Register Circulation Target

Register information for data to be circulated in the workflow.

Registration of circulation targets is done in the 'Circulation targets management' tab of the workflow management screen.

Register a New Circulation Target

1. Click the '+Add' button in the 'Circulation targets management' tab.

2. Enter the 'Circulation data name'. Choose a name that clearly identifies the data to be circulated. (e.g., Personnel Change Application Form)

3. Click the edit button next to the table item to specify the table where the data to be circulated is stored.

Note

The specified table must correspond to one line of data representing one circulation data (e.g., one application form in the above example).

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

Tip

The sheet name specified here can be obtained with the 'Acquire circulation data list' action.

Screen transition can be achieved by using this name with the 'Show sheet' action.

For details about the 'Detailed history settings' button, please refer to Set Up Circulation History.

5. Set the cell locations for the workflow number and the circulation data number on the selected sheet.

Tip

A workflow number is issued when circulation begins.

The circulation data number is an identifier for the table data corresponding to the workflow number in circulation.

For setting the workflow number and circulation data number in the sheet, please refer to Create a Workflow App.

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

Assign Circulation Routes to the Circulation Target

Set the circulation route for the specified circulation data.

1. Click the 'Circulation Route Assignment Settings' button in the 'Specify circulation data information' dialog.

2. In the opened 'Circulation route assignment settings' dialog, click the edit button and select the route to assign from the registered circulation routes.

   The circulation route specified here will become the default route for this circulation data.

See also

For registration of circulation routes, please refer to Register Circulation Routes.

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

In the Case of Assigning Multiple Circulation Routes

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

In this case, you must specify application conditions for each route. (Not necessary for the default route)

This allows you to change the circulation route based on the amount of the circulation data.

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

2. Click the edit button in the added row and specify the 'Circulation route' and 'Condition'. This circulation route will be used if the specified condition is met.

Conditions are evaluated in order from the top.

For example, if they are set in order from the top as the default route, conditional route 1, and conditional route 2,

The condition for conditional route 1 is evaluated first; if it does not match, then the condition for conditional route 2 is evaluated; if that also does not match, the default route will be used.

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

Conditions are specified using the data from the table registered in Register a New Circulation Target . (The following is in case the 'personneltransferrequestform_header' table was registered)

If Deleting a Circulation Route

Click the 'X' button of the circulation route you want to delete, remove the row, and then click the 'OK' button in the 'Circulation route assignment settings' dialog.

Edit Circulation Target

1. In the 'Circulation targets management' tab, click the edit button for the row you want to edit.

2. Edit in the opened 'Specify circulation data information' dialog.

Delete Circulation Target

1. In the 'Circulation targets management' tab, click the delete button for the row you want to remove.

2. Click 'OK' when the deletion confirmation message appears.