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:

Statuses and list of processes:

• Status
  Before request, Requesting, Send back, Reject, Approved
• Process list

  Status	Assignee	Conditions	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:

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.
   
2. Specify the way to approve requests.
   When there are multiple assignees, select an option from the followings.
   
   • Select one of the managers when making a request ("User selects one assignee from the list to take action")
     Select a user as an assignee, when performing an action with the previous status.
   • All of the managers need to approve the request ("All assignees in the list must take action")
     Move to the next status, when all managers are specified as assignees and all of them perform an action.
     
   • One of the managers needs to approve the request ("One assignee in the list must take action")
     Move to the next status, when all managers are specified as assignees and one of them performs an action.
     

Request with Conditional Branching

Below is an example workflow with conditional branching.

Workflow:

Statuses and list of processes:

• Status
  Before request, Pending approval from a manager, Pending approval from a section chief, Approved
• Process list

  Status	Assignee	Conditions	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: