Menu
按客户模板执行或预演轻云条件查询请求，并引用当前模板快照与公共选项资源。
Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.
Basé sur la classification professionnelle SOC
Generate an interactive visual report from one markdown attachment by calling the built-in report canvas service.
基于客户需求、待办分析与上下文，输出金蝶可交付的价值主张、沟通角度和推进建议。
基于客户拜访录音转写、会议纪要或跟进记录，提炼会话摘要、关键事实、客户承诺、我方承诺和风险信号。
[user] 为金蝶云之家销售人员生成客户拜访准备材料。基于客户研究信息和客户提出的主要需求，生成结构化的讲解提纲、话术要点和竞品差异化对比。当用户提到拜访准备、客户拜访、讲解提纲、拜访计划、客户演示准备时使用此Skill。
在会话理解基础上拆出客户需求、客户侧待办、我方待办和责任归属，帮助销售把纪要转成可执行动作。
按联系人模板预演轻云新建请求，并引用当前模板快照与公共选项资源。
| name | shadow.customer_search |
| description | 按客户模板执行或预演轻云条件查询请求，并引用当前模板快照与公共选项资源。 |
Use this bundle only for the customer object. It is generated from the current approval template snapshot and is intended for Codex-style SKILL.md consumption while remaining readable to other agents such as Claude.
formCodeId: e2cfd2aef9bf4576a760aa1c6a557170source_version: 2026-04-28T10:37:09.782Zschema_hash: 43a0770956662ca117bb070bb02d0f5eb26a8557f90b0c55f4be149e29024414field_count: 49resolved_public_option_fields: 3pending_public_option_fields: 0references/skill-bundle.json for the fixed skill contract and execution boundary.references/template-summary.json for normalized field metadata. Open references/template-raw.json only when the normalized snapshot is insufficient.publicOptBoxWidget, inspect references/dictionaries.json before accepting or mapping user input.references/execution.json; fall back to preview only when you need a dry-run.dicId values, or aliases that are absent from the referenced snapshot files.formInstId。codeId。{title,dicId}。operatorOpenId 视图可见性也可能影响结果。formInstId。formInstId、关联记录 id 或 dicId。Required params: (none)
Optional params: linked_contact_form_inst_id, _S_ENCODE, _S_TITLE, Te_5, Te_4, Te_3, Ta_4, Ta_3, Ta_2, _S_APPLY, Te_8, last_followup_date, Te_7, Da_1, Te_6, Da_2, owner_open_id, service_rep_open_id, _S_DISABLE, district, _S_DEPT, province, Ra_10, city, _S_ORDER, _S_SERIAL, _S_DATE, Ta_1, Ta_0, Ra_6, Ra_7, Ra_4, Ra_5, customer_type, customer_status, Ra_1, customer_name, industry, Ra_9, Nu_1, Nu_0
Derived params: (none)
Confirmation policy: no_confirmation_required
This is a read / preview skill and does not require write confirmation.
Relation field linked_contact_form_inst_id maps to Bd_1; exact search uses _S_SERIAL as _name_, target formCodeId is a3ccc61c75c34cb28a7113a311418080.
Search input aligns to search2Gen. Search pageSize must stay within 1..100. For basicDataWidget, exact match should include operator; the value may be formInstId/id, a full relation object, or an explicit token. If the input is display text only, omit operator or use contain / like; exact-like operators automatically downgrade to display-text search when no linked record id can be resolved. Date search normalizes to range with Shanghai-time timestamps and lightFieldMap.plusDay=false.
Real validation shows customer searchList visibility depends on operatorOpenId. Use an operator account that can see customer list data. Current verified customer-search sample operatorOpenId is 69e75eb5e4b0e65b61c014da; 66160cfde4b014e237ba75ca may return empty results for customer search even when direct get still works.
Customer search preview examples use the minimal linked-contact display value CON-20260424-001 and date-range timestamps such as [1777046400000,1777132799999].
province, city, and district are backed by field-bound workbook dictionaries. Template linkCodeId metadata is preserved in references, but the current runtime still does not perform real province-city-district cascade filtering. Title-only mapping is allowed only when the title is unique; for repeated labels such as 城区, pass a full {title,dicId} object.
_S_ENCODE, _S_TITLE, Te_5, Te_4, Te_3, Ta_4, Ta_3, Ta_2, _S_APPLY, Te_8, last_followup_date, Te_7, Da_1, Te_6, Da_2, owner_open_id, service_rep_open_id, _S_DISABLE, district, _S_DEPT, province, Ra_10, city, _S_ORDER, _S_SERIAL, _S_DATE, Ta_1, Ta_0, Ra_6, Ra_7, Ra_4, Ra_5, customer_type, customer_status, Ra_1, customer_name, industry, Ra_9, Nu_1, Nu_0linked_contact_form_inst_id -> Bd_1 (displayCol: _S_SERIAL, formCodeId: a3ccc61c75c34cb28a7113a311418080)说明文字(De_0, describeWidget), 说明文字(De_1, describeWidget), 说明文字(De_2, describeWidget), 说明文字(De_3, describeWidget), 说明文字(De_4, describeWidget), 说明文字(De_5, describeWidget), 说明文字(De_6, describeWidget), 附件(At_0, attachmentWidget)title, dicId, or {title,dicId} and must normalize to [{title,dicId}].{title,dicId} input is allowed.POST /api/shadow/objects/customer/preview/searchPOST /api/shadow/objects/customer/execute/searchPOST https://www.yunzhijia.com/gateway/lightcloud/data/searchList?accessToken={accessToken}POST https://www.yunzhijia.com/gateway/lightcloud/data/searchList?accessToken={accessToken}0.6.0; read operations may execute against LightCloud, while writes remain preview-first.references/skill-bundle.jsonreferences/template-summary.jsonreferences/template-raw.jsonreferences/dictionaries.jsonreferences/execution.json