Example Settings of Request Workflows

You can set various workflows by setting Process Management in your app.
This section describes common examples of setting request workflows.

Workflow Which Includes Send Back and Reject

Below is an example workflow which includes "Send back" and "Reject".

Workflow: Request workflow including Send back and Reject

Statuses and list of processes:

  • Status
    Before request, Requesting, Send back, Reject, Approved
  • Process list
    Status Assignee Filter Action Next Status:
    Before request Created by Make request Requesting
    Requesting Approver Approve Approved
    Send back Sent back
    Reject Rejected
    Sent back Created by Request again Requesting
    Approver is specified in the User selection field which is placed in the form.

Process Management settings:

Request with Multiple Approvers

Below is an example when any or all of the managers approve an request.

Select one of the followings, when there are multiple managers (approvers).

  • Select one of the managers when making a request, and that manager approves the request.
  • All of the managers need to approve the request.
  • One of the managers needs to approve the request.

Workflow:
Request workflow with multiple approvers

Settings when multiple managers are grouped together as a role:

  1. Select "Manager" as an assignee.
    You can select a manager group as an assignee of the Process Management, by creating a group of managers (role) in the Users & System Administration. For details, see the "Managing Groups (or Roles)" page.
    Select Manager as an assignee
  2. Specify the way to approve requests.
    When there are multiple assignees, select an option from the followings.
    Multiple approvers
    • Select one of the managers when making a request ("User selects one assignee from the list to take action")
      Select an assignee from the list Select a user as an assignee, when performing an action with the previous status. Select an assignee from the list
    • All of the managers need to approve the request ("All assignees in the list must take action")
      All assignees Move to the next status, when all managers are specified as assignees and all of them perform an action.
      All assignees
    • One of the managers needs to approve the request ("One assignee in the list must take action")
      One of the Assignees Move to the next status, when all managers are specified as assignees and one of them performs an action.
      One of the Assignees

Request with Conditional Branching

Below is an example workflow with conditional branching.

Workflow:
Workflow with conditional branching

Statuses and list of processes:

  • Status
    Before request, Pending approval from a manager, Pending approval from a section chief, Approved
  • Process list
    Status Assignee Filter Action Next Status:
    Before request Created by Cost exceeds or equals to one million yen Make request Pending approval from a manager
    Cost falls below one million yen Make request Pending approval from a section chief
    Pending approval from a manager Manager Approve Approved
    Send back Before request
    Pending approval from a section chief Section chief Approve Approved
    Send back Before request

Branch Criteria settings: Process Management with conditional branching