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1. Overview

Admins can set an in-form Contact as an approver.An in-form Contact is a Contact that becomes available after a Contact control is added to the Form. The initiator or approver can change the User assigned to this control, which affects process routing.In-form Contacts are typically used when the approver must be determined dynamically. For example, after an initiator submits a vehicle request, the administrative staff who receives it decides which driver will provide the service. In this case, add a Contact control named “Driver” to the Form and let the reviewing administrative staff select the driver.

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2. Prerequisites

  • Only an Approval Admin can perform process design, so you must first become an Approval Admin.
If you are not an Approval Admin, open DingTalk OA Approval, tap [Settings], tap [Create Approval form], tap [Request Admin Permissions], and then tap “Submit”.
Open DingTalk OA Approval and tap Settings
Tap Create Approval form
Tap Request Admin Permissions and submit
Once the Admin receives the pending Approval reminder and approves it, the corresponding Employee is automatically granted Approval Admin permissions.
Admin approval notification granting Approval Admin permissions

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3. Steps

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1. Add a Contact control to the Form

On the Approval Admin Console > Form Management page, click [Edit] under the Form’s Actions.
Edit option under the Form's Actions on the Form Management page
Click [form design] to open the main form design interface.
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Main form design interface
Add a [Contact control] and rename it to “Driver”. Turn on “Allow selecting multiple Users” as needed.
Contact control renamed to Driver with multi-select option
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Set the in-form Contact as an approver in the Approval process.Click the Card you want to configure and set the node handler to “In-form Contact”.
Set the node handler to In-form Contact
In the in-form Contact dropdown, select “Driver”.
Select Driver from the in-form Contact dropdown
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When a later node needs to select the Contact, update the node-level Permissions of the Contact control.At the initiator node, set the Form Action Permissions of the “Driver” Contact control to hidden.
Set Driver Contact control to hidden at the initiator node
At the administrative vehicle dispatch node, set the Form Action Permissions of the “Driver” Contact control to editable.
Set Driver Contact control to editable at the vehicle dispatch node