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...s-plugin-content-docs/current/developer/package/metadata/metadata-automation.md
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--- | ||
title: 自动化元数据 | ||
--- | ||
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## 概览 | ||
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- 对象验证规则 | ||
- 工作流规则 | ||
- 字段更新 | ||
- 工作流通知 | ||
- 记录修改(创建、更新、删除) | ||
- 批准过程 | ||
- Process | ||
- Flow | ||
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### 对象验证规则 object_validation_rules | ||
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对象验证规则.validationRule.yml | ||
用于保存在对象上配置的验证规则,验证规则主要用于验证该对象的数据是否符合特定的规则。当用户对于对象的某个字段的更改不符合用户创建的验证规则时,用户输入的信息无法提交保存。 | ||
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```yaml | ||
name: test | ||
active: true | ||
description: 对象验证规则说明 | ||
error_condition_formula: 1==1 | ||
error_message: 错误消息提示 | ||
``` | ||
| 字段名 | 字段类型 | 字段含义 | | ||
|----|----|----| | ||
| name | text | 规则名 | | ||
| object_name | master_detail | 所属对象 | | ||
| active | boolean | 已启用 | | ||
| description | textarea | 说明 | | ||
| error_condition_formula | textarea | 错误条件公式 | | ||
| error_message | textarea | 错误消息 | | ||
### 工作流规则 workflow_rule | ||
object_name.workflow.yml | ||
用于保存管理员在流程自动化配置中配置的工作流规则 | ||
```yaml | ||
rules: | ||
- name: test | ||
active: true | ||
description: 描述信息 | ||
formula: 1=1 | ||
label: 测试工作流规则 | ||
object_name: testobject__c | ||
trigger_type: onCreateOrTriggeringUpdate | ||
updates_field_actions: [] | ||
workflow_notifications_actions: [] | ||
fieldUpdates: [] | ||
notifications: [] | ||
``` | ||
| 字段名 | 字段类型 | 字段含义 | | ||
|----|----|----| | ||
| object_name | lookup | 对象 | | ||
| name | text | API 名称 | | ||
| label | text | 显示名称 | | ||
| active | boolean | 启用 | | ||
| trigger_type | select | 评估条件 | | ||
| formula | textarea | 公式 | | ||
| updates_field_actions | lookup | 字段更新 | | ||
| workflow_notifications_actions | lookup | 工作流通知 | | ||
| description | textarea | 描述 | | ||
### 字段更新 action_field_updates | ||
object_name.workflow.yml | ||
用于保存管理员在流程自动化配置中配置的字段更新信息。 | ||
```yaml | ||
fieldUpdates: | ||
- name: fieldupdate | ||
description: 描述 | ||
field_name: name | ||
formula: '{ ''名称全称'' }' | ||
label: 字段更新测试 | ||
object_name: testobject__c | ||
operation: formula | ||
reevaluate_on_change: true | ||
target_object: testobject__c | ||
undirect: true | ||
``` | ||
| 字段名 | 字段类型 | 字段含义 | | ||
|----|----|----| | ||
| name | text | API 名称 | | ||
| label | text | 显示名称 | | ||
| object_name | lookup | 对象 | | ||
| target_object | lookup | 要更新的对象 | | ||
| field_name | lookup | 要更新的字段 | | ||
| operation | lookup | 新字段值类型 | | ||
| formula | textarea | 公式 | | ||
| literal_value | text | 指定新字段值 | | ||
| notify_assignee | boolean | 通知被分配人(仅修改拥有者时由此选项) | | ||
| description | textarea | 描述 | | ||
| reevaluate_on_change | boolean | 字段更改后重新评估工作流规则 | | ||
| undirect | boolean | 触发对象触发器、工作流规则、字段验证规则 | | ||
### 工作流通知 workflow_notifications | ||
object_name.workflow.yml | ||
用于保存管理员在流程自动化配置中配置的工作流通知信息 | ||
```yaml | ||
notifications: | ||
- name: worktalk | ||
assigned_user_field: [] | ||
body: '{ ''哈哈哈哈'' }' | ||
label: 工作流通知测试 | ||
object_name: testobject__c | ||
title: '{ ''标题公式'' }' | ||
``` | ||
| 字段名 | 字段类型 | 字段含义 | | ||
|----|----|----| | ||
| name | text | API 名称 | | ||
| label | text | 显示名称 | | ||
| object_name | lookup | 对象 | | ||
| title | textarea | 标题公式 | | ||
| body | textarea | 正文公式 | | ||
| assigned_users | lookup | 指定具体人员 | | ||
| assigned_user_field | lookup | 指定对象上的用户字段 | | ||
**注意:** 工作流规则、字段更新、工作流通知这三个元数据在同一个文件下! | ||
### 批准过程 process_definition | ||
用于保存管理员在设置应用中配置的批准过程信息。 | ||
```yaml | ||
name: process_definition | ||
label: Approval Processes | ||
hidden: true | ||
icon: approval | ||
enable_inline_edit: false | ||
``` | ||
| 字段名 | 字段类型 | 字段含义 | | ||
|----|----|----| | ||
| name | text | API 名称 | | ||
| label | text | 显示名称 | | ||
| object_name | lookup | 对象 | | ||
| description | textarea | 描述 | | ||
| order | number | 序号 | | ||
| active | boolean | 启用 | | ||
| entry_criteria | textarea | 指定条目条件 | | ||
| record_editability | select | 记录可编辑性属性 | | ||
| allow_recall | boolean | 允许提交人取消申请 | | ||
| initial_submission_record_lock | select | 锁定记录 | | ||
| initial_submission_updates_field_actions | lookup | 字段更新 | | ||
| initial_submission_workflow_notifications_actions | lookup | 工作流通知 | | ||
| final_approval_record_lock | select | 锁定记录 | | ||
| final_approval_updates_field_actions | lookup | 字段更新 | | ||
| final_approval_workflow_notifications_actions | lookup | 工作流通知 | | ||
| final_rejection_record_lock | select | 锁定记录 | | ||
| final_rejection_updates_field_actions | lookup | 字段更新 | | ||
| final_rejection_workflow_notifications_actions | lookup | 工作流通知 | | ||
| recall_record_lock | select | 锁定记录 | | ||
| recall_updates_field_actions | lookup | 字段更新 | | ||
| recall_workflow_notifications_actions | lookup | 工作流通知 | | ||
| 权限属性 | user | admin | | ||
|----|----|----| | ||
| allowCreate | false | true | | ||
| allowDelete | false | true | | ||
| allowEdit | false | true | | ||
| allowRead | true | true | | ||
| modifyAllRecords | false | true | | ||
| viewAllRecords | true | true | |
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