Designing Process Management

Article Number:040571

Process Management settings can be complicated.
By understanding the workflow and designing the Process Management before setting the Process Management in Kintone, you can configure the process smoothly.
Note down or use PowerPoint or Excel, to visualize the workflow of your business.

For example, visualize the request-to-approval flow like the following. Example of an Approval Workflow in Business


Show the statuses, assignees, and actions in workflow diagrams.
Elements in the Diagram Example: Status = Circle, Assignee = Rectangle, Action = Arrow

  1. Specify the initial status.
    Make the initial assignee empty. Or you can assign the "Created by" for the assignee.
    Initial status Example: Status = Before request, Assignee = Created by

  2. Specify the next status and the next assignee.
    Specify a button name (action) to use to move to that status. Next Status: Example: Action = Make request, Next status = Requesting, Next assignee = Approver

  3. Specify the last (completed) status.
    You do not need to specify an assignee for this status.
    Specify a button name (action) to use to move to that status. Example of an Approval Workflow in Business Example: Action = Approve, Next status = Approved
    Now, the workflow is completed.

Process Details

Details of the Process Management should be set for each status.
List the statuses shown in the workflow, and make a list of assignees, filters, actions, and next statuses for each status.

  1. Completed workflow Example of an Approval Workflow in Business

  2. Statuses and list of processes

    • Statuses:
      Before Applying, Applying, and Approved

    • Process table:

      Status Assignee Condition Action Next status
      Before Applying Created by Apply Applying
      Applying Approver Approve Approved

      The last status (completed status) has no assignee and action. Therefore, you do not need to specify them in the list.

Now, you are ready to set the Process Management.