By autofilling a process management assignee (e.g., for an approver role), you can simplify the process for adding records and also prevent input errors.
This article shows two autofilling examples.

In this example, you will assign a user's reporting manager in a custom field of the user's profile so that the reporting manager will be automatically made the next process management assignee after the user takes an action.

Image of the created app:

To set a reporting manager as an assignee, follow the steps below.

For information on how to configure process management, refer to the following page.
Basic process management usage

To carry out the steps described below, you need to have Users & system administration administrative permission.

1. Click the Settings icon (the gear-shaped icon) at the top of Kintone, then click Users & system administration.
   

2. Click Departments & Users on the Users & system administration screen.
   

3. On the Departments & Users screen, click Profile Settings.
   

4. On the Profile Settings screen, click Add in the Custom Fields section.
   

5. On the Add Custom Field screen, enter a field name. In this example, name the field "Reporting Manager".
   Select User selection for the field type.
   

6. Click Save.

7. On the Departments & Users screen, click the icon to the left of the user whose manager you want to set.
   

8. On the Change User Information screen, 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.
   

9. Click Save.

1. Open the Kintone app where you want to add a reporting manager as an assignee, and then open the Process management screen.

2. In the status where you want to add the reporting manager as an assignee, click the Select users from departments or groups icon under the Assignee list section.

3. In the Select users dialog, click Others, and then choose the reporting manager.
   To make a request to multiple reporting managers, you must add multiple assignees when configuring the process management.
   

4. Click Add.

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 route in another app.
By getting an approval route using a lookup when making a request, an appropriate assignee for the department or the request is set, thus enabling the process management.

Image of the created app:

To set multiple approval routes, follow the steps below.

1. Create an app to add an approval route.
   Add the following fields to the form of the app:

   • Approval route name: Text field
   • Department: Department selection field
   • Approver: User selection field
   • Related departments: Department selection field
   • Final approver: User selection field

2. Create a new record in the approval route app.
   

1. Open the Kintone app where you want to add a reporting manager as an assignee.

2. Place the following fields on the form.

   • Approval route name: Lookup field
   • Approver: User selection field
   • Related departments: Department selection field
   • Final approver: User selection field

   

3. In the settings dialog for the "Approval route name" field, configure the fields to retrieve the approval route name and assignees (Approver, Related departments, and Final approver).
   By including "Priority department" for "Related departments" in the initial filter setting, you can get the approval route for your department immediately.
   For details about Lookup fields, refer to the following page.
   "Lookup" field

4. Configure the process in the Process management screen as follows:

   • Status
     Before application, Applying, Approved, Confirmed, Final-approved
   • Process

     Status	Assignee	Condition	Action	Next status
     Before applying	Created by		Apply	Applying
     Applying	Approver		Approve	Approved
     Approved	Related departments		Confirm	Confirmed
     Confirmed	Final approver		Final-approve	Final-approved

   • Configured settings for the process management