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Application
Workflow
  • The First Thing to Check on Workflows
    • Workflow Characteristics
      • Image of Processing a Request
      • Workflow Terminology
    • Workflow Settings Flow
    • General Workflow Settings
      • Setting up Yearly Changeover of Request and Approval Numbers
      • Allowing Send Back
      • Allowing the Applicant to Change the Route
      • Allowing Operational Administrators to Reroute
      • Allowing System Administrator to Reroute
      • Allowing the Applicant to Use the Approval Appointment
      • Allowing Proxy Requests
      • Allowing Proxy Approval
      • Allowing Users to Set Proxy
      • Allowing Users to Use E-mail Notifications
      • Setting character encoding for automatic export
      • Allow JavaScript and CSS customization
    • Setting up Proxies
  • Managing Categories
    • Setting Categories
      • Adding Categories
      • Changing Categories
      • Moving Categories
      • Reordering Subcategories
      • Deleting Categories
    • Setting Access Permissions for Categories
      • Setting Access Permissions
      • Deleting Access Permissions
        • Selecting and Deleting Access Permissions
        • Deleting all Access Permissions
    • Settings to Make Request Data Public
      • Setting Visibilities
      • Deleting Visibilities
        • Selecting and Deleting Visibilities
        • Delete all Visibilities
    • Setting Operational Administrative Privileges for Categories
      • Adding Operational Administrative Privileges
      • Deleting Operational Administrative Privileges
        • Selecting and Deleting Operational Administrative Privileges
        • Deleting All Operational Administrative Privileges
  • Setting up Shared Routes
    • Differences between Shared Routes and Dedicated routes
    • Adding Shared Routes
    • Changing Shared Routes
      • Changing Memo for Administrators
      • Changing Route Information
    • Setting up Approval Routes (Shared Routes)
      • Adding Route Steps
      • Setting the Default Value for Route Steps
        • Adding Default Values
        • Setting Superior to Default Value
        • Set the Default Value to "(Omitted)"
        • Allow the Applicant to Change the Default Value
        • Selecting and deleting default values
        • Deleting all default values
      • Changing Route steps
      • Reordering Route steps
      • Deleting route steps
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Setting up Acknowledgement Routes (Shared Routes)
      • Adding route steps
      • Setting the default value for route steps
        • Adding default values
        • Setting default Superior
        • Setting the Default Value to "(Omitted)"
        • Allowing the Applicant to Change the Default Value
        • Selecting and Deleting Default Values
        • Deleting All Default Values
      • Changing Route Steps
      • Reorder Route Steps
      • Deleting Route Steps
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Deleting Shared Routes and Dividers
      • Deleting Shared Routes One by One
      • Deleting Multiple Shared Routes and Dividers in Bulk
    • Settings in Shared Routes List
      • Adding Dividers to Shared Route List
      • Reordering Shared Route List
      • Referencing a Request Form Using a Shared Route
  • Setting up Request Forms
    • Flow for Creating Request Forms
    • Adding Request Forms
    • Copying Request Forms
    • Modifying Request Forms
      • Changing Memo for Administrators
      • Changing Request Form Information
      • Changing Request Form Icons
    • Request & Approval Numbering
      • Request & Approval Number Format
      • Initializing Request Numbers
      • Initializing Approval Numbers
    • Moving Request Forms
    • Deleting Request Forms and Dividers
      • Deleting Request Forms One by One
      • Deleting Multiple Request Forms and Dividers in Bulk
      • Deleting All Request Forms and Dividers in a Category
    • Setting up Request Form Lists
      • Adding a Divider to Request Form List
      • Reordering Request Forms
    • Enabling Request Forms
      • Disabling Request Forms
  • Setting up Items in Request Forms
    • Adding Items
    • Item Types
      • String (One Line)
      • String (Multiple Lines)
      • Menu
      • Radio Button
      • Check box
      • Number
      • Auto Calculation
      • Date
      • File Attachment
      • Route Navigation Connector
    • Copying Items
    • Adding Empty Lines
    • Changing Items
    • Reordering Items and Empty Lines
    • Deleting Items and Empty Lines
      • Deleting Items One by One
      • Deleting Multiple Items and Empty Lines in Bulk
      • Deleting All Items and Empty Lines in a Request Form
    • Setting Access Permissions for Items
    • Previewing Request Forms
    • Auto Add to Scheduler
  • Setting up Route Information
    • Applying Shared Routes
    • Setting up Dedicated Routes
    • Changing Dedicated Routes
      • Changing Memo for Administrators
      • Changing Route Information
    • Setting up Approval Routes (Dedicated Routes)
      • Adding a Route Step
      • Setting the Default Value for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting the Default Value to "(Omitted)"
        • Allowing the Applicant to Change the Default Value
        • Selecting and Deleting Default Values
        • Deleting All Default Values
      • Changing Route steps
      • Reorder Route Steps
      • Deleting a Route Step
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Setting up Acknowledgement Routes (Dedicated Routes)
      • Adding Route Steps
      • Setting up an Initial Value for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting the Default Value to "(Omitted)"
        • Allow the Applicant to Change the Default Value
        • Selecting and Deleting Default Values
        • Deleting All Default Values
      • Changing Route Steps
      • Reordering Route Steps
      • Deleting Route Steps
        • Deleting Route Steps One by One
        • Deleting Multiple Route Steps in Bulk
    • Sharing Dedicated Routes
    • Route Preview
    • Referencing a Request Form Using a Dedicated Route
  • Setting up Route Branching
    • Setting up Route Branching Information
      • Deleting Route Branching Information
    • Setting up Route Branching Conditions
      • Adding Route Branching Conditions
      • Changing Route Branching Conditions
      • Reordering Route Branching Conditions
      • Deleting Route Branching Conditions
        • Deleting Route Branching Conditions One by One
        • Deleting Multiple Route Branching Conditions Together
  • Managing Request Data
    • View Request Data
    • Printing Request Data
    • Changing Route Steps
      • Checking on the Route Change History
    • Deleting request Data
      • Deleting Request Data Items One by One
      • Deleting Multiple Request Data Items in Bulk
      • Deleting All Data in a Request Form
  • Managing Data Using Files
    • Managing Workflows Using CSV Files
      • Importing Data from a CSV File
      • Exporting Data to a CSV File
    • Managing Shared Routes Using XML Files
      • Import Data from a XML File
      • Exporting Data to a XML File
    • Managing Request Forms Using XML Files
      • Import Data from a XML File
      • Exporting Data to a XML File
    • Exporting Request Data to a CSV File
    • Automatically exporting request data to a CSV file
Machine-Translations Disclaimer
  • Top
  • Administrator
  • Application
  • Workflow
  • The First Thing to Check on Workflows

The First Thing to Check on Workflows

Before you begin, be aware of the workflow process images and the flow of preparation.
The actual work can be done smoothly.

References
  • Workflow characteristics
  • Workflow Settings Flow
  • General Workflow Settings
  • Process for creating a request form
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