Basic usage (e.g., Personnel Transfer Request Form)

Modifications have been made to the 'Personnel Transfer Request Form' application to add the following features

• Starting circulation
• Performing circulation process
• Checking circulation status
• Displaying circulation data list

Hint

If you haven’t made any modifications, please start from Basic steps for circulation .

Now let’s check the functions in order.

Publishing the app

First, Publish the application.

In this case, please specify 'List of application forms' as the starting sheet.

Starting the circulation

Attention

From here, log in again as a user who will make the application, and perform operations.

1. Click on the published application to open the 'List of application forms' sheet.
2. Enter values for each item on the 'Personnel Transfer Request Form' sheet that opens by clicking the 'New' button.

Hint

At least enter the subject.

3.Click the "Save" button.

After the saving process, values are entered in the W3 and W4 cells of the 'Personnel Transfer Request Form' sheet.

The workflow number generated by starting the circulation is in cell W4.

Hint

The W3 cell contains the ID of 'Personnel Transfer Request Form' data, which is the value of the ID column in the 'personneltransferrequestform_header' table.

Attention

For subsequent execution of the circulation process/circulation status, it is required that the workflow number is entered in the W4 cell.

Execution of the circulation process

1. Click the 'Execute circulation' button.
2. Select 'Apply' from the dropdown in the opened dialog box and click 'Execute'.

Hint

The executable process automatically changes depending on the circulation status.

If you click the 'Execute circulation' button again after executing the 'Submit', the drop-down will change to 'Retract'.

3. When the message 'Executed' is displayed, the process is complete.

Checking the circulation status

1. Clicking the 'Circulation status' button displays the 'Circulation Status' dialog box.

Since the circulation was made with the 'Application' process, the execution record is displayed.

In addition, it can be confirmed that the current process has changed to the next user (the user who performs the approval process, hereafter referred to as the approval user).

Displaying the list of transfer data

Attention

From here, log in again as the approval user and operate.

1. Click on the 'Personnel Transfer Request Form' application that is available to the public.
2. Check the data that has already been applied for above and click the 'Detail' button.

3. The 'Personnel Transfer Request Form' sheet will open with the values entered.

Attention

Please make sure that the workflow number is entered in the W4 cell.

4. Click the "Execute circulation" button, this time the list for approvers is displayed, select 'Approve' and execute.

5. After the execution is completed, you can confirm that the approval has been executed correctly by checking the circulation status using the 'Circulation Status' button.