You can download sample forms (in XML format) from the workflow sample form section on the product site.
For details on importing sample forms, refer to the instructions on how to import data from a XML file.

Set the superior to the initial value of the route in the request form. At the time of the request, the operator can automatically include the top of the applicant.
For details, refer to the following page:

• Shared route
  • Setting the approval route: setting default Superior
  • Setting up an acknowledgement route: setting default Superior
• Dedicated route
  • Setting the approval route: setting default Superior
  • Setting up an acknowledgement route: setting default Superior

The following two settings can be used to receive notifications through e-mail.

• System Mail Account
  Your system administrator configures this.
  This e-mail account is used as sender of e-mail notifications.
  For details, refer to Setting up system mail account.
• E-mail address to receive notifications:
  Users set up this address in their personal settings.
  For details, refer to Setting up e-mail notifications.

You cannot use one form to specify a different route for each applicant.
Create a separate request form for each approval route, and set the approval route.

If a system administrator grants editing privileges to approvers, they can add content or attach files when processing requests.
The editing privilege needs to be configured for an item in the request form on each route step of a request route.
For details on which items you can configure access permission and how to configure it, refer to Setting Access Permissions for Items.

Requests approved by the last approver cannot be changed.

When you configure settings to make request data public, users other than the applicants or processors can view the request.
For details, refer to Settings to Make Request Data Public.

You cannot add or categorize requests.

You can use one of the following ways.

If the system administrator has granted permission to change the route of the request form to any of the users, those users can change the processor of the request.
For details, refer to Changing Application Routes.

The system administrator configures a proxy for the retired user, and then the proxy processes the request.
For details, refer to the following page:
Setting up Proxies
Proxy Processing of Requests

1. You grant permission to change the route to the system administrator or the operational administrator.
   

   For details, refer to the following section:
   Allow system administrator to reroute
   Allow operational administrators to reroute

2. System administrators or operational administrators change the processor.

   • For System Administrators:
     For information on how to change processors by system administrators, refer to Changing Route steps in managing request data.
   • For Operational Administrators:
     If you want to change the processor, you can use Options.
     For details, refer to Setting Up Operational Administrative Privileges for Shared Categories.

If you set "route branching", you can change the approval route according to the value entered in the Request form.

1. Set the following items in the request form

   • Item Name: Superior Approved
   • Type: Radio buttons
   • Radio item: Required/unnecessary

2. Set the route branching for the fields that you set in step 1.

   In the above case, the approval route contains superior only if "required" is selected in the superior approval of the request form.
   For details on route branching, refer to Setting up route branching.

If you configure "Auto add to Scheduler", the contents of the approved request data can be added to the Scheduler automatically.
For details, refer to Auto add to Scheduler.