Newly Start using replicated data of the past issues is more efficient in the cases such as, report or request with similar information input on a regular basis, or, orders report with the customer attribute information update. By using [Start a new Process with these data] which is indicated on the detail screen of the completed issue of the past, you can register (newly Start) a new issue which data have already been replicated.
1. Use Example of "Reusing Start"
- 1. Repeating
- Doing Expense Report (or Leave Request) which is very similar to what has been filed in the past.
- 2. Redoing (substitution)
- Removing projects in progress after having replicated data, because errors have been found in the application contents.
- 3. Redoing (retry)
- Retrying with the same data because an error came out in external system connection or email transmission.
- 4. Using the know-how (selection)
- Reporting the event of a failure, with brushed up Failure Report Statements of the same type failure that has happened in the past.
- 5. Using the know-how (standardizing)
- Brushing up the customer notification statement at the time of delivery through practical work.
2. Displaying the Past Data
- a. Displaying the Issues which User-self has been concerned with
- Click on the [ui_word]Detail[/ui_word] button on the Issue in the Started Issues List or Handled Issues History List.
- b. Displaying the Issues which the User have Data Viewer Authorization
- Click on the [ui_word]Detail[/ui_word] button on the Issue that shown as the search result of in period or keywords.
- [ui_word]Data Viewer Authorization[/ui_word] is required to display the List and the [ui_word]Detail[/ui_word] button.
- The Issues that you were concerned with will be displayed, even though you do not have [ui_word]Data Viewer Authorization[/ui_word] on the Business Process Issue. (In the Issue's Detail screen, you can view data at a level that you could view when handling it.)
- Issues that you didn't undertake eventually will not be displayed even though they have been displayed during [ui_word]Waiting to be Undertaken[/ui_word].
3. Copying Issue Data
- 1. Start a New Process Using These Data
- Click on the [ui_word]Start a New Process Using These Data[/ui_word] button, to create a new Issue which each data have copied (replicated).
- If you are not in position to flow a new Issue to Workflow (Business Process, the button is not click-able.)
- If there is more than one Starting point on the workflow, specify the Starting point (the First Task) before copying.
- Replication range will be different depending on the data viewing level of who replicates.
- Replication range will be different depending on the input screen (Items that are available).
- Discussion type data is not the object of copying.
4. Editing and Flowing
- 1. Correcting if Necessary
- Edit the copied data as necessary, and register it as a new Issue.
- String of "(copy)" will be automatically given to the [ui_word]title[/ui_word].
- "Initial Value" that are set to Data items by the Business Process Definition will be overwritten by data assignment. (However, the Initial Value will not be overwritten when the copy source is "you cannot view", "state of blank" (null state).)
- 2017-11-27 (Year-end-adjustment): Episode 563: Year-end adjustment in the National Tax Agency PDF
- 2017-10-16 (Credit Card Charging - Recursive call-Full automation): Episode 557: Fully Automatic Billing Flow that Communicates with Various APIs
- 2017-10-10 (Credit Card Charging - Recursive call): Episode 556: Stripe API for End-of-Month Billing Flow
- 2017-10-02 (Credit Card Charging): Episode 555: Web Reception, But No Card Information (2)
- 2016-11-14 (Dependent exemptions / Insurance premium deduction): Episode 509: Submit Year-end Adjustment Document through Cloud-based Workflow
- 2016-10-17 (Lesson Fee Credit Charge): Episode 505: "Settlement by Credit", Even for Private Lessons
- 2016-02-08 (Employee Information Acceptance): Episode 469: Address Change Notice (w/Auto-updating of Employee Master Data)
- 2015-11-30 (Year End Adjustment): Automate Complicated Calculation for "Insurance Premium Deduction" at Year-end Adjustment!
- 2015-11-24 (Year End Adjustment): Should A Year-end Adjustment Form Include Individual Number?
- 2015-11-09 (General Work Request): Chain of Request is what Workflow is for (Product Tryout with Simple Requests)
- 2015-01-26: Let the Expense Claim Go Online Completely!
- 2015-01-19: "Scan & Save" the Receipts
- 2014-06-30: Orders-Deliveries-Payment, Visualizing the Progress
- 2014-06-23: Update Order Management Process of Annual Service Agreement
- 2014-06-02: Trick for Eliminating Fluctuation from Client's Name