Workflow Settings Flow
The settings required for users to use workflow are performed in the following order
Steps:
Perform general Workflow settings.
Configures basic workflow functions.
For details, refer to General Settings for workflow.
For details, refer to General Settings for workflow.
Set the category.
Sets the category for which you want to categorize the request form for workflow.
For details, refer to Setting Categories.
For details, refer to Setting Categories.
Set permissions for categories.
You can limit which users can use the request form for each category.
For details, refer to Setting Up Access Permissions for Categories.
For details, refer to Setting Up Access Permissions for Categories.
Set up a shared route.
Set up shared routes to be used in workflow, based on the current approvals and other procedures.
For details, refer to Setting up shared routes.
If each form has a different route, you can set a dedicated route when you create a request form.
For details, refer to Setting up shared routes.
If each form has a different route, you can set a dedicated route when you create a request form.
Set up a request form.
You can set up a request form for users to request.
For details, refer to the following page:
Setting up Request Forms
Setting up an item in a request form
Setting up Route Information
For details, refer to the following page:
Setting up Request Forms
Setting up an item in a request form
Setting up Route Information
Make the request form public to the users.
For details, refer to Enabling Request Forms.