Flow for Creating Request Forms

Before you start creating request forms, you can write down the information below to work with them smoothly.

  • What is the request form for the approval process?
  • What are the required items for the request form?
  • Who must be approved or who can be a user?
  • What kind of process flow is best

If you have already prepared the above details, start from STEP5.

Steps:
The patterns of requests will be identified and organized.
Image when identifying patterns of requests
Determine the patterns you want to create and identify the required items in the request form.
Images that identify required items in a request form
Image the order of items.
Voila image
Image the process flow of who will be assigned to the approver and the sender.
Image of Process Flow
Add a request form and set basic information.

Set the request Form name and request form code.
For details, refer to Adding Request Forms.
You can also change the icon of a request form, or assign a number to the request data.
For details, refer to the following page:
Changing Request Form Icons
Request & Approval Numbering

Image with Request form information

Set up the fields in the request form.

For details, see Setting up Items in Request Forms.

Image with an item set

Confirm the request form.

For details, see Previewing Request Forms.

Images confirming the Request form

Take notes of the request form and its work history.
For details, see Changing Notes for Administrators.
Set up a request route.

For details, see Setting up Route Information.
If necessary, some route steps in the configured route can be omitted to branch the route.
For details, refer to Setting up route branching.

Image that has the request route set

Confirm the request route view.

For details, refer to route preview.

Images confirming the request route

Take notes of the application route and its work history.
For details, see the following page, depending on the type of route that you have set
Shared route: Changing Notes for Administrators
Dedicated route: Changing Notes for Administrators
Publish the request form to the user.
For details, see Enabling Request Forms.
The request form is available to users.