What data for this category looks like
Engineering consulting data mainly comes from internal project ledgers, past consulting proposal documents, and early client communication records. Data updates align with individual project completion or quarterly reviews. Each document typically includes four core modules: project overview, technical parameters, pricing details, and client requirement feedback. Fields include project number, floor area, construction budget, service cycle, and more. Common units are square meters, ten thousand yuan, and natural days.
What constraints these characteristics impose on forms and interactions
Engineering consulting has many data fields with specific units. This requires form interaction flows to pre-set unit options, to prevent user input format errors. Data sources are scattered and update rhythms are inconsistent. This requires forms to support dynamic association with the latest project documents and consulting records, to avoid displaying outdated content. Single documents have large file sizes. This requires upload flows to support parsing and storage of large files, and provide a segmented preview function to help users verify uploaded content. For marketing scenarios, corresponding cases must be recalled based on user-input project parameters. This requires interaction flows to support knowledge base filtering logic linked to fields.
How to configure
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
FORM_FIELD_PRESET_UNIT | Enabled | Matches the characteristic that most engineering consulting fields have attached units. Pre-setting options like square meters and ten thousand yuan reduces input errors |
UPLOAD_FILE_MAX_SIZE | 500 MB | Meets the large-volume requirements of engineering consulting proposal documents, prevents upload failures |
KNOWLEDGE_RECALL_TOP_N | Top 8 entries | Single engineering consulting case documents have lengthy content. Sufficient recall entries cover complete proposal information |
SIMILARITY_THRESHOLD | 0.75–0.85 | Balances recall accuracy and coverage, avoids recalling irrelevant non-similar project cases |
WORKFLOW_INPUT_VALIDATION | Validate by field type | Adapts to numeric and unit-based fields in engineering consulting, ensures input format compliance |
TOOL_CODE_RUN_PERMISSION | Enabled | Supports custom code for unit conversion and parameter verification, adapts to complex business logic |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material formats, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: Workflow input node variable options are blank, and associated knowledge base cannot be dynamically specified. Cause: Project parameter variables are not configured in global variables in advance, causing the knowledge base search node to fail to read the corresponding variables.
- Phenomenon: No code running option appears in the tool call panel, and custom verification logic cannot be configured. Cause: Tool code running permission is not enabled in system settings, and the currently used 4.9.10 version requires an additional switch to be turned on.
- Phenomenon: The number of knowledge base results returned after form submission is insufficient. Cause: The
KNOWLEDGE_RECALL_TOP_Nparameter is not adjusted to a reasonable range, causing the recalled content to fail to cover complete project information.
How to confirm configuration is complete
- Enter the form configuration page, check that each field has pre-set corresponding unit options, and confirm that the input verification rule is enabled.
- Upload an engineering consulting proposal document, verify that the upload size limit meets expectations, and that the parsed segmented preview is displayed normally.
- Configure the knowledge base search node, try to filter the associated knowledge base through preset variables, and confirm that the variable options load normally.
- Trigger the tool call flow, verify that the code running option appears in the tool list, and confirm that the permission configuration takes effect.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.