How to set up an approval route

This section explains how to set up approval routes.

Normally, approval routes are registered when creating an application form, but "SmartFlow" also allows you to register pre-defined approval routes.

However, "SmartFlow" also allows you to register predetermined approval routes. By registering frequently used approval routes, you can save time when creating application forms.

You can also save the approval routes when creating an application form.

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1.Open the "Approval routes" page.

2.Add an approval route.

3.Set the applicant.

4.Configure the approver.

5.Add an approval route.

6.Configure the approver.

1. Click an approval route.

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2. Click the plus sign.

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3. Configure the applicant settings.

3-1. Enter the approval route name and click "Next".

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3-2. Click "Next".

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3-3. You can set the applicant to all users or select a custom applicant.
　　After setting the applicants, click the "Register" button.

4. Configure the approval route.
4-1. Add an approver and edit the step name.

　　　You can change the step name to make it easier to identify the approval step.

　　　The step name will be displayed in the "Approval Stamp" field when the PDF file is exported.

4-2.

Configure the approver settings.
　　Search for users in the search window.
　　The step name will be displayed in the approval stamp field when the PDF file is exported.

　　Select the search result displayed in the pull-down menu.

4-3. After selecting a user, the "Register" button will become active, and click the "Register" button.

4-4. The screen after setting the approval route.

5. Adding an approval route
　Add the approval route as in the previous step.

6. publish the approval route

6-1.

Click "Publish
　　Be sure to click the "Publish" button.

　　Click the "Publish" button.

　　If you change your mind, the registered information will be applied from the application form you submitted after it was published.

　　Please note that your registration details will not be applied to applications submitted before the application is published.

Configure the approval route (in the administration screen).

How to set up an approval route