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Page Not Found

We could not find what you were looking for.

Please contact the owner of the site that linked you to the original URL and let them know their link is broken.

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Set Up and Maintain Your Steedos Organization

As a Steedos administrator—that is, a user assigned to the Administrator profile—you’re responsible for setting up your steedos organization, which means adding users and configuring the system for your needs.

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Audit logs

The audit log is the report of all the activities done in your Steedos account. It will capture and display events automatically by recording who performed an activity, what when, and where the activity was performed, along with other information such as IP address.

tip

Available on: Professional Edition

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Audit logs

The audit log is the report of all the activities done in your Steedos account. It will capture and display events automatically by recording who performed an activity, what when, and where the activity was performed, along with other information such as IP address.

tip

Available on: Professional Edition

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Company Info

Use the Company Information page in Setup to track what’s important about your company’s organization in Steedos. This page contains the information that was provided when your company signed up with Steedos.

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Company Info

Use the Company Information page in Setup to track what’s important about your company’s organization in Steedos. This page contains the information that was provided when your company signed up with Steedos.

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Setup Your Organization

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Setup Your Organization

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Installed Packages

You can install packages into your Steedos organization, and then configure and manage them. To view the packages you’ve installed, from Setup, select Installed Packages.

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Installed Packages

You can install packages into your Steedos organization, and then configure and manage them. To view the packages you’ve installed, from Setup, select Installed Packages.

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Manage Departments

The Department Management feature allows you to easily manage and organize departments within your organization. With this feature, you can create, edit, and delete departments as well as assign employees to specific departments.

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Manage Departments

The Department Management feature allows you to easily manage and organize departments within your organization. With this feature, you can create, edit, and delete departments as well as assign employees to specific departments.

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Manage Users

In Steedos, each user is uniquely identified with a username, password, and profile. Together with other settings, the profile determines which tasks a user can perform, what data the user can see, and what the user can do with the data.

View and Manage Users​

In the user list, you can view and manage all users in your org.

From the user list, you can:

  • Create one user or multiple users.
  • Reset passwords for selected users.
  • Edit a user.
  • View a user’s detail page.
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Manage Users

In Steedos, each user is uniquely identified with a username, password, and profile. Together with other settings, the profile determines which tasks a user can perform, what data the user can see, and what the user can do with the data.

View and Manage Users​

In the user list, you can view and manage all users in your org.

From the user list, you can:

  • Create one user or multiple users.
  • Reset passwords for selected users.
  • Edit a user.
  • View a user’s detail page.
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White Label

White Label feature will allow you to remove the Steedos branding from the Steedos platform and add your own custom logo and text.

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Available on: Professional Edition

This feature allows you to rebrand the following:

Logo on login screen and main app.

Customize Logo

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White Label

White Label feature will allow you to remove the Steedos branding from the Steedos platform and add your own custom logo and text.

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Available on: Professional Edition

This feature allows you to rebrand the following:

Logo on login screen and main app.

Customize Logo

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Application Permissions

Steedos supports application authorization based on permission sets, which can be used to restrict users under a certain permission set/profile to only see certain applications.

To restrict the view of applications, go to the "Company Settings > Permission Set/Profile" section of the "Settings" application. Select the permission set or profile that you want to restrict from viewing applications, then choose the allowed applications in the "Authorized Application" field. Any applications that are not selected here will be restricted from view. If the authorized application field is left empty, all applications will be authorized for this permission set or profile.

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Application Permissions

Steedos supports application authorization based on permission sets, which can be used to restrict users under a certain permission set/profile to only see certain applications.

To restrict the view of applications, go to the "Company Settings > Permission Set/Profile" section of the "Settings" application. Select the permission set or profile that you want to restrict from viewing applications, then choose the allowed applications in the "Authorized Application" field. Any applications that are not selected here will be restricted from view. If the authorized application field is left empty, all applications will be authorized for this permission set or profile.

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Trigger managed permissions

While Steedos provides various built-in solutions to easily achieve precise field and record level permission control as described above, some permission requirements in unique project scenarios may not be met by these methods alone. Therefore, the Steedos permission engine also incorporates beforeFind triggers, which allow personalized and more advanced permission issues to be addressed through code.

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Trigger managed permissions

While Steedos provides various built-in solutions to easily achieve precise field and record level permission control as described above, some permission requirements in unique project scenarios may not be met by these methods alone. Therefore, the Steedos permission engine also incorporates beforeFind triggers, which allow personalized and more advanced permission issues to be addressed through code.

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Organize Data with Divisions

Divisions let you segment your organization's data into logical sections, making searches, reports, and list views more meaningful to users. Divisions are useful for organizations with extremely large amounts of data.

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Available on: Enterprise Edition

How Divisions Work​

Divisions can be assigned to users and other kinds of records. For example, you can create a report to show the opportunities for just the North American division to get accurate sales numbers for the North American sales team.

  • Record-level division—Division is a field on individual records that marks the record as belonging to a particular division.
  • Default division — Users are assigned a default division that applies to their newly created accounts, leads, and custom objects that are enabled for divisions.
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Organize Data with Divisions

Divisions let you segment your organization's data into logical sections, making searches, reports, and list views more meaningful to users. Divisions are useful for organizations with extremely large amounts of data.

tip

Available on: Enterprise Edition

How Divisions Work​

Divisions can be assigned to users and other kinds of records. For example, you can create a report to show the opportunities for just the North American division to get accurate sales numbers for the North American sales team.

  • Record-level division—Division is a field on individual records that marks the record as belonging to a particular division.
  • Default division — Users are assigned a default division that applies to their newly created accounts, leads, and custom objects that are enabled for divisions.
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Field Permissions

Field permissions specify the access level for each field in an object.

What Determines Field Access?​

Several factors control whether users can view and edit specific fields in Steedos. You can control users’ access to fields at the record type, user, or field level.

  • Page layouts—Set whether fields are visible, required, editable, or read only for a particular record type.
  • Field-level security—Further restrict users’ access to fields by setting whether those fields are visible, editable, or read only. These settings override field properties set in the page layout if the field-level security setting is more restrictive.
  • Permissions—Some user permissions override both page layouts and field-level security settings. For example, users with the “Edit Read Only Fields” permission can always edit read-only fields regardless of any other settings.
  • Object required fields—Override field-level security or any less-restrictive settings on page layouts by making a custom field universally required.
  • Lookup and system fields—If you enable the Require permission to view record names in lookup fields setting, you restrict who can view record names in lookup and system fields. Users must have Read access to these records or the View All Lookup Record Names permission to view this data.

Field-Level Security​

Field-level security settings let you restrict users’ access to view and edit specific fields.

Page layouts and field-level security settings determine which fields a user sees. The most restrictive field access settings of the two always applies. For example, you can have a field that’s required in a page layout but is read-only in the field-level security settings. The field-level security overrides the page layout, so the field remains read-only.

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Field Permissions

Field permissions specify the access level for each field in an object.

What Determines Field Access?​

Several factors control whether users can view and edit specific fields in Steedos. You can control users’ access to fields at the record type, user, or field level.

  • Page layouts—Set whether fields are visible, required, editable, or read only for a particular record type.
  • Field-level security—Further restrict users’ access to fields by setting whether those fields are visible, editable, or read only. These settings override field properties set in the page layout if the field-level security setting is more restrictive.
  • Permissions—Some user permissions override both page layouts and field-level security settings. For example, users with the “Edit Read Only Fields” permission can always edit read-only fields regardless of any other settings.
  • Object required fields—Override field-level security or any less-restrictive settings on page layouts by making a custom field universally required.
  • Lookup and system fields—If you enable the Require permission to view record names in lookup fields setting, you restrict who can view record names in lookup and system fields. Users must have Read access to these records or the View All Lookup Record Names permission to view this data.

Field-Level Security​

Field-level security settings let you restrict users’ access to view and edit specific fields.

Page layouts and field-level security settings determine which fields a user sees. The most restrictive field access settings of the two always applies. For example, you can have a field that’s required in a page layout but is read-only in the field-level security settings. The field-level security overrides the page layout, so the field remains read-only.

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Manage Data Access

Steedos provides a flexible, layered data sharing design that lets admins control user access to data. Managing data access enhances security by exposing only data that’s relevant to users. Use permission sets, permission set groups, and profiles to control the objects and fields users can access. Use sharing rules to specify the individual records that users can view and edit.

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Manage Data Access

Steedos provides a flexible, layered data sharing design that lets admins control user access to data. Managing data access enhances security by exposing only data that’s relevant to users. Use permission sets, permission set groups, and profiles to control the objects and fields users can access. Use sharing rules to specify the individual records that users can view and edit.

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Object Permissions

Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. You can manage object permissions in permission sets and profiles.

The following permissions specify the access that users have to objects.

PERMISSIONDESCRIPTION
ReadUsers can only view records of this type.
CreateUsers can read and create records.
EditUsers can read and update records.
DeleteUsers can read, edit, and delete records.
View AllUsers can view all records associated with this object, regardless of sharing settings.
Modify AllUsers can read, edit, delete, transfer, and approve all records associated with this object, regardless of sharing settings.
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Object Permissions

Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. You can manage object permissions in permission sets and profiles.

The following permissions specify the access that users have to objects.

PERMISSIONDESCRIPTION
ReadUsers can only view records of this type.
CreateUsers can read and create records.
EditUsers can read and update records.
DeleteUsers can read, edit, and delete records.
View AllUsers can view all records associated with this object, regardless of sharing settings.
Modify AllUsers can read, edit, delete, transfer, and approve all records associated with this object, regardless of sharing settings.
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Control Who Sees What

Steedos data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access. Record-level sharing settings, user roles, and sharing rules control the individual records that users can view and edit.

权限引擎 示意图

Object-Level Security (Permission Sets and Profiles)​

Object-level security—or object permissions—provide the bluntest way to control data access. You can prevent a user from seeing, creating, editing, or deleting any instance of a particular object type, such as a lead or opportunity, by using object permissions. You can hide tabs and objects from selected users, so that they don’t even know that type of data exists.

You can specify object permissions in permission sets and profiles. Permission sets and profiles are collections of settings and permissions that determine what a user can do in the application. The settings are similar to a group in a Windows network, where the members of the group have the same folder permissions and access to the same software.

Typically, profiles are defined by a user’s job function, such as Steedos admin or sales representative. You can assign one profile to many users, but you can assign only one profile per user. You can use permission sets to grant more permissions and access settings to users. Now it’s easier to manage users’ permissions and access because you can assign multiple permission sets to a single user.

Field-Level Security (Permission Sets and Profiles)​

Sometimes you want users to have access to an object while limiting their access to individual fields in that object. Field-level security—or field permissions—control whether a user can see, edit, and delete the value for a particular field on an object. You can protect sensitive fields without hiding the entire object. You also can control field permissions in permission sets and profiles.

Field permissions control the visibility of fields in any part of the app, including related lists, list views, reports, and search results. To ensure that a user can’t access a particular field, use field permissions. No other settings provide as much protection for a field. Page layouts only control the visibility of fields on detail and edit pages.

Record-Level Security (Sharing)​

After setting object- and field-level access permissions, you can configure access settings for records. Record-level security lets you give users access to some object records, but not others. Every record is owned by a user or a queue. The owner has full access to the record. In a hierarchy, users higher in the hierarchy always have the same access to users below them in the hierarchy. This access applies to records owned by users and records shared with them.

Sharing rules​

With sharing rules you can make automatic exceptions to organization-wide sharing settings for sets of users. Use sharing rules to give these users access to records they don’t own or can’t normally see. Sharing rules, like role hierarchies, are only used to give more users access to records—they can’t be stricter than your organization-wide default settings.

Restriction rules​

When a restriction rule is applied to a user, the data that they had read access to via your sharing settings is further scoped to only records matching the record criteria that you set. This behavior is similar to how you can filter results in a list view or report, except that it’s permanent.

Trigger managed permissions​

If sharing rules and manual sharing don’t provide the required control, you can use trigger managed sharing. trigger managed sharing allows developers to programmatically share custom objects.

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Control Who Sees What

Steedos data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access. Record-level sharing settings, user roles, and sharing rules control the individual records that users can view and edit.

权限引擎 示意图

Object-Level Security (Permission Sets and Profiles)​

Object-level security—or object permissions—provide the bluntest way to control data access. You can prevent a user from seeing, creating, editing, or deleting any instance of a particular object type, such as a lead or opportunity, by using object permissions. You can hide tabs and objects from selected users, so that they don’t even know that type of data exists.

You can specify object permissions in permission sets and profiles. Permission sets and profiles are collections of settings and permissions that determine what a user can do in the application. The settings are similar to a group in a Windows network, where the members of the group have the same folder permissions and access to the same software.

Typically, profiles are defined by a user’s job function, such as Steedos admin or sales representative. You can assign one profile to many users, but you can assign only one profile per user. You can use permission sets to grant more permissions and access settings to users. Now it’s easier to manage users’ permissions and access because you can assign multiple permission sets to a single user.

Field-Level Security (Permission Sets and Profiles)​

Sometimes you want users to have access to an object while limiting their access to individual fields in that object. Field-level security—or field permissions—control whether a user can see, edit, and delete the value for a particular field on an object. You can protect sensitive fields without hiding the entire object. You also can control field permissions in permission sets and profiles.

Field permissions control the visibility of fields in any part of the app, including related lists, list views, reports, and search results. To ensure that a user can’t access a particular field, use field permissions. No other settings provide as much protection for a field. Page layouts only control the visibility of fields on detail and edit pages.

Record-Level Security (Sharing)​

After setting object- and field-level access permissions, you can configure access settings for records. Record-level security lets you give users access to some object records, but not others. Every record is owned by a user or a queue. The owner has full access to the record. In a hierarchy, users higher in the hierarchy always have the same access to users below them in the hierarchy. This access applies to records owned by users and records shared with them.

Sharing rules​

With sharing rules you can make automatic exceptions to organization-wide sharing settings for sets of users. Use sharing rules to give these users access to records they don’t own or can’t normally see. Sharing rules, like role hierarchies, are only used to give more users access to records—they can’t be stricter than your organization-wide default settings.

Restriction rules​

When a restriction rule is applied to a user, the data that they had read access to via your sharing settings is further scoped to only records matching the record criteria that you set. This behavior is similar to how you can filter results in a list view or report, except that it’s permanent.

Trigger managed permissions​

If sharing rules and manual sharing don’t provide the required control, you can use trigger managed sharing. trigger managed sharing allows developers to programmatically share custom objects.

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Permission Sets

A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions.

Users can have only one profile but, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles.

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Permission Sets

A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions.

Users can have only one profile but, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles.

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Profiles

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one.

Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed.

standard profiles​

Steedos comes with several standard profiles(admin、user、supplier、customer), and if more, additional custom profiles can be added to expand upon them.

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Profiles

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one.

Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed.

standard profiles​

Steedos comes with several standard profiles(admin、user、supplier、customer), and if more, additional custom profiles can be added to expand upon them.

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Restriction Rules

Restriction rules let you enhance your security by allowing certain users to access only specified records. They prevent users from accessing records that can contain sensitive data or information that isn’t essential to their work. Restriction rules filter the records that a user has access to so that they can access only the records that match the criteria you specify.

When Do I Use Restriction Rules?​

Use restriction rules when you want certain users to see only a specific set of records. Restriction rules can simplify controlling access to records with sensitive or confidential information. Access to contracts, tasks, and events can be difficult to make truly private using organization-wide defaults, making restriction rules the best way to configure this visibility.

For example, you have competing sales teams that can’t see each other’s activities, even though these activities are on the same account. With restriction rules, you can make sure that sales teams see only activities that belong to them and are relevant to their work. Or, if you provide confidential services to various individuals, use restriction rules so that only team members responsible for supporting these individuals can see related tasks.

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Restriction Rules

Restriction rules let you enhance your security by allowing certain users to access only specified records. They prevent users from accessing records that can contain sensitive data or information that isn’t essential to their work. Restriction rules filter the records that a user has access to so that they can access only the records that match the criteria you specify.

When Do I Use Restriction Rules?​

Use restriction rules when you want certain users to see only a specific set of records. Restriction rules can simplify controlling access to records with sensitive or confidential information. Access to contracts, tasks, and events can be difficult to make truly private using organization-wide defaults, making restriction rules the best way to configure this visibility.

For example, you have competing sales teams that can’t see each other’s activities, even though these activities are on the same account. With restriction rules, you can make sure that sales teams see only activities that belong to them and are relevant to their work. Or, if you provide confidential services to various individuals, use restriction rules so that only team members responsible for supporting these individuals can see related tasks.

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Sharing Rules

Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.

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Sharing Rules

Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.

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Approval King: Streamlining Your Approval Processes

Approval King is an innovative process automation solution designed to streamline and simplify the approval workflows within an organization. By leveraging cutting-edge technology, Approval King transforms traditional, cumbersome approval processes into a seamless, efficient, and transparent system. It empowers organizations to manage approvals with ease, ensuring compliance, enhancing productivity, and accelerating decision-making.

Key Features​

Intuitive Workflow Designer​

  • Drag-and-Drop Interface: Easily create and customize approval workflows with a user-friendly drag-and-drop interface.
  • Templates and Customization: Choose from a variety of pre-built templates or create custom workflows tailored to your organization's specific needs.

Multi-Level Approval Chains​

  • Flexible Approval Hierarchies: Set up multi-level approval chains to reflect your organizational structure and approval policies.
  • Conditional Routing: Implement conditional logic to route requests based on specific criteria, ensuring the right people review and approve each request.

Real-Time Tracking and Notifications​

  • Status Tracking: Monitor the progress of approval requests in real-time, with clear visibility into each step of the process.
  • Automated Notifications: Receive instant notifications at each stage of the approval process, ensuring timely responses and action.

Mobile Accessibility​

  • Mobile App: Access Approval King on-the-go with a dedicated mobile app, allowing approvers to review and respond to requests from anywhere, at any time.

Integration and Compatibility​

  • Seamless Integration: Integrate Approval King with your existing systems, such as ERP, CRM, HRM, and more, for a unified workflow experience.
  • Cross-Platform Compatibility: Use Approval King across various platforms and devices, ensuring a consistent experience for all users.

Security and Compliance​

  • Role-Based Access Control: Implement role-based access to ensure sensitive information is only accessible to authorized personnel.
  • Audit Trails: Maintain comprehensive audit trails for every approval request, supporting compliance and accountability.

Reporting and Analytics​

  • Custom Reports: Generate custom reports to gain insights into approval patterns, bottlenecks, and performance metrics.
  • Data-Driven Decisions: Leverage analytics to make informed decisions, optimize workflows, and improve overall efficiency.

Approval King is the ultimate solution for organizations seeking to modernize their approval processes. With its robust features, intuitive design, and seamless integration capabilities, Approval King is poised to revolutionize the way approvals are managed, making it an indispensable tool for businesses of all sizes.

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Collaboration Tools

Enterprise Collaboration System (ECS) are comprehensive information systems designed to support communication, collaboration, and information sharing among employees within an organization. These systems typically offer a range of tools and features to support team collaboration, project management, document sharing, instant messaging, and other work-related activities.

The core objectives of enterprise collaboration systems are to improve work efficiency, strengthen team collaboration, promote knowledge sharing, and help organizations better manage their internal processes and projects. By using these systems, organizations can overcome geographical and temporal barriers to achieve effective remote collaboration and communication.

The main features of enterprise collaboration systems typically include:

  1. Instant Messaging: Support for real-time text, voice, and video communication among employees.
  2. File Sharing and Management: Allows team members to store, share, and collaboratively edit documents and other files.
  3. Task and Project Management: Provides tools to plan, assign, and track the progress of tasks and projects.
  4. Calendar and Meeting Scheduling: Helps team members schedule meetings, set reminders, and manage calendars.
  5. Knowledge Management: Supports the creation, storage, and sharing of knowledge bases and best practices.
  6. Social Networking Features: Offers social media-like features such as news feeds, team pages, and discussion forums to foster communication and team spirit.
  7. Video Conferencing: Supports face-to-face communication among remote team members through video conferencing.
  8. Workflow Automation: Automates common business processes such as approval workflows, expense reporting, etc.
  9. Integration and Extensibility: Integrates with other enterprise applications (such as CRM, ERP, etc.) and allows for extension through plugins or APIs.
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Steedos Milestone: Project Task Management System

The Steedos Project Task Management System is an application developed on the Steedos low-code platform, designed to help businesses efficiently plan, track, and manage project tasks. With its flexible customization features, it meets the project management needs of different enterprises, enhancing team collaboration efficiency and ensuring projects are completed on time and to quality standards.

Core Features​

Project Organization​

  • Program Management: Organize related projects into programs for unified management.
  • Task Breakdown: Decompose projects into manageable tasks and subtasks.
  • Milestone Planning: Set key project milestones to monitor critical junctures.

Task Management​

  • Task Assignment: Assign tasks to team members, clarifying responsibilities.
  • Progress Tracking: Update task status in real-time and track progress.
  • Priority Setting: Set priorities for tasks based on their importance.

Issue Tracking​

  • Issue Logging: Record issues and obstacles encountered in the project.
  • Issue Resolution: Assign responsible parties and track the issue resolution process.

Time Management​

  • Time Logging: Record the actual time spent on each task.
  • Work Log: Keep a record of team members' daily work and achievements.

Team Collaboration​

  • Team Communication: Built-in instant messaging tools facilitate team member communication.
  • File Sharing: Centrally manage project documents, supporting collaborative editing.
  • Permission Control: Assign different access and editing permissions based on roles.

Reporting and Analysis​

  • Project Dashboard: Provide an overview of the project, including progress, budget, and resource utilization.
  • Task Reports: Generate reports on task completion and time tracking.
  • Data Analysis: Analyze project data to optimize resource allocation and processes.

Customization and Integration​

  • Interface Customization: Customize the interface according to corporate branding and user habits.
  • Workflow Automation: Automate common workflows, such as approval processes.
  • System Integration: Integrate with other enterprise systems (such as CRM, ERP, etc.).

Product Advantages​

  • Low-Code Platform: Rapid development and deployment, reducing development costs.
  • Flexible Customization: Customize functions and interfaces according to specific enterprise needs.
  • Ease of Use: Intuitive user interface simplifies project management processes.
  • Efficient Collaboration: Enhance team collaboration and improve project execution efficiency.

The Steedos Project Task Management System is an ideal choice for enterprises looking to enhance their project management capabilities. With its powerful features and flexible customization, it helps businesses achieve digital transformation in project management.

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Customer Relationship Management

Customer Relationship Management (CRM) is a combination of strategies and technologies used by companies to manage and analyze customer interactions and data throughout the customer lifecycle. The primary goal of CRM is to improve business relationships with customers, assist in customer retention, and drive sales growth. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Key Features:​

  1. Contact Management:
    • Record and maintain essential customer details such as name, address, phone number, email, etc.
  2. Sales Opportunity Tracking:
    • Manage potential sales opportunities and monitor the progress of sales activities.
  3. Marketing Automation:
    • Automate marketing tasks and workflows, such as email marketing and social media marketing.
  4. Customer Service and Support:
    • Provide customer service and technical support, manage customer inquiries, and feedback.
  5. Reporting and Analytics:
    • Generate reports on sales, marketing, and customer service activities, offering data-driven insights.
  6. Workflow Automation:
    • Automate daily business processes like approval workflows and task assignments.

Utilizing a CRM system can help businesses enhance their sales efficiency, elevate customer satisfaction, strengthen customer loyalty, and deliver a more personalized customer experience.

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Steedos Sales Management System

In the competitive landscape of sales, efficiency and customer relationship are key. The Steedos Sales Management System, is designed to empower sales teams with the tools they need for success. Built on the Steedos low-code platform, this system offers a highly customizable and user-friendly experience.

Key Features​

  1. Lead and Opportunity Management:

    • Track and manage sales leads and opportunities.
    • Monitor the sales pipeline and forecast sales trends.

  2. Account and Contact Management:

    • Maintain comprehensive records of customers and contacts.
    • Segment customers for targeted marketing and sales efforts.

  3. Activity Tracking:

    • Log and monitor all sales-related activities, including calls, meetings, and emails.
    • Set reminders and follow-up tasks.

  4. Quote and Order Management:

    • Generate quotes and manage orders efficiently.
    • Track order fulfillment and invoicing.

  5. Product and Price Book Management:

    • Manage product catalogs and pricing structures.
    • Set up discounts and promotions.

  6. Reporting and Analytics:

    • Generate real-time reports and dashboards.
    • Gain insights into sales performance and customer behavior.

  7. Mobile Accessibility:

    • Access the system on-the-go with a mobile-friendly interface.
    • Stay connected with your sales team and customers from anywhere.

  8. Integration Capabilities:

    • Seamlessly integrate with other business systems like ERP, marketing automation, and customer service platforms.

  9. Customization and Scalability:

    • Tailor the system to meet your unique business needs.
    • Scale the system as your business grows.

Product Highlights​

  • User-Friendly Interface: Designed for ease of use, ensuring quick adoption by sales teams.
  • Customizable Workflows: Adapt the system to your sales processes for maximum efficiency.
  • Data Security and Compliance: Robust security features to protect sensitive sales data.
  • Collaboration Tools: Foster teamwork and communication within the sales team.

The Steedos Sales Management System is not just a tool; it's a sales accelerator. It's designed to streamline your sales processes, enhance customer relationships, and drive revenue growth. Whether you're a small business or a large enterprise, this system is built to adapt to your needs and scale with your success.

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Steedos Service Management System

In today's rapidly changing business environment, delivering exceptional customer service is key to success. Steedos Service Management System is designed to provide businesses with a comprehensive service management solution. Built on the Steedos low-code platform, this system offers a highly customizable and user-friendly experience.

Key Features:​

  1. Customer Support and Service Request Management:

    • Efficiently track and manage customer support requests and service cases.
    • Automate case assignment and priority setting.

  2. Knowledge Base and Solution Management:

    • Create and maintain a centralized knowledge base to help customers and service representatives quickly find solutions.
    • Manage FAQs and best practice documentation.

  3. Service Contracts and Agreements Management:

    • Manage service contracts and level agreements.
    • Track service levels and customer satisfaction.

  4. Customer Feedback and Satisfaction Surveys:

    • Collect and analyze customer feedback to improve service quality.
    • Implement satisfaction surveys to measure service performance.

  5. Reporting and Analytics:

    • Generate real-time service reports and dashboards.
    • Gain insights into service performance and customer satisfaction trends.

  6. Mobile Accessibility:

    • Access the system on-the-go with a mobile-friendly interface.
    • Respond to customer needs promptly, no matter where you are.

  7. Integration Capabilities:

    • Seamlessly integrate with other business systems like CRM, sales, and marketing automation platforms.

  8. Customization and Scalability:

    • Tailor the system to meet your unique business needs.
    • Scale the system as your business grows.

Product Highlights:​

  • User-Friendly Interface: Designed for ease of use, ensuring quick adoption by service teams.
  • Automated Workflows: Adapt the system to your service processes for maximum efficiency.
  • Data Security and Compliance: Robust security features to protect sensitive customer data.
  • Collaboration Tools: Foster teamwork and communication within the service team.

The Steedos Service Management System is not just a tool; it's a service optimizer. It's designed to streamline your service processes, enhance customer satisfaction, and drive customer loyalty. Whether you're a small business or a large enterprise, this system is built to adapt to your needs and scale with your success.

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Self Hosting

Follow these steps to deploy Steedos Apps on Docker.

Prerequisites​

  1. Docker (version 20.10.7 or later)
  2. Docker-Compose (version 1.29.2 or later)
  3. Steedos Enterprise License

Install Steedos Apps​

Create a folder named steedos-apps on your machine for deployment and data storage. Then, navigate to this folder using the cd command and follow the steps below:

  1. Contact us to request a trial license key.

  2. Create a new file docker-compose.yml

version: "3.9"

services:

  steedos-enterprise:
    image: steedos/steedos-enterprise:latest
    container_name: steedos-enterprise
    ports:
      - "80:80"    
      - "443:443" 
      - "9001:9001"
    environment:
      - ROOT_URL=http://127.0.0.1
      - TRANSPORTER=redis://redis:6379
      - CACHER=redis://redis:6379/1
      - STEEDOS_LICENSE=trial
      - STEEDOS_LOG_LEVEL=info
    tty: true
    volumes:
      - "./storage:/steedos-storage"
    depends_on:
      redis:
        condition: service_started
  steedos-apps:
    image: steedos/steedos-apps:latest
    container_name: steedos-apps
    environment:
      - TRANSPORTER=redis://redis:6379
      - CACHER=redis://redis:6379/1
    depends_on:
      redis:
        condition: service_started
  redis:
    image: ecr.aws.steedos.cn/dockerhub/redis:6.2
    command: "redis-server --save \"\" --appendonly no --loglevel warning"

This saves the file in the current directory.

  1. Start the Docker container using the following command. You may need to run with sudo if you don't have permission to run docker-compose. 
docker-compose up -d

If the image doesn't exist locally, this command downloads the necessary Docker image and starts the container.

  1. Open http://localhost and wait for the server to come up. This can take up to 5 minutes. Once the server is up and running, you can access Steedos at http://localhost.

If you continue to face issues, reach out to support@steedos.com.

Further reading​

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What is Low-code App?

In traditional enterprise application development, every feature and module required coding from scratch. This not only consumed a significant amount of time but also incurred high development costs. Moreover, when business requirements changed, modifying and optimizing the application became complex and challenging.

The advent of Low-code App has completely transformed this scenario. Developed based on the Steedos low-code platform and metadata, it means businesses can easily customize and extend the application to meet their unique business needs. Compared to traditional application development, Low-code App offers greater flexibility and scalability.

Low-code driven, easily customizable.​

The core advantage of Low-code App lies in its exceptional customizability, enabling every enterprise to build a solution that perfectly matches their unique requirements without the need for complex coding.

  • Personalized Object Model: You can create or modify any data object based on business requirements, ensuring the data structure aligns perfectly with your business model.
  • Granular Permission Management: Allows you to assign specific permissions to different users or user groups, ensuring data security and compliance while meeting the different roles and responsibilities within the organization.
  • Customizable Interface Design: With visual interface design tools, you can flexibly adjust every system interface, ensuring the best user experience.
  • Customizable Automated Processes: From simple task automation to complex business processes, you can easily design and implement, ensuring efficient workflow.
  • In-depth Report Analysis: Offering various report templates, it helps you deeply analyze business data, ensuring you're always updated with the latest business insights.
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Attendance Management

Steedos Attendance Management System is an efficient and modern attendance management software, designed specifically to meet the attendance management needs of various enterprises. Developed on the Steedos low-code platform, the system not only inherits the platform's flexibility and high customizability but also supports private deployment, ensuring absolute security and privacy of enterprise data.

Overview​

Core Features​

  1. Attendance Rule Configuration: Customizable attendance rules to cater to various working hours, shifts, and holiday arrangements.
  2. Clock-in Management: Supports various clock-in methods, including mobile device clock-in and location-based clock-in, catering to both fixed and mobile workspaces.
  3. Leave, Outing, and Business Trip Management: Comprehensive management of leave, outings, and business trips, including application, approval, and recording.
  4. Data Statistics and Analysis: Automatic aggregation and analysis of attendance data, providing clear attendance reports for the management.
  5. Automatic Report Generation: Capability to generate daily, monthly, and annual attendance reports as needed.

Key Highlights​

  • Based on Low-code Platform: Leveraging the Steedos low-code platform, the system is highly customizable, quickly adjustable, and can be extended to meet specific needs.
  • Support for Private Deployment: Recognizing the importance of enterprise data, offers private deployment options ensuring data is stored exclusively on the enterprise's servers.
  • Integration Capabilities: Seamless integration with other enterprise systems, such as HR systems, payroll systems, etc., ensuring uninterrupted data flow.
  • User-friendly Interface: A clean and intuitive user interface ensures ease of use for both employees and management.

Attendance Configuration​

Setting Attendance Rules​

Attendance rules are fundamental to ensuring employees clock in and out on time. With the Steedos Attendance Management System, you can:

  • Set standard working hours.
  • Define tolerance periods for lateness and early departures.
  • Set calculation methods and strategies for overtime.

Configuring Attendance Intervals​

For companies with shift systems, setting attendance intervals is crucial. Within the Steedos Attendance Management System, you can:

  • Create multiple shifts, such as morning, afternoon, and night shifts.
  • Define specific start and end times for each shift.
  • Set rest periods and durations for each shift.

Holidays and Special Dates​

Setting public holidays and special dates ensures employees adhere to different attendance rules on these dates. Features include:

  • Marking public holidays and company-specific significant dates.
  • Defining specific attendance rules for these special dates, such as whether clock-ins are needed or if working hours are counted.
  • Quickly viewing upcoming special dates to ensure management and employees are prepared in advance.

Clock-in Management​

Configuring Clock-in Methods and Locations​

To ensure clock-in accuracy, companies can set valid ranges or locations for clock-ins, such as office buildings, factories, etc.

Mobile Device Clock-in​

For employees who often travel or work remotely, Steedos offers a mobile device clock-in feature:

  • GPS Location Clock-in: The system records the exact location of the employee during clock-in, ensuring they are at the specified work location.
  • Photo Clock-in: Employees can clock-in by taking a photo of their working environment as proof.
  • Network IP Clock-in: Allows employees to clock-in within a specified network IP range.

This feature requires the installation of related Steedos apps on the employee's mobile device, ensuring the app can access location, camera permissions, etc.

Handling Clock-in Anomalies​

Clock-in anomalies refer to situations where employees do not clock in according to stipulated times or locations, including but not limited to tardiness, leaving early, and missed clock-ins. In Steedos:

  • The system automatically flags and logs clock-in anomalies.
  • Administrators or superiors can view an employee's clock-in anomaly records.
  • Employees can provide valid explanations or evidence for their anomalies.
  • Depending on company policies, clock-in anomalies might impact an employee's attendance statistics and performance evaluations.

Leave, Outing, and Business Trip Management​

Setting Leave Procedures​

To standardize and streamline the leave-taking process, the Steedos Attendance Management System offers comprehensive leave procedure settings:

  • Setting Leave Types: Define different types of leaves, such as personal leave, sick leave, annual leave, etc., based on company policies.
  • Leave Duration Calculation: The system can automatically calculate the leave duration or allow employees to input manually.
  • Reminders & Notifications: Upon an employee's leave application submission, the system can automatically notify the approvers or relevant departments.

Applying for Outings and Business Trips​

Outings and business trips are also integral parts of attendance management. Steedos offers a streamlined application process:

  • Reason for Outing/Business Trip: Employees need to provide specific reasons and estimated times for outings or business trips.
  • Associated Documents: Employees can upload related documents or images, such as a business trip plan or meeting notice.
  • Location and Route: For business trips, employees also need to provide the destination and the planned route.

Approval and Status Tracking​

To ensure compliance, the Steedos system offers a clear approval workflow for leave, outing, and business trip applications:

  • Defined Approvers: Determine who in the organization has the authority to approve such requests.
  • Approval Procedures: Specify the approval flow, i.e., how the application moves from one approver to the next.
  • Notifications & Reminders: Once an application is approved or rejected, the system will send notifications to the relevant parties.

Summary​

In the modern working environment, attendance management is crucial to ensuring productivity and employee satisfaction. Steedos Attendance Management System offers a comprehensive suite of features tailored to meet the needs of diverse enterprises, ensuring that both employees and management can maintain a harmonious working relationship.

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Employee Lifecycle Management System

In modern enterprise management, the Employee Lifecycle Management System (ELMS) plays a crucial role. It not only enhances the efficiency of human resource management but also strengthens employees' sense of belonging and satisfaction. Based on the Steedos low-code platform, we have designed a comprehensive employee lifecycle management system aimed at simplifying and optimizing every stage from onboarding to offboarding.

System Features​

  1. Recruitment and Onboarding Management:

    • Automate job posting and resume collection.
    • Streamline interview scheduling and candidate evaluation processes.
    • Provide new employee orientation training and adaptation guidance.

  2. Regularization and Career Development:

    • Set probationary goals and evaluation criteria.
    • Track employee training progress and career development paths.
    • Support employee career planning and internal promotion opportunities.

  3. Transfer and Position Management:

    • Manage internal transfer applications and approval processes.
    • Track position changes and organizational structure adjustments.
    • Keep employee personal information and position information up-to-date.

  4. Offboarding Management:

    • Simplify the resignation application and approval process.
    • Support exit interviews and knowledge handover.
    • Ensure the completeness and compliance of offboarding procedures.

Product Advantages​

  • Low-Code Platform: Based on the Steedos low-code platform, quick to deploy, easy to maintain and upgrade.
  • High Customizability: Customize processes and interfaces according to specific enterprise needs.
  • Data-Driven Decision Making: Provide comprehensive data analysis and reporting features to help management make more informed decisions.
  • User-Friendly: Intuitive user interface and operation process, reducing training costs and improving user acceptance.

By implementing this employee lifecycle management system, enterprises can manage human resources more effectively, enhance employee satisfaction, and thereby promote the organization's continuous development and success.

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HCM (Human Capital Management)

HCM, standing for Human Capital Management, is an integrated approach that covers the entire lifecycle of an employee within an organization. It encompasses activities related to recruiting, onboarding, training, performance management, compensation, benefits, and offboarding.

Key components of HCM include:​

  • Recruitment Management: This involves job postings, resume screening, interviews, and the overall hiring process.
  • Onboarding: Ensuring smooth integration of new employees into the organization, which includes training, equipment allocation, and other induction procedures.
  • Performance Management: Regularly evaluating employee performance and providing feedback and guidance.
  • Learning and Development: Offering training and development opportunities to help employees enhance their skills and knowledge.
  • Compensation and Benefits Management: Administering employee salaries, bonuses, benefits, and other forms of compensation.
  • Time and Attendance Management: Tracking employee working hours, leaves, and absences.
  • Talent Management: Identifying and nurturing key talents to ensure the long-term success of the organization.
  • Offboarding: Handling the procedures related to employees leaving the organization, including exit interviews and knowledge transfer.

The goal of HCM is to help organizations maximize the value of their employees. This involves ensuring that the skills and capabilities of employees are optimally utilized, and that they receive appropriate training and development opportunities to meet the long-term needs of the organization.

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Steedos Performance Evaluation System

In the modern corporate landscape, ensuring the continuous growth of a company and the professional development of its employees is paramount. Performance evaluation plays a crucial role in this process. With the Steedos low-code platform, we present a comprehensive solution for performance evaluation, ensuring that each employee's performance is assessed fairly and accurately.

Key Features:​

  • Goal Setting & Tracking: Allows employees and managers to collaboratively set clear, measurable performance objectives and monitor progress in real-time.
  • 360-Degree Feedback: Collect feedback from colleagues, subordinates, and superiors to provide a holistic view of performance.
  • Self-Assessment: Employees can conduct self-assessments, comparing them with manager evaluations.
  • Performance Scoring: Based on predefined criteria, score each aspect of an employee's performance.
  • Development Plans: Based on evaluation results, devise personal development and training recommendations for employees.
  • Performance Reporting: Generate performance evaluation reports, assisting management in understanding both overall and individual performance trends.
  • Performance History: Store records of each performance evaluation for easy retrospection and analysis.

Why Choose the Steedos Performance Evaluation System?​

  1. Flexibility & Customizability: With the Steedos low-code platform, easily customize and extend system functionalities to meet specific enterprise needs.
  2. Integration & Automation: Seamlessly integrate with other enterprise systems (e.g., HR management, training systems) and support automated workflows, such as auto-reminders and report generation.
  3. Cloud-native & Mobile Support: Offers both cloud and on-premises deployment options, along with mobile applications, ensuring access and management anytime, anywhere.

With the Steedos Performance Evaluation System, companies can efficiently and systematically conduct employee performance evaluations, ensuring transparency and fairness, while continuously providing opportunities for employee development.

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Steedos Contract Lifecycle Management System

In the modern business landscape, contract management is paramount, impacting a company's profits, compliance, and risk management. Leveraging the Steedos low-code platform, we offer a comprehensive solution for managing the entire lifecycle of a contract, ensuring every phase is efficiently handled.

Key Features​

  • Contract Template Library: A collection of predefined contract templates with customization capabilities, ensuring standardized and efficient contract drafting.
  • Dynamic Approval Workflows: Adjusts approval processes based on contract type and value, ensuring compliance.
  • Electronic Signature Integration: Integrated with leading e-signature services, supporting online signing to expedite the contract signing process.
  • Contract Execution Tracking: Real-time monitoring of contract execution status, such as payments and deliveries, ensuring adherence to contract terms.
  • Expiration Alerts & Auto-Renewal: Automated reminders for contract expiration dates with auto-renewal features, ensuring business continuity.
  • Contract Amendment Management: Document and track all contract modifications, ensuring transparency and traceability.
  • Contract Analytics & Reporting: Visualized contract data reports, assisting management in understanding overall contract trends and status.
  • Integration & Automation: Seamless integration with other enterprise systems (e.g., CRM, ERP) and supports automated workflows like auto-invoicing and payments.

Why Choose the Steedos Contract Lifecycle Management System?​

  1. Flexibility & Customizability: With the Steedos low-code platform, easily customize and extend system functionalities to meet specific business needs.
  2. Security & Compliance: Multi-layered security measures ensure the safety and privacy of contract data, with support for compliance reporting and audit trails.
  3. Cloud-Native & Mobile Support: Supports both cloud and on-premises deployment, with mobile applications ensuring access and management anytime, anywhere.

With the Steedos Contract Lifecycle Management System, businesses can manage their contracts more efficiently and securely, reducing risks, enhancing contract execution efficiency, and achieving digital and automated contract management.

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Steedos Expense: Smart, Efficient, One-stop Reimbursement Experience

In daily corporate operations, reimbursement management is often a tedious part of financial tasks. Steedos Expense Solution, based on Steedos' low-code platform, builds a comprehensive, intelligent reimbursement process management system for you, focusing on providing an efficient, standardized reimbursement experience for enterprises.

Introduction​

Steedos Expense Solution is a low-code application developed on the Steedos platform, aiming to provide businesses with an efficient, convenient reimbursement management tool. Through this solution, users can easily complete the entire process from reimbursement application, approval to financial payment.

Target Users​

This solution mainly targets financial departments, administrative departments of medium to large enterprises, and employees who need reimbursement. Whether it's the headquarters or branches, they can achieve centralized management and auditing through this system.

Core Features​

  1. Invoice Scanning & Recognition: Employees only need to scan the invoice, and the system automatically reads and fills in related information, simplifying the data input process.
  2. Authenticity Verification: Automatically verifies the authenticity of scanned invoices, ensuring the compliance and authenticity of each reimbursement.
  3. One-click Reimbursement Submission: Streamlines the reimbursement application process. Employees can easily submit reimbursements with one click, with automated approval routing.
  4. Real-time Approval & Notification: Reimbursement approval is progressed in real-time, with instant notifications to the relevant personnel, avoiding reimbursement delays.
  5. Financial Settlement & Analysis: Automates financial settlement, provides multi-dimensional reimbursement data analysis, aiding financial decisions.

Key Highlights​

  1. Flexibility: Based on the Steedos low-code platform, companies can deeply customize according to their business needs.
  2. Automation: Supports invoice scanning recognition and authenticity verification, significantly reducing manual input workload.
  3. Transparency: Every step of the reimbursement process has clear records and tracking, ensuring compliant funds transfer.
  4. Integration: Can easily integrate with other financial, ERP systems for seamless data integration.
  5. Data Security & Confidentiality: Strict data protection measures to ensure the security and privacy of each reimbursement data.
  6. Mobile-friendly: Whether on PC or mobile devices, smooth user experience meets the needs of modern mobile enterprises.

Create a Reimbursement​

Preparation​

Ensure you have collected and organized all the invoices and related proofs for reimbursement.

Fill in Reimbursement Information​

  1. On the "Create Reimbursement" page, fill in the basic reimbursement information, such as reimbursement amount, category, etc.
  2. If it involves travel expenses or hospitality expenses, make sure to fill in detailed travel or hospitality reasons and personnel list.

Invoice Upload & Scan​

  1. Choose "Upload Invoice" and take a clear photo of the front side of the invoice.
  2. The system will automatically scan and recognize the invoice, and you only need to confirm if the recognized results are correct.
  3. For manually input invoices, ensure that the entered information matches the details on the invoice.

Submit Reimbursement Application​

  1. Check that all the information is complete and ensure that the invoice matches the reimbursement details.
  2. Click the "Submit" button, and your reimbursement application will enter the approval process. You can check the status of your reimbursement in "My Reimbursements" at any time.

Invoice Management​

Invoice Scanning & Auto Recognition​

Steedos expense management solution supports automatic scanning and recognition of invoices, making the data entry faster and more accurate. Here's how:

  1. In the "Invoice Management" module, choose "Scan Invoice".
  2. Place the front side of the invoice on a clear background for capture or scanning.
  3. Upload the invoice image, and the system will automatically scan and recognize the content of the invoice.
  4. Once recognized, the system will display the recognized invoice information, such as invoice number, amount for user confirmation.

Manual Invoice Entry​

Although the auto-recognition feature greatly improves efficiency, you might need to manually input invoice information in certain situations. Here are the steps:

  1. In the "Invoice Management" module, choose "Add Invoice".
  2. Based on the actual content of the invoice, fill in the invoice number, date, amount, buyer, seller, and other relevant information.
  3. If you have a digital version of the invoice image or scanned copy, you can choose to upload it as an attachment.
  4. After ensuring that the entered information is correct, click "Save".

Invoice Authenticity Verification​

To ensure compliance in financial management, the Steedos expense management solution also provides an invoice authenticity verification feature. By matching data with the National Taxation Bureau, you can quickly determine the authenticity of the invoice.

  1. In the "Invoice Management" module, select the invoice entry you want to verify.
  2. Click the "Verify Authenticity" button.
  3. The system will automatically compare the data with the National Tax Bureau, and quickly return the verification result.
  4. If the invoice is genuine, you can proceed with the subsequent reimbursement process. If the invoice is fake, the system will flag the invoice and notify the user.

Reimbursement Approval Process​

Reimbursement Routing & Notification​

Once you submit a reimbursement application, it will be routed based on a pre-set process. Each step in the process might involve one or multiple approvers.

  • After application submission, the system will automatically notify the first approver.
  • The approver can view pending reimbursement applications through email, SMS, or in-system notifications.

Approval Actions & Responses​

As an approver, you can take the following actions on a reimbursement application:

  1. Agree: If you find the reimbursement request reasonable, you can choose to agree.
  2. Reject: If you find issues with the reimbursement request, you can choose to reject. When rejecting, you need to provide a reason.
  3. Reply: If you have doubts about the reimbursement content or need further information, you can choose to reply and ask questions.

Reimbursement Modification & Resubmission​

If the reimbursement application is rejected, the applicant can modify the reimbursement content based on feedback from the approver:

  1. Access the details page of the rejected reimbursement application.
  2. Modify the relevant content.
  3. Resubmit the reimbursement application.

Reimbursement Status & Inquiry​

Check Reimbursement Status​

On the "Reimbursement Management" page, you can see the current status of each reimbursement, such as "Pending Approval", "Approved", "Rejected".

Reimbursement Details & History​

Click on any reimbursement record to view detailed content of that reimbursement, including:

  • Reimbursement amount
  • Reason for reimbursement
  • Submission date
  • Approval history

Export Reimbursement Records​

To export reimbursement records as an electronic document, follow these steps:

  1. On the "Reimbursement Management" page, select the reimbursement records you want to export.
  2. Click the "Export" button.
  3. Choose the export format, such as Excel or PDF.
  4. Confirm the export.

Conclusion​

The Steedos Expense Solution, built on the Steedos low-code platform, offers an efficient, streamlined, and standardized process for enterprises. With advanced features like invoice scanning recognition, authenticity verification, and mobile compatibility, this solution not only simplifies the reimbursement process but also brings greater convenience to both financial personnel and employees. Embrace the future of smart financial management with Steedos!

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Spend Management

Spend Management refers to the process by which enterprises manage and control all their expenditures, including direct expenses (such as raw materials and production costs) and indirect expenses (such as office supplies, travel, and entertainment costs). The goal of spend management is to reduce costs and improve the financial performance of the enterprise by optimizing procurement processes, negotiating more favorable supplier contracts, implementing cost control measures, and more.

Spend management typically includes the following aspects:

  1. Procurement Management: Ensuring that the enterprise purchases goods and services at the best prices and terms.
  2. Contract Management: Monitoring and managing contracts with suppliers to ensure compliance with contract terms.
  3. Expense Reimbursement: Managing employee travel and other expense reimbursements to ensure reasonableness and compliance.
  4. Budget Control: Monitoring and controlling expenditures in line with the enterprise's budgetary goals.
  5. Supplier Management: Assessing and selecting suppliers, establishing and maintaining good supplier relationships.
  6. Risk Management: Identifying and managing risks associated with expenditures, such as supplier risks, price fluctuation risks, etc.
  7. Data Analysis: Using data analysis tools to identify cost-saving opportunities and optimize expenditures.

Spend management not only helps in reducing costs but also improves operational efficiency and financial transparency of the enterprise, thereby supporting strategic decision-making for the enterprise.

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Steedos Invoice Management System

In modern enterprise management, invoice processing is a key financial process. The Steedos Invoice Management System is a solution developed on a low-code platform, designed to simplify and automate the invoice processing workflow, increase efficiency, reduce errors, and ensure financial compliance.

Core Features​

  1. Invoice Entry: Supports manual and automatic entry of invoice information (via scanning or email), reducing the workload of manual input.
  2. Invoice Verification: Automatically verifies the accuracy of invoice information, including supplier details, amounts, tax rates, etc.
  3. Invoice Approval Workflow: Customizable and flexible approval workflows to ensure that each invoice undergoes proper review and approval.
  4. Invoice Matching: Matches invoices with related purchase orders and receiving records to ensure the accuracy and completeness of invoices.
  5. Payment Processing: Automatically triggers the payment process after invoice approval, supporting multiple payment methods.
  6. Tax Compliance: Automatically calculates and reports tax information, ensuring compliance with local tax regulations.
  7. Data Analysis and Reporting: Provides real-time financial reporting and analysis to help businesses better understand and manage their invoices and expenditures.
  8. Integration and Extensibility: Integrates with other financial systems (such as ERP, accounting software, etc.) and allows for expansion through plugins or APIs.

Advantages​

  • Increased Efficiency: The automated invoice processing workflow significantly reduces the time and errors associated with manual operations.
  • Enhanced Visibility: Real-time data analysis and reporting provide deep insights into business expenditures.
  • Ensured Compliance: Automated tax calculations and approval workflows ensure that businesses comply with all relevant financial and tax regulations.
  • Flexibility and Extensibility: The design based on a low-code platform makes the system easy to customize and expand to meet the ever-changing needs of businesses.

The Steedos Invoice Management System is a tailor-made solution for modern enterprises, aimed at enhancing the efficiency and transparency of financial management through technological innovation.

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Project Cost Management System

The Project Cost Management System is an application developed on the Steedos low-code platform, designed to help businesses effectively track and manage project costs. This system offers a comprehensive set of tools for monitoring project budgets, actual expenditures, labor costs, travel expenses, etc., ensuring that project costs are kept within budget, thereby enhancing project profitability and management efficiency.

Overview​

By using the Project Cost Management System, businesses can more effectively control project costs, improve project profitability and management efficiency, and thus gain an advantage in the fierce market competition.

Core Features​

  1. Project Budget Management: Set project budgets, including labor costs, material expenses, travel expenses, etc., to ensure project costs are controlled within budget limits.
  2. Expense Tracking: Record and track all expenses related to the project, including direct and indirect costs, and update the project cost status in real-time.
  3. Labor Cost Management: Track the working hours of project team members, calculate labor costs, and analyze the efficiency of human resource utilization.
  4. Travel Expense Management: Manage the travel expenses of the project team, including transportation, accommodation, meals, etc., ensuring that travel expenses are reasonable and transparent.
  5. Contract Management: Manage all contracts related to the project, including supplier contracts, procurement contracts, etc., to ensure the execution of contract terms.
  6. Reporting and Analysis: Provide rich reporting and analysis tools to help management understand the project cost status and make more informed decisions.
  7. Alert Mechanism: When project costs exceed the budget or approach the budget limit, the system automatically issues alerts to help project managers take timely measures.
  8. Integration and Extensibility: The system can be integrated with other enterprise applications (such as financial systems, human resource systems, etc.) to provide a more comprehensive project cost management.

Application Scenarios​

  • IT companies managing the cost expenditures of software projects.
  • Construction companies managing the costs of engineering projects.
  • Manufacturing enterprises managing the costs of product development projects.
  • Consulting firms managing the costs of client projects.
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Steedos Supplier Management System

In today's globalized business environment, selecting the right suppliers and maintaining good supplier relationships is crucial. The Steedos Supplier Management System offers businesses a centralized solution to systematically manage supplier information, evaluate their qualifications, and optimize interactions with them.

Key Features:​

  1. Supplier Information Management:

    • Input and update basic supplier details such as company name, address, contact information, etc.

  2. Qualification Review:

    • Evaluate the documentation provided by suppliers, including company credentials, business licenses, product or service quality certificates, etc.
    • Set review standards and processes to ensure suppliers meet the company's requirements.

  3. Onboarding Process:

    • Define supplier onboarding criteria and processes.
    • Includes initial cooperation negotiations, price and contract term discussions, pilot projects, or sample testing.

  4. Evaluation and Scoring:

    • Conduct regular supplier evaluations.
    • Score suppliers based on various criteria.

  5. Reporting and Analysis:

    • Auto-generate supplier performance reports.
    • Analyze supplier data to provide insights and recommendations.

Product Highlights:​

  • User-friendly Interface: A clear and intuitive interface design allows users to navigate and use the system with ease.
  • High Customizability: Built on the Steedos low-code platform, businesses can customize the system according to their needs.
  • Integration Capabilities: Easily integrates with other enterprise systems (e.g., ERP, financial software).
  • Data Security and Compliance: Offers multi-level security measures to ensure the safety and compliance of supplier data.

The Steedos Supplier Management System provides businesses with a comprehensive tool to manage supplier relationships more efficiently and systematically. Whether you're an SME or a large multinational corporation, this system can assist you in optimizing your supply chain and maximizing value.

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Steedos Tender Management System

The Steedos Tender Management System, developed on the Steedos low-code platform, is a highly customizable solution designed to streamline the tendering process for businesses and government agencies. It aims to simplify the tendering workflow, enhance efficiency and transparency, and ensure fairness and compliance in tendering activities.

Key Features​

1. Tender Project Management​

  • Easily create and manage tender projects.
  • Customize tendering processes and rules.
  • Track project progress and status updates.

2. Tender Announcement Publication​

  • Design and publish tender announcements.
  • Utilize various announcement templates for quick document generation.
  • Set announcement release dates and bidding deadlines.

3. Bid Document Management​

  • Securely store and manage all bid documents.
  • Support for uploading and downloading various file formats.
  • Offer version control and audit tracking for documents.

4. Supplier Management​

  • Register and manage supplier information.
  • Automatically verify supplier qualifications and past performance.
  • Allow suppliers to self-register and update their details.

5. Bid Evaluation & Decision Support​

  • Set evaluation criteria and scoring systems.
  • Support online bid evaluations and record evaluation meetings.
  • Provide statistical analysis of bid results.

6. Contract Award & Management​

  • Automatically generate award notices and contract documents.
  • Publish award results online.
  • Manage changes and extensions during contract execution.

7. System Security & Audit​

  • Implement strict permission controls and user authentication.
  • Maintain comprehensive operation logs and audit trails.
  • Support data backups and disaster recovery.

System Benefits​

  • High Customizability: Built on the Steedos low-code platform, it can be quickly customized to fit specific organizational needs.
  • Efficiency Boost: Automated processes significantly reduce manual operations, enhancing tendering efficiency.
  • Enhanced Transparency: All tendering information and processes are conducted online, ensuring openness and transparency.
  • Risk Mitigation: Security measures and audit functions help prevent fraudulent activities and reduce tendering risks.
  • Centralized Management: Centralize all tendering activities for better oversight and control.

The Steedos Tender Management System is the ideal tool for businesses and government agencies to conduct their tendering activities. It not only improves the efficiency and transparency of the tendering process but also helps users mitigate risks and elevate their management standards.

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Node-RED also offers a plethora of nodes which enable users to easily interact with a diverse range of devices and services.https://Node-Red.org/\u3002",source:"@site/docs/integration/node-red.mdx",sourceDirName:"integration",slug:"/integration/node-red",permalink:"/integration/node-red",draft:!1,editUrl:"https://github.com/steedos/steedos-docs/tree/master/docs/integration/node-red.mdx",tags:[],version:"current",frontMatter:{title:"Node-Red"},sidebar:"platform",previous:{title:"External Data Sources",permalink:"/integration/external-datasources"},next:{title:"Steedos Plugins",permalink:"/plugins"}},d={},l=[{value:"Integrating a Node-RED project",id:"integrating-a-node-red-project",level:2},{value:"Developing an application",id:"developing-an-application",level:3},{value:"Executing",id:"executing",level:3},{value:"Static Resource Storage",id:"static-resource-storage",level:3},{value:"Initialization Configuration",id:"initialization-configuration",level:3},{value:"Flow Designer",id:"flow-designer",level:2},{value:"Steedos Node",id:"steedos-node",level:2},{value:"steedos-event",id:"steedos-event",level:3},{value:"steedos-emit",id:"steedos-emit",level:3},{value:"steedos-call",id:"steedos-call",level:3},{value:"steedos-request",id:"steedos-request",level:3},{value:"steedos-response",id:"steedos-response",level:3},{value:"steedos-api-gw",id:"steedos-api-gw",level:3},{value:"steedos-instance",id:"steedos-instance",level:3},{value:"To invoke GraphQL",id:"to-invoke-graphql",level:2},{value:"To invoke ObjectQL",id:"to-invoke-objectql",level:2},{value:"Invoke using msg.call",id:"invoke-using-msgcall",level:3},{value:"Invoke using a broker",id:"invoke-using-a-broker",level:3},{value:"Trigger",id:"trigger",level:2}],c={toc:l},p="wrapper";function u(e){let{components:t,...a}=e;return(0,s.kt)(p,(0,o.Z)({},c,a,{components:t,mdxType:"MDXLayout"}),(0,s.kt)("p",null,"Node-RED is a process-oriented programming tool that allows you to effortlessly connect IoT devices, APIs and online services together. It employs a browser-based editor which allows users to drag and drop different nodes onto a canvas, and connect them to create a flow. Node-RED also offers a plethora of nodes which enable users to easily interact with a diverse range of devices and services.",(0,s.kt)("a",{parentName:"p",href:"https://node-red.org/"},"https://Node-Red.org/"),"\u3002"),(0,s.kt)("admonition",{type:"tip"},(0,s.kt)("p",{parentName:"admonition"},"Available on: Professional Edition")),(0,s.kt)("h2",{id:"integrating-a-node-red-project"},"Integrating a Node-RED project"),(0,s.kt)("h3",{id:"developing-an-application"},"Developing an application"),(0,s.kt)("p",null,"Reference to\uff1a",(0,s.kt)("a",{parentName:"p",href:"https://gitlab.steedos.cn/steedos/steedos-project-template.git"},"steedos-project-template.git")),(0,s.kt)("h3",{id:"executing"},"Executing"),(0,s.kt)("p",null,"We can see the package.json file in the newly created node-red-app folder, which is an independent NPM project. To run the Node-Red project, we need to cd to that folder, execute yarn to install the project dependencies, and finally execute yarn start."),(0,s.kt)("p",null,"Once running successfully, the service can be accessed through the address with port 1880."),(0,s.kt)("h3",{id:"static-resource-storage"},"Static Resource Storage"),(0,s.kt)("p",null,' we need to store static resources, we can create a static resource directory under the node-red-app folder with a self-chosen file name. Here, we use "public" as an example. At the same time, add the following code to the setting.js file under the node-red-app folder\uff1a'),(0,s.kt)("pre",null,(0,s.kt)("code",{parentName:"pre",className:"language-jsx"},"httpStatic: path.join(__dirname, 'public'),\n httpAdminRoot: \"/admin\"\n\n")),(0,s.kt)("p",null,"example\uff1a"),(0,s.kt)("p",null,'To access the stored resources, the URL only needs to be accessed using "/". The URL for the Node-Red control page has been changed to:',(0,s.kt)("a",{parentName:"p",href:"http://127.0.0.1:1880/admin"},"http://127.0.0.1:1880/admin")),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(9979).Z,width:"1089",height:"530"})),(0,s.kt)("h3",{id:"initialization-configuration"},"Initialization Configuration"),(0,s.kt)("p",null,"After running the Node-Red service, we can access the Node-Red by entering the address displayed on the console in a browser. Upon the first access to the service, we will see an initialization configuration wizard interface, where we can set up the account and password for accessing the Node-Red service, etc. We only need to follow the prompts to complete the configuration."),(0,s.kt)("p",null,'After completing the initialization configuration, we will be automatically redirected to the homepage named "Node-RED on Steedos". On this page, we can see a tutorial on how to customize Node-Red.'),(0,s.kt)("h2",{id:"flow-designer"},"Flow Designer"),(0,s.kt)("p",null,'On the homepage of the running Node-Red service, we can see a button named "Go to your Node-RED flow editor" on the right side. Clicking on it will open an editor named "Flow Builder". We can access the official Node-Red website tutorial at \xa0',(0,s.kt)("a",{parentName:"p",href:"https://node-red.org/docs/user-guide/"},"https://Node-Red.org/docs/user-guide/"),"\xa0 to learn how to configure, debug, and deploy flows in the editor."),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(3359).Z,width:"1036",height:"627"})),(0,s.kt)("h2",{id:"steedos-node"},"Steedos Node"),(0,s.kt)("p",null,"We can use the aforementioned Flow Designer to configure the integration of existing business systems. If we need to connect mainstream business systems such as SAP, UFIDA, and Kingdee to integrate related businesses into Steedos, we can use a variety of nodes specially developed by us, which can easily realize various integration business requirements."),(0,s.kt)("h3",{id:"steedos-event"},"steedos-event"),(0,s.kt)("p",null,"Steedos Event refers to the function of event subscription and publication using the Steedos Event service in the Steedos platform. Through Steedos Event, we can subscribe to specific events, such as record creation, update or deletion events, in order to execute custom operations when the events occur. In Steedos Event, we need to specify the following parameters:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},(0,s.kt)("inlineCode",{parentName:"li"},"Broker"),"\xa0\uff1aa parameter used in Node-RED to specify the message broker used. In Node-RED, we can connect to Steedos projects by configuring the broker. Usually, NATS is used as the message broker. To configure the broker, we need to make corresponding configurations in the .env file under the Node-RED-app folder and reference it in Node-RED. For more details about NATS as a message broker, please refer to the following link:",(0,s.kt)("a",{parentName:"li",href:"https://moleculer.services/zh/docs/0.14/networking.html#NATS-Transporter%E3%80%82"},"https://moleculer.services/zh/docs/0.14/networking.html#NATS-Transporter\u3002")),(0,s.kt)("li",{parentName:"ul"},"Service\uff1aspecifies the name of the service used."),(0,s.kt)("li",{parentName:"ul"},"Name\uff1aspecifies the name of the node, such as the name of the node subscribing to events."),(0,s.kt)("li",{parentName:"ul"},"Topic\uff1aspecifies the topic or event name to subscribe to, such as creating records or updating records."),(0,s.kt)("li",{parentName:"ul"},"Group\uff1aspecifies the group where events are subscribed, which can be one or more groups separated by commas.")),(0,s.kt)("p",null,"By configuring these parameters, we can use Steedos Event in the Steedos platform to implement the function of event subscription and publication, so as to execute custom operations when events occur. For example, we can subscribe to record creation events, and send notifications to Slack or WeChat when events occur, or execute custom JavaScript code when events occur to achieve more complex operations."),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(9725).Z,width:"506",height:"417"})),(0,s.kt)("h3",{id:"steedos-emit"},"steedos-emit"),(0,s.kt)("p",null,"Steedos Emit is a node within Node-RED, used for sending event messages to the Steedos project. This node requires the following parameters to be configured:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},"Broker: Specifies the name of the message broker being used;"),(0,s.kt)("li",{parentName:"ul"},"Name: Specifies the name of the node;"),(0,s.kt)("li",{parentName:"ul"},"Topic: Specifies the event topic/name, which can be overridden by msg.topic;"),(0,s.kt)("li",{parentName:"ul"},"Broadcast: Specifies whether the event should be broadcast, which can be overridden by msg.broadcast;"),(0,s.kt)("li",{parentName:"ul"},"Group: Specifies the group(s) to which the event belongs, with multiple group names separated by commas. This can be overridden by msg.group.")),(0,s.kt)("p",null,"By configuring these parameters, we can use the Steedos Emit node in Node-RED to send event messages to the Steedos project, enabling communication between different components."),(0,s.kt)("h3",{id:"steedos-call"},"steedos-call"),(0,s.kt)("p",null,"Steedos Call is a Node-RED node used for invoking the APIs provided by the Steedos platform. It can invoke the APIs of the Steedos platform by configuring Broker and Action. The value of Action can also be overridden by the msg.action property. Additionally, some JSON format options can be set in Options to better control the behavior of API invocation. For more information on the APIs provided by the Steedos platform, please refer to the API documentation of the Steedos platform. You can find more information about this in the steedos-template project."),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(2702).Z,width:"1408",height:"680"})),(0,s.kt)("h3",{id:"steedos-request"},"steedos-request"),(0,s.kt)("p",null,"Steedos Request is a Node-RED node used for sending HTTP requests to the ObjectQL microservices and GraphQL microservices of the Steedos platform. This node requires the following parameters to be configured:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},"Broker: Message broker."),(0,s.kt)("li",{parentName:"ul"},"Service: Name of the microservice to be called."),(0,s.kt)("li",{parentName:"ul"},"Name: The name of the node, used to identify the node within Node-RED."),(0,s.kt)("li",{parentName:"ul"},"Action: The name of the operation to be performed, such as querying, creating, updating, or deleting objects. If the msg.action property is included in the message, it will override this parameter."),(0,s.kt)("li",{parentName:"ul"},'REST: This attribute can customize the API according to JSON values. The "method" is the request method and the "path" is the routing URL address.'),(0,s.kt)("li",{parentName:"ul"},'Trigger\uff1aThis attribute can customize the trigger according to JSON values. The "listenTo" is the object being listened to, and the "when" is the triggering timing. Detailed values can be found in the trigger section of the official documentation of the Steedos platform:',(0,s.kt)("a",{parentName:"li",href:"https://beta.steedos.cn/docs/developer/action-trigger"},"https://beta.steedos.cn/docs/developer/action-trigger"))),(0,s.kt)("p",null,"When the node receives input messages, it sends the data in the messages as parameters for the request to the Steedos platform and sends the response data as output messages to the next node. You can find more information about this in the steedos-template project."),(0,s.kt)("p",null,"For example, you can customize an API in Node-RED with Steedos Request."),(0,s.kt)("p",null,"The API Endpoint:",(0,s.kt)("a",{parentName:"p",href:"http://127.0.0.1:5000/service/api/example-service/hello/jack"},"http://127.0.0.1:5000/service/api/example-service/"),"+path"),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(1422).Z,width:"516",height:"537"})," "),(0,s.kt)("p",null,"Example\uff1a"),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(4992).Z,width:"513",height:"502"})," "),(0,s.kt)("h3",{id:"steedos-response"},"steedos-response"),(0,s.kt)("p",null,"Steedos Response is a Node-RED node used for sending response messages to the initiator of an HTTP request. This node requires the following parameters to be configured:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},"Name: The name of the node, used to identify the node within Node-RED.")),(0,s.kt)("p",null,"When the node receives input messages, it sends the data in the messages back to the initiator of the HTTP request as the response body. The options of the node can be configured to set the status code, HTTP headers, and content type of the response. This node is typically used in conjunction with the Steedos Request node to respond to requests from the ObjectQL microservices and GraphQL microservices of the Steedos platform. More details can be found in the steedos-template project."),(0,s.kt)("h3",{id:"steedos-api-gw"},"steedos-api-gw"),(0,s.kt)("p",null,"Steedos API Gateway (APIGW) is an open-source API gateway in Steedos that helps enterprises integrate multiple microservices into a unified API. "),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},(0,s.kt)("p",{parentName:"li"},(0,s.kt)("inlineCode",{parentName:"p"},"Broker"),":refers to the message broker")),(0,s.kt)("li",{parentName:"ul"},(0,s.kt)("p",{parentName:"li"},(0,s.kt)("inlineCode",{parentName:"p"},"Name"),"\uff1aspecifies the name of the node")),(0,s.kt)("li",{parentName:"ul"},(0,s.kt)("p",{parentName:"li"},(0,s.kt)("inlineCode",{parentName:"p"},"Action"),": is the name of the operation to be performed"))),(0,s.kt)("p",null,"It provides a range of functionalities, such as API management, security authentication, traffic control, logging, and monitoring. In Steedos, APIGW is an independent service that can be configured through configuration files and used in conjunction with other services. This node requires the following parameters. More details can be found in the steedos-template project."),(0,s.kt)("h3",{id:"steedos-instance"},"steedos-instance"),(0,s.kt)("p",null,"Steedos Instance is a Node-RED node that allows you to inject a Steedos instance into the flow or global context. It enables you to perform various operations using the API of the Steedos platform, such as querying, creating, updating, and deleting data. "),(0,s.kt)("p",null,"Before using the Steedos Instance node, you need to create an application on the Steedos platform and configure its data model. Then, you need to specify the name of the application and the access token in the configuration of the Steedos Instance node. This way, when you call the Steedos instance in the flow or global context, it will automatically authenticate you with the credentials you provide and allow you to perform application-related operations. More details can be found in the steedos-template project."),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(7006).Z,width:"492",height:"373"})," "),(0,s.kt)("h2",{id:"to-invoke-graphql"},"To invoke GraphQL"),(0,s.kt)("p",null,"use msg.call in your Node-RED flow."),(0,s.kt)("pre",null,(0,s.kt)("code",{parentName:"pre",className:"language-jsx"},'msg.call(\'api.graphql\', \n {\n query: `query {\n space_users(filters: ["user", "=", "${msg.meta.user.userId}"]) {\n name\n organization\n }\n }`\n }, \n { meta: { } }\n).then((data) => {\n msg.payload = data\n node.send(msg)\n}).catch((err) => {\n node.error(err, msg)\n}) \n')),(0,s.kt)("h2",{id:"to-invoke-objectql"},"To invoke ObjectQL"),(0,s.kt)("p",null,"There are two ways to invoke ObjectQL in Node-RED:"),(0,s.kt)("h3",{id:"invoke-using-msgcall"},"Invoke using msg.call"),(0,s.kt)("pre",null,(0,s.kt)("code",{parentName:"pre",className:"language-jsx"},'msg.call(\'objectql.find\',\n {\n "objectName": "space_users",\n "query": {\n // "fields": ["name", "orgranizations"],\n "filters": ["user", "=", msg.meta.user.userId]\n }\n },\n { meta: {} }\n).then((data) => {\n msg.payload = data\n node.send(msg)\n}).catch((err) => {\n node.error(err, msg)\n})\n')),(0,s.kt)("h3",{id:"invoke-using-a-broker"},"Invoke using a broker"),(0,s.kt)("pre",null,(0,s.kt)("code",{parentName:"pre"},'const broker = global.get(\'broker\');\n\nmsg.payload = await broker.call(\'objectql.find\', \n {\n "objectName": "space_users",\n "query": {\n "fields": ["name", "organizations"]\n }\n },\n { meta: {} }\n)\n')),(0,s.kt)("h2",{id:"trigger"},"Trigger"),(0,s.kt)("p",null,"Example\uff1a"),(0,s.kt)("p",null," ",(0,s.kt)("img",{src:n(3476).Z,width:"1080",height:"370"})," "),(0,s.kt)("pre",null,(0,s.kt)("code",{parentName:"pre",className:"language-json"},'[\n{\n"id": "7350d7b42b233ab6",\n"type": "steedos-request-action",\n"z": "c10017b236a162fd",\n"broker": "ce147b46c731d342",\n"service": "5ab5acead56ffaea",\n"name": "trigger",\n"topic": "space_users_triggers",\n"rest": "{}",\n"restType": "json",\n"trigger": "{\\"listenTo\\":\\"space_users\\",\\"when\\":[\\"beforeInsert\\",\\"beforeUpdate\\"]}",\n"triggerType": "json",\n"params": "{}",\n"paramsType": "json",\n"x": 100,\n"y": 120,\n"wires": [\n[\n"0441d3a1237dcd50",\n"6f988203ee0b8323"\n]\n]\n},\n{\n"id": "0441d3a1237dcd50",\n"type": "function",\n"z": "c10017b236a162fd",\n"name": "trigger",\n"func": "const doc = msg.payload.doc;\\nif ([doc.name](http://doc.name/) && doc.name.length < 2) {\\n msg.error = { message: \\"\u59d3\u540d\u6700\u5c11\u4e24\u4f4d.\\" };\\n}\\n\\nreturn msg;",\n"outputs": 1,\n"noerr": 0,\n"initialize": "",\n"finalize": "",\n"libs": [],\n"x": 350,\n"y": 160,\n"wires": [\n[\n"dd4a70227645def5",\n"1a4631e22fdbdc5d"\n]\n]\n},\n{\n"id": "dd4a70227645def5",\n"type": "debug",\n"z": "c10017b236a162fd",\n"name": "debug 5",\n"active": true,\n"tosidebar": true,\n"console": false,\n"tostatus": false,\n"complete": "error",\n"targetType": "msg",\n"statusVal": "",\n"statusType": "auto",\n"x": 680,\n"y": 80,\n"wires": []\n},\n{\n"id": "1a4631e22fdbdc5d",\n"type": "steedos-response-action",\n"z": "c10017b236a162fd",\n"name": "",\n"x": 700,\n"y": 220,\n"wires": []\n},\n{\n"id": "6f988203ee0b8323",\n"type": "debug",\n"z": "c10017b236a162fd",\n"name": "debug 6",\n"active": true,\n"tosidebar": true,\n"console": false,\n"tostatus": false,\n"complete": "payload",\n"targetType": "msg",\n"statusVal": "",\n"statusType": "auto",\n"x": 340,\n"y": 60,\n"wires": []\n},\n{\n"id": "ce147b46c731d342",\n"type": "steedos-config",\n"name": "steedos",\n"transporter": "${TRANSPORTER}",\n"namespace": "steedos",\n"options": "{}",\n"optionsType": "json"\n},\n{\n"id": "5ab5acead56ffaea",\n"type": "steedos-service-config",\n"name": "example-nodered",\n"version": "",\n"settings": "{}",\n"rest": "",\n"settingsType": "json"\n}\n]\n')))}u.isMDXComponent=!0},2702:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_emit-29955bd9294885f17cf2eed304685935.png"},9725:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_event-78ce44ace55234ec2581600a0c05f267.png"},7006:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_gw-e2e27700758235cdbfd1a6d5c0588bc3.png"},3359:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_ini-bfe9945e10eab38eda565602e9ec69bb.png"},3476:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_objectql-926400805a4e3413352d086203e3276b.png"},1422:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_request-200f73b055c328df7566ad09c70e70dd.png"},4992:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_request_ex-b4b5f1d2b81008d3e8d0b640b70f4d27.png"},9979:(e,t,n)=>{n.d(t,{Z:()=>o});const o=n.p+"assets/images/node_red_run-9a6935e2c40d4f371de149c2a1bd4226.png"}}]); 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It employs a browser-based editor which allows users to drag and drop different nodes onto a canvas, and connect them to create a flow. 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It employs a browser-based editor which allows users to drag and drop different nodes onto a canvas, and connect them to create a flow. Node-RED also offers a plethora of nodes which enable users to easily interact with a diverse range of devices and services.",(0,s.kt)("a",{parentName:"p",href:"https://node-red.org/"},"https://Node-Red.org/"),"\u3002"),(0,s.kt)("h2",{id:"integrating-a-node-red-project"},"Integrating a Node-RED project"),(0,s.kt)("h3",{id:"developing-an-application"},"Developing an application"),(0,s.kt)("p",null,"Reference to\uff1a",(0,s.kt)("a",{parentName:"p",href:"https://gitlab.steedos.cn/steedos/steedos-project-template.git"},"steedos-project-template.git")),(0,s.kt)("h3",{id:"executing"},"Executing"),(0,s.kt)("p",null,"We can see the package.json file in the newly created node-red-app folder, which is an independent NPM project. To run the Node-Red project, we need to cd to that folder, execute yarn to install the project dependencies, and finally execute yarn start."),(0,s.kt)("p",null,"Once running successfully, the service can be accessed through the address with port 1880."),(0,s.kt)("h3",{id:"static-resource-storage"},"Static Resource Storage"),(0,s.kt)("p",null,' we need to store static resources, we can create a static resource directory under the node-red-app folder with a self-chosen file name. Here, we use "public" as an example. At the same time, add the following code to the setting.js file under the node-red-app folder\uff1a'),(0,s.kt)("pre",null,(0,s.kt)("code",{parentName:"pre",className:"language-jsx"},"httpStatic: path.join(__dirname, 'public'),\n httpAdminRoot: \"/admin\"\n\n")),(0,s.kt)("p",null,"example\uff1a"),(0,s.kt)("p",null,'To access the stored resources, the URL only needs to be accessed using "/". The URL for the Node-Red control page has been changed to:',(0,s.kt)("a",{parentName:"p",href:"http://127.0.0.1:1880/admin"},"http://127.0.0.1:1880/admin")),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(9979).Z,width:"1089",height:"530"})),(0,s.kt)("h3",{id:"initialization-configuration"},"Initialization Configuration"),(0,s.kt)("p",null,"After running the Node-Red service, we can access the Node-Red by entering the address displayed on the console in a browser. Upon the first access to the service, we will see an initialization configuration wizard interface, where we can set up the account and password for accessing the Node-Red service, etc. We only need to follow the prompts to complete the configuration."),(0,s.kt)("p",null,'After completing the initialization configuration, we will be automatically redirected to the homepage named "Node-RED on Steedos". On this page, we can see a tutorial on how to customize Node-Red.'),(0,s.kt)("h2",{id:"flow-designer"},"Flow Designer"),(0,s.kt)("p",null,'On the homepage of the running Node-Red service, we can see a button named "Go to your Node-RED flow editor" on the right side. Clicking on it will open an editor named "Flow Builder". We can access the official Node-Red website tutorial at \xa0',(0,s.kt)("a",{parentName:"p",href:"https://node-red.org/docs/user-guide/"},"https://Node-Red.org/docs/user-guide/"),"\xa0 to learn how to configure, debug, and deploy flows in the editor."),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(3359).Z,width:"1036",height:"627"})),(0,s.kt)("h2",{id:"steedos-node"},"Steedos Node"),(0,s.kt)("p",null,"We can use the aforementioned Flow Designer to configure the integration of existing business systems. If we need to connect mainstream business systems such as SAP, UFIDA, and Kingdee to integrate related businesses into Steedos, we can use a variety of nodes specially developed by us, which can easily realize various integration business requirements."),(0,s.kt)("h3",{id:"steedos-event"},"steedos-event"),(0,s.kt)("p",null,"Steedos Event refers to the function of event subscription and publication using the Steedos Event service in the Steedos platform. Through Steedos Event, we can subscribe to specific events, such as record creation, update or deletion events, in order to execute custom operations when the events occur. In Steedos Event, we need to specify the following parameters:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},(0,s.kt)("inlineCode",{parentName:"li"},"Broker"),"\xa0\uff1aa parameter used in Node-RED to specify the message broker used. In Node-RED, we can connect to Steedos projects by configuring the broker. Usually, NATS is used as the message broker. To configure the broker, we need to make corresponding configurations in the .env file under the Node-RED-app folder and reference it in Node-RED. For more details about NATS as a message broker, please refer to the following link:",(0,s.kt)("a",{parentName:"li",href:"https://moleculer.services/zh/docs/0.14/networking.html#NATS-Transporter%E3%80%82"},"https://moleculer.services/zh/docs/0.14/networking.html#NATS-Transporter\u3002")),(0,s.kt)("li",{parentName:"ul"},"Service\uff1aspecifies the name of the service used."),(0,s.kt)("li",{parentName:"ul"},"Name\uff1aspecifies the name of the node, such as the name of the node subscribing to events."),(0,s.kt)("li",{parentName:"ul"},"Topic\uff1aspecifies the topic or event name to subscribe to, such as creating records or updating records."),(0,s.kt)("li",{parentName:"ul"},"Group\uff1aspecifies the group where events are subscribed, which can be one or more groups separated by commas.")),(0,s.kt)("p",null,"By configuring these parameters, we can use Steedos Event in the Steedos platform to implement the function of event subscription and publication, so as to execute custom operations when events occur. For example, we can subscribe to record creation events, and send notifications to Slack or WeChat when events occur, or execute custom JavaScript code when events occur to achieve more complex operations."),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(9725).Z,width:"506",height:"417"})),(0,s.kt)("h3",{id:"steedos-emit"},"steedos-emit"),(0,s.kt)("p",null,"Steedos Emit is a node within Node-RED, used for sending event messages to the Steedos project. This node requires the following parameters to be configured:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},"Broker: Specifies the name of the message broker being used;"),(0,s.kt)("li",{parentName:"ul"},"Name: Specifies the name of the node;"),(0,s.kt)("li",{parentName:"ul"},"Topic: Specifies the event topic/name, which can be overridden by msg.topic;"),(0,s.kt)("li",{parentName:"ul"},"Broadcast: Specifies whether the event should be broadcast, which can be overridden by msg.broadcast;"),(0,s.kt)("li",{parentName:"ul"},"Group: Specifies the group(s) to which the event belongs, with multiple group names separated by commas. This can be overridden by msg.group.")),(0,s.kt)("p",null,"By configuring these parameters, we can use the Steedos Emit node in Node-RED to send event messages to the Steedos project, enabling communication between different components."),(0,s.kt)("h3",{id:"steedos-call"},"steedos-call"),(0,s.kt)("p",null,"Steedos Call is a Node-RED node used for invoking the APIs provided by the Steedos platform. It can invoke the APIs of the Steedos platform by configuring Broker and Action. The value of Action can also be overridden by the msg.action property. Additionally, some JSON format options can be set in Options to better control the behavior of API invocation. For more information on the APIs provided by the Steedos platform, please refer to the API documentation of the Steedos platform. You can find more information about this in the steedos-template project."),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(2702).Z,width:"1408",height:"680"})),(0,s.kt)("h3",{id:"steedos-request"},"steedos-request"),(0,s.kt)("p",null,"Steedos Request is a Node-RED node used for sending HTTP requests to the ObjectQL microservices and GraphQL microservices of the Steedos platform. This node requires the following parameters to be configured:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},"Broker: Message broker."),(0,s.kt)("li",{parentName:"ul"},"Service: Name of the microservice to be called."),(0,s.kt)("li",{parentName:"ul"},"Name: The name of the node, used to identify the node within Node-RED."),(0,s.kt)("li",{parentName:"ul"},"Action: The name of the operation to be performed, such as querying, creating, updating, or deleting objects. If the msg.action property is included in the message, it will override this parameter."),(0,s.kt)("li",{parentName:"ul"},'REST: This attribute can customize the API according to JSON values. The "method" is the request method and the "path" is the routing URL address.'),(0,s.kt)("li",{parentName:"ul"},'Trigger\uff1aThis attribute can customize the trigger according to JSON values. The "listenTo" is the object being listened to, and the "when" is the triggering timing. Detailed values can be found in the trigger section of the official documentation of the Steedos platform:',(0,s.kt)("a",{parentName:"li",href:"https://beta.steedos.cn/docs/developer/action-trigger"},"https://beta.steedos.cn/docs/developer/action-trigger"))),(0,s.kt)("p",null,"When the node receives input messages, it sends the data in the messages as parameters for the request to the Steedos platform and sends the response data as output messages to the next node. You can find more information about this in the steedos-template project."),(0,s.kt)("p",null,"For example, you can customize an API in Node-RED with Steedos Request."),(0,s.kt)("p",null,"The API Endpoint:",(0,s.kt)("a",{parentName:"p",href:"http://127.0.0.1:5000/service/api/example-service/hello/jack"},"http://127.0.0.1:5000/service/api/example-service/"),"+path"),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(1422).Z,width:"516",height:"537"})," "),(0,s.kt)("p",null,"Example\uff1a"),(0,s.kt)("p",null,(0,s.kt)("img",{src:n(4992).Z,width:"513",height:"502"})," "),(0,s.kt)("h3",{id:"steedos-response"},"steedos-response"),(0,s.kt)("p",null,"Steedos Response is a Node-RED node used for sending response messages to the initiator of an HTTP request. This node requires the following parameters to be configured:"),(0,s.kt)("ul",null,(0,s.kt)("li",{parentName:"ul"},"Name: The name of the node, used to identify the node within Node-RED.")),(0,s.kt)("p",null,"When the node receives input messages, it sends the data in the messages back to the initiator of the HTTP request as the response body. The options of the node can be configured to set the status code, HTTP headers, and content type of the response. This node is typically used in conjunction with the Steedos Request node to respond to requests from the ObjectQL microservices and GraphQL microservices of the Steedos platform. More details can be found in the steedos-template project."),(0,s.kt)("h3",{id:"steedos-api-gw"},"steedos-api-gw"),(0,s.kt)("p",null,"Steedos API Gateway (APIGW) is an open-source API gateway in Steedos that helps enterprises integrate multiple microservices into a unified API. 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Add the following to the .env.local file:"),(0,o.kt)("pre",null,(0,o.kt)("code",{parentName:"pre",className:"language-env"},"# JWT SSO\nSTEEDOS_IDENTITY_JWT_ENABLED=true\n")),(0,o.kt)("h3",{id:"next"},"Next"),(0,o.kt)("p",null,"1\u3001The external application generates a JWT in the custom server interface.\n2\u3001The external application redirects to Steedos interface using the following GET request: {root_url}/accounts/jwt/login?t={jwt}&redirect={redirectURL} to achieve single sign-on."),(0,o.kt)("h3",{id:"example"},"Example"),(0,o.kt)("p",null,"1\u3001To create a new application in Steedos, you need to specify an API name (e.g. finance) and an API key (e.g. app_api_secret)."),(0,o.kt)("p",null,"2\u3001The external application's frontend button calls the custom API (e.g. GET /api/get/token) to generate a JWT."),(0,o.kt)("pre",null,(0,o.kt)("code",{parentName:"pre",className:"language-js"},"module.exports = {\n sso: function (object_name, record_id) {\n const getTokenURL = '/api/get/token'; \n\n const result = Steedos.authRequest(getTokenURL, {\n type: 'GET',\n async: false,\n contentType: 'application/json'\n });\n\n const token = result.token;\n const PLATFORM_ROOT_URL = 'https://5000-steedos-steedosprojectt-5apf195eq37.ws-us77.gitpod.io' \n window.open(`${PLATFORM_ROOT_URL}/accounts/jwt/login?t=${token}&redirect=${PLATFORM_ROOT_URL}`, '_blank') \n\n },\n ssoVisible: function () {\n return true\n }\n}\n")),(0,o.kt)("p",null,"3\u3001A custom server-side API needs to be implemented."),(0,o.kt)("pre",null,(0,o.kt)("code",{parentName:"pre",className:"language-js"},"const express = require(\"express\");\nconst router = express.Router();\nconst core = require('@steedos/core');\nconst jwt = require('jsonwebtoken');\n\nrouter.get('/api/get/token', core.requireAuthentication, async function (req, res) {\n const userSession = req.user;\n\n var secret = 'app_api_secret' \n var options = { expiresIn: 30 } \n var token = jwt.sign({\n profile: {\n email: userSession.email \n },\n app_code: 'finance' \n }, secret, options);\n\n res.status(200).send({\n token: token\n });\n});\nexports.default = router;\n")),(0,o.kt)("h2",{id:"login-to-external-applications-via-steedos"},"Login to External Applications via Steedos"),(0,o.kt)("h3",{id:"process-description"},"Process Description"),(0,o.kt)("p",null,"1\u3001Create a new application in Steedos, specifying the external link and API key."),(0,o.kt)("p",null,'2\u3001Click on the external application in the launcher and redirect to the external link, passing the "t" parameter in the URL.'),(0,o.kt)("p",null,'3\u3001The external application parses the "t" parameter and redirects the user to the application.'),(0,o.kt)("h3",{id:"example-1"},"Example"),(0,o.kt)("p",null,"1\u3001Create a new application in Steedos and specify the external link (e.g. GET ",(0,o.kt)("a",{parentName:"p",href:"https://5000-steedos-steedosprojectt-5apf195eq37.ws-us77.gitpod.io/api/sso"},"https://5000-steedos-steedosprojectt-5apf195eq37.ws-us77.gitpod.io/api/sso"),") and API key (e.g. app_api_secret)."),(0,o.kt)("p",null,"2\u3001In the application launcher, click on the external application and you will be redirected to the external link."),(0,o.kt)("pre",null,(0,o.kt)("code",{parentName:"pre",className:"language-js"},"https://5000-steedos-steedosprojectt-5apf195eq37.ws-us77.gitpod.io/api/sso?t=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RfbmFtZSI6InNwYWNlX3VzZXJzIiwiZG9jIjp7Il9pZCI6IkFGTkVuQ3hiU29HRWc0b2NmIiwibmFtZSI6Inh4eCIsInVzZXJuYW1lIjoieHh4eHh4IiwiZW1haWwiOiJzQHMuY29tIn0sImlhdCI6MTY2OTI2NjA0NiwiZXhwIjoxNjY5MjY5NjQ2fQ.qeld2kTl5zjLGjCWgk3cb6UPEPlqmzMaME20mo_t-t4\n")),(0,o.kt)("p",null,"3\u3001To parse the token in the external application"),(0,o.kt)("pre",null,(0,o.kt)("code",{parentName:"pre",className:"language-js"},"const express = require(\"express\");\nconst router = express.Router();\nconst jwt = require('jsonwebtoken')\n\nrouter.get('/api/sso', async function (req, res) {\n console.log(req.query)\n // {\n // t: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RfbmFtZSI6InNwYWNlX3VzZXJzIiwiZG9jIjp7Il9pZCI6IkFGTkVuQ3hiU29HRWc0b2NmIiwibmFtZSI6Inh4eCIsInVzZXJuYW1lIjoieHh4eHh4IiwiZW1haWwiOiJzQHMuY29tIn0sImlhdCI6MTY2OTI2NjA0NiwiZXhwIjoxNjY5MjY5NjQ2fQ.qeld2kTl5zjLGjCWgk3cb6UPEPlqmzMaME20mo_t-t4'\n // }\n const payload = jwt.verify(req.query.t, 'app_api_secret') \n console.log(payload)\n // {\n // profile: {\n // name: 'xxx',\n // username: 'xxxxxx',\n // email: 's@s.com'\n // },\n // iat: 1669266046,\n // exp: 1669269646\n // }\n\n res.status(200).send({ message: 'router ok' });\n});\nexports.default = router;\n")))}d.isMDXComponent=!0}}]); \ No newline at end of file diff --git a/assets/js/952b7352.16b76ebe.js b/assets/js/952b7352.16b76ebe.js new file mode 100644 index 0000000000..e8af1f6f6f --- /dev/null +++ b/assets/js/952b7352.16b76ebe.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkmy_website=self.webpackChunkmy_website||[]).push([[7150],{3905:(e,t,a)=>{a.d(t,{Zo:()=>u,kt:()=>c});var n=a(7294);function r(e,t,a){return t in e?Object.defineProperty(e,t,{value:a,enumerable:!0,configurable:!0,writable:!0}):e[t]=a,e}function l(e,t){var a=Object.keys(e);if(Object.getOwnPropertySymbols){var n=Object.getOwnPropertySymbols(e);t&&(n=n.filter((function(t){return Object.getOwnPropertyDescriptor(e,t).enumerable}))),a.push.apply(a,n)}return a}function i(e){for(var t=1;t=0||(r[a]=e[a]);return r}(e,t);if(Object.getOwnPropertySymbols){var l=Object.getOwnPropertySymbols(e);for(n=0;n=0||Object.prototype.propertyIsEnumerable.call(e,a)&&(r[a]=e[a])}return r}var o=n.createContext({}),s=function(e){var t=n.useContext(o),a=t;return e&&(a="function"==typeof e?e(t):i(i({},t),e)),a},u=function(e){var t=s(e.components);return n.createElement(o.Provider,{value:t},e.children)},d="mdxType",m={inlineCode:"code",wrapper:function(e){var t=e.children;return n.createElement(n.Fragment,{},t)}},k=n.forwardRef((function(e,t){var a=e.components,r=e.mdxType,l=e.originalType,o=e.parentName,u=p(e,["components","mdxType","originalType","parentName"]),d=s(a),k=r,c=d["".concat(o,".").concat(k)]||d[k]||m[k]||l;return a?n.createElement(c,i(i({ref:t},u),{},{components:a})):n.createElement(c,i({ref:t},u))}));function c(e,t){var a=arguments,r=t&&t.mdxType;if("string"==typeof e||r){var l=a.length,i=new Array(l);i[0]=k;var p={};for(var o in t)hasOwnProperty.call(t,o)&&(p[o]=t[o]);p.originalType=e,p[d]="string"==typeof e?e:r,i[1]=p;for(var s=2;s{a.r(t),a.d(t,{assets:()=>o,contentTitle:()=>i,default:()=>m,frontMatter:()=>l,metadata:()=>p,toc:()=>s});var n=a(7462),r=(a(7294),a(3905));const l={title:"Process API",description:"\u6839\u636e\u6d41\u7a0b\u7684\u5143\u6570\u636e\u5b9a\u4e49\uff0c\u81ea\u52a8\u751f\u6210\u5ba1\u6279\u76f8\u5173API\u3002"},i=void 0,p={unversionedId:"developer/api/api-process",id:"developer/api/api-process",title:"Process API",description:"\u6839\u636e\u6d41\u7a0b\u7684\u5143\u6570\u636e\u5b9a\u4e49\uff0c\u81ea\u52a8\u751f\u6210\u5ba1\u6279\u76f8\u5173API\u3002",source:"@site/docs/developer/api/api-process.mdx",sourceDirName:"developer/api",slug:"/developer/api/api-process",permalink:"/developer/api/api-process",draft:!1,editUrl:"https://github.com/steedos/steedos-docs/tree/master/docs/developer/api/api-process.mdx",tags:[],version:"current",frontMatter:{title:"Process API",description:"\u6839\u636e\u6d41\u7a0b\u7684\u5143\u6570\u636e\u5b9a\u4e49\uff0c\u81ea\u52a8\u751f\u6210\u5ba1\u6279\u76f8\u5173API\u3002"},sidebar:"developer",previous:{title:"OpenAPI",permalink:"/developer/api/openapi"},next:{title:"Integration",permalink:"/developer/integration/"}},o={},s=[{value:"Interface Validation",id:"interface-validation",level:2},{value:"API List",id:"api-list",level:2},{value:"API Specifications",id:"api-specifications",level:2},{value:"Start Approval",id:"start-approval",level:3},{value:"URI",id:"uri",level:4},{value:"Method",id:"method",level:4},{value:"Request Parameters",id:"request-parameters",level:4},{value:"Response",id:"response",level:4},{value:"Save Draft Approval Form",id:"save-draft-approval-form",level:3},{value:"URI",id:"uri-1",level:4},{value:"Method",id:"method-1",level:4},{value:"Request parameters.",id:"request-parameters-1",level:4},{value:"Response",id:"response-1",level:4},{value:"Submitting a Draft Application",id:"submitting-a-draft-application",level:3},{value:"URI",id:"uri-2",level:4},{value:"Method",id:"method-2",level:4},{value:"Request Parameters",id:"request-parameters-2",level:4},{value:"Response",id:"response-2",level:4},{value:"Submitting an Approval Application",id:"submitting-an-approval-application",level:3},{value:"URI",id:"uri-3",level:4},{value:"Method",id:"method-3",level:4},{value:"Request Parameters",id:"request-parameters-3",level:4},{value:"Response",id:"response-3",level:4}],u={toc:s},d="wrapper";function m(e){let{components:t,...a}=e;return(0,r.kt)(d,(0,n.Z)({},u,a,{components:t,mdxType:"MDXLayout"}),(0,r.kt)("p",null,"Specifications for Low-code platform's workflow engine related API interfaces, including rules for request parameters and return values, are stipulated in this agreement."),(0,r.kt)("h2",{id:"interface-validation"},"Interface Validation"),(0,r.kt)("p",null,"To call the API interfaces, user authentication information must be added to the request headers. For details, please refer to ",(0,r.kt)("a",{parentName:"p",href:"./api-validate"},"Interface Validation"),"."),(0,r.kt)("h2",{id:"api-list"},"API List"),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Request Operation"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"Start Approval"),(0,r.kt)("td",{parentName:"tr",align:null},"POST")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"Save Approval as Draft"),(0,r.kt)("td",{parentName:"tr",align:null},"POST")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"Submit Draft Application"),(0,r.kt)("td",{parentName:"tr",align:null},"POST")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"Submit Approval Request"),(0,r.kt)("td",{parentName:"tr",align:null},"POST")))),(0,r.kt)("h2",{id:"api-specifications"},"API Specifications"),(0,r.kt)("p",null,"Below are the detailed specifications for each workflow API."),(0,r.kt)("h3",{id:"start-approval"},"Start Approval"),(0,r.kt)("p",null,"Create a new approval request in draft status."),(0,r.kt)("h4",{id:"uri"},"URI"),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-text"},"/api/workflow/v2/draft\n")),(0,r.kt)("h4",{id:"method"},"Method"),(0,r.kt)("p",null,"POST"),(0,r.kt)("h4",{id:"request-parameters"},"Request Parameters"),(0,r.kt)("p",null,"The following parameters are required when requesting this interface."),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Type"),(0,r.kt)("th",{parentName:"tr",align:null},"Description"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"instance"),(0,r.kt)("td",{parentName:"tr",align:null},"object"),(0,r.kt)("td",{parentName:"tr",align:null},"Approval Form Field Values")))),(0,r.kt)("p",null,"The 'instance' attribute is described as follows:"),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Type"),(0,r.kt)("th",{parentName:"tr",align:null},"Description"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"space"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Workspace ID")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"flow"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Process ID")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"applicant"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Applicant ID")))),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-json"},'{\n "instance": {\n "space": "hKdnwE55WcnWveYxS",\n "flow": "BayiYu3sk2hv3M2HW",\n "applicant": "62ede4f62161e377e35de58c"\n }\n}\n')),(0,r.kt)("h4",{id:"response"},"Response"),(0,r.kt)("ul",null,(0,r.kt)("li",{parentName:"ul"},"The format of the return value when the API interface request is successful is as follows:")),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Type"),(0,r.kt)("th",{parentName:"tr",align:null},"Description"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"instance"),(0,r.kt)("td",{parentName:"tr",align:null},"object"),(0,r.kt)("td",{parentName:"tr",align:null},"Approval form field value")))),(0,r.kt)("p",null,"Where the instance property is described as follows:"),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Type"),(0,r.kt)("th",{parentName:"tr",align:null},"Description"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"_id"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"The successfully created application form ID")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"space"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Workspace ID")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"flow"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Workflow ID")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"flow_version"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Workflow version ID")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"form"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Form ID")),(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"form_version"),(0,r.kt)("td",{parentName:"tr",align:null},"string"),(0,r.kt)("td",{parentName:"tr",align:null},"Form version ID")))),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-json"},'{\n "instance": {\n "_id": "zMiGNe2sJm9KuruvM",\n "space": "hKdnwE55WcnWveYxS",\n "flow": "BayiYu3sk2hv3M2HW",\n "flow_version": "Nvc5wjsgHYkXnNHhk",\n "form": "Pdq8neQvT7fv5aTyd",\n "form_version": "thX4kKBAx6iCgciWD"\n }\n}\n')),(0,r.kt)("p",null,"The instance returned in the response contains information about the successfully created approval record."),(0,r.kt)("h3",{id:"save-draft-approval-form"},"Save Draft Approval Form"),(0,r.kt)("h4",{id:"uri-1"},"URI"),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-text"},"/api/workflow/v2/instance/save\n")),(0,r.kt)("h4",{id:"method-1"},"Method"),(0,r.kt)("p",null,"POST"),(0,r.kt)("h4",{id:"request-parameters-1"},"Request parameters."),(0,r.kt)("p",null,"The following parameters need to be passed when requesting this API."),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Type"),(0,r.kt)("th",{parentName:"tr",align:null},"Description"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"instance"),(0,r.kt)("td",{parentName:"tr",align:null},"object"),(0,r.kt)("td",{parentName:"tr",align:null},"Approval Form Field Values")))),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-json"},'{\n "instance": {\n "_id": "zMiGNe2sJm9KuruvM",\n "space": "hKdnwE55WcnWveYxS",\n "flow": "BayiYu3sk2hv3M2HW",\n "flow_version": "Nvc5wjsgHYkXnNHhk",\n "form": "Pdq8neQvT7fv5aTyd",\n "form_version": "thX4kKBAx6iCgciWD",\n "applicant": "62ede4f62161e377e35de58c",\n "applicant_name": "xxx",\n "applicant_organization": "XypyNbzGCJbHMNyWv",\n "applicant_organization_name": "xxx",\n "applicant_organization_fullname": "xxx",\n "code": "",\n "traces": [\n {\n "_id": "7f316cb404fddf2098c8fd2d",\n "approves": [\n {\n "_id": "97628d0b9a33b541816caeeb",\n "description": "",\n "values": {\n "field1": "xx",\n "field2": "xx",\n "field3": "xx"\n },\n "next_steps": [\n {\n "step": "e28faf97-a1c4-4bdd-90e5-1b43d42aa10b",\n "users": []\n }\n ]\n }\n ]\n }\n ],\n "submit_date": xxx\n }\n}\n')),(0,r.kt)("h4",{id:"response-1"},"Response"),(0,r.kt)("ul",null,(0,r.kt)("li",{parentName:"ul"},"The format of the successful API interface request response is as follows:")),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Type"),(0,r.kt)("th",{parentName:"tr",align:null},"Description"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"instance"),(0,r.kt)("td",{parentName:"tr",align:null},"boolean"),(0,r.kt)("td",{parentName:"tr",align:null},"Was the operation successful?")))),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-json"},'{\n "instance": true\n}\n')),(0,r.kt)("h3",{id:"submitting-a-draft-application"},"Submitting a Draft Application"),(0,r.kt)("p",null,"Submit an application in draft status to the next step"),(0,r.kt)("h4",{id:"uri-2"},"URI"),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-text"},"/api/workflow/submit\n")),(0,r.kt)("h4",{id:"method-2"},"Method"),(0,r.kt)("p",null,"POST"),(0,r.kt)("h4",{id:"request-parameters-2"},"Request Parameters"),(0,r.kt)("p",null,"The following parameters need to be passed when requesting this API."),(0,r.kt)("table",null,(0,r.kt)("thead",{parentName:"table"},(0,r.kt)("tr",{parentName:"thead"},(0,r.kt)("th",{parentName:"tr",align:null},"Name"),(0,r.kt)("th",{parentName:"tr",align:null},"Type"),(0,r.kt)("th",{parentName:"tr",align:null},"Description"))),(0,r.kt)("tbody",{parentName:"table"},(0,r.kt)("tr",{parentName:"tbody"},(0,r.kt)("td",{parentName:"tr",align:null},"Instances"),(0,r.kt)("td",{parentName:"tr",align:null},"object[]"),(0,r.kt)("td",{parentName:"tr",align:null},"The content of the application form.")))),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-json"},'{\n "Instances": [{\n 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contains information about the successfully created approval record."),(0,r.kt)("h3",{id:"save-draft-approval-form"},"Save Draft Approval Form"),(0,r.kt)("h4",{id:"uri-1"},"URI"),(0,r.kt)("pre",null,(0,r.kt)("code",{parentName:"pre",className:"language-text"},"/api/workflow/v2/instance/save\n")),(0,r.kt)("h4",{id:"method-1"},"Method"),(0,r.kt)("p",null,"POST"),(0,r.kt)("h4",{id:"request-parameters-1"},"Request parameters."),(0,r.kt)("p",null,"The following parameters need to be passed when requesting this 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e.ignore(),e.acceptDigitRun(),e.emit(D.QueryLexer.EDIT_DISTANCE),D.QueryLexer.lexText},D.QueryLexer.lexBoost=function(e){return e.ignore(),e.acceptDigitRun(),e.emit(D.QueryLexer.BOOST),D.QueryLexer.lexText},D.QueryLexer.lexEOS=function(e){e.width()>0&&e.emit(D.QueryLexer.TERM)},D.QueryLexer.termSeparator=D.tokenizer.separator,D.QueryLexer.lexText=function(e){for(;;){var t=e.next();if(t==D.QueryLexer.EOS)return D.QueryLexer.lexEOS;if(92!=t.charCodeAt(0)){if(":"==t)return D.QueryLexer.lexField;if("~"==t)return e.backup(),e.width()>0&&e.emit(D.QueryLexer.TERM),D.QueryLexer.lexEditDistance;if("^"==t)return e.backup(),e.width()>0&&e.emit(D.QueryLexer.TERM),D.QueryLexer.lexBoost;if("+"==t&&1===e.width())return e.emit(D.QueryLexer.PRESENCE),D.QueryLexer.lexText;if("-"==t&&1===e.width())return e.emit(D.QueryLexer.PRESENCE),D.QueryLexer.lexText;if(t.match(D.QueryLexer.termSeparator))return D.QueryLexer.lexTerm}else e.escapeCharacter()}},D.QueryParser=function(e,t){this.lexer=new D.QueryLexer(e),this.query=t,this.currentClause={},this.lexemeIdx=0},D.QueryParser.prototype.parse=function(){this.lexer.run(),this.lexemes=this.lexer.lexemes;for(var e=D.QueryParser.parseClause;e;)e=e(this);return this.query},D.QueryParser.prototype.peekLexeme=function(){return this.lexemes[this.lexemeIdx]},D.QueryParser.prototype.consumeLexeme=function(){var e=this.peekLexeme();return this.lexemeIdx+=1,e},D.QueryParser.prototype.nextClause=function(){var e=this.currentClause;this.query.clause(e),this.currentClause={}},D.QueryParser.parseClause=function(e){var t=e.peekLexeme();if(null!=t)switch(t.type){case D.QueryLexer.PRESENCE:return D.QueryParser.parsePresence;case D.QueryLexer.FIELD:return D.QueryParser.parseField;case D.QueryLexer.TERM:return D.QueryParser.parseTerm;default:var n="expected either a field or a term, found "+t.type;throw t.str.length>=1&&(n+=" with value '"+t.str+"'"),new D.QueryParseError(n,t.start,t.end)}},D.QueryParser.parsePresence=function(e){var t=e.consumeLexeme();if(null!=t){switch(t.str){case"-":e.currentClause.presence=D.Query.presence.PROHIBITED;break;case"+":e.currentClause.presence=D.Query.presence.REQUIRED;break;default:var n="unrecognised presence operator'"+t.str+"'";throw new D.QueryParseError(n,t.start,t.end)}var r=e.peekLexeme();if(null==r){n="expecting term or field, found nothing";throw new D.QueryParseError(n,t.start,t.end)}switch(r.type){case D.QueryLexer.FIELD:return D.QueryParser.parseField;case D.QueryLexer.TERM:return D.QueryParser.parseTerm;default:n="expecting term or field, found '"+r.type+"'";throw new D.QueryParseError(n,r.start,r.end)}}},D.QueryParser.parseField=function(e){var t=e.consumeLexeme();if(null!=t){if(-1==e.query.allFields.indexOf(t.str)){var n=e.query.allFields.map((function(e){return"'"+e+"'"})).join(", "),r="unrecognised field '"+t.str+"', possible fields: "+n;throw new D.QueryParseError(r,t.start,t.end)}e.currentClause.fields=[t.str];var a=e.peekLexeme();if(null==a){r="expecting term, found nothing";throw new D.QueryParseError(r,t.start,t.end)}if(a.type===D.QueryLexer.TERM)return D.QueryParser.parseTerm;r="expecting term, found '"+a.type+"'";throw new D.QueryParseError(r,a.start,a.end)}},D.QueryParser.parseTerm=function(e){var t=e.consumeLexeme();if(null!=t){e.currentClause.term=t.str.toLowerCase(),-1!=t.str.indexOf("*")&&(e.currentClause.usePipeline=!1);var n=e.peekLexeme();if(null!=n)switch(n.type){case D.QueryLexer.TERM:return e.nextClause(),D.QueryParser.parseTerm;case D.QueryLexer.FIELD:return e.nextClause(),D.QueryParser.parseField;case D.QueryLexer.EDIT_DISTANCE:return D.QueryParser.parseEditDistance;case D.QueryLexer.BOOST:return D.QueryParser.parseBoost;case D.QueryLexer.PRESENCE:return e.nextClause(),D.QueryParser.parsePresence;default:var r="Unexpected lexeme type '"+n.type+"'";throw new D.QueryParseError(r,n.start,n.end)}else e.nextClause()}},D.QueryParser.parseEditDistance=function(e){var t=e.consumeLexeme();if(null!=t){var n=parseInt(t.str,10);if(isNaN(n)){var r="edit distance must be numeric";throw new D.QueryParseError(r,t.start,t.end)}e.currentClause.editDistance=n;var a=e.peekLexeme();if(null!=a)switch(a.type){case D.QueryLexer.TERM:return e.nextClause(),D.QueryParser.parseTerm;case D.QueryLexer.FIELD:return e.nextClause(),D.QueryParser.parseField;case D.QueryLexer.EDIT_DISTANCE:return D.QueryParser.parseEditDistance;case D.QueryLexer.BOOST:return D.QueryParser.parseBoost;case D.QueryLexer.PRESENCE:return e.nextClause(),D.QueryParser.parsePresence;default:r="Unexpected lexeme type '"+a.type+"'";throw new D.QueryParseError(r,a.start,a.end)}else e.nextClause()}},D.QueryParser.parseBoost=function(e){var t=e.consumeLexeme();if(null!=t){var n=parseInt(t.str,10);if(isNaN(n)){var r="boost must be numeric";throw new D.QueryParseError(r,t.start,t.end)}e.currentClause.boost=n;var a=e.peekLexeme();if(null!=a)switch(a.type){case D.QueryLexer.TERM:return e.nextClause(),D.QueryParser.parseTerm;case D.QueryLexer.FIELD:return e.nextClause(),D.QueryParser.parseField;case D.QueryLexer.EDIT_DISTANCE:return D.QueryParser.parseEditDistance;case D.QueryLexer.BOOST:return D.QueryParser.parseBoost;case D.QueryLexer.PRESENCE:return e.nextClause(),D.QueryParser.parsePresence;default:r="Unexpected lexeme type '"+a.type+"'";throw new D.QueryParseError(r,a.start,a.end)}else e.nextClause()}},void 0===(a="function"==typeof(r=function(){return D})?r.call(t,n,t,e):r)||(e.exports=a)}()},813:function(e){e.exports=function(){"use strict";var e="function"==typeof Symbol&&"symbol"==typeof Symbol.iterator?function(e){return typeof e}:function(e){return e&&"function"==typeof Symbol&&e.constructor===Symbol&&e!==Symbol.prototype?"symbol":typeof e},t=function(e,t){if(!(e instanceof t))throw new TypeError("Cannot call a class as a function")},n=function(){function e(e,t){for(var n=0;n1&&void 0!==arguments[1])||arguments[1],a=arguments.length>2&&void 0!==arguments[2]?arguments[2]:[],o=arguments.length>3&&void 0!==arguments[3]?arguments[3]:5e3;t(this,e),this.ctx=n,this.iframes=r,this.exclude=a,this.iframesTimeout=o}return n(e,[{key:"getContexts",value:function(){var e=[];return(void 0!==this.ctx&&this.ctx?NodeList.prototype.isPrototypeOf(this.ctx)?Array.prototype.slice.call(this.ctx):Array.isArray(this.ctx)?this.ctx:"string"==typeof this.ctx?Array.prototype.slice.call(document.querySelectorAll(this.ctx)):[this.ctx]:[]).forEach((function(t){var n=e.filter((function(e){return e.contains(t)})).length>0;-1!==e.indexOf(t)||n||e.push(t)})),e}},{key:"getIframeContents",value:function(e,t){var n=arguments.length>2&&void 0!==arguments[2]?arguments[2]:function(){},r=void 0;try{var a=e.contentWindow;if(r=a.document,!a||!r)throw new Error("iframe inaccessible")}catch(o){n()}r&&t(r)}},{key:"isIframeBlank",value:function(e){var t="about:blank",n=e.getAttribute("src").trim();return e.contentWindow.location.href===t&&n!==t&&n}},{key:"observeIframeLoad",value:function(e,t,n){var r=this,a=!1,o=null,i=function i(){if(!a){a=!0,clearTimeout(o);try{r.isIframeBlank(e)||(e.removeEventListener("load",i),r.getIframeContents(e,t,n))}catch(s){n()}}};e.addEventListener("load",i),o=setTimeout(i,this.iframesTimeout)}},{key:"onIframeReady",value:function(e,t,n){try{"complete"===e.contentWindow.document.readyState?this.isIframeBlank(e)?this.observeIframeLoad(e,t,n):this.getIframeContents(e,t,n):this.observeIframeLoad(e,t,n)}catch(r){n()}}},{key:"waitForIframes",value:function(e,t){var n=this,r=0;this.forEachIframe(e,(function(){return!0}),(function(e){r++,n.waitForIframes(e.querySelector("html"),(function(){--r||t()}))}),(function(e){e||t()}))}},{key:"forEachIframe",value:function(t,n,r){var a=this,o=arguments.length>3&&void 0!==arguments[3]?arguments[3]:function(){},i=t.querySelectorAll("iframe"),s=i.length,l=0;i=Array.prototype.slice.call(i);var c=function(){--s<=0&&o(l)};s||c(),i.forEach((function(t){e.matches(t,a.exclude)?c():a.onIframeReady(t,(function(e){n(t)&&(l++,r(e)),c()}),c)}))}},{key:"createIterator",value:function(e,t,n){return document.createNodeIterator(e,t,n,!1)}},{key:"createInstanceOnIframe",value:function(t){return new e(t.querySelector("html"),this.iframes)}},{key:"compareNodeIframe",value:function(e,t,n){if(e.compareDocumentPosition(n)&Node.DOCUMENT_POSITION_PRECEDING){if(null===t)return!0;if(t.compareDocumentPosition(n)&Node.DOCUMENT_POSITION_FOLLOWING)return!0}return!1}},{key:"getIteratorNode",value:function(e){var t=e.previousNode();return{prevNode:t,node:(null===t||e.nextNode())&&e.nextNode()}}},{key:"checkIframeFilter",value:function(e,t,n,r){var a=!1,o=!1;return r.forEach((function(e,t){e.val===n&&(a=t,o=e.handled)})),this.compareNodeIframe(e,t,n)?(!1!==a||o?!1===a||o||(r[a].handled=!0):r.push({val:n,handled:!0}),!0):(!1===a&&r.push({val:n,handled:!1}),!1)}},{key:"handleOpenIframes",value:function(e,t,n,r){var a=this;e.forEach((function(e){e.handled||a.getIframeContents(e.val,(function(e){a.createInstanceOnIframe(e).forEachNode(t,n,r)}))}))}},{key:"iterateThroughNodes",value:function(e,t,n,r,a){for(var o=this,i=this.createIterator(t,e,r),s=[],l=[],c=void 0,u=void 0,d=function(){var e=o.getIteratorNode(i);return u=e.prevNode,c=e.node};d();)this.iframes&&this.forEachIframe(t,(function(e){return o.checkIframeFilter(c,u,e,s)}),(function(t){o.createInstanceOnIframe(t).forEachNode(e,(function(e){return l.push(e)}),r)})),l.push(c);l.forEach((function(e){n(e)})),this.iframes&&this.handleOpenIframes(s,e,n,r),a()}},{key:"forEachNode",value:function(e,t,n){var r=this,a=arguments.length>3&&void 0!==arguments[3]?arguments[3]:function(){},o=this.getContexts(),i=o.length;i||a(),o.forEach((function(o){var s=function(){r.iterateThroughNodes(e,o,t,n,(function(){--i<=0&&a()}))};r.iframes?r.waitForIframes(o,s):s()}))}}],[{key:"matches",value:function(e,t){var n="string"==typeof t?[t]:t,r=e.matches||e.matchesSelector||e.msMatchesSelector||e.mozMatchesSelector||e.oMatchesSelector||e.webkitMatchesSelector;if(r){var a=!1;return n.every((function(t){return!r.call(e,t)||(a=!0,!1)})),a}return!1}}]),e}(),o=function(){function o(e){t(this,o),this.ctx=e,this.ie=!1;var n=window.navigator.userAgent;(n.indexOf("MSIE")>-1||n.indexOf("Trident")>-1)&&(this.ie=!0)}return n(o,[{key:"log",value:function(t){var n=arguments.length>1&&void 0!==arguments[1]?arguments[1]:"debug",r=this.opt.log;this.opt.debug&&"object"===(void 0===r?"undefined":e(r))&&"function"==typeof r[n]&&r[n]("mark.js: "+t)}},{key:"escapeStr",value:function(e){return e.replace(/[\-\[\]\/\{\}\(\)\*\+\?\.\\\^\$\|]/g,"\\$&")}},{key:"createRegExp",value:function(e){return"disabled"!==this.opt.wildcards&&(e=this.setupWildcardsRegExp(e)),e=this.escapeStr(e),Object.keys(this.opt.synonyms).length&&(e=this.createSynonymsRegExp(e)),(this.opt.ignoreJoiners||this.opt.ignorePunctuation.length)&&(e=this.setupIgnoreJoinersRegExp(e)),this.opt.diacritics&&(e=this.createDiacriticsRegExp(e)),e=this.createMergedBlanksRegExp(e),(this.opt.ignoreJoiners||this.opt.ignorePunctuation.length)&&(e=this.createJoinersRegExp(e)),"disabled"!==this.opt.wildcards&&(e=this.createWildcardsRegExp(e)),e=this.createAccuracyRegExp(e)}},{key:"createSynonymsRegExp",value:function(e){var t=this.opt.synonyms,n=this.opt.caseSensitive?"":"i",r=this.opt.ignoreJoiners||this.opt.ignorePunctuation.length?"\0":"";for(var a in t)if(t.hasOwnProperty(a)){var o=t[a],i="disabled"!==this.opt.wildcards?this.setupWildcardsRegExp(a):this.escapeStr(a),s="disabled"!==this.opt.wildcards?this.setupWildcardsRegExp(o):this.escapeStr(o);""!==i&&""!==s&&(e=e.replace(new RegExp("("+this.escapeStr(i)+"|"+this.escapeStr(s)+")","gm"+n),r+"("+this.processSynomyms(i)+"|"+this.processSynomyms(s)+")"+r))}return e}},{key:"processSynomyms",value:function(e){return(this.opt.ignoreJoiners||this.opt.ignorePunctuation.length)&&(e=this.setupIgnoreJoinersRegExp(e)),e}},{key:"setupWildcardsRegExp",value:function(e){return(e=e.replace(/(?:\\)*\?/g,(function(e){return"\\"===e.charAt(0)?"?":"\x01"}))).replace(/(?:\\)*\*/g,(function(e){return"\\"===e.charAt(0)?"*":"\x02"}))}},{key:"createWildcardsRegExp",value:function(e){var t="withSpaces"===this.opt.wildcards;return e.replace(/\u0001/g,t?"[\\S\\s]?":"\\S?").replace(/\u0002/g,t?"[\\S\\s]*?":"\\S*")}},{key:"setupIgnoreJoinersRegExp",value:function(e){return e.replace(/[^(|)\\]/g,(function(e,t,n){var r=n.charAt(t+1);return/[(|)\\]/.test(r)||""===r?e:e+"\0"}))}},{key:"createJoinersRegExp",value:function(e){var t=[],n=this.opt.ignorePunctuation;return Array.isArray(n)&&n.length&&t.push(this.escapeStr(n.join(""))),this.opt.ignoreJoiners&&t.push("\\u00ad\\u200b\\u200c\\u200d"),t.length?e.split(/\u0000+/).join("["+t.join("")+"]*"):e}},{key:"createDiacriticsRegExp",value:function(e){var 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