Register circulation targets

Register information about data that will be circulated in the workflow.

This can be done in the 'Register circulation target' dialog box that opens when you click on the 'Register circulation target' button.

Register a new circulation target

1. Click the "Register" button in the 'Register circulation target' dialog.

2. Enter the 'Circulation data name'. Enter a name that is easy to recognize the data to be circulated. (e.g., 'Personnel Transfer Request Form')

3. Click on the edit button next to the table item to specify the table that contains the data to be circulated.

Note

The specified table must correspond to one circulation data (e.g., one application) per row of data.

4. Click on the edit button next to the sheet item to select the sheet that displays the table data in 3.

Tip

The sheet name specified here can be retrieved with the 'Acquire circulated data list' action.

Using this name and the 'Open Sheet' action, a screen transition can be achieved.

5. Click the "OK" button in the 'Specify circulation data information' dialog box.
6. Perform Assign circulation routes to circulation targets

Assign circulation routes to circulation targets

Set the circulation route for the specified circulation data.

1. Click on the 'Assign circulation route' button of the data line to which you wish to assign a route.

2. Click the Edit button in the 'Circulation route asignment settings' dialog that opens, and select a route to assign from the registered routes.

   The circulation route specified here becomes the default route for this circulation data.

See also

Please refer to Register a circulation route for information on how to register a circulation route.

3. Click the 'OK' button in the 'Circulation route asignment settings' dialog.

Assigning multiple circulation routes

It is also possible to assign multiple circulation routes to one circulation data.

In this case, it is necessary to specify the appropriate conditions for each route (not required for the default route).

This makes it possible to change the circulation route according to the amount of the circulation data.

１.Click the 'Add' button in the 'Circulation route asignment settings' dialog.

2. Click the Edit button on the added line and specify a 'circulation route' and 'conditions'. If the specified conditions are met, the route will be used.

The conditions are evaluated in order from the top.

For example, if the default route, conditional route 1, and conditional route 2 are set in that order,

the conditions of conditional route 1 are evaluated first, followed by those of conditional route 2, and finally the default route is used if none of the conditions are met.

The order of route settings can be changed using the arrow button.

The conditions are specified using the data in the table registered in Register a new circulation target Specify using the data in the table registered in (The following is a case where the 'personneltransferrequestform_header' table was registered)

Deleting a circulation route

Click the X button on the route you wish to delete, delete the line, and then click the 'OK' button in the 'Circulation route asignment settings' dialog box.

Edit the circulation target.

1. In the 'Register circulation target' dialog, click the Edit button for the row you wish to edit.

2. Edit in the 'Specify circulation data information' dialog that opens.

Delete the circulation target

1. In the 'Register circulation target' dialog, click the Delete button for the row you wish to delete.

2. When the confirmation message appears, click "OK".