@yandy0725/pi-lark 0.1.0

package/skills/lark-base/references/lark-base-workflow-guide.md

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+# Workflow guide
+
+本文档是 Workflow 的入口指南，帮助选择步骤组合、理解创建/更新边界，并引导到 steps JSON SSOT。
+
+> **配套文档**:
+> - Workflow 的数据结构参考：[lark-base-workflow-schema.md](lark-base-workflow-schema.md)
+> - 创建/更新时重点构造 `title`、`status` 和 `steps`；复杂度集中在 `steps[].type/data/next`
+
+---
+
+## 快速开始
+
+### 最简单的 Workflow
+
+新增记录时发送消息通知：
+
+```json
+{
+  "client_token": "1704067200",
+  "title": "新订单自动通知",
+  "steps": [
+    {
+      "id": "trigger_1",
+      "type": "AddRecordTrigger",
+      "title": "监控新订单",
+      "next": "action_1",
+      "data": {
+        "table_name": "订单表",
+        "watched_field_name": "订单号"
+      }
+    },
+    {
+      "id": "action_1",
+      "type": "LarkMessageAction",
+      "title": "发送通知",
+      "next": null,
+      "data": {
+        "receiver": [{ "value_type": "user", "value": {"id": "ou_xxxx", "name": "张三"} }],
+        "send_to_everyone": false,
+        "title": [{ "value_type": "text", "value": "新订单提醒" }],
+        "content": [
+          { "value_type": "text", "value": "收到新订单" }
+        ],
+        "btn_list": []
+      }
+    }
+  ]
+}
+```
+
+---
+
+## 场景速查表
+
+| 场景 | 步骤组合 | 示例 |
+|------|---------|------|
+| 新增触发+通知 | AddRecordTrigger → LarkMessageAction | [下方](#示例1-新增记录触发--发送消息) |
+| 按钮点击+调用外部接口+写入日志 | ButtonTrigger → HTTPClientAction → AddRecordAction | [下方](#示例-6-按钮触发--调用外部接口--写入同步日志) |
+| 定时+循环 | TimerTrigger → FindRecordAction → Loop → LarkMessageAction | [下方](#示例2-定时触发--查找记录--循环遍历--发送消息) |
+| 条件判断 | ... → IfElseBranch → 分支处理 | [下方](#示例3-条件分支-ifelsebranch) |
+| 多路分类 | ... → SwitchBranch → 多分支处理 | [下方](#示例4-多路分支-switchbranch) |
+| 复杂组合 | 定时+查找+循环+分支+消息 | [下方](#示例5-组合场景-定时查找循环分支消息) |
+
+---
+
+## 完整示例
+
+### 示例 1: 新增记录触发 + 发送消息
+
+**场景**: 当订单表新增记录时，发送飞书消息通知负责人。
+
+```json
+{
+  "client_token": "1704067201",
+  "title": "新订单自动通知",
+  "steps": [
+    {
+      "id": "step_trigger",
+      "type": "AddRecordTrigger",
+      "title": "新增订单时触发",
+      "next": "step_notify",
+      "data": {
+        "table_name": "订单表",
+        "watched_field_name": "订单号",
+        "condition_list": null
+      }
+    },
+    {
+      "id": "step_notify",
+      "type": "LarkMessageAction",
+      "title": "发送订单通知",
+      "next": null,
+      "data": {
+        "receiver": [{ "value_type": "ref", "value": "$.step_trigger.fldManager" }],
+        "send_to_everyone": false,
+        "title": [{ "value_type": "text", "value": "新订单提醒" }],
+        "content": [
+          { "value_type": "text", "value": "客户 " },
+          { "value_type": "ref", "value": "$.step_trigger.fldCustomer" },
+          { "value_type": "text", "value": " 创建了新订单，金额：¥" },
+          { "value_type": "ref", "value": "$.step_trigger.fldAmount" }
+        ],
+        "btn_list": [
+          {
+            "text": "查看订单",
+            "btn_action": "openLink",
+            "link": [{ "value_type": "ref", "value": "$.step_trigger.recordLink" }]
+          }
+        ]
+      }
+    }
+  ]
+}
+```
+
+**关键点**:
+- `AddRecordTrigger` 监控 `table_name` 表的 `watched_field_name` 字段
+- 使用 `ref` 引用触发器输出的字段值（注意是 fieldId，不是字段名）
+- `recordLink` 是触发器内置输出，表示记录链接
+
+---
+
+### 示例 2: 定时触发 + 查找记录 + 循环遍历 + 发送消息
+
+**场景**: 每天早上 9 点，查找所有待处理订单，给每个客户发送提醒。
+
+```json
+{
+  "client_token": "1704067202",
+  "title": "每日待处理订单提醒",
+  "steps": [
+    {
+      "id": "step_timer",
+      "type": "TimerTrigger",
+      "title": "每天早上9点触发",
+      "next": "step_find_orders",
+      "data": {
+        "rule": "DAILY",
+        "start_time": "2025-01-01 09:00",
+        "is_never_end": true
+      }
+    },
+    {
+      "id": "step_find_orders",
+      "type": "FindRecordAction",
+      "title": "查找所有待处理订单",
+      "next": "step_loop_customers",
+      "data": {
+        "table_name": "订单表",
+        "field_names": ["客户名称", "订单金额", "客户联系方式"],
+        "should_proceed_when_no_results": false,
+        "filter_info": {
+          "conjunction": "and",
+          "conditions": [
+            {
+              "field_name": "状态",
+              "operator": "is",
+              "value": [{ "value_type": "option", "value": { "name": "待处理" } }]
+            }
+          ]
+        }
+      }
+    },
+    {
+      "id": "step_loop_customers",
+      "type": "Loop",
+      "title": "遍历每个订单",
+      "children": {
+        "links": [
+          { "kind": "loop_start", "to": "step_send_reminder" }
+        ]
+      },
+      "next": null,
+      "data": {
+        "loop_mode": "continue",
+        "max_loop_times": 100,
+        "data": [{
+          "value_type": "ref",
+          "value": "$.step_find_orders.fieldRecords"
+        }]
+      }
+    },
+    {
+      "id": "step_send_reminder",
+      "type": "LarkMessageAction",
+      "title": "发送催办消息",
+      "next": null,
+      "data": {
+        "receiver": [{
+          "value_type": "ref",
+          "value": "$.step_loop_customers.item.fldContact"
+        }],
+        "send_to_everyone": false,
+        "title": [{ "value_type": "text", "value": "订单处理提醒" }],
+        "content": [
+          { "value_type": "text", "value": "您好，您的订单 " },
+          { "value_type": "ref", "value": "$.step_loop_customers.item.fldName" },
+          { "value_type": "text", "value": " 金额 ¥" },
+          { "value_type": "ref", "value": "$.step_loop_customers.item.fldAmount" },
+          { "value_type": "text", "value": " 正在处理中。" }
+        ],
+        "btn_list": []
+      }
+    }
+  ]
+}
+```
+
+**关键点**:
+- `Loop.data` 必须传入 `ref` 类型的数据源（通常是 FindRecordAction 的 `fieldRecords`）
+- `Loop.children.links` 必须包含 `kind: "loop_start"` 的链接指向循环体
+- 循环体内用 `$.{loopStepId}.item.{fieldId}` 引用当前遍历记录的字段
+- `$.{loopStepId}.index` 获取当前索引（从 0 开始）
+
+---
+
+### 示例 3: 条件分支（IfElseBranch）
+
+**场景**: 根据订单金额判断，大额订单通知主管审批，小额订单自动通过。
+
+```json
+{
+  "client_token": "1704067203",
+  "title": "订单金额自动判断",
+  "steps": [
+    {
+      "id": "step_trigger",
+      "type": "AddRecordTrigger",
+      "title": "新增订单时触发",
+      "next": "step_check_amount",
+      "data": {
+        "table_name": "订单表",
+        "watched_field_name": "订单金额"
+      }
+    },
+    {
+      "id": "step_check_amount",
+      "type": "IfElseBranch",
+      "title": "判断是否为大额订单",
+      "children": {
+        "links": [
+          { "kind": "if_true", "to": "step_notify_manager", "label": "high", "desc": "金额>=10000" },
+          { "kind": "if_false", "to": "step_auto_approve", "label": "normal", "desc": "金额<10000" }
+        ]
+      },
+      "next": "step_log",
+      "data": {
+        "condition": {
+          "conjunction": "or",
+          "conditions": [
+            {
+              "conjunction": "and",
+              "conditions": [
+                {
+                  "left_value": { "value_type": "ref", "value": "$.step_trigger.fldAmount" },
+                  "operator": "isGreaterEqual",
+                  "right_value": [{ "value_type": "number", "value": 10000 }]
+                }
+              ]
+            }
+          ]
+        }
+      }
+    },
+    {
+      "id": "step_notify_manager",
+      "type": "LarkMessageAction",
+      "title": "通知主管审批大额订单",
+      "next": "step_log",
+      "data": {
+        "receiver": [{ "value_type": "user", "value": {"id": "ou_manager", "name": "主管"} }],
+        "send_to_everyone": false,
+        "title": [{ "value_type": "text", "value": "大额订单待审批" }],
+        "content": [
+          { "value_type": "text", "value": "有大额订单 ¥" },
+          { "value_type": "ref", "value": "$.step_trigger.fldAmount" },
+          { "value_type": "text", "value": " 需要您审批" }
+        ],
+        "btn_list": []
+      }
+    },
+    {
+      "id": "step_auto_approve",
+      "type": "SetRecordAction",
+      "title": "自动标记小额订单为已审核",
+      "next": "step_log",
+      "data": {
+        "table_name": "订单表",
+        "ref_info": { "step_id": "step_trigger" },
+        "field_values": [
+          {
+            "field_name": "审批状态",
+            "value": [{ "value_type": "option", "value": { "name": "已自动审核" } }]
+          }
+        ]
+      }
+    },
+    {
+      "id": "step_log",
+      "type": "GenerateAiTextAction",
+      "title": "生成订单处理日志",
+      "next": null,
+      "data": {
+        "prompt": [
+          { "value_type": "text", "value": "请生成订单处理日志，金额：" },
+          { "value_type": "ref", "value": "$.step_trigger.fldAmount" }
+        ]
+      }
+    }
+  ]
+}
+```
+
+**关键点**:
+- `IfElseBranch.children.links` 必须包含 `if_true` 和 `if_false` 两个分支
+- `next` 指向两个分支汇合后的步骤（可选，为 null 则分支结束）
+- `condition` 使用 OrGroup 结构，支持 `(A and B) or (C and D)` 的复杂条件
+- 分支内可以用 `ref_info` 引用触发记录，用 `filter_info` 批量筛选记录
+
+---
+
+### 示例 4: 多路分支（SwitchBranch）
+
+**场景**: 根据订单优先级（P0/P1/P2）执行不同的处理流程。
+
+```json
+{
+  "client_token": "1704067204",
+  "title": "按优先级分类处理订单",
+  "steps": [
+    {
+      "id": "step_trigger",
+      "type": "AddRecordTrigger",
+      "title": "新增订单时触发",
+      "next": "step_classify",
+      "data": {
+        "table_name": "订单表",
+        "watched_field_name": "优先级"
+      }
+    },
+    {
+      "id": "step_classify",
+      "type": "SwitchBranch",
+      "title": "按优先级分类",
+      "children": {
+        "links": [
+          { "kind": "case", "to": "step_p0_handler", "label": "p0", "desc": "P0-紧急" },
+          { "kind": "case", "to": "step_p1_handler", "label": "p1", "desc": "P1-高优先级" },
+          { "kind": "case", "to": "step_p2_handler", "label": "p2", "desc": "P2-普通" },
+          { "kind": "case", "to": "step_other_handler", "label": "other", "desc": "其他" }
+        ]
+      },
+      "next": null,
+      "data": {
+        "mode": "exclusive",
+        "no_match_action": "classifyToOther",
+        "child_branch_list": [
+          {
+            "name": "P0-紧急",
+            "condition": {
+              "conjunction": "or",
+              "conditions": [
+                {
+                  "conjunction": "and",
+                  "conditions": [
+                    {
+                      "left_value": { "value_type": "ref", "value": "$.step_trigger.fldPriority" },
+                      "operator": "is",
+                      "right_value": [{ "value_type": "option", "value": { "name": "P0" } }]
+                    }
+                  ]
+                }
+              ]
+            }
+          },
+          {
+            "name": "P1-高优先级",
+            "condition": {
+              "conjunction": "or",
+              "conditions": [
+                {
+                  "conjunction": "and",
+                  "conditions": [
+                    {
+                      "left_value": { "value_type": "ref", "value": "$.step_trigger.fldPriority" },
+                      "operator": "is",
+                      "right_value": [{ "value_type": "option", "value": { "name": "P1" } }]
+                    }
+                  ]
+                }
+              ]
+            }
+          },
+          {
+            "name": "P2-普通",
+            "condition": {
+              "conjunction": "or",
+              "conditions": [
+                {
+                  "conjunction": "and",
+                  "conditions": [
+                    {
+                      "left_value": { "value_type": "ref", "value": "$.step_trigger.fldPriority" },
+                      "operator": "is",
+                      "right_value": [{ "value_type": "option", "value": { "name": "P2" } }]
+                    }
+                  ]
+                }
+              ]
+            }
+          }
+        ]
+      }
+    },
+    {
+      "id": "step_p0_handler",
+      "type": "LarkMessageAction",
+      "title": "P0紧急处理",
+      "next": null,
+      "data": {
+        "receiver": [{ "value_type": "user", "value": {"id": "ou_director", "name": "总监"} }],
+        "send_to_everyone": false,
+        "title": [{ "value_type": "text", "value": "🚨 P0 紧急订单" }],
+        "content": [{ "value_type": "text", "value": "有新的 P0 紧急订单需要立即处理" }],
+        "btn_list": []
+      }
+    },
+    {
+      "id": "step_p1_handler",
+      "type": "SetRecordAction",
+      "title": "标记高优先级",
+      "next": null,
+      "data": {
+        "table_name": "订单表",
+        "ref_info": { "step_id": "step_trigger" },
+        "field_values": [
+          { "field_name": "处理状态", "value": [{ "value_type": "text", "value": "高优先级待处理" }] }
+        ]
+      }
+    },
+    {
+      "id": "step_p2_handler",
+      "type": "Delay",
+      "title": "普通订单延迟处理",
+      "next": null,
+      "data": { "duration": 60 }
+    },
+    {
+      "id": "step_other_handler",
+      "type": "SetRecordAction",
+      "title": "标记其他订单",
+      "next": null,
+      "data": {
+        "table_name": "订单表",
+        "ref_info": { "step_id": "step_trigger" },
+        "field_values": [
+          { "field_name": "处理状态", "value": [{ "value_type": "text", "value": "待分类" }] }
+        ]
+      }
+    }
+  ]
+}
+```
+
+**关键点**:
+- `SwitchBranch` 适合 3 路及以上的分支场景（少于 3 路用 `IfElseBranch` 更简洁）
+- `children.links` 中 `kind: "case"` 的 `label` 对应 `child_branch_list` 中的条件
+- `mode: "exclusive"` 表示排他执行（第一个匹配的分支执行后停止）
+- `no_match_action: "classifyToOther"` 表示无匹配时走最后一个 `case`（兜底分支）
+
+---
+
+### 示例 5: 组合场景（定时+查找+循环+分支+消息）
+
+**场景**: 每天早上 9 点，查找昨天的订单，按金额分级，给不同级别的销售发送不同的通知。
+
+```json
+{
+  "client_token": "1704067205",
+  "title": "每日订单分级通知",
+  "steps": [
+    {
+      "id": "step_timer",
+      "type": "TimerTrigger",
+      "title": "每天早上9点触发",
+      "next": "step_find_orders",
+      "data": {
+        "rule": "DAILY",
+        "start_time": "2025-01-01 09:00",
+        "is_never_end": true
+      }
+    },
+    {
+      "id": "step_find_orders",
+      "type": "FindRecordAction",
+      "title": "查找昨天所有订单",
+      "next": "step_loop",
+      "data": {
+        "table_name": "订单表",
+        "field_names": ["订单号", "客户名称", "金额", "销售负责人"],
+        "should_proceed_when_no_results": false,
+        "filter_info": {
+          "conjunction": "and",
+          "conditions": [
+            { "field_name": "创建时间", "operator": "isGreaterEqual", "value": [{ "value_type": "date", "value": "yesterday" }] }
+          ]
+        }
+      }
+    },
+    {
+      "id": "step_loop",
+      "type": "Loop",
+      "title": "遍历每个订单",
+      "children": {
+        "links": [
+          { "kind": "loop_start", "to": "step_classify" }
+        ]
+      },
+      "next": "step_summary",
+      "data": {
+        "loop_mode": "continue",
+        "max_loop_times": 500,
+        "data": [{ "value_type": "ref", "value": "$.step_find_orders.fieldRecords" }]
+      }
+    },
+    {
+      "id": "step_classify",
+      "type": "SwitchBranch",
+      "title": "按金额分类",
+      "children": {
+        "links": [
+          { "kind": "case", "to": "step_vip_notify", "label": "vip", "desc": "VIP >= 10万" },
+          { "kind": "case", "to": "step_normal_notify", "label": "normal", "desc": "普通 < 10万" }
+        ]
+      },
+      "next": null,
+      "data": {
+        "mode": "exclusive",
+        "no_match_action": "fail",
+        "child_branch_list": [
+          {
+            "name": "VIP订单",
+            "condition": {
+              "conjunction": "or",
+              "conditions": [
+                {
+                  "conjunction": "and",
+                  "conditions": [
+                    {
+                      "left_value": { "value_type": "ref", "value": "$.step_loop.item.fldAmount" },
+                      "operator": "isGreaterEqual",
+                      "right_value": [{ "value_type": "number", "value": 100000 }]
+                    }
+                  ]
+                }
+              ]
+            }
+          },
+          {
+            "name": "普通订单",
+            "condition": {
+              "conjunction": "or",
+              "conditions": [
+                {
+                  "conjunction": "and",
+                  "conditions": [
+                    {
+                      "left_value": { "value_type": "ref", "value": "$.step_loop.item.fldAmount" },
+                      "operator": "isLess",
+                      "right_value": [{ "value_type": "number", "value": 100000 }]
+                    }
+                  ]
+                }
+              ]
+            }
+          }
+        ]
+      }
+    },
+    {
+      "id": "step_vip_notify",
+      "type": "LarkMessageAction",
+      "title": "VIP订单通知",
+      "next": null,
+      "data": {
+        "receiver": [{ "value_type": "ref", "value": "$.step_loop.item.fldSales" }],
+        "send_to_everyone": false,
+        "title": [{ "value_type": "text", "value": "🌟 VIP大额订单" }],
+        "content": [
+          { "value_type": "text", "value": "恭喜！您有一笔 VIP 订单 ¥" },
+          { "value_type": "ref", "value": "$.step_loop.item.fldAmount" },
+          { "value_type": "text", "value": "，客户：" },
+          { "value_type": "ref", "value": "$.step_loop.item.fldCustomer" }
+        ],
+        "btn_list": []
+      }
+    },
+    {
+      "id": "step_normal_notify",
+      "type": "LarkMessageAction",
+      "title": "普通订单通知",
+      "next": null,
+      "data": {
+        "receiver": [{ "value_type": "ref", "value": "$.step_loop.item.fldSales" }],
+        "send_to_everyone": false,
+        "title": [{ "value_type": "text", "value": "新订单通知" }],
+        "content": [
+          { "value_type": "text", "value": "您有一笔新订单 ¥" },
+          { "value_type": "ref", "value": "$.step_loop.item.fldAmount" }
+        ],
+        "btn_list": []
+      }
+    },
+    {
+      "id": "step_summary",
+      "type": "GenerateAiTextAction",
+      "title": "生成日报",
+      "next": null,
+      "data": {
+        "prompt": [
+          { "value_type": "text", "value": "请生成昨日订单处理日报" }
+        ]
+      }
+    }
+  ]
+}
+```
+
+---
+
+### 示例 6: 按钮触发 + 调用外部接口 + 写入同步日志
+
+**场景**: 在「客户线索表」里给每条记录配置一个“同步到 CRM”按钮。销售点击按钮后，Workflow 调用外部 CRM 接口同步当前线索，再在「同步日志表」新增一条记录，方便后续审计和排查。
+
+```json
+{
+  "client_token": "1704067206",
+  "title": "线索一键同步到 CRM",
+  "steps": [
+    {
+      "id": "step_button_trigger",
+      "type": "ButtonTrigger",
+      "title": "点击同步到 CRM 按钮时触发",
+      "next": "step_call_crm_api",
+      "data": {
+        "button_type": "buttonField",
+        "table_name": "客户线索表"
+      }
+    },
+    {
+      "id": "step_call_crm_api",
+      "type": "HTTPClientAction",
+      "title": "调用 CRM 同步接口",
+      "next": "step_add_sync_log",
+      "data": {
+        "method": "POST",
+        "url": [
+          { "value_type": "text", "value": "https://api.example-crm.com/v1/leads/sync" }
+        ],
+        "headers": [
+          { "key": "Content-Type", "value": [{ "value_type": "text", "value": "application/json" }] },
+          { "key": "X-System", "value": [{ "value_type": "text", "value": "lark_base_workflow" }] }
+        ],
+        "body_type": "raw",
+        "raw_body": [
+          { "value_type": "text", "value": "{\"lead_name\":\"" },
+          { "value_type": "ref", "value": "$.step_button_trigger.fldLeadName" },
+          { "value_type": "text", "value": "\",\"mobile\":\"" },
+          { "value_type": "ref", "value": "$.step_button_trigger.fldMobile" },
+          { "value_type": "text", "value": "\",\"company\":\"" },
+          { "value_type": "ref", "value": "$.step_button_trigger.fldCompany" },
+          { "value_type": "text", "value": "\",\"owner\":\"" },
+          { "value_type": "ref", "value": "$.step_button_trigger.fldOwner" },
+          { "value_type": "text", "value": "\",\"source_record_id\":\"" },
+          { "value_type": "ref", "value": "$.step_button_trigger.recordId" },
+          { "value_type": "text", "value": "\"}" }
+        ],
+        "response_type": "json",
+        "response_value": "{\"success\":true,\"message\":\"lead synced successfully\"}"
+      }
+    },
+    {
+      "id": "step_add_sync_log",
+      "type": "AddRecordAction",
+      "title": "写入同步日志",
+      "next": null,
+      "data": {
+        "table_name": "同步日志表",
+        "field_values": [
+          {
+            "field_name": "线索名称",
+            "value": [{ "value_type": "ref", "value": "$.step_button_trigger.fldLeadName" }]
+          },
+          {
+            "field_name": "手机号",
+            "value": [{ "value_type": "ref", "value": "$.step_button_trigger.fldMobile" }]
+          },
+          {
+            "field_name": "公司名称",
+            "value": [{ "value_type": "ref", "value": "$.step_button_trigger.fldCompany" }]
+          },
+          {
+            "field_name": "负责人",
+            "value": [{ "value_type": "ref", "value": "$.step_button_trigger.fldOwner" }]
+          },
+          {
+            "field_name": "来源记录ID",
+            "value": [{ "value_type": "ref", "value": "$.step_button_trigger.recordId" }]
+          },
+          {
+            "field_name": "同步状态",
+            "value": [{ "value_type": "text", "value": "已提交 CRM 同步" }]
+          },
+          {
+            "field_name": "同步是否成功",
+            "value": [{ "value_type": "ref", "value": "$.step_call_crm_api.body.success" }]
+          },
+          {
+            "field_name": "同步结果说明",
+            "value": [{ "value_type": "ref", "value": "$.step_call_crm_api.body.message" }]
+          },
+          {
+            "field_name": "备注",
+            "value": [{ "value_type": "text", "value": "由按钮触发自动发起同步请求" }]
+          }
+        ]
+      }
+    }
+  ]
+}
+```
+
+**关键点**:
+- `ButtonTrigger` 适合“人工确认后再执行”的场景，比如同步 CRM、推送 ERP、发起审批等
+- `button_type: "buttonField"` 表示按钮挂在记录上，因此可以直接引用当前记录的字段和值
+- `HTTPClientAction.raw_body` 可以通过 `text + ref + text` 的方式动态拼接 JSON 请求体
+- `HTTPClientAction` 的输出引用规则是：`response_type=none` 时不可引用；`response_type=text` 时只能用 `$.stepId` 引整个文本；`response_type=json` 时用 `$.stepId.body` 引整个 body、用 `$.stepId.body.字段名` 引 body 中字段，同时 `$.stepId.status_code` 表示 HTTP 返回状态码
+- `HTTPClientAction.response_value` 中声明了哪些字段，后续节点就只能引用这些字段；例如 `$.step_call_crm_api.body.success`、`$.step_call_crm_api.body.message`
+- `AddRecordAction` 常用于写日志表、操作审计表、同步结果表，便于追踪谁在什么时候触发了外部调用
+- 示例里的 `fldLeadName` / `fldMobile` / `fldCompany` / `fldOwner` 只是占位的 fieldId，请以实际表字段 ID 为准
+
+---
+
+## 构造技巧
+
+### Loop 构造要点
+
+1. **数据源**: `Loop.data` 必须传入 `ref` 类型，通常是 `FindRecordAction` 的 `fieldRecords`
+2. **循环体**: `children.links` 必须包含 `kind: "loop_start"` 指向循环体入口
+3. **引用**: 循环体内用 `$.{loopStepId}.item.{fieldId}` 引用当前元素
+4. **索引**: 用 `$.{loopStepId}.index` 获取当前索引（从 0 开始）
+
+### 分支构造要点
+
+1. **IfElseBranch**:
+   - 适合二元判断（是/否、大于/小于）
+   - `children.links` 必须包含 `if_true` 和 `if_false`
+   - 可以用 `next` 指向汇合点
+
+2. **SwitchBranch**:
+   - 适合多路分类（3路及以上）
+   - `label` 对应 `child_branch_list` 中的条件顺序
+   - 建议加一个兜底分支（其他）
+
+### 字段值构造
+
+| 字段类型 | value_type | 示例 |
+|---------|------------|------|
+| 文本 | `text` | `{"value_type": "text", "value": "张三"}` |
+| 数字 | `number` | `{"value_type": "number", "value": 100}` |
+| 单选 | `option` | `{"value_type": "option", "value": {"name": "已完成"}}` |
+| 人员 | `user` | `{"value_type": "user", "value": {"id": "ou_xxxx"}}` |
+| 引用 | `ref` | `{"value_type": "ref", "value": "$.step_1.fldxxx"}` |
+
+---
+
+## 常见错误避免
+
+### Top 10 高频错误
+
+| # | 错误信息 | 原因 | 解决方案 |
+|---|---------|------|---------|
+| 1 | `path "xxx" does not exist in the output path tree` | ref 引用路径错误或 stepId 不存在 | 检查 stepId 是否在 steps 数组中；使用 fieldId 而非字段名；确保路径以 `$.` 开头 |
+| 2 | `recordInfo.conditions must be non-empty` | `condition_list` 为空数组 `[]` | 改用 `null` 或省略该字段 |
+| 3 | `At least one of filter info and ref info is required` | SetRecordAction/FindRecordAction 缺少定位条件 | 必须提供 `filter_info` 或 `ref_info` 之一 |
+| 4 | `client token is empty` | 缺少 `client_token` | 每次请求传入唯一值（时间戳或随机字符串） |
+| 5 | `valueType 'text' not allowed for fieldType '3'` | select 类型字段值格式错误 | 改用 `option` 类型 |
+| 6 | `Undefined Step Type` | 使用了不支持的 StepType | 使用 `AddRecordTrigger` 而非 `CreateRecordTrigger` |
+| 7 | `prompt references an unknown reference from step` | 引用的 stepId 不存在 | 确保引用的 step 在同一 workflow 的 steps 数组中 |
+| 8 | `[2200] Internal Error` | 1. steps[].id 重复 2. next/children.links 引用了不存在的 step | 确保所有 step id 唯一；检查引用关系 |
+| 9 | 工作流结构不完整 | Branch/Loop 节点缺少 `children` | 仅 Branch（IfElseBranch/SwitchBranch）和 Loop 节点需要 `children`，Trigger/Action 节点无需设置 |
+| 10 | 嵌套分支过于复杂 | 多层 IfElseBranch 嵌套 | 3+ 路分支用 SwitchBranch 替代嵌套 IfElseBranch |
+
+### 其他常见错误
+
+**1. condition_list 为空数组**
+```json
+// ❌ 错误
+{ "condition_list": [] }
+
+// ✅ 正确
+{ "condition_list": null }
+// 或省略该字段
+```
+
+**2. filter_info 和 ref_info 同时提供**
+```json
+// ❌ 错误
+{ "filter_info": {...}, "ref_info": {...} }
+
+// ✅ 正确（二选一）
+{ "filter_info": {...}, "ref_info": null }
+{ "filter_info": null, "ref_info": {...} }
+```
+
+**3. 使用字段名而非 fieldId**
+```json
+// ❌ 错误
+{ "value": "$.step_1.客户名称" }
+
+// ✅ 正确
+{ "value": "$.step_1.fldXXXXXXXX" }
+```
+
+---
+
+## 参考
+
+- [lark-base-workflow-schema.md](lark-base-workflow-schema.md) — 字段定义参考
+- 创建/更新前先确认真实表名、字段名和目标 workflow ID；`steps` 结构按 schema 构造，不凭自然语言猜 `type`