Menu
按商机跟进记录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。
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.followup_create |
| description | 按商机跟进记录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。 |
Use this bundle only for the followup 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: 0a618c5d806545b997f60e8461b3f504source_version: 2026-04-28T10:37:10.888Zschema_hash: 52e8c079bd1f567f8b31c0b1d092880264eadf215a694fdf03dadc97ddee5a9bfield_count: 23resolved_public_option_fields: 0pending_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 first; after explicit confirmation, call the live API.dicId values, or aliases that are absent from the referenced snapshot files.codeId。open_id；若用户只给姓名且存在歧义，需要继续确认到具体人员。formInstId，但所有关联对象都必须在写前解析成精确 id 或关系对象。dicId、关联记录或人员标识。Required params: followup_method, linked_customer_form_inst_id, owner_open_id, followup_record
Optional params: Ra_2, Ra_0, Bd_4, linked_opportunity_form_inst_id, Da_0, Da_1, At_0
Derived params: _S_TITLE
Confirmation policy: required_before_write
This write skill now exposes a live write API. Use preview first, then call live write only after explicit user confirmation.
Person fields should use Yunzhijia personnel open_id values. Single-select person params may be passed as a plain open_id string and will be normalized to the LightCloud string-array format.
Attachment fields accept either a single uploaded file object or an array. Upload local files first with $approval.file_upload, then pass {fileId,fileName,fileSize,fileType,fileExt} objects exactly as returned by the file-upload skill or internal upload API.
basicDataWidget relation fields accept a linked formInstId/id string, a {formInstId}/{id} object, or a full relation object. Write paths resolve them into LightCloud relation objects; search exact-match paths normalize them into [{_id_,_name_}], while display-text search uses the linked display field value directly.
Relation field Bd_4 maps to Bd_4; exact search uses _S_SERIAL as _name_, target formCodeId is eea919bb0e69418698ff457e74cc1c2b.
Relation field linked_opportunity_form_inst_id maps to Bd_3; exact search uses _S_SERIAL as _name_, target formCodeId is b1869173654e49fbac0b1fc6ad37e761.
Relation field linked_customer_form_inst_id maps to Bd_0; exact search uses _S_ENCODE as _name_, target formCodeId is e2cfd2aef9bf4576a760aa1c6a557170.
followup_method -> 跟进方式(Ra_1, radioWidget, source=internal_get_form_by_code_id), linked_customer_form_inst_id -> 客户编号(Bd_0, basicDataWidget, source=internal_get_form_by_code_id), owner_open_id -> 跟进负责人(Ps_0, personSelectWidget, source=internal_get_form_by_code_id), followup_record -> 跟进记录(Ta_0, textAreaWidget, source=internal_get_form_by_code_id)_S_TITLE -> 标题(_S_TITLE, textWidget, source=internal_get_form_by_code_id)Te_4 -> 商机名称(Te_4, textWidget, source=internal_get_form_by_code_id), Te_1 -> 联系人姓名(Te_1, textWidget, source=internal_get_form_by_code_id), Te_0 -> 客户名称(Te_0, textWidget, source=internal_get_form_by_code_id), _S_APPLY -> 提交人(_S_APPLY, personSelectWidget, source=internal_get_form_by_code_id), Lo_0 -> 地理位置(Lo_0, locationWidget, source=internal_get_form_by_code_id), De_0 -> 说明文字(De_0, describeWidget, source=internal_get_form_by_code_id), De_1 -> 说明文字(De_1, describeWidget, source=internal_get_form_by_code_id), De_2 -> 说明文字(De_2, describeWidget, source=internal_get_form_by_code_id), _S_SERIAL -> 跟进记录编号(_S_SERIAL, serialNumWidget, source=internal_get_form_by_code_id), _S_DATE -> 申请日期(_S_DATE, dateWidget, source=internal_get_form_by_code_id), _S_DEPT -> 所属部门(_S_DEPT, departmentSelectWidget, source=internal_get_form_by_code_id)title, dicId, or {title,dicId} and must normalize to [{title,dicId}].{title,dicId} input is allowed.POST /api/shadow/objects/followup/preview/upsertPOST /api/shadow/objects/followup/execute/upsertPOST https://www.yunzhijia.com/gateway/lightcloud/data/batchSave?accessToken={accessToken}POST https://www.yunzhijia.com/gateway/lightcloud/data/batchSave?accessToken={accessToken}0.6.0; live write is enabled and should only be used after explicit user confirmation.references/skill-bundle.jsonreferences/template-summary.jsonreferences/template-raw.jsonreferences/dictionaries.jsonreferences/execution.json