TIPS: Useful Settings When Used with Process Management

It is more effective to combine other settings made for the app, when setting the Process Management.

This section shows the settings of views, notifications, and access permissions, which are useful for the following workflow.

Setting Views

If you want to check whether your requests have been approved, create a view to display your requests.
Filter the view by using a condition of whether the "Created By" is a logged-in user. For details on specifying conditions to filter views, see the "Configuring Views" page.

You can configure your app to first display the view of your requests.
By sorting views to move the view of your requests at the top, that view is displayed first.

Setting Notifications

If you enable the Process Management, you are automatically notified when you become the assignee.
You will not be notified when your request is approved so if you want to receive such notice, you need to set the Per Record Notifications. For details on the Per Record Notifications, see the "Sending Notifications to Be Sent When Records Meet a Certain Condition" page.

How to Notify Users of Tasks

When a request or a task assigned to you is registered, a notification is sent to kintone.
You can also receive the notification by e-mail. For details, see the "Setting E-Mail Notifications" page.

The number of "Assigned to Me" records is displayed for each apps in the kintone Portal (top page).
Since you can always check the tasks assigned to you, you can avoid over looking your tasks.

By clicking the Assigned to Me app, records assigned to you are displayed.

Setting Access Permissions

You can set access permissions according to the statuses of records.
You can disable changing or deleting "Approved" records. You can also hide "Requesting" records to users other than requestors and approvers.

Disabling Users to Change or Delete "Approved" Records

When setting record access permissions, specify only the "View" permission to "Everyone" if the status is "Approved".

Hiding "Requesting" Records to Users Other Than Requestors and Approvers

When setting record access permissions, allow all actions for requestors and approvers, and prohibit all actions for "Everyone".