Video: Tips for Workflow
Short videos on this page introduce how to set up Workflow and provide tips that enable you to use Workflow more effectively. (Videos are available only in Japanese.)
How to Register Workflow Requests Automatically into Scheduler
(Duration: 2 min 16 sec)
Making Workflow Request Data Public
(Duration: 4 min 14 sec)
How to Set up Workflows
This section provides videos to describe the detailed information required for setting up the workflows in Garoon for the administrators who are new to the workflow feature. (Videos are available only in Japanese.)
| Target audience of the videos | System administrators who are currently using other applications such as Scheduler, and considering newly adopt the workflows |
| Prerequisite | Job titles for the approvers have already been configured (such as "division managers" and "department managers") |
| Video contents | Six videos are included. For those who want to start from the overview, watch "Introduction" and "For Beginners".In "For Intermediate Users", advanced settings are described such as the configuration of access permissions. |
1. Introduction
You can learn what you can achieve with workflows in Garoon and the use cases set in this video.
(Duration: 7 min 11 sec)
2. For Beginners (1): Creating Request Forms
You can create a workflow of a request form referencing a paper form format of a simple approval request.
(Duration: 6 min 31 sec)
3. For Beginners (2): Creating Approval Routes
You can set up approval routes for the division manager and the department manager to the request form you created. Furthermore, you can configure the request form to take another approval route when the requested amount exceeds a certain threshold.
(Duration: 8 min 39 sec)
4. For Intermediate Users (1): Categories, Access Permissions, Settings to Make Request Data Public, and Setting Up Superiors
You can learn the advanced settings such as categorizing request forms as well as configuring access permissions.
(Duration: 12 min 11 sec)
5. For Intermediate Users (2): General Settings
You can configure the common settings in "General setting" screen. Possible configurations include "allowing applicants to reroute the approval routes" and "allowing the approvers to send back requests". You can check the procedures when you need to change the default settings.
(Duration: 7 min 57 sec)
6. For Requests and Approvals
You can try the request and approval procedure on the Garoon workflow using the request form created.
(Duration: 3 min 58 sec)