What this category's data looks like
The core materials for drafting materials and handover of responsibility for enterprise sales product training are three types: product manuals, response script manuals, and channel training schedules. Product manuals explain product functions and parameters; response script manuals carry scenario Q&A and standard wording; channel training schedules set out courses, instructors, and assessment milestones. The three types of materials have different sources and different update rhythms: manuals iterate with versions, script manuals adjust with market feedback, and schedules are planned quarterly or by project. When materials enter the forms and interaction feature, each plays the role of a carrier for fields to be collected: manuals correspond to product name, version number, and parameter items; script manuals correspond to Q&A items, applicable scenarios, and reviewers; schedules correspond to course name, date, instructor, and sign-off recipient. Field characteristics center on names, quantities, dates, versions, and signature receipts. If any field does not match between two materials, the handover record will show a missing item.
Configuration and implementation checks
This step is executed by the form input node (interaction node) in the workflow, which outputs the field values filled in by the user (passed to subsequent nodes after submission). The material drafts and handover records that can be issued are then completed by subsequent nodes or manually. After the form input node is triggered, the conversation enters the interaction state and records the workflow state. After the user fills in the required items and submits, the form information is passed to subsequent nodes for use.
| Object | Check | Verification action |
|---|---|---|
| Product manual | The product name, version number, parameter items, and release date are consistent between the manual and the handover record, and the signature field has a receipt | Check the field names and required markers one by one in the node configuration, reference the field in subsequent nodes after submission, and run a test |
| Response script manual | The Q&A items, applicable scenarios, reviewer, and effective date match between the two materials; if the version is not synchronized, block it | Check the required settings, confirm that subsequent nodes can retrieve the corresponding field values after submission, and do not allow missing items to pass |
| Channel training schedule | The course name, date, instructor, sign-off recipient, and receipt are consistent between the schedule and the handover record | Use formInputResult and selectResult to configure the fields, and run a test once to see whether subsequent nodes retrieve the values correctly |
| Handover record | The responsible person, version, and date are consistent, the signature or receipt is complete, and the same record has no discrepancy in name or quantity | Draft one according to the template and complete one handover, then check whether missing items are blocked |
Three common errors
- Symptom: The name and quantity of the same record do not match between the product manual and the handover record. Cause: The fields do not correspond one-to-one with the material fields, and after submission subsequent nodes retrieve old values.
- Symptom: The version of the response script manual is not synchronized, and the schedule still references old Q&A items. Cause: The version and date fields are not marked as required, and missing items are not blocked at submission.
- Symptom: The handover record lacks a signature or receipt, and the conversation stops in the interaction state. Cause: The required marker does not cover the signature field, and after submission subsequent nodes cannot retrieve the value.
How to verify the setup
Feature acceptance: Fill it out once and submit, check whether the field values retrieved by subsequent nodes are consistent with the form entries, whether empty required items are blocked, and whether the conversation continues to execute downward.
Business test: Draft one according to the template and complete one handover, and see whether missing items are blocked.
- Check the field names and required markers one by one in the node configuration, and confirm that they correspond one-to-one with the material fields of the product manual, response script manual, and channel training schedule.
- Reference the
formInputResultandselectResultfields in subsequent nodes and run a test to confirm that the field values can be retrieved after submission, and that missing items and version inconsistencies are blocked.