Create a private service process template

Step 1: Open the node editor

1. Log on to the ISV portal of Alibaba Cloud Marketplace.
2. In the left-side navigation pane, choose Delivery > Vendor Portal (Sub-account).
   You are then redirected to the Delivery Center.
3. In the left-side navigation pane, choose > Service Process Template.
4. Click the My Templates tab.
5. Click New.
6. In the New Process Template dialog box, enter a custom Service Process Name, and then click OK.
   The editing page for the service process template appears.

Step 2: Add process nodes

On the editing page, add nodes to the template.

1. Hover over the bottom center of the Assign Service Provider node and click +.
2. In the Add Node dialog box, click the name of the node that you want to add and configure its parameters.
   Note The "Assign Service Provider" node is a built-in start node and cannot be deleted. The last node of the template must be a "Complete Project" node.

   • Container Node: This non-functional node acts as a container for child nodes to organize complex workflows and improve clarity. You can omit this node if your workflow has only a few nodes.

     You can add the following child nodes to a container node: Submit Requirement Node, Claim Order Node, Assign Order Node, Confirmation Node, General Node, and Complete Project Node.

   • Submit Requirement Node: Customers use this node to submit their requirements.

     Configure the node parameters, and then click Save.

     Parameter	Actions
     Node name	Enter a custom name for the node.
     Requirement form template	Select a predefined requirement form template from the list. You can click Preview to preview the form. Note If you need a custom requirement template, contact Alibaba Cloud Marketplace support.
     Submit requirement button	Enter the label for the button that submits the requirement form.
     View requirement button	Enter the label for the button used for viewing requirements within the process.
     Timeout period (days)	Enter the timeout period for processing this node. The value can have up to one decimal place.
     Message reminder settings	In the Message Reminder Settings section, click Add. Configure the message reminder. The platform provides a variety of predefined message templates. Custom templates are not supported.

   • Claim Order Node: Use this node when a service provider has multiple subsidiaries or departments that handle sales and delivery independently.

     Configure the node parameters, and then click Save.

     Note The node immediately following a cannot support rejection.
     Each notification rule consists of three settings: Recipient (for example, Service Provider Employee), Trigger (for example, Current process timed out), and Message Template (for example, Node Timeout Notification for Sub-account).

     Parameter	Actions
     Node name	Enter a custom name for the node.
     Select role	Select the role that can operate this node. The account manager can claim the order and then assign it to other employees in their department.
     Timeout period (days)	Enter the timeout period for processing this node. The value can have up to one decimal place.
     Message reminder settings	In the Message Reminder Settings section, click Add. Configure the message reminder. The platform provides a variety of predefined message templates. Custom templates are not supported.

   • Assign Order Node: This node automatically assigns an order to a service provider employee with a specific role. You can define the role for automatic assignment and set up order assignment rules.

     Configure the node parameters, and then click Save.

     Note The node immediately following an cannot support rejection.

     Parameter	Actions
     Node name	Enter a custom name for the node.
     Select role	Select the role of the user who will operate this node.
     Order assignment rule	Select an order assignment rule. Valid values: Service Provider Priority: The system searches for sub-accounts with the specified role and prioritizes assigning the order to the sub-account with the lowest ratio of currently assigned orders/total order capacityCurrent Holdings / Total Holdings. If multiple sub-accounts with the same role have the same ratio, the order is assigned randomly. If all eligible sub-accounts are at full capacity, the project enters a queue. The queue is refreshed every hour, and orders are automatically assigned as capacity becomes available. Department Priority: If the service process includes a claim order node and the order assignment rule is set to Department Priority, the system prioritizes assigning the order to the department of the account manager who claimed it. The assignment logic within the department is similar to the service provider priority rule.
     Message reminder settings	In the Message Reminder Settings section, click Add. Configure the message reminder. The platform provides a variety of predefined message templates. Custom templates are not supported.

   • Confirmation Node: This node confirms the work completed in the previous node. For example, a service provider employee can confirm a requirement submitted by a customer, or a customer can confirm content uploaded by a service provider.

     Configure the node parameters, and then click Save.

     Parameter	Actions
     Node name	Enter a custom name for the node.
     Operating party	Select the party that performs the action for this node. Valid values: Service Provider: The action is performed by the service provider. Client: The action is performed by the client.
     Select role	Select the role of the service provider user who will operate this node. Note This parameter is required only when Operating party is set to Service Provider.
     Confirm button	Enter a custom label for the confirmation button.
     Rejectable	Turn the Rejectable toggle on or off. On: The operator of this node can reject the task, which returns the process to the previous step. Off: The operator of this node cannot reject the task.
     Reject button	Enter a custom label for the rejection button. Note This parameter is required only when the Rejectable toggle is on.
     Timeout period (days)	Enter the timeout period for processing this node. The value can have up to one decimal place.
     Proceed to next step on timeout	Turn the Proceed to Next Step on Timeout toggle on or off. On: The process automatically proceeds to the next step when the timeout period is exceeded. Off: The process does not proceed to the next step when the timeout period is exceeded. Note This parameter is configurable only when Timeout period (days) is set to a value greater than 0.
     Message reminder settings	In the Message Reminder Settings section, click Add. Configure the message reminder. The platform provides a variety of predefined message templates. Custom templates are not supported.

   • General Node: This node represents a specific work step in the service process, such as a service provider employee submitting a staged deliverable or a final output. It can also be used for customers to upload files.

     Configure the node parameters, and then click Save.

     Parameter	Actions
     Node name	Enter a custom name for the node.
     Operating party	Select the party that performs the action for this node. Valid values: Service Provider: The action is performed by the service provider. Client: The action is performed by the client.
     Select role	Select the role of the service provider user who will operate this node. Note This parameter is required only when Operating party is set to Service Provider.
     Upload required	Turn the Upload Required toggle on or off. On: An attachment must be uploaded at this node. Off: No attachment is required at this node.
     Upload content button	Enter a custom label for the content upload button.
     View content button	Enter a custom label for the button used to view uploaded content.
     Confirm button	Enter a custom label for the confirmation button.
     Timeout period (days)	Enter the timeout period for processing this node. The value can have up to one decimal place.
     Message reminder settings	In the Message Reminder Settings section, click Add. Configure the message reminder. The platform provides a variety of predefined message templates. Custom templates are not supported.

   • Complete Project Node: This node must be the final step of the entire process. The customer performs the action for this node. The project is complete after the customer provides confirmation.

     Configure the node parameters, and then click Save.

     Parameter	Actions
     Node name	Enter a custom name for the node.
     Confirm button	Enter a custom label for the confirmation button.
     Rejectable	Turn the Rejectable toggle on or off. On: The customer can reject the task, which returns the process to the previous step. Off: The customer cannot reject the task.
     Reject button	Enter a custom label for the rejection button. Note This parameter is required only when the Rejectable toggle is on.
     Timeout period (days)	Enter the timeout period for processing this node. The value can have up to one decimal place.
     Proceed to next step on timeout	Turn the Proceed to Next Step on Timeout toggle on or off. On: The process automatically proceeds to the next step when the timeout period is exceeded. Off: The process does not proceed to the next step when the timeout period is exceeded. Note This parameter is configurable only when Timeout period (days) is set to a value greater than 0.
     Message reminder settings	In the Message Reminder Settings section, click Add. Configure the message reminder. The platform provides a variety of predefined message templates. Custom templates are not supported.

3. In the upper-right corner, click Publish.
4. In the Confirm Publish dialog box, click OK.
   The template that you created appears in the process template list.

   Note You cannot edit published templates.