2. Data Operations
Data operations
💬Batch operation
💬Data import
💬Data export
💬Single data sharing
💬Field management
💬Data search
💬Data printing
💬Data modification record
Batch operation
💬Batch submission/pass
💬Batch rejection
💬Batch transfer
💬Batch modification
💬Batch printing
💬Reassign the person in charge
Batch submission/pass
1. Function introduction
Through the batch submission/passing function, the node leader can be allowed to select some to-do items and submit them to the next link together, which can improve processing efficiency.
2. How to use
2.1 Function entrance
1. Select an application to enter the data list
2. Select the data to be processed and click [Submit/Pass]
2.2 Batch submission/pass
2.2.1 Open operation permissions
1. Enter the [Add Process] interface of the application
2. Find the filling or approval node that requires open operation permissions
3. Turn on batch operations in the node's [Advanced Settings]
2.2.2 Select data for batch passing
1. Enter [To-Do] in the data list
2. Check the data that needs to be passed/submitted in batches
3. Select [Submit/Pass]
2.2.3 Fill in the information and submit it for approval
1. Select the nodes that need to be passed in batches in the pop-up window.
2. If you need to modify the content of the passed data, you can add the fields that need to be modified for batch modification.
Click the link below to learn more about the operation details of batch modification.
1. Processing feedback can be input for reference by the person in charge of the next node.
3. Precautions
1. When passing in batches, submission verification is still required. If the verification conditions are not met, the submission will not pass.
2. When passing the batch, the system will not verify whether the required fields have been filled in.
Batch rejection
1. Function introduction
Through the batch rejection function, the approval node can quickly process many forms and improve work efficiency.
2. How to use
2.1 Function entrance
[Application]——[To-Do List]——[Reject]
When rejecting in batches, you can either [Reject Selected] or [Reject All].
2.2 Batch rejection steps
2.2.1 Turn on the approval processing function
First, you need to turn it on in the application settings-node settings (this function is allowed to be turned on for both filling in and approving nodes)
2.2.2 Select the rejected form on the application data page and click Reject.
2.2.3 After filling in the information, you can reject in batches
Bulk transfer
1. Function introduction
Through the batch transfer function, the node leader can be allowed to batch transfer one or part of the to-do form to other personnel for processing. Only filling nodes and approval nodes can be transferred in batches.
2. Function entrance
[Application]——[To-Do List]——[Transfer]
3. Batch transfer steps
3.1 Enable batch approval function
First, you need to enable the batch processing function in the application settings-node settings (this function is allowed to be turned on for both filling and approval nodes)
3.2 Enter the application data page, select the form to be transferred, and click Transfer
3.3 After filling in the information, you can transfer it in batches
3.4 Precautions
• Batch transfer does not support nodes that are set to transfer to "specified members"
Batch Edit
1 Introduction
4.1 Function introduction
The batch modification function allows you to uniformly modify the value of a certain field and change it to another value.
4.2 Application scenarios
Suitable for business adjustment, personnel adjustment and other scenarios. For example, in commodity management, commodity prices need to be adjusted uniformly.
4.3 Effect display
As shown in the figure, when you need to modify the "performance accounting situation" of some data, you can use batch modification
2. Setup steps
2.1 Function entrance
On the "All Data" page in "Data Management", click the "Modify" button
2.2 Function setting steps
2.2.1 Select to modify data in batches
Check the data that needs to be modified, click the "Modify" button, and choose to modify the selected data or modify all data.
2.2.2 Select the fields to be modified
Click "Select the field to be modified" and you can choose to modify it to "null value" or "new value". After choosing to modify it to "new value", you can select or enter the modified value in the input box
Once the batch modification is confirmed, it cannot be undone and requires careful consideration before proceeding.
2.3 View task status
2.3.1 Modify progress status
After the fields that need to be modified are configured, it will take a certain amount of time to execute. After the batch modification task is completed, the task completion status will pop up in the lower left corner of the page.
When the amount of data to be modified in batches is large, you need to wait for a certain period of time. You can close the page first and perform other operations, and the batch modification will continue. Single data is allowed to be modified during the batch modification process, and the final modification result will be determined by subsequent operations.
2.3.2 View operation records
Click "View Operation Records" on the modification page to see batch modification records of data
3. Precautions
• Batch modification only modifies the value of this field, and does not trigger associations, formulas, verification, and Q-robot.
• An application can only be bulk modified once at a time. When multiple batch modifications are required, you must wait until the last modification is completed before modifying again.
• Batch modification will trigger the custom reminder "based on the fields in the form", but will not trigger the custom reminder "new data"/"update data"
• Batch modification will not trigger the timeout reset of "based on fields in the form"
• Field types that do not support batch modification: description text, form, upload attachment, OCR text recognition, some system fields (application time, update time, number)
Batch printing
1. Function introduction
In scenarios such as material purchase records, student information statistics, equipment calendars, etc., a large amount of data often needs to be printed. At this time, batch printing is very important. The batch printing function can not only improve work efficiency, but also turn online data into paper documents in a safe and standardized manner.
2. Function entrance
Batch printing is supported by default:
[Application]——[All Data]——[Print]
Batch printing permission needs to be enabled:
[Application] - [To-do items/Done items/CC items/Initiated by me] - - [Print]
[Application] - [Statistical Report] - [Data Table] - [Can be operated in batches]
3. Data list entry
3.1 Enable batch operation function
First, you need to enable it in [Application Settings] - [Add Process] - [Node Settings] (applicant, approval, filling, and carbon copy nodes are all allowed to enable this function)
3.2 Add printing template
After turning on the batch operation function, add the
3.3 Select the data to be printed
On the application data list page, select the data to be printed. Take to-do items as an example and click "Print"
Note: If it is a [Doed Items] list, the selected node is a node that has been processed, not the current node.
3.4 Select nodes and print templates
Select the nodes that need to be printed in batches, the printing template to be used, and the printing method, and click "OK" to start printing.
Note:
1. [All data] list and [Initiated by me] list, no need to select nodes
2. The printing methods include [splicing printing] and [item-by-item printing] to choose from. Splicing printing combines all the data into one print file, and line-by-line printing generates a print file for each piece of data.
4. Data table entry:
4.1 Check "Able to print" and "Able to operate in batches"
check both printability and batch operation in the data table.
4.2 Add printing template
After turning on the batch printing function, add the data table that can be used
4.3 Select the data to be printed
After saving the report, check the data to be printed and click "Print"
4.4 Select printing template
Select the printing template and printing method you want to use, and click "OK" to start printing.
Notice:
When printing a single piece of data, if there is only one template, the operation interface for selecting the template will be automatically skipped, reducing the printing steps and operating costs.
5. Precautions
1. Supports batch printing of up to 50 pieces of data at a time
2. Each workspace can print up to 10,000 pieces of data in a single day ( private cloud & localization, no such limit)
3. Batch printing currently supports customized printing templates and Word printing templates
Reassign responsible person
1. Function introduction
For data that is still in the process, the administrator can reassign the person in charge of the current node. In Anffy, you can enter a piece of data and reassign the person in charge of the task; you can also reassign the person in charge of multiple pieces of data in batches. Only administrators and members of permission groups with data management permissions have the permission to reassign responsible persons in batches.
Applicable scene
• The original person in charge is temporarily unable to handle the node to-do list.
• Temporary adjustment of work process and temporary change of person in charge
• …
2. Reassign the person responsible for a piece of data
2.1 Function entrance
[Data details]——[More]——[Reassign the person in charge]
2.2 Setup steps
Click to view the data details. You can click the More button in the lower right corner to choose to reassign the person in charge. In the pop-up window, modify the person in charge.
3. Reassign responsible persons in batches
3.1 Function entrance
[Application]——[All Data]——[Reassign Responsible Person]
3.2 Setup steps
3.2.1 Select the data to be reassigned the responsible person
After setting certain filtering conditions, select the filtered data and reassign the person in charge of the specified data in batches. If you want to reassign all data, just select Reassign All.
3.2.2** **Select the node you want to reassign
Only data that is on the same node can be batch modified by the person in charge at the same time. Therefore, if you batch select data that is on multiple nodes, you need to select one of the nodes for batch modification.
3.2.3 Select new person in charge
After selecting a node, select the members to whom you want to reassign the node's tasks, and you must select at least one member
3.2.4 After the batch rebuild assignment is completed, the system will remind you
Batch reassignment takes time to execute. You can close the pop-up page first and perform other operations, and the reassignment will continue. (Other reassignment operations are allowed during the batch reassignment process, such as entering the application details of one of the data for reassignment. The final assignment result shall be subject to the latest reassignment status)
data import
1 Introduction
Data in Excel can be imported into Anffy to facilitate data interaction within and outside
the Anffy application.
2. Setup steps
2.1 Function entrance
2.1.1 Method 1
After enabling the "data import" permission on the applicant node, the applicant can select an application with the import permission enabled and click the "Import" button in the upper right corner to perform the data import operation.
2.1.2 Method 2
Administrators with data management permissions can enter the "Data Management" interface of the application and click the "Import" button in the upper right corner to import data.
2.2 Function setting steps
2.2.1 Download form data template
Form data template : The Excel file template generated by the system based on the fields in the form makes it easy to upload data according to the system format. Click the " Download Form Data Template " button to complete the operation
2.2.2 Fill in the form data template
Fill in the data to be uploaded in the form data template to complete the operation
When filling in the template, you need to fill in the data according to the requirements of the standard examples to upload successfully. Enter the "Data Import" interface and click the "Specification Example.xlsx" button to download the specification example.
Specification example.xlsx
2.2.3 Special field filling rules
Applicant fields
filling in the form data template , the content of the applicant field needs to be filled in with the applicant's email address.
Import in the data management interface :
When the filled-in email address can match an existing member, after uploading the data, the content of the applicant field will be the members matched by the filled-in email address.
When the content of the applicant field cannot match an existing member, after uploading the data, the content of the applicant field will be the member currently undergoing the import operation.
Import from other interfaces : After uploading data, the content of the applicant field defaults to the member currently performing the import operation.
Member field
filling in the form data template , the content of the member field needs to be filled in with the member's email address.
When the entered email address is that of a non-workspace member, a null value will be imported into the member field in the form.
Department field
filling in the form data template , you need to enter the department path starting from the highest -level department, and use " % " to separate the upper-level and lower-level departments. For example: Shanghai Company% Product Experience Department % User Experience Department
When entering multiple departments, the English characters "," need to be used to separate different departments. For example: Shanghai Company% Product Experience Department , Shanghai Company% R&D Department% Front-end
Attachment field
filling in the form data template , the content of the attachment field needs to be filled with the link to the attachment file. When importing multiple files, you need to use the English character "," to separate different links.
Data related fields
The system will skip the associated data and directly fill in the imported values in the data association fields.
Field default content
When the form field has set default content, the system will skip the set default content and directly fill in the imported value.
2.2.4 Upload data files
Upload the completed form data template
method one
Simply drag the file to the upload area to complete the operation
Method 2
Click the file upload area, select the file to be uploaded, and complete the operation.
2.2.5 Select import method
You can choose "Only add data" or "Add data into the process" and click the corresponding button to complete the operation.
Only add new data : The imported data will skip the process set by the application and be added directly to the application. Up to 5,000 pieces of data can be imported at a time
New data entry process : The imported data will start from the applicant node and enter the set process one by one. The system will process the data one by one according to the set process. Up to 1000 pieces of data can be imported at a time
2.2.6 Confirm import
Click the "Confirm Import" button to complete the import operation.
2.2.7 View task status
You can check the basic information of the import task and whether the import operation is successful.
method one
After the import operation is completed , the process center will automatically pop up, and you can view relevant information about the import task in the process center.
Method 2
Click the "Process Center" button in the lower right corner to view the operation
2.2.8 Error reporting
checking the entry process, when the data import fails, the system will generate an error report and mark the data that failed to import in the error report.
Error reports can be downloaded in the Process Center or Operation Log
2.2.9 View operation records
You can view information about completed import data operations. Enter the data import interface and click the "View Operation Record" button to complete the operation.
3. Precautions
• The "Data Import" function can only import files with the suffix .xls or .xlsx
• The "Data Import" function cannot import files larger than 1M in size.
• When the import method is selected as "Only New Data", a maximum of 5,000 pieces of data can be imported at a time; when the import method is selected as "New Data Entry Process", a maximum of 1,000 pieces of data can be imported at a time.
• The "data import" function will not trigger the adding data and sending reminder functions of Q-Robot (Advanced Edition)
• Enterprise WeChat users use "Data Import" to import department information, they cannot use department names to import data. They need to use department IDs to complete the import operation.
• When importing data in member and department fields, the imported content is not restricted by the "Restriction Options" function
• Error report files generated using the "Data Import" function will only be retained for 72 hours, and expired files cannot be downloaded.
• When there are multiple sheets in the imported Excel sheet, only the data in the first sheet can be uploaded.
• Both ordinary members and members with data management permissions can use the "data import" function. Among them, ordinary members can only use the "data import" function when the "data import" permission is turned on on the applicant node.
Data output
1. Function introduction
Data in the Anffy application can be exported as an Excel file to facilitate data interaction within and outside the Anffy application.
2. Setup steps
2.1 Function entrance
2.1.1 Method 1
After turning on the "data import" permission in the view editing interface, members with permission to view the application can enter the application's view interface, select the data that needs to be exported, and click the "Export" button to complete the operation.
2.1.2 Method 2
Administrators with data management permissions can enter the "Data Management" interface of the application, select the data that needs to be exported, and click the "Export" button to export the data.
2.2 Function setting steps
2.2.1 Select export data
You can check the data that needs to be exported. Simply select the data to complete the operation. Click the "box" on the left side of the table header to select all data on the current page
checking data , only the data on the current page is supported, and cross-page data is not supported.
2.2.2 Select export method
You can choose the export method to export selected or export all. After checking the export data, click the "Export" button to select the export method.
Export selected : Export only the selected data
Export all : Export all data in the application
2.2.3 Select export fields
You can select the fields that need to be exported. After selecting the export method, check the fields that need to be exported to complete the operation.
When exporting member fields, you can choose to export member names or member emails
2.2.4 Export process log
You can choose whether to export the process log of each piece of data. If checked, the process log of the data will be exported together with the data. Check "Export process logs at the same time" to complete the operation
Process log
2.2.5 Confirm export
After the settings are completed, click the "Confirm Export" button to complete the data export operation.
2.2.6 View task status
You can check the basic information of the export task and whether the export operation was successful.
method one
After the export operation is completed , the process center will automatically pop up, and you can directly view relevant information about the export task.
Method 2
Click the "Process Center" button in the lower right corner to view the operation
2.2.7 Download files
After completing the export operation, the system will automatically generate an Excel file. After the Excel file is generated, the browser will automatically download the generated file. You can also download the generated Excel file in the process center or operation record.
When the browser's automatic download permission is turned on, the browser will automatically download the exported file.
2.2.8 View operation records
You can view information about completed export data operations. Enter the data export interface and click the "View Operation Record" button to complete the operation.
3. Precautions
• When exporting data, table subfields and process logs occupy cells in the exported file. At the same time, the data exported at a time cannot exceed 20,000 items and cannot exceed 4 million cells.
• Excel files generated using the "Data Export" function, the cell format is text format
• enterprise WeChat users export applicant, member and department fields, the exported content is member ID or department ID.
• Due to limitations of Excel, data with more than 256 fields cannot be exported
• Excel files generated using the "Data Export" function will only be retained for 72 hours, and expired files cannot be downloaded.
• The content of the "Attachment Upload" field will be exported as a link
• When using the "Data Export" function in the system default view, only fields that can be viewed or edited in the view are exported.
• After the export permission is turned on, members with permission to view the application can export data in "Table View", "Card View" and "Kanban Board View"
• The "Data Export" function cannot export the image information in the "Image Selection" field and "Rich Text" field
Single piece of data sharing
Function introduction
Single data sharing currently only supports single to-do sharing.
In some business scenarios, the workflow designed by users is very complex—so complex that the entire process contains dozens or even hundreds of process nodes. At this time, whether it is calling up a certain to-do or processing a certain to-do, it will become very complicated and difficult.
This kind of business scenario often appears in complex manufacturing industries. For example, in furniture assembly factories, workers have to handle dozens or hundreds of tasks in different installation processes a day.
When they need to call up the node corresponding to the task at hand and process the node's to-do list, how to quickly find the application that needs to be processed, the node that needs to be processed, and the current to-do items of the node is a big problem for them.
In order to reduce the operational difficulty for front-line operators and improve the efficiency of the entire work process, Anffy has newly launched the function of sharing single to-do items. With this function, administrators can directly share a specific to-do item of a process node in an application with the corresponding node person in charge by sharing a link or QR code.
You can also print out the QR code directly. After the person in charge of the node scans it, the to-do items corresponding to the node will pop up automatically, and the person in charge can easily handle it.
Function entrance
Click to enter an application - all data - click on the single piece of data that needs to be shared to enter the data details - more - share
Permission description
• According to the viewing permissions of the node leader, the corresponding to-do information and operations are displayed.
Share method
• Share via link for easy opening on PC.
• Through QR code sharing , it also supports saving and printing QR codes. The QR code can be printed and posted in actual usage scenarios. Node leaders can scan the code to quickly access their to-do items.
Precautions
• When users who are not logged in open the link or QR code shared by the administrator, they will first jump to the login page. Only after successful login can they view the corresponding to-do information.
• After logging in, if the system determines that the current user is not the person in charge of the node, a message indicating that he or she does not have permission to view will be displayed.
Field management
1 Introduction
1.1 Function introduction
You can select the fields to be hidden on the view page through "Field Management", and you can also adjust the order of field display.
1.2 Application scenarios
Suitable for scenarios where there are many fields in the view, but only some of the fields need to be viewed
1.3 Effect display
2. Setup steps
2.1 Function entrance
In "System Default View" or "All Data", you can click on the toolbar at the top of the data display page.
2.2 Function setting steps
2.2.1Manage main form fields
1. Set fields to show/hide by checking /unchecking
2. Drag fields to sort
3. Click Save to take effect.
2.2.2Manage table subfields
In detailed view, you can set the display/hide and sorting of table subfields.
1. Click "Compact View" and select "Detailed View" in the drop-down box
In the "Detailed View" state, there is no need to switch.
1. Enter "Table Subfield Management" to make visible and hidden settings
2. Click "Subfield Management" to set the visibility of table subfields.
3. After the settings are completed, return to the main page of "Field Management" and click Save to make the settings effective.
3. Precautions
• Field management is user-friendly and can be configured by the person viewing the data, and the customized configuration will not affect others.
Data search
Function introduction
In the application list, users "search" for the required data by keywords. The search in the data list is a global search, that is, it searches from the values of all fields in the application.
Function entrance
[To-do items/Done items/CC items/Initiated by me/All data] List——[Search]
Use Cases
Search for "Glass", all data whose field value has "Glass" will be retrieved
Precautions
• Enterprise WeChat users do not support searching for applicants, members, and department fields, but other fields can be searched normally.
Data printing
Function introduction
Anffy provides a powerful printing function. Users can print the data in the system as paper documents according to their own needs in the [Data List] or [Data Table] with the "Printable" permission turned on (for details, see:) .
Steps for usage
Function entrance
[Data Details]——[More]——[Print]——[Select Print Template]
Click to view the data details. You can click the More button in the lower right corner to choose to print the data. When printing the data, you can choose different printing templates - system default template and custom printing template (see: for details)
Remark
• Administrators and members of the permission group with data management permissions can use all printing templates when viewing data details in the [All Data] list and printing;
• When viewing the data details in the [To-do items/Done items/CC items/Initiated by me] list and printing, only the printing templates that the node has permission to use can be used (for details, see:)
• When viewing data details in [Data Table] and printing, you can only use the printing template that the data table has permission to use (see for details:)
• If you use the system default template, you can freely choose whether to print the basic information of the data, form fields and process logs.
• The system only retains files generated when using data printing for 72 hours for users to download and use. After the timeout period, the files will automatically expire and cannot be downloaded.
Data modification record
Function introduction
Open the data details and click the history record on the right side of the field to view the modification record of the field.