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  • Video: Tips for Basic System
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  • Scheduling Service
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  • Using the Command Line

Specifications

  • Specifications for Search
  • Time Zone
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  • CSV File Format
  • Feature and Application Default Value List
  • List of Maximum Number of Input Characters
Application
Workflow
  • Video: Tips for Workflow
    • How to Set up Workflows
      • 1. Introduction
      • 2. For Beginners (1): Creating Request Forms
      • 3. For Beginners (2): Creating Approval Routes
      • 4. For Intermediate Users (1): Categories, Access Permissions, Settings to Make Request Data Public, and Setting Up Superiors
      • 5. For Intermediate Users (2): General Settings
      • 6. For Requests and Approvals
    • How to Register Workflow Requests Automatically into Scheduler
    • Making Workflow Request Data Public
  • The first thing to check in the workflow
    • Workflow characteristics
      • Image of Processing Requests
      • Workflow Terminology
    • Workflow Settings Flow
    • General Workflow Settings
      • Setting up Annual Changeover of Request/Approval Numbers
      • Allowing Sent Back
      • Allowing Applicants to Change Routes
      • Allowing Operational Administrators to Change Routes
      • Allow System Administrator to Reroute
      • Allowing to Use Pending Approval
      • Allowing Proxy Requests
      • Allowing Proxy Approval
      • Allowing Users to Set Proxy
      • Allowing Users to Use E-mail Notifications
      • Setting Character Encoding for Automatic Export
      • Allowing Customizations Using JavaScript and CSS
    • Setting up Proxies
  • Managing Categories
    • Setting Categories
      • Adding Categories
      • Changing Categories
      • Moving Categories
      • Reordering Subcategories
      • Deleting Categories
    • Setting Up Access Permissions for Categories
      • Setting User Rights
      • Deleting User Rights
        • Selecting and Deleting User Rights
        • Deleting All User Rights
    • Settings to Make Request Data Public
      • Setting Visibilities
      • Deleting Visibilities
        • Selecting and Deleting Visibilities
        • Deleting All Visibilities
    • Setting Up Operational Administrative Privileges for Shared 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 and dedicated routes
    • Adding a shared route
    • Changing the shared route
      • Changing Notes for Administrators
      • Changing Route Information
    • Approval Route Settings (Shared Route)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • 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
    • Acknowledgement Route Settings (Shared Routes)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • 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 separators
      • Deleting Shared Routes One by One
      • Delete Multiple Shared Routes and Dividers
    • Settings in Shared Routes List
      • Adding Dividers to Shared Route List
      • Reordering Shared Routes List
      • Referencing a Request Form Using a Shared Route
  • Setting up Request Forms
    • Flow for Creating Request Forms
    • Adding Request Forms
    • Copying Request Forms
    • Changing Request Forms
      • Changing Notes 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 Separator Lines
      • 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 Dividers 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
      • Checkbox
      • Number
      • Auto Calculation
      • Date
      • Attachment
      • Route Navigation
    • 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 the Request Form
    • Setting Access Permissions for Items
    • Previewing Request Forms
    • Auto add to Scheduler
  • Setting up Route Information
    • Applying a shared route
    • Setting up Dedicated Routes
    • Changing Dedicated Routes
      • Changing Notes for Administrators
      • Changing Route Information
    • Approval Route Settings (Dedicated Routes)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • 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
    • Acknowledgement Route Settings (Dedicated Routes)
      • Adding Route Steps
      • Setting Default Values for Route Steps
        • Adding Default Values
        • Setting Default Superior
        • Setting Default Value to "(omitted)"
        • Allowing Applicants to Change Default Values
        • 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
    • Shared private route
    • Route Preview
    • Referencing a request form using a private route
  • Setting up Route branching
    • Setting up Route branching information
      • Deleting Route Branching Information
    • Setting route branching conditions
      • Adding Route Branching Conditions
      • Changing Route Branching Conditions
      • Reorder Route Branching Conditions
      • Deleting Route Branching Conditions
        • Deleting Route Branching Conditions One by One
        • Deleting Multiple Route Branching Conditions in Bulk
  • Managing Request Data
    • View Request data
    • Print request data
    • Changing Route steps
      • Checking the Route Change History
    • Delete request data
      • Deleting Request Data One by One
      • Deleting Multiple Request Data in Bulk
      • Delete All Data from the 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
      • Importing Data from an XML File
      • Exporting Data to an XML File
    • Managing Request Forms Using XML Files
      • Importing Data from an XML File
      • Exporting Data to an XML File
    • Exporting Request Data to a CSV File
    • Exporting Request Data to a CSV File Automatically
Machine-Translations Disclaimer
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  • Administrator
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  • Workflow
  • Managing Data Using Files

Managing Data Using Files

This section describes the types of files available for managing data for request forms or requests, as well as the procedures to export and import data.

References
  • Notes on Creating a CSV File
  • CSV File Format for Workflows
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