Requirements and Design Document Drafting for Project Document Handover and Archiving: Forms and Interactions

The core users of this category are project managers, implementation consultants, and customer archive administrators. Daily handled documents include

What Data for This Category Looks Like

The core users of this category are project managers, implementation consultants, and customer archive administrators. Daily handled documents include four types: completion documents, configuration manuals, training records, and acceptance certificates. Data mainly originates from project document libraries, configuration lists, meeting minutes, and test reports. Updates are triggered at the end of each project phase or upon overall project wrap-up. A single archived document typically includes fixed fields such as project number, document version, associated phase, and signature status, and must stay consistent with configuration and test data across the full project lifecycle.

What Constraints These Characteristics Impose on Forms and Interactions

Data sources are scattered and require association with multiple types of project materials. The form input node (formInput) is responsible for collecting user input. Multi-source document import and automatic field mapping must be implemented by external business systems or subsequent workflow nodes to reduce manual entry costs. Updates trigger at the end of project phases or overall project wrap-up. Version traceability and verification logic must be implemented by external business systems or subsequent workflow nodes to avoid inconsistent document versions across phases. The form input node (formInput) only collects input information and passes it to subsequent nodes. Core documents such as acceptance certificates are required acceptance materials. Field integrity verification must be implemented by external business systems or subsequent workflow nodes to avoid acceptance risks. The form input node (formInput) only collects input information and passes it to subsequent nodes. Documents must meet delivery evidence requirements. Signature file upload and compliance marking must be implemented by external business systems or subsequent workflow nodes to ensure traceability for subsequent operations and maintenance. The form input node (formInput) only collects uploaded file information and passes it to subsequent nodes.

Configuration Guidelines

This configuration guide applies to FastGPT v4.17.0. Specific configuration items and their supporting rationale are listed below:

Configuration ItemRecommended ImplementationRationale
Form Input Node formInputTest example: Select 3 fields from project document handover and archiving fields as required inputs; actual fields are determined by the taskThis node collects user input; missing required items require checking interaction status to prevent subsequent nodes from receiving incomplete input
User Selection Node userSelectTest example: Set 2 business options and check corresponding branches one by oneThis node handles user selection; query and filtering of project document handover and archiving related records must be implemented by subsequent interfaces or external systems
Field Passing After SubmissionTest example: Prepare 10 project document handover and archiving input samples covering complete filling, missing required items, and cancellation operationsCompare input and node output to verify whether subsequent nodes receive corresponding fields; result thresholds are determined by actual tasks
External Implementation Item: Version Traceability LogicMust be implemented separately by external systems; implemented by external business systems or subsequent workflow nodes, it is recommended to associate with the project phase end timestamp and retain 3-digit version numbersMatches the update rhythm based on phases or project wrap-up
External Implementation Item: Required Field Verification LogicMust be implemented separately by external systems; implemented by external business systems or subsequent workflow nodes, it is recommended to configure completion documents and acceptance certificates as required upload itemsAvoids the risk of acceptance failure

Three Common Misconfigurations

  • Symptom: After adding a custom document handover and archiving plugin to a workflow, input and output parameter configuration items do not appear. Verification Step: Check if external business systems or subsequent workflow nodes have configured document field mapping rules required by the plugin
  • Symptom: After submitting an archiving form, the version number is not synchronized to the project phase timestamp. Verification Step: Check if external business systems or subsequent workflow nodes have configured version traceability update logic
  • Symptom: After uploading a signature file, the form does not trigger format and size verification. Verification Step: Check if external business systems or subsequent workflow nodes have configured format and size verification rules for signature uploads

How to Verify Proper Configuration

  • Upload completion documents and acceptance certificates, and check if required field verification triggers prompts when required items are not uploaded
  • Select multiple usage roles, confirm that the userSelect component supports multiple selections and correctly saves role information
  • After submitting the form, confirm with the external business system that uploaded documents are associated with the corresponding project archive
  • Modify version traceability configuration in the external business system, confirm that version information is synchronized to the project phase timestamp

The values provided here 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.