Zdoo ManualBook Info
1 Introduction
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  CRM Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contact
3.7  Manage List
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Report
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Inventory(PSI)
9.1  Workflow
9.2  Sales
9.3  Inventory
9.4  Product
9.5  Settings
10 Flow
10.1  Introduction
10.2  Feature
10.3  Example
11 Ameba
11.1  Amoeba Management
11.2  Start Ameba
11.3  Ameba Category
11.4  Ameba Department
11.5  Expense Distribution Rules
11.6  Income Distribution Rules
11.7  Ameba Budget
11.8  Ameba Trade
11.9  Ameba Report
12 Administration
12.1  Settings
12.2  User
12.3  Privileges
12.4  Apps
12.5  Email settings
13 Integration
13.1  Introduction
13.2  Integrate ZenTao
14 Customization
14.1  Get Ready
14.2  Zdoo Directory
14.3  Find the Code
14.4  Database Structure

Example

2020-04-03 11:19:55
Renee
240
Last edited by Renee on 2020-06-03 16:13:21

Flow in Zdoo can be customized and used to design features such as work review, data management, etc.


Zdoo 1.1+ added Flow module.

Zdoo 1.2+ added the data source, custom database, cross-table update, etc.

Zdoo 1.4+ added specification tables, child flows, optimized privilege control, and etc.


Take the flow of internal referral as an example and see how to design a flow in Zdoo.

1. Prepare requirements of the flow

 The information that will involve in this flow includes,

  • Field: Name, Amount, etc.
  • Review: who will review and what is in the review
  • Privilege: privileges of all the staff involved in the flow
Internal Referral
Fields: Referrer, Job Position, Name, Age, Gender, Email, Mobile Phone, Resume, Ceritficate, Document.
Job position related fields: Title, Department, Number of user, Job Description, Benefits.
Status: Draft, In Review, Pass Review, Pass Interview, Joined, Rewarded, Rejected.
Status related fields: Status, Reviewer, Interviewer, Onboard Handler, Reward Handler, and all the date and time related.
Workflow: (all staff)Create an internal referal(draft)->(create by) Submit the application(in review)->(HR) Review (pass review)->(interviewer) Interview(pass interview)->(HR) Onboard (joined)->(Dept manager)Reward (rewarded).
Privileges: all staff can check the internal referral they submitted; reviewers can check and review the application that is related to themselves.

The flow mentioned above in Zdoo would look like the screenshot below.

2. Add the flow and its fields according to requirements

Create the flow and put it to the right application. If there is information that has to be managed separately, create a child flow for it (for example, job position management). If there is any information that can be changed in terms of numbers, create a specification table (for example, resume and certificate).


Create a flow


Then you can find the flow added.


Add a field.


3. Create actions for its status

Each operation is an action in the flow. For example, submit an application, review, reject, etc.


Set the interface when creating a referral.


The current user is the default Referrer.


Add the action to submit an application.


Add the action to review.

4. Add labels according to privileges

Each type of list has a label in the flow. For example, My Application, Wait, etc.


Add a label for My Referral

SCREENSHOT

5. Set actions and extended actions(results) according to privileges

When it comes to the status, it is necessary to decide whether to allow the current action and set the mark of the next status. For example, only the draft application can be submitted. After the application is submitted, specify the reviewer of the next reviewer and record the time of the current action.


Set the trigger condition for submitting an application

SCREENSHOT


Set the status of the next action after reviewing

SCREENSHOT

6. Set privileges

Actions and labels can be set in Admin->Privilege.

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