Designing Process Management
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.
Show the statuses, assignees, and actions in workflow diagrams.
Example: Status = Circle, Assignee = Rectangle, Action = Arrow
Specify the initial status.
Make the initial assignee empty. Or you can assign the "Created by" for the assignee.
Example: Status = Before request, Assignee = Created by
Specify the next status and the next assignee.
Specify a button name (action) to use to move to that status. Example: Action = Make request, Next status = Requesting, Next assignee = Approver
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: Action = Approve, Next status = Approved
Now, the workflow is completed.
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.
Statuses and list of processes
Before request, Requesting, Approved
Status Assignee Conditions Action Next Status: Before request Created by Make request Requesting Requesting 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.