Requirements and Design Document Drafting for Security Training and Phishing Simulations: Forms and Interactions

Core data sources for this category include employee directories, email gateways, internal training platforms, and phishing simulation click

What the data for this category looks like

Core data sources for this category include employee directories, email gateways, internal training platforms, and phishing simulation click statistics systems. Daily delivered documents include standardized internal security training slides, quarterly phishing simulation plans, customized phishing email templates, and post-simulation review reports. Common document fields include simulation audience scope, email trigger rules, click behavior tags, rectification follow-up items, and more. Data update frequency is typically quarterly or annually, with the overall simulation framework adjusted alongside annual security planning. Temporary data from individual simulations is archived once the review is completed.

What constraints these characteristics impose on forms and interactions

Dispersed data sources requiring cross-system pulling require integration with external business systems to enable multi-data source linked configuration, avoiding manual entry of duplicate information. Diverse document types with significant field differences require integration with external business systems to enable dynamic switching of form modules, adapting to the input requirements of different documents such as training slides, templates, and reports. Low overall update frequency but wide single adjustment scope requires integration with external business systems to retain historical version comparison functionality, allowing internal training teams to retroactively review adjustment records. Audience screening is the most time-consuming step, requiring integration with external user management systems to provide bulk selection and tagged user grouping functions, reducing manual workload. Phishing email template compliance requires verification, requiring integration with external verification systems to implement basic format verification rules, preventing accidental input of sensitive content.

How to set configurations

The following configurations are adapted for FastGPT v4.17.0.

Configuration ItemRecommended ApproachRationale
Form input node formInputTest example: Select 3 fields from security training and phishing simulation fields as required inputs; actual fields are determined per taskThis node collects user input; missing required items must trigger interaction status checks to prevent subsequent nodes from receiving incomplete input
User selection node userSelectTest example: Set 2 business options, check corresponding branches one by oneThis node handles user selection; querying and filtering records related to security training and phishing simulations must be implemented by subsequent interfaces or external systems
Field passing after submissionTest example: Prepare 10 input samples for security training and phishing simulations, covering full completion, missing required items, and canceled operationsCompare input and node output to verify whether subsequent nodes receive corresponding fields; result thresholds are determined per actual task
External implementation item: Document type switching configurationMust be implemented separately by external systems; document type switching is implemented via the external business system interface, supporting switching between training slides, simulation plans, and report templatesAdapt to the drafting needs of multiple types of documents for this category
External implementation item: Version history storage configurationMust be implemented separately by external systems; automatic version saving is implemented via the external business system or subsequent nodes, with editing record retention periods configured as neededMatch the quarterly/annual update archiving rhythm of data, facilitating retroactive review of adjustments
External implementation item: Format verification rulesMust be implemented separately by external systems; sensitive word interception and sender format verification logic are implemented via the external business system or subsequent nodesAvoid compliance risks during simulation processes

Three common mistakes

  • Select configured options one by one in the user selection node userSelect and verify whether the workflow enters the corresponding branch; filtering records related to security training and phishing simulations must additionally verify the input, permissions, and return values of the external interface.
  • The formInput module for phishing email templates does not set length limits, causing submitted body text to exceed the delivery limits of email service providers, resulting in send failure errors. The symptom is a system return message stating that the content is too long to deliver, which can be troubleshooted by comparing the submitted body length with the restriction rules of the connected external verification system.
  • The form does not integrate an external file upload interaction entry, making it impossible to directly import existing content from training slides. The symptom is no file upload entry in the input box area, requiring manual copy-pasting of slide text, which can be troubleshooted by checking whether the form integrates an external file upload interaction entry.

How to confirm configurations are complete

  • Select configured options one by one in the user selection node userSelect and verify whether the workflow enters the corresponding branch; filtering records related to security training and phishing simulations must additionally verify the input, permissions, and return values of the external interface.
  • Attempt to submit phishing email body text that exceeds the recommended length, check whether the connected external verification system pops up a corresponding prompt, and confirm that the format verification rules are active.
  • Check whether the form integrates an external file upload interaction entry, and confirm that local document content can be imported directly.
  • Simulate submitting a simulation configuration once, check whether the connected external business system can normally pull test data, and confirm that cross-data source linkage is working properly.

The values provided here are common starting points and should be measured against the reader's own samples.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.