发生变化时（自定义查询），金蝶云星空查询符合条件的单据列表(查询明细列表)，钉钉(第三方应用)根据用户姓名查询userid，钉钉(自建应用)获取员工花名册字段信息（申请人手机号，部门ID），文本提取文本提取（将+86手机号，提取手机号），同步在钉钉(自建应用)发起审批实例1.0.1 anyone 0HMAiMl761zJ official pc1265 passed 谢晓鸣 ay4830az 谢晓鸣 [ { "desc": "当单据中的数据发生变化时触发此动作", "app_id": 267, "action_id": 2487, "action_type": "1", "sort": "1", "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_id": 2901, "action_type": "2", "sort": "2", "note": null }, { "desc": "通过用户的姓名获取指定用户userid（支持用户名、英文名或名称全拼）", "app_id": 204, "action_id": 1586, "action_type": "2", "sort": "3", "note": null }, { "desc": "使用钉钉自建应用获取员工花名册字段信息", "app_id": 69, "action_id": 1997, "action_type": "2", "sort": "4", "note": null }, { "desc": "提取流程中的文本信息内容", "app_id": 91, "action_id": 177, "action_type": "2", "sort": "5", "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_id": 2169, "action_type": "2", "sort": "6", "note": null } ] 0 false 3 { "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": "queryWord", "label": "用户名称", "type": "string", "required": true, "help_txt": "支持用户名、英文名或名称全拼进行查询；注意重名用户区分" }, { "key": "offset", "label": "分页查询起点", "type": "number", "required": true, "help_txt": "示例：0" }, { "key": "size", "label": "分页大小", "type": "number", "required": true, "help_txt": "示例：10" } ], "4": [ { "key": "userid_list", "label": "员工的userid列表", "help_txt": "可以在企业管理后台-通讯录中查看或使用【查询员工ID】动作以及触发动作样本中获取", "type": "string", "required": true, "multiples": true }, { "key": "field_filter_list", "label": "返回字段", "type": "string", "multiples": true, "dropdown": true, "choices": [ { "key": "sys00-name", "label": "姓名" }, { "key": "sys00-email", "label": "邮箱" }, { "key": "sys00-deptIds", "label": "部门id列表" }, { "key": "sys00-mainDeptId", "label": "主部门id" }, { "key": "sys00-dept", "label": "部门" }, { "key": "sys00-mainDept", "label": "主部门" }, { "key": "sys00-position", "label": "职位" }, { "key": "sys00-mobile", "label": "手机号" }, { "key": "sys00-jobNumber", "label": "工号" }, { "key": "sys00-tel", "label": "分机号" }, { "key": "sys00-workPlace", "label": "办公地点" }, { "key": "sys00-remark", "label": "备注" }, { "key": "sys00-confirmJoinTime", "label": "入职时间" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "最高学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys-authRealName", "label": "实人认证" }, { "key": "姓名", "label": "姓名" }, { "key": "邮箱", "label": "邮箱" }, { "key": "部门", "label": "部门" }, { "key": "sys00-reportManager", "label": "直属主管" }, { "key": "职位", "label": "职位" }, { "key": "手机号", "label": "手机号" }, { "key": "工号", "label": "工号" }, { "key": "分机号", "label": "分机号" }, { "key": "办公地点", "label": "办公地点" }, { "key": "备注", "label": "备注" }, { "key": "入职时间", "label": "入职时间" }, { "key": "sys00-entryAge", "label": "司龄（系统计算）" }, { "key": "sys01-employeeType", "label": "员工类型" }, { "key": "sys01-employeeStatus", "label": "员工状态" }, { "key": "sys01-probationPeriodType", "label": "试用期" }, { "key": "sys01-regularTime", "label": "实际转正日期" }, { "key": "sys01-positionLevel", "label": "岗位职级" }, { "key": "sys01-planRegularTime", "label": "计划转正日期" }, { "key": "sys02-realName", "label": "身份证姓名" }, { "key": "sys02-certNo", "label": "证件号码" }, { "key": "sys02-birthTime", "label": "出生日期" }, { "key": "sys02-age", "label": "年龄（系统计算）" }, { "key": "sys02-sexType", "label": "性别" }, { "key": "sys02-nationType", "label": "民族" }, { "key": "sys02-certAddress", "label": "身份证地址" }, { "key": "sys02-certEndTime", "label": "证件有效期" }, { "key": "sys02-residenceType", "label": "户籍类型" }, { "key": "sys02-address", "label": "住址" }, { "key": "sys02-politicalStatus", "label": "政治面貌" }, { "key": "sys02-marriage", "label": "婚姻状况" }, { "key": "sys02-joinWorkingTime", "label": "首次参加工作时间" }, { "key": "sys02-workAge", "label": "工龄（系统计算）" }, { "key": "sys09-personalSi", "label": "个人社保账号" }, { "key": "sys09-personalHf", "label": "个人公积金账号" }, { "key": "sys03-highestEdu", "label": "学历" }, { "key": "sys03-graduateSchool", "label": "毕业院校" }, { "key": "sys03-graduationTime", "label": "毕业时间" }, { "key": "sys03-major", "label": "所学专业" }, { "key": "sys04-bankAccountNo", "label": "银行卡号" }, { "key": "sys04-accountBank", "label": "开户行" }, { "key": "sys05-contractCompanyName", "label": "合同公司" }, { "key": "sys05-contractType", "label": "合同类型" }, { "key": "sys05-firstContractStartTime", "label": "首次合同起始日" }, { "key": "sys05-firstContractEndTime", "label": "首次合同到期日" }, { "key": "sys05-nowContractStartTime", "label": "现合同起始日" }, { "key": "sys05-nowContractEndTime", "label": "现合同到期日" }, { "key": "sys05-contractPeriodType", "label": "合同期限" }, { "key": "sys05-contractRenewCount", "label": "续签次数" }, { "key": "sys06-urgentContactsName", "label": "紧急联系人姓名" }, { "key": "sys06-urgentContactsRelation", "label": "联系人关系" }, { "key": "sys06-urgentContactsPhone", "label": "联系人电话" }, { "key": "sys07-haveChild", "label": "有无子女" }, { "key": "sys07-childName", "label": "子女姓名" }, { "key": "sys07-childSex", "label": "子女性别" }, { "key": "sys07-childBirthDate", "label": "子女出生日期" }, { "key": "sys08-forntIDcard", "label": "身份证（人像面）" }, { "key": "sys08-rearIDcard", "label": "身份证（国徽面）" }, { "key": "sys08-academicCertificate", "label": "学历证书" }, { "key": "sys08-diplomaCertificate", "label": "学位证书" }, { "key": "sys08-releaseLetter", "label": "前公司离职证明" }, { "key": "sys08-personalPhoto", "label": "员工照片" } ], "help_txt": "需要获取的花名册字段；一次最多支持传100个值。该参数不传时，获取全部字段信息。查询字段越少，RT越低，建议按需查询。" } ], "5": [ { "multiples": false, "defaulttext": false, "dropdown": true, "help_txt": "请选择要提取的文本信息类型", "choices": [ { "key": "1", "label": "提取邮箱地址" }, { "key": "2", "label": "提取手机号" }, { "key": "3", "label": "提取身份证号" }, { "key": "4", "label": "提取地址信息" }, { "key": "5", "label": "提取时间点" }, { "key": "6", "label": "提取人名" } ], "label": "提取信息选择", "type": "string", "dynamic": false, "key": "tid", "required": true }, { "multiples": false, "defaulttext": false, "dropdown": false, "help_txt": "请先写需要进行文本信息提取的文本内容", "label": "文本信息", "type": "string", "dynamic": false, "key": "text", "required": true } ], "6": [ { "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 } ] } [] [ { "id": 883, "title": "集简云 x 江苏惠利生物 丨钉钉连接金蝶云星空为企业财务板块构建自动化体系", "preview": "江苏惠利生物是一家从事研究生物技术研发的公司，企业日常通过钉钉OA提交单据审批加，审批通过后，再同步到金蝶云星空系统创建相应单据并审核，繁琐的流程严重影响了业务拓展。通过集简云搭建一个流程，即可实现上述两个系统之间的数据自动同步，实现流程自动化运转，提高财务人员的工作效率。", "content": "<h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 介绍</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物科技有限公司</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">是一家中外合资高新技术企业，公司集科研、生产制造和销售于一体，致力于发展生物化工、健康产业事业。</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">公司位于江苏省泰州市高港经济开发区，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>拥有完备的自动化生产线，先进的检验检测设备，专业的研发设施和创新意识突出的人才团队，具有开放的发展理念，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">与中科院、华东理工大学、江南大学等院校建立了紧密的产、学、研协作关系，公司研发中心已经成为中科院泰州生物催化研究分中心。</span></p><p>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 遇到的问题</strong></span></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">为加快企业自动化业务发展，数字化业务变革，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>江苏惠利生物采购了钉钉OA系统办公协作，同时也采购了金蝶云星空ERP系统进行财务管理。</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">日常当财务单据发生变化时，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>通过人工的方式统计数据到钉钉内提交审批，审批通过后，然后再手动导入到金蝶云星空系统内审核。</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">如果中间有调整，还需重新核对后重新提交审批，繁琐的流程严重影响了业务拓展。具体流程如下：</span></p><p>&nbsp;</p><figure class=\"image\"><img src=\"/uploads/640_70537e97ce.jfif\"></figure><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">基于大量的单据需要在两个系统之间来回流转，企业希望能够通过一款工具软件来满足财务流程的自动化需求，</span><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>实现钉钉OA系统和金蝶云星空系统之间的数据互通，</strong></span><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">提高运作效率。</span><br>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">企业曾考虑自行研发接口，但费时费力且需要研发人员all in；接口实现对接后，还需安排专人维护，企业的业务也可能随时会调整，使用的软件也可能会替换，此时又需要重新对接，耗费一定的时间及精力；如果通过外包厂商去实现，从想法产生到落地执行也需要对接多名人员，沟通成本高。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>因此，投入成本高、筹建时间长、流程不够灵活、对于企业需求无法随时响应和调整等等这些问题，已经成为了企业当下面临的难点。那么，该如何高效、低成本地解决这个问题呢？</strong></span></p><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;\">&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>钉钉自建 &amp;&nbsp;</strong></span><strong>集简云解决方案</strong></h1><p>&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">集简云是一款超级软件连接器，通过集简云无需任何开发就可以将钉钉自建与金蝶云星空系统之间的数据进行打通，让应用与应用之间的数据实现自动同步，我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转。</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/1_af31a65345.png\"></figure><p>&nbsp;</p><p style=\"margin-left:0px;\"><span style=\"color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（1）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【金蝶云星空-当有单据信息发生变化时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【金蝶云星空-查询符合条件的单据列表】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【钉钉第三方-搜索用户userid】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤4：执行动作【钉钉自建-获取员工花名册字段信息】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤5：执行动作【文本提取-提取符合要求的电话号码】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤6：执行动作【钉钉自建-发起审批实例】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/66_9685d650aa.gif\"></figure><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2093\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:0px;\">&nbsp;</p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(94,79,235);\"><strong>“钉钉自建无需API开发连接金蝶云星空”自动化方案（2）如下：</strong></span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤1：触发动作【钉钉自建-当符合条件的审批流实例结束时】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤2：执行动作【钉钉自建-查询审批实例详情】</span></p><p style=\"margin-left:8px;\"><span style=\"background-color:rgb(255,255,255);color:rgb(34,34,34);\">步骤3：执行动作【金蝶云星空-审核付款申请单】</span></p><p style=\"margin-left:8px;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/77_01949ccd5e.png\"></figure><p style=\"margin-left:8px;\">&nbsp;</p><p style=\"margin-left:8px;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2094\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color:hsl(210,75%,60%);\">点击模板，立即使用</span></a></p><p style=\"margin-left:8px;\">&nbsp;</p><p><span style=\"background-color:transparent;color:#8C7BE8;\">实现效果：通过集简云搭建的自动化流程，让惠利生物实现了钉钉OA系统与金蝶云星空系统之间的数据互联，单据信息可以在两个系统间来回流转，自动同步及更新，财务人员无需再重复录入单据，大大提高效率。</span></p><p>&nbsp;</p><p><span style=\"background-color:transparent;color:#333333;\"><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></span><br>&nbsp;</p><p>&nbsp;</p><h1 style=\"margin-left:0px;\"><span style=\"color:rgb(91,78,235);\"><strong>客户 • 反馈</strong></span><br>&nbsp;</h1><p style=\"margin-left:8px;\">企业在数字化发展的道路上道阻且长，如果没有自动化工具的加持，想必更是难上加难，现在通过集简云让惠利生物实现了：</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【审批单据自动同步】</strong></span></p><p style=\"margin-left:8px;\">金蝶云星空采购，报销，出库等单据变更时，自动同步钉钉发起审批，审批通过后，自动同步至金蝶云星空审核，无需人工录入。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【提升团队工作效率】</strong></span></p><p style=\"margin-left:8px;\">自动化处理重复、繁琐的工作任务，让团队工作效率最大化，提升团队核心工作价值。</p><p style=\"margin-left:8px;\"><span style=\"color:rgb(94,79,235);\"><strong>【单据无需反复核对】</strong></span></p><p style=\"margin-left:8px;\">省去人工手动同步单据的时间成本，降低因员工工作疏忽，给企业带来的不必要损失。</p><p style=\"margin-left:8px;\"><span 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