Execute a Workflow

Modifications have been made to the 'Personnel Transfer Request Form' app, adding the following features:

• Starting Circulation
• Executing Circulation Process

Hint

If you have not made any modifications, please start from Create a Workflow App.

Now, let’s check the features in order.

Publishing the App

First, publish the app.

Starting Circulation

Attention

From here, re-login as the user who will make the application and proceed with the operation.

1. In the published apps screen, click the 'Workflow' button to open the workflow user’s screen.

2. Click the 'Create Circulation Document' menu to display a list of circulation documents.

3. From the list of circulation documents, click the edit button for 'Personnel Transfer Request Form' and enter values for each item on the opened 'Personnel Transfer Request Form' sheet.

Hint

At least enter the subject.

4. Click the 'Save' button.

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

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

Hint

Cell W3 is the ID of the Personnel Transfer Request Form data, i.e., the value of the ID column in the 'personneltransferrequestform_header' table.

Attention

For subsequent circulation execution/status operations, it is essential that the workflow number is entered in cell W4.

Executing Circulation Process

1. Click the 'Execute Circulation' button.
2. In the opened dialog, select 'Apply' from the dropdown and click 'Execute'.

Hint

The processes that can be executed will automatically change according to the circulation status, etc.

After executing 'Apply,' clicking the 'Execute Circulation' button again will change the dropdown to 'Pullback.'

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

Checking the Circulation Status

1. In the workflow user’s screen, click the 'Confirm Circulation Documents' menu to list the circulation documents for which the logged-in user is the person in charge.

2. Clicking the 'Circulation status' button for 'Personnel Transfer Request Form' from the list of circulation documents will display the circulation status confirmation dialog.

Because it was circulated with the 'Apply' process, the execution record is displayed.

It can also be confirmed that the current process has moved to the next user (the user who will perform the approval process, hereinafter referred to as the approval user).

Displaying the List of Circulation Data

Attention

From here, re-login as the approval user and proceed with the operation.

1. In the workflow user’s screen, click the 'Task' menu to list the circulation documents for which the logged-in user is the current processor.

2. Clicking the edit button for 'Personnel Transfer Request Form' from the list of circulation documents will open the 'Personnel Transfer Request Form' sheet with values already entered.

Attention

Please confirm that the workflow number is entered in cell W4.

3. Clicking the 'Execute Circulation' button will now display the list for approvers, so select 'Approve' and execute.

4. After execution is complete, checking the circulation status with the 'Circulation status' button will confirm that the approval has been correctly executed.