Flow for Creating Request Forms

Before you start creating request forms, you can write down the information below to work with them smoothly.

  • What is the request form for the approval process?
  • What are the required items for the request form?
  • Who must be approved or who can be a user?
  • What kind of process flow is best

If you have already prepared the above details, start from STEP5.

Steps:
Identify the request patterns and sort them out.
Image when identifying patterns of requests
Decide which patterns you want to create, and identify the items to be included in the request form.
Images that identify required items in a request form
Picture your final image of lined up items.
Voila image
Picture a process flow, and think about who to be the approvers and the recipients of acknowledgement and how many of them you want to assign.
Image of Process Flow
Add a request form and set basic information.

Set the request Form name and request form code.
For details, refer to Adding Request Forms.
You can also change the icon of a request form, or assign a number to the request data.
For details, refer to the following page:
Changing Request Form Icons
Request & Approval Numbering

Image with Request form information

Set up the fields in the request form.

For details, refer to Setting up Items in Request Forms.

Image with an item set

Check how the request form looks.

For details, refer to Previewing Request Forms.

Images confirming the Request form

Record your work and take notes of the request form.
For details, refer to Changing Notes for Administrators.
Set up a request route.

For details, refer to Setting up Route Information.
If necessary, some route steps in the configured route can be omitted to branch the route.
For details, refer to Setting up route branching.

Image that has the request route set

Check how the request route looks.

For details, refer to route preview.

Images confirming the request route

Record your work and take notes of the request route.
For details, refer to the following page, depending on the type of route that you have set
Shared route: Changing Notes for Administrators
Dedicated route: Changing Notes for Administrators
Make the request form public to the users.
For details, refer to Enabling Request Forms.
The request form is available to users.