ChuanYun practical case library
Complete implementation solution for typical business scenarios, ready to use out of the box
Leave approval process
Employee leave online application and multi-level approval
Personnel Management
Process Approval
Junior
Core functions
- Fill out leave application online (type, time, reason)
- Supervisor Approval→Personnel Approval→Automatic Archiving
- DingTalk messages notify the approval progress
- Leave statistical report (by department, type)
Technical points
- Date interval field to calculate the number of days of leave
- Conditional branch: 3 days or more requires approval by the general manager
- Data linkage: Automatic deduction of annual leave balance
Customer management system
CRM customer lead follow-up and sales management
Sales Management
Data linkage
Intermediate
Core functions
- Customer information management (company, contact, industry)
- Sales lead entry and follow-up records
- Business opportunity stage management (lead → intention → deal)
- Sales funnel reports and performance statistics
Technical points
- Multi-form data association (customer → follow-up record)
- Data permissions: Sales can only see their own customers
- Automation rules: automatic reminder if no follow-up occurs in 7 days
Sales order management
The whole process of order entry, approval and delivery
Sales Management
Inventory linkage
Intermediate
Core functions
- Order entry (customer, product, quantity, amount)
- Order approval process (sales manager → finance)
- Shipping and warehouse records and logistics tracking
- Order statistics report (by customer, product)
Technical points
- Subform: Order Details (Multiple Products)
- Formula calculation: automatically calculate the total order amount
- Inventory linkage: Automatically deduct inventory after shipment
Expense reimbursement process
Employee reimbursement online application and financial approval
Financial Management
Process Approval
Junior
Core functions
- Reimbursement application (expense type, amount, invoice)
- Approval by department head → financial approval → cashier payment
- Attachment upload (photo of invoice)
- Reimbursement statistical report (by department, type)
Technical points
- Subform: Reimbursement details (multiple expenses)
- Conditional branch: 1000 yuan or more requires approval by the general manager
- Data permissions: Finance can view all reimbursement forms
Inventory management system
Integrated management of inbound and outbound inventory
Inventory Management
Data linkage
Intermediate
Core functions
- Warehousing order management (supplier, product, quantity)
- Outbound order management (receiving department, purpose)
- Inventory counting and variance adjustment
- Inventory warning (automatic reminder below safety stock)
Technical points
- Data linkage: Automatically update the inventory table during inbound/outbound operations
- Dashboard: Real-time inventory dashboard
- Automation rules: automatic notification when inventory falls below threshold
Project task management
Project collaboration and task assignment tracking
Project Management
Collaborative office
Intermediate
Core functions
- Project information management (name, person in charge, cycle)
- Task creation and assignment (priority, deadline)
- Task progress update and completion confirmation
- Project Gantt chart and progress report
Technical points
- Multi-form association: Project→Task→Milestone
- Data permissions: Members can only see their own tasks
- Automatic reminder: Task is about to expire DingTalk push
Need a customized solution?
The above cases are just basic templates. We can provide customized development services according to your business needs.