1. 平台基础对象

报表-reports

业务人员可以自定义报表来分析业务数据。

name: reports
label: Report
icon: report
enable_space_global: true
字段名字段类型字段含义
nametext名称
report_typeselect报表类型
data_sourceselect报表数据来源
object_namelookup对象名
filter_scopeselect过虑范围
filter_logictext过滤逻辑
fieldslookup字段
rowslookup
columnslookup
valueslookup统计
filter_fieldsgrid过滤字段
filter_fields.$objectFilter Field
filter_fields.$.fieldlookup字段名称
filter_fields.$.requiredboolean必填
descriptiontextarea描述
chartingboolean显示图表
groupingboolean显示小计
totalingboolean显示总计
countingboolean显示记录计数
graphqltextareaGraphql
htmltextareaHtml
helpertextareaHelper
scripttextareaScript
createddatetime创建时间
created_bylookup创建人
modifieddatetime修改时间
modified_bylookup修改人
权限属性useradmin
allowCreatetruetrue
allowDeletetruetrue
allowEdittruetrue
allowReadtruetrue
modifyAllRecordsfalsetrue
viewAllRecordstruetrue

任务-tasks

用于日常任务管理,也可以用于管理对象的相关任务,当在对象上勾选了 ”允许添加任务“ 开关后,业务人员就可以在该对象记录详细界面看到该记录相关的任务子表。任务被创建后,其被分派人可以收到推送通知。

name: tasks
label: Task
icon: timesheet_entry
enable_search: true
enable_files: true
enable_chatter: true
字段名字段类型字段含义
nametext主题
assigneeslookup分派给
due_datedate到期日期
stateselect状态
priorityselect优先级
related_tolookup相关项
descriptiontextarea描述
createddatetime创建时间
created_bylookup创建人
modifieddatetime修改时间
modified_bylookup修改人
权限属性useradmin
allowCreatetruetrue
allowDeletetruetrue
allowEdittruetrue
allowReadtruetrue
modifyAllRecordsfalsetrue
viewAllRecordstruetrue

日程-events

用于日常日程管理,也可以用于管理对象的相关日程,当在对象勾选了”允许添加事件“开关后,业务人员就可以在该对象记录详细界面看到该记录相关的日程子表。日程被创建后,其被分派人可以收到推送通知。

name: events
label: Event
icon: event
enable_search: true
字段名字段类型字段含义
nametext主题
startdatetime开始时间
enddatetime结束时间
assigneeslookup分派给
related_tolookup相关项
is_all_dayboolean全天事件
locationtext地址
descriptiontextarea描述
createddatetime创建时间
created_bylookup创建人
modifieddatetime修改时间
modified_bylookup修改人
权限属性useradmin
allowCreatetruetrue
allowDeletetruetrue
allowEdittruetrue
allowReadtruetrue
modifyAllRecordsfalsetrue
viewAllRecordstruetrue

备忘-notes

用于日常备忘管理,也可以用于管理对象的相关备忘,当在对象勾选了”允许添加备注“开关后,业务人员就可以在该对象记录详细界面看到该记录相关的备忘子表。

name: notes
label: Notes
icon: note
enable_search: true
字段名字段类型字段含义
nametext标题
descriptiontextarea内容
related_tolookup相关项
createddatetime创建时间
created_bylookup创建人
modifieddatetime修改时间
modified_bylookup修改人
权限属性useradmin
allowCreatetruetrue
allowDeletetruetrue
allowEdittruetrue
allowReadtruetrue
modifyAllRecordsfalsetrue
viewAllRecordsfalsetrue

公告-announcements

用于发布公告,可以选择要发布到哪些人员,相关人员可以收到公告通知。

name: announcements
icon: announcement
label: Announcement
hidden: false
enable_files: true
enable_chatter: true
字段名字段类型字段含义
nametext标题
bodyhtml正文
memberslookup发布对象
createddatetime发布时间
created_bylookup发布人
modified_bylookup修改人
modifieddatetime修改时间
权限属性useradmin
allowCreatetruetrue
allowDeletetruetrue
allowEdittruetrue
allowReadtruetrue
modifyAllRecordsfalsetrue
viewAllRecordstruetrue

附件-cms_files

以用于管理对象的相关附件,当在对象勾选了”允许添加附件“开关后,业务人员就可以在该对象记录详细界面看到该记录相关的附件子表。

name: cms_files
label: Attachments
icon: drafts
enable_search: true
enable_api: true
hidden: false
字段名字段类型字段含义
nametext名称
descriptiontextarea描述
extentiontext文件后缀
sizefilesize文件大小
versionsfile历史版本
parentlookup所属记录
权限属性useradmin
allowCreatetruetrue
allowDeletetruetrue
allowEdittruetrue
allowReadtruetrue
modifyAllRecordsfalsetrue
viewAllRecordstruetrue

附件版本-cfs_files_filerecord

用于存放附件的各个版本,可以在附件详情页查看附件各个版本。

name: cfs_files_filerecord
label: Attachment Version
table_name: 'cfs.files.filerecord'
icon: drafts
enable_search: true
enable_api: true
字段名字段类型字段含义
originalobject文件
original.nametext文件名
original.sizenumber文件大小
metadataobject属性
metadata.ownerlookup上传者
metadata.owner_nametext上传者
metadata.parentmaster_detail所属文件
uploadedAtdatetime上传时间
created_bylookup创建人
modified_bylookup修改人
ownerlookup所有者
createddatetime创建时间
modifieddatetime修改时间
lockedboolean已锁定
company_idlookup主分部
company_idslookup所属分部
instance_stateselect审批状态
权限属性useradmin
allowCreatefalsefalse
allowDeletetruetrue
allowEditfalsetrue
allowReadtruetrue
modifyAllRecordsfalsetrue
viewAllRecordstruetrue

在线表单-web_forms

在线表单(匿名提交数据),用于潜在客户注册、合作伙伴申请表、在线故障申报之类的需求。

name: web_forms
label: Web Forms
icon: display_text
enable_api: true
hidden: true
字段名字段类型字段含义
nametext名称
object_namelookup关联对象
fieldslookup显示字段
return_urltext返回地址
record_ownerlookup记录所有人
notification_userslookup通知用户
generated_htmlcode表单HTML
权限属性useradmin
allowCreatefalsetrue
allowDeletefalsetrue
allowEditfalsetrue
allowReadfalsetrue
modifyAllRecordsfalsetrue
viewAllRecordsfalsetrue
modifyCompanyRecordsfalse
viewCompanyRecordsfalse

节假日-holidays

用于自定义节假日。

name: holidays
label: Holidays
icon: event
hidden: true
字段名字段类型字段含义
nametext名称
typeselect类型
datedate日期
adjusted_toselect对应工作日
createddatetime创建时间
created_bylookup创建人
modifieddatetime修改时间
modified_bylookup修改人
权限属性useradminguest
allowCreatefalsetruefalse
allowDeletefalsetruefalse
allowEditfalsetruefalse
allowReadtruetruetrue
modifyAllRecordsfalsetruefalse
viewAllRecordstruetruetrue

工作时间-business_hours

用于自定义工作时间。

name: business_hours
label: Business Hours
icon: date_time
hidden: true
字段名字段类型字段含义
nametext名称
is_defaultboolean默认工作时间
starttext开始时间
endtext结束时间
lunch_starttext午休开始时间
lunch_endtext午休结束时间
working_daysselect工作日
utc_offsetnumberGMT时差
权限属性useradminguest
allowCreatefalsetruefalse
allowDeletefalsetruefalse
allowEditfalsetruefalse
allowReadtruetruetrue
modifyAllRecordsfalsetruefalse
viewAllRecordstruetruetrue

计量单位-measurement_unit

name: measurement_unit
custom: true
enable_api: true
enable_audit: false
enable_chatter: false
enable_enhanced_lookup: true
enable_events: false
enable_files: false
enable_inline_edit: true
enable_instances: false
enable_notes: false
enable_search: true
enable_share: false
enable_tasks: false
enable_workflow: false
icon: account
is_enable: true
label: 计量单位
version: 2
字段名字段类型字段含义
codetext编码
nametext计量单位名称
ownerlookup所有者
remarktextarea描述
权限属性useradminmaster_admin
allowCreatetruetruetrue
allowDeletetruetruetrue
allowEdittruetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
viewAllRecordsfalsetruetrue
permission_set_iduseradminmaster_admin
modifyCompanyRecordsfalse
viewCompanyRecordsfalse

物料类型-asset_type

name: asset_type
enable_api: true
enable_share: true
enable_enhanced_lookup: true
icon: entity
label: 物料类型
version: 2
字段名字段类型字段含义
codetext编码
nametext名称
separate_accountingboolean单独核算
权限属性useradminmaster_admin
allowCreatefalsetruetrue
allowDeletefalsetruetrue
allowEditfalsetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalsefalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordstruefalse

物料分组-material_group

name: material_group
custom: true
enable_api: true
enable_audit: false
enable_chatter: false
enable_enhanced_lookup: true
enable_events: false
enable_files: false
enable_inline_edit: true
enable_instances: false
enable_notes: false
enable_search: true
enable_share: false
enable_tasks: false
enable_workflow: false
enable_tree: true
parent_field: material_group
icon: account
is_enable: true
label: 物料分组
version: 2
字段名字段类型字段含义
asset_typelookup所属物料类型
childrenlookup子分组
group_codetext分组编码
inventoryboolean盘点
material_grouplookup上级物料分组
nametext物料分组名称
ownerlookup所有者
remarktextarea描述
separate_accountingformula单独核算
权限属性useradminmaster_admin
allowCreatetruetruetrue
allowDeletetruetruetrue
allowEdittruetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordsfalse

物料-product

name: product
custom: true
enable_audit: true
enable_enhanced_lookup: true
enable_files: true
enable_search: true
icon: product
label: 物料
version: 2
form:
  onValuesChange: !!js/function |
    function(args){
      const material_group = args.values.material_group;
      var options, result;
      result = [];
      options = {
          $filter: `(_id eq '${material_group}')`,
          $select: 'name,inventory'
      };
      inventory = Creator.odata.query('material_group', options, true);
      if(inventory && inventory[0].inventory){
        args.form.setFieldsValue({inventory: inventory[0].inventory});
      }else{
        args.form.setFieldsValue({inventory: false});
      }
    }
字段名字段类型字段含义
amountcurrency价格
asset_typelookup物料类型
attributesselect属性
company_idlookup主分部
depreciation_rangenumber折旧年限
descriptiontextarea备注
display_urlurl显示URL
external_data_sourcelookup外部数据源
external_idtext外部ID
familyselect物料系列
gross_weightnumber毛重
heightnumber
imageimage图片
inventoryboolean盘点
is_activetoggle已启用
is_assetboolean资产
lengthnumber
manufacturertext制造厂商
material_grouplookup物料分组
nametext物料名称
net_weightnumber净重
number_of_quantity_installmentsnumber数量分期付款期数
number_of_revenue_installmentsnumber收入分期付款期数
ownerlookup所有者
product_codetext物料编码
product_currencylookup币种
purposeselect使用用途
quantity_installment_periodtext数量分期付款周期
quantity_schedule_typetext数量计划类型
quantity_scheduling_enabledboolean已启用数量计划
quantity_unit_of_measuretext数量计量单位
replacetext替代
revenue_installment_periodtext收入分期付款周期
revenue_schedule_typetext收入计划类型
revenue_scheduling_enabledboolean已启用收入计划
salvagepercent残值率
separate_accountingboolean单独核算
specificationtext规格型号
stock_keeping_unittext最小存货单位
suppliertext供应商
unitlookup计量单位
versiontext版本
widthnumber
权限属性useradminmaster_admin
allowCreatetruetruetrue
allowDeletetruetruetrue
allowEdittruetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordsfalse

仓库-warehouse

name: warehouse
enable_audit: true
enable_files: true
enable_search: true
enable_enhanced_lookup: true
icon: household
label: 仓库
version: 2
字段名字段类型字段含义
addresstextarea仓库地址
codetext仓库号
deptlookup相关部门
nametext仓库名称
remarkstextarea备注
warehouse_keeperlookup仓库管理员
warehouse_statusselect仓库状态
权限属性useradmincrm_manager
allowCreatetruetruetrue
allowDeletetruetruetrue
allowEdittruetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalse
permission_set_iduseradmincrm_manager
viewAllRecordstruetruetrue
viewCompanyRecordsfalse

库位-stock_location__c

name: stock_location__c
custom: true
enable_api: true
enable_audit: false
enable_chatter: false
enable_enhanced_lookup: true
enable_events: false
enable_files: false
enable_inline_edit: true
enable_instances: false
enable_notes: false
enable_search: false
enable_share: false
enable_tasks: false
enable_tree: true
enable_workflow: false
icon: carousel
is_enable: true
label: 库位
version: 2
字段名字段类型字段含义
childrenlookup子库位
nametext库位名称
parentlookup上级库位
warehouse_id__clookup所属仓库

user权限: user.permission.yml

name: 库位.用户
allowCreate: true
allowCreateFiles: true
allowDelete: true
allowDeleteFiles: true
allowEdit: true
allowEditFiles: true
allowRead: true
allowReadFiles: true
modifyAllRecords: false
permission_set_id: user
viewAllFiles: true
viewAllRecords: false
field_permissions:
  - field: name
    readable: true
    editable: true
  - field: owner
    readable: false
    editable: false
  - field: created
    readable: true
    editable: false
  - field: created_by
    readable: true
    editable: false
  - field: modified
    readable: true
    editable: false
  - field: modified_by
    readable: true
    editable: false
  - field: locked
    readable: false
    editable: false
  - field: company_id
    readable: false
    editable: false
  - field: company_ids
    readable: false
    editable: false
  - field: instance_state
    readable: false
    editable: false
  - field: parent
    readable: true
    editable: true
  - field: parent
    readable: true
    editable: true
  - field: children
    readable: false
    editable: false
  - field: children
    readable: false
    editable: false
  - field: warehouse_id__c
    readable: true
    editable: true

admin权限:admin.permission.yml

name: 库位.管理员
allowCreate: true
allowCreateFiles: true
allowDelete: true
allowDeleteFiles: true
allowEdit: true
allowEditFiles: true
allowRead: true
allowReadFiles: true
modifyAllFiles: true
modifyAllRecords: true
permission_set_id: admin
viewAllFiles: true
viewAllRecords: true
field_permissions:
  - field: name
    readable: true
    editable: true
  - field: owner
    readable: false
    editable: false
  - field: created
    readable: true
    editable: false
  - field: created_by
    readable: true
    editable: false
  - field: modified
    readable: true
    editable: false
  - field: modified_by
    readable: true
    editable: false
  - field: locked
    readable: false
    editable: false
  - field: company_id
    readable: false
    editable: false
  - field: company_ids
    readable: false
    editable: false
  - field: instance_state
    readable: false
    editable: false
  - field: parent
    readable: true
    editable: true
  - field: parent
    readable: true
    editable: true
  - field: children
    readable: false
    editable: false
  - field: children
    readable: false
    editable: false
  - field: warehouse_id__c
    readable: true
    editable: true

银行类别-bank_type

name: bank_type
enable_api: true
enable_share: true
enable_enhanced_lookup: true
icon: account
label: 银行类别
version: 2
字段名字段类型字段含义
codetext类别代码
descriptiontextarea备注
nametext类别名称
权限属性useradminmaster_admin
allowCreatefalsetruetrue
allowDeletefalsetruetrue
allowEditfalsetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalsefalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordstruefalse

银行-bank

name: bank
custom: true
enable_api: true
enable_share: true
enable_enhanced_lookup: true
icon: account
label: 银行
version: 2
字段名字段类型字段含义
codetext银行代码
combinenumtext联行号
descriptiontextarea备注
enablestateselect启用状态
nametext银行名称
pk_banktypemaster_detail银行类别
权限属性useradminmaster_admin
allowCreatefalsetruetrue
allowDeletefalsetruetrue
allowEditfalsetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalsefalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordstruefalse

发票类型-invoice_type

name: invoice_type
custom: true
enable_api: true
enable_audit: false
enable_chatter: false
enable_events: false
enable_files: false
enable_inline_edit: true
enable_instances: false
enable_notes: false
enable_search: false
enable_share: false
enable_tasks: false
enable_workflow: false
enable_enhanced_lookup: true
icon: account
is_enable: true
label: 发票类型
version: 2
字段名字段类型字段含义
labeltext显示名称
nametext代码
ownerlookup所有者
权限属性useradminmaster_admin
allowCreatefalsetruetrue
allowDeletefalsetruetrue
allowEditfalsetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordsfalse

税率-tax_rates

name: tax_rates
custom: true
enable_api: true
enable_audit: false
enable_chatter: false
enable_events: false
enable_files: false
enable_inline_edit: true
enable_instances: false
enable_notes: false
enable_search: true
enable_share: false
enable_tasks: false
enable_workflow: false
enable_enhanced_lookup: true
icon: account
is_enable: true
label: 税率
version: 2
字段名字段类型字段含义
nametext名称
ownerlookup所有者
tax_ratepercent税率
权限属性useradminmaster_admin
allowCreatefalsetruetrue
allowDeletefalsetruetrue
allowEditfalsetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordsfalse

货币-currency

name: currency
enable_audit: true
enable_files: true
enable_search: true
enable_enhanced_lookup: true
icon: currency
label: 货币
version: 2
字段名字段类型字段含义
exchange_ratenumber汇率(人民币)
nametext货币名称
shorthandtext简称
createddatetime创建时间
created_bylookup创建人
modifieddatetime修改时间
modified_bylookup修改人
权限属性useradminmaster_admin
allowCreatefalsetruetrue
allowDeletefalsetruetrue
allowEdittruetruetrue
allowReadtruetruetrue
modifyAllRecordsfalsetruetrue
modifyCompanyRecordsfalse
permission_set_iduseradminmaster_admin
viewAllRecordstruetruetrue
viewCompanyRecordsfalse