Example Settings to Autofill an Approver
By auto filling an assignee (approver, etc.), you can simplify record addition process and avoid typing errors.
Following sections show two examples of auto filling.
Example 1: Assigning Your Reporting Manager as an Assignee
In this example, you will assign a user's reporting manager in the Custom field of user profile so that the reporting manager will be automatically assigned as a next assignee of the user in the Process Management when the user takes an action.
- The sample image:
To configure the setting, you must have Kintone Users & System administrative permissions.
Open Users & System Administration from the Settings menu.
Click Departments & Users.
Click Profile Settings.
On the "Profile Settings" screen, click New in the Custom Fields section.
Enter a name for the field. In this example, name the field "Reporting Manager".
Select "User selection" for the field type.
Click the Edit icon of the user to whom you want to configure a reporting manager to open a page to edit the user's information.
Specify a user in the custom field "Reporting Manager" at the bottom of the page.
The custom field can contain only one user. To allow multiple reporting managers, you need to add a custom field for each reporting manager.
Next, configure settings in Kintone Process Management.
When you are setting Process Management, specify "Reporting Manager" item to the assignee. To make a request to multiple reporting managers, you must add multiple assignees to the Process Management settings.
Example 2: Setting an Approval Path
Depending on the department of the requestor or the contents of the request, multiple combination of approvers can be set. In such case, you can create an approval path in another app, and use lookup to get it.
- Create an approval path app, and add a path name and an assignee (approver, department, decision maker) to the app.
- In the form of the app to set Process Management, add a lookup field, and then a user selection field and a department selection field for the assignee (approver, department, decision maker).
- Set the Lookup field to get an approval path name and an assignee (approver, department, decision maker) from the approval path app.
By including "Priority Department" for "Department" in the initial filter setting, you can get the approval path for your department immediately.
For details on the Lookup field, see the Lookup.
- Set the Process Management.
Before request, Requesting, Approved, Confirmed, Final decision made
- Process list
Status Assignee Condition Action Next status Before Applying Created by Apply Applying Applying Approver Approve Approved Approved Department Confirm Confirmed Confirmed Decision maker Make final decision Final decision made
- Setting Process Management
By getting an approval path when making a request, an appropriate assignee (approver, department, decision maker) for the department or the request is set, thus enabling the Process Management.