Example Settings of Request Workflows
You can set various workflows by setting Process Management in your app.
This section describes common examples of setting request workflows.
Workflow Which Includes Send Back and Reject
Below is an example workflow which includes "Send back" and "Reject".
Workflow:
Statuses and list of processes:
- Status
Before applying, Applying, Send back, Reject, Approved - Process list
Approver is specified in the User selection field which is placed in the form.
Status Assignee Condition Action Next status Before applying Created by Apply Applying Applying Approver Approve Approved Send back Sent back Reject Rejected Sent back Created by Request again Requesting
Process Management settings:
Request with Multiple Approvers
Below is an example when any or all of the managers approve an request.
Creating a manager group (role) in Users & System Administration, you can set the manager group as a process management assignee. For details, refer to Managing Groups (or Roles).
Select one of the followings, when there are multiple managers (approvers).
- Select one of the managers when making a request, and that manager approves the request.
- All of the managers need to approve the request.
- One of the managers needs to approve the request.
Workflow:
Settings when multiple managers are grouped together as a role:
- Select "Manager" as an assignee.
Click the Select users from departments or groups icon to the right of the search box, open the Groups tab on the Select Users dialog, and then select "Manager". - Specify the way to approve requests.
When there are multiple assignees, select one of the following options.
- One manager needs to be selected when making a request (User chooses one assignee from the list to take action)
One user is selected as the assignee by the assignee of the previous status when they perform the action. - All of the managers need to approve the request (All assignees in the list must take action)
All of the managers are assignees, and the record moves to the next status when all of the managers have performed the action.
- One of the managers needs to approve the request (One assignee in the list must take action)
All of the managers are assignees, and the record moves to the next status when one of the managers performs the action.
- One manager needs to be selected when making a request (User chooses one assignee from the list to take action)
Request with Conditional Branching
Below is an example workflow with conditional branching.
Workflow:
Statuses and list of processes:
- Status
Before applying, Pending approval from a senior manager, Pending approval from a manager, Approved - Process list
Status Assignee Condition Action Next status Before applying Created by Cost exceeds or equals to one million yen Apply Pending approval from a senior manager Cost falls below one million yen Apply Pending approval from a manager Pending approval from a senior manager Senior manager Approve Approved Send back Before applying Pending approval from a manager Manager Approve Approved Send back Before applying
Branch Criteria settings: