Example Settings of Request Workflows

Article Number:040574

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 Condition Action Next status
    Before Applying Created by Apply Applying
    Applying 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: Status Settings Process Flow Settings

Request with Multiple Approvers

Below is an example when any or all of the managers approve an request.
Creating a manager group (role) in Users & System Administration, you can set the manager group as a process management assignee. For details, refer to Managing Groups (or Roles).

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.
    Click the Select users from departments or groups icon to the right of the search box, open the Groups tab on the Select Users dialog, and then select "Manager". Selecting "Manager" as an assignee Selecting "Manager" as an assignee
  2. Specify the way to approve requests.
    When there are multiple assignees, select an option from the followings.
    When there are multiple assignees
    • Select one of the managers when making a request ("User selects one assignee from the list to take action")
      Selecting an assignee from users Select a user as an assignee, when performing an action with the previous status. Selecting an assignee from users
    • All of the managers need to approve the request ("All assignees in the list must take action")
      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.
      All assignees in the list must take action
    • One of the managers needs to approve the request ("One assignee in the list must take action")
      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.
      One assignee in the list must take action

Request with Conditional Branching

Below is an example workflow with conditional branching.

Workflow:
Request workflow with conditional branch

Statuses and list of processes:

  • Status
    Before request, Pending approval from a manager, Pending approval from a section chief, Approved
  • Process list
    Status Assignee Condition Action Next status
    Before Applying 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 branch