Drafting Requirements and Design Documents for Delivery Effect Optimization: Forms and Interactions

Core data for delivery effect optimization comes from advertising platform backends, attribution systems, CRM lead databases, and landing page

What the data for this category looks like

Core data for delivery effect optimization comes from advertising platform backends, attribution systems, CRM lead databases, and landing page monitoring tools. Updates run on a daily or real-time schedule. Daily produced documents include daily delivery reports, temporary price adjustment records, material A/B test sheets, and optimization review reports. Common fields include impressions, clicks, conversion cost, and budget balance. Units include yuan, occurrences, and cost per thousand impressions (CPM). The typical length of a single core record ranges from 800 to 1200 characters.

What constraints these characteristics impose on forms and interactions

Real-time data requirements mean forms must support fast retrieval of latest metrics, to avoid filling outdated information. Fixed document field structures require forms to pre-configure frequently used delivery optimization fields, to reduce manual input work. Frequent operations for troubleshooting abnormal metrics and adjusting budgets require forms to have simple interactions and clear validation logic. This prevents invalid submissions that increase customer acquisition costs. Cross-link reuse business needs mean form nodes must support calls from other business links, to adapt to multi-scenario document drafting workflows.

How to set configurations

The following configurations are based on FastGPT v4.17.0.

Configuration ItemRecommended ApproachRationale
Form input node formInputTest example: Select 3 delivery effect optimization fields as required inputs. Actual fields are determined per taskThis node collects user input. Troubleshoot interaction status when required fields are missing, 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. Queries and filtering of delivery effect optimization related records must be implemented by subsequent interfaces or external systems
Post-submission field passingTest example: Prepare 10 delivery effect optimization input samples, covering full completion, missing required fields, and cancel operationsCompare input and node output, verify whether subsequent nodes receive corresponding fields. Result thresholds are determined per actual task
External implementation item: Field validation rulesMust be implemented separately by external systems. Add non-negative validation for conversion cost and budget balance fields. Submission timeout rules are configured by external business systems or subsequent nodesPrevent invalid data submissions, match the timeliness requirements of real-time data validation
External implementation item: Data pull trigger configurationMust be implemented separately by external systems. Data pull logic is configured as needed by external advertising platform interfaces or subsequent nodes. Pull range can be set to the last 24 hoursMatch the daily/real-time update frequency of the business, provide the latest optimized reference data
External implementation item: Error prompt configurationMust be implemented separately by external systems. Field format error prompt content is configured as needed by external business systems or subsequent nodes, display corresponding field names and error reasonsQuickly locate input abnormalities, shorten troubleshooting time for abnormal metrics

Three common misconfigurations

  • Attempting to connect nodes from other business links to form nodes results in failed jumps. The cause is that cross-link call permissions are not configured. This permission is managed by external business systems. FastGPT form nodes only support calls from nodes within the current workflow link by default.
  • Subsequent nodes do not receive complete fields after a delivery effect optimization related form is submitted. Compare required fields, actual submission content, and node output mappings one by one, then check subsequent interface returns. Existing symptoms alone cannot determine the root cause.
  • An exception occurs when form data is passed to subsequent nodes. The cause is that the data passing logic is not configured correctly. This logic is implemented by external business systems or subsequent nodes.

How to confirm configurations are complete

  • Verify that the pre-configured form fields match the core fields of daily optimization documents.
  • Submit a test form with invalid numerical values, confirm that error prompts accurately match input exception types.
  • Attempt to jump to the current form node via external business link management, verify that cross-link call configurations take effect.
  • View the data results loaded by the form retrieved via external interfaces, confirm that the data update frequency meets business requirements.

The values provided are common starting points and should be evaluated 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.