Designing Process Management

Process Management settings can be complicated.
By understanding the workflow and designing the Process Management before setting the Process Management in kintone, you can configure the process smoothly.
Note down or use PowerPoint or Excel, to visualize the workflow of your business.

For example, visualize the request-to-approval flow like the following. Example workflow

Workflow

Show the statuses, assignees, and actions in workflow diagrams.
Elements in the diagram Example: Status = Circle, Assignee = Rectangle, Action = Arrow

  1. Specify the initial status.
    Make the initial assignee empty. Or you can assign the "Created by" for the assignee.
    Initial status Example: Status = Before request, Assignee = Created by

  2. Specify the next status and the next assignee.
    Specify a button name (action) to use to move to that status. Next status Example: Action = Make request, Next status = Requesting, Next assignee = Approver

  3. Specify the last (completed) status.
    You do not need to specify an assignee for this status.
    Specify a button name (action) to use to move to that status. Example workflow Example: Action = Approve, Next status = Approved
    Now, the workflow is completed.

Process Details

Details of the Process Management should be set for each status.
List the statuses shown in the workflow, and make a list of assignees, filters, actions, and next statuses for each status.

  1. Completed workflow Example workflow

  2. Statuses and list of processes

    • Status
      Before request, Requesting, Approved
    • Process list
      Status Assignee Filter Action Next Status:
      Before request Created by Make request Requesting
      Requesting Approver Approve Approved
      The last status (completed status) has no assignee and action. Therefore, you do not need to specify them in the list.

Now, you are ready to set the Process Management.