Notas sobre cómo cambiar la configuración de gestión de procesos
Este artículo proporciona notas importantes sobre cómo cambiar la configuración de gestión de procesos y soluciones a errores relacionados.
Deshabilitar la función Gestión procesos
Even if you disable process management, the statuses of existing records and the history of status changes will remain.
However, disabling the feature will delete permission settings and record filter settings where assignees are set as a filter condition.
Si habilita nuevamente la gestión de procesos, cada registro se restaurará al estado que tenía justo antes de que se deshabilitara la función.
Si aparece un mensaje de error al intentar deshabilitar la administración de procesos
Check the cause and solution below for the error message that appears.
Mensaje Error | Causa y solución |
---|---|
No se puede desactivar la opción de administrar procesos. El estado o el asignatario ha sido referido desde un campo de búsqueda "***" en una app "***". Modifique el ajuste del campo "***" o elimine el propio campo en "***". | This error message appears when an app's process management assignee or status is specified in the Lookup field settings in another app. In this case, process management cannot be disabled. To disable process management, open the App settings screen of the app indicated in the error message, then change the settings of or delete the relevant Lookup field. Configuring a "Lookup" field |
No se puede desactivar la administración de procesos. El estado o el asignatario ha sido referido desde un campo de Registros Relacionados "***" en una app "***". Modifique el ajuste del campo "***" o elimine el propio campo en "***". | This error message appears when an app's process management assignee or status is specified in the Related records field settings in another app. In this case, process management cannot be disabled. To disable process management, open the App settings screen of the app indicated in the error message, then change the settings of or delete the relevant Related records field. Configuring a "Related records" field |
Cannot disable the process management. The status or the assignee has been referred from the Lookup field"***" in the app"***", which was deleted and can be restored. To disable the process management, restore the app "***(App ID:***)", and then delete or change the Lookup field settings. Only "Kintone users & systemAdministrator" can restore the app. For more details, please refer to the help. |
This error message appears when an app's process management assignee or status is specified in the Lookup field settings in a deleted app. In this case, process management cannot be disabled. This is a measure to ensure that the Lookup field data is preserved in case you need to restore the deleted app. To disable process management, restore the deleted app, then change the settings of or delete the relevant Lookup field. Alternatively, you can also disable process management after waiting 14 days from when the app was deleted, as the app will become unrecoverable at the time. Note that only Kintone users & system administrators (who are able to register users and departments and configure security settings) can restore apps. Restoring deleted apps Configuring a "Lookup" field |
Cannot disable the process management. The status or the assignee has been referred from the Related Records field"***" in the app"***", which was deleted and can be restored. To disable the process management, restore the app "***(App ID:***)", and then delete or change the Related Records field settings. Only "Kintone users & systemAdministrator" can restore the app. For more details, please refer to the help. |
This error message appears when an app's process management assignee or status is specified in the Related records field settings in a deleted app. In this case, process management cannot be disabled. This is a measure to ensure that the Related records field data is preserved in case you need to restore the deleted app. To disable process management, restore the deleted app, then change the settings of or delete the relevant Related records field. Alternatively, you can also disable process management after waiting 14 days from when the app was deleted, as the app will become unrecoverable at the time. Note that only Kintone users & system administrators (who are able to register users and departments and configure security settings) can restore apps. Restoring deleted apps Configuring a "Related records" field |
Eliminar estados
Sólo se pueden eliminar los estados que actualmente no se aplican a ningún registro.
No es posible utilizar un nombre de estado si ya se ha utilizado para un estado existente o eliminado.
Si aparece un error al intentar eliminar un estado
Cuando intenta eliminar un estado que se aplica actualmente a uno o más registros, aparecerá el siguiente mensaje de error.
Elim. cualquier registro con el estado o cambie su estado a uno diferente y luego vuelva a intentarlo.
Si aparece este error, podrá eliminar el estado relevante después de eliminar los registros a los que se aplica o cambiar los estados de esos registros.
Changing assignee settings
The following precautions should be taken when changing assignee settings.
When changing assignee settings
Changing your assignee settings will not change the assignees already set for existing records.
If there are records for which the assignee needs to be changed, an app administrator needs to make the changes individually.
When deactivating the use of Kintone for a user who is specified as a current assignee
It will no longer be possible to change the status of records for which the deactivated user is specified as the current assignee.
If an app administrator changes the current assignee to a user who can currently use Kintone, it will be possible to change the status again.
When changing the assignee selection method
You cannot change the assignee selection method (User chooses one assignee from the list to take action, All assignees in the list must take action, or One assignee in the list must take action) if the status you want to change the assignee selection method for is currently applied to one or more records.
If you try to change the assignee selection method in such a case, the following error message will appear.
Go to the records and delete the current assignee from Change assignee or change the status to a different one, then try again.
Si aparece este mensaje de error, puede cambiar el método de selección de cesionario después de realizar una de las siguientes acciones.
- Elim. los registros que tengan el estado relevante
- Cambiar los estados de los registros que tienen el estado relevante
- Vaya a la pantalla Detalles Registro de los registros que tienen el estado relevante, haga clic en Cambiar asignado y elimine todos los asignados actuales.
Cambiar o eliminar acciones
When changing the settings of an action
Even if you re-configure the settings for an action, the statuses of existing records will not change.
When deleting an action
An action cannot be deleted if both of the following conditions apply.
- Existen registros existentes con el estado sobre el cual se puede realizar la acción correspondiente.
- Los registros mencionados anteriormente no tendrán otras acciones disponibles si se elimina la acción relevante.
Si aparece un mensaje de error cuando intenta cambiar la configuración de administración de procesos
An error message may appear when you try to update an app after changing the process management settings.
If a record with the status that you made changes to is created and an assignee is specified before you update the app with your changed settings, the following error message will appear when you click Update app.
If you delete a status and a new record with that status is created before you update the app, the following error will appear when you click Update app.
En ambos casos anteriores, podrá cambiar la configuración de gestión de procesos después de eliminar los registros relevantes o cambiar sus estados.
Si aparece el mensaje de error "No se pueden eliminar los siguientes campos. Se han utilizado para especificar un cesionario".
Si intenta eliminar un campo que se utiliza para especificar un responsable de gestión de procesos, puede aparecer el siguiente mensaje de error.
Este error se produce porque el campo que intenta eliminar está configurado como asignado en la configuración de Gestión de procesos.
Abra la configuración de Gestión de procesos y elimine el campo de destino de la lista Asignatario, luego elimine el campo en el formulario de la aplicación.
Por ejemplo, si este mensaje de error aparece cuando intenta eliminar un campo "Aprobador", debe ir a la configuración de Gestión de procesos y eliminar "Aprobador" de la lista Asignatario en 3. Configuración del flujo de proceso.
Luego, el campo "Aprobador" se puede eliminar del formulario de la aplicación.