Request Submission

You can use a request form created by your system administrator to create a request data.
Request forms have preconfigured required information for making requests, such as input fields and the request route.
Select a request form that is appropriate for the purpose of the request.

Steps:
  1. Click the app icon in the header.

  2. Click "Workflow".

  3. Click the item to request on the "Workflow (Recent)" screen.

    Image of a request action link

  4. On the screen to create requests (for selecting request forms), select a category and then select the request form.

    Image of selecting a request form

  5. On the screen to create requests (for entering contents), set the required items and click the item to set the route.

    Depending on the request form, the items displayed are different.
    If you want the processor to process the request faster, set it as urgent in the "Priority" field.
    Fields with an asterisk "*" must be entered.
    For fields with a hash mark "#", only single-byte numbers are allowed.
    For some fields, you can attach files. For details, see Attaching Files.
    When you click the item to save the request as draft, the request data is saved in the "Drafts" folder of the applicant.
    Screen to set request details

  6. On the screen for creating a request (for setting up routes), set the processors for each route step, and then click "Confirm".

    Depending on your system administrator settings, you may not be able to change the default processors.
    If no users are available as processors, set "(Omitted)".
    Note that the processor of the final route step in the approval route cannot be omitted.
    Also, you cannot set all the processors of a route step to be omitted.
    Screen to set request route

  7. On the screen to create a request (confirmation), confirm the request details and click the item to commit the request.

    Screen to confirm the request details

    The submitted request data will be saved in the "Sent items" folder and the notification will be sent to the first processor.
    Send list screen

Reusing and Submitting Requests

You can reuse the contents of a request data that you have submitted to create a new request data.
You can also reuse request data that have been cancelled or rejected.

Steps:
  1. Click the app icon in the header.

  2. Click "Workflow".

  3. On the "Workflow (Recent)" screen, select the sent items folder and click the subject of the request data you want to reuse.

  4. On the request details screen, click the item to reuse and request.

    Image of a reuse and request action link

  5. On the screen to create requests (for entering contents), modify the request details and click the item to set the route.

  6. On the screen for creating a request (for setting up routes), change the processor as required, and then click "Confirm".

  7. On the screen to create a request (confirmation), confirm the details and click the item to commit the request.