## Overview By using the "「Process」" function, you can realize the approval workflow function used for approval applications. You can set buttons for process management, input validation, conditions for each status, access control for button display, automatic numbering, and notifications when buttons are pressed. For specific usage, please refer to the following. [FAQ: Using the process function to create workflows (approval processes) such as approval requests](https://pleasanter.org/manual/faq-process-workflow) ## Limitations 1. When "Allow Bulk Processing" is checked on, batch processing is not available if any "「Input Validation」" other than "「Input Required」" is specified. 1. When the execution type is set to "Create or Update Button", "Input validation" does not function. 1. When a script is set for OnClick, "Save" and "Postback" in "Action Type" do not function. ## Setting Procedure  With the table open, click "Manage" > "[Manage Table](/en/manual/table-management)" from the navigation menu. *This is not displayed for users without "Site Administration Permission".  Click the Process tab from Manage Table to open it. ## Setting Content Click the Create New button to set the process. ### Common Settings / General Tab  |Column name|Description| |:---|:---| |Name|Set optional process name. | |Name Displayed|Set the name to be displayed on the button added by the process function. | |Screen Type|Set the screen to display the button added by the process function. *1| |Current Status|Set the status to be managed by the process. *2| |Status After Change|Set the status to be updated after the process processing. *2| |Tooltip|Set the tooltip to be displayed on the button added by the process function. | |Confirmation Message|Set the message to be displayed when the button added by the process function is clicked. | |Success Message|Set the message to be displayed after the process processing. *3| |OnClick|Set the script to be executed when the button added by the process function is clicked. *4| |Execution Type|Set the method to execute the process function. *5| |Action Type|Set the action type of the button added by the process function. *6| |Allow Bulk Processing|Set to select and execute the button added to the process function on the list screen.| *1: This setting is valid when the action type is "Added Button". Select "Create New" or "Edit". (Default: Edit) *2: The button will be displayed according to the status. Also, by specifying *, the button will be displayed in all statuses. *3: You can dynamically set messages by specifying the column name in square brackets ([]). ```Application completed. Application amount: [Amount]``` *4: When a script is set for OnClick the "Action Type" "Save" and "Postback" will not work. *5: Select from "Added Button" and "Create or Update". (Default: Added Button) #### Execution Type |Option|Description| |:---|:---| |Added Button|Execute from the button added with the process function. | |Create or Update|Execute from the standard create/update button. In this case, a button from the process function will not be added. | *6: This setting is valid when the action type is "Added Button". Select from "Save", "Postback", or "None". (Default: Save) #### Action Type |Option|Description| |:---|:---| |Save|Select if you want to perform an update process. | |Postback|Select this if you want to process on the server side without updating. Example: Run only "「Server Script」" when you press a button, etc. |None|Select this if you want to process on the client side without updating. Example: Run only "「Script」" when you press a button, etc.| #### Limitations #### Allow Bulk Processing Checking this box allows the process to be executed for multiple records in the list screen. - All processes that have access permissions and are checked will be displayed.  - Selecting a specific process will put you into execution mode. The filter is performed based on the process conditions.  ### Input Validation Tab Set the input validation content when processing the process.  |Column name|Description| |:---|:---| |Input Validation Type|Set the input validation type for buttons added with the process function. *7| *7: Select from "Merge", "Replace" or "None". (Default: Merge) #### Input Validation Type |Option|Description| |:---|:---| |Merge|Perform "「Input Validation」" for "「Editor Column Settings」" and "「Input Validation」" for the process. | |Replace|Do not perform "「Input Validation」" for "「Editor Column Settings」", and only perform "「Input Validation」" for the process. | |None|Do not perform "「Input Validation」". | Click the Create New button and set the validation conditions.  |Column name|Description| |:---|:---| |Column|Set the column to be verified. | |Input Required|Set if required input. | |Client Regular Expression|Set the content to be verified when the focus moves from the column after input using a regular expression. | |Server Regular Expression|Set the content to be verified when creating or updating a record using a regular expression. | |Error message|Set the message to be displayed when a validation error occurs. | ### Condition Tab Set the conditions for displaying the process button.  Select and add the target column from the column pull-down menu and set the condition. In Error message, set the message to be displayed when the condition is not met. ### Access Control Tab Set the permissions to display the process button.  Select and add the target user, group, or dept from the list of options. ### Data Change Tab Set the data changes that will occur when the process button is pressed. Example: Automatically set the approver and approval date when the approval button is pressed.  #### Change Type |No|Option|Description| |:---|:---|:---| |1|Copy Value|The value of the specified "Source" column is copied to the specified "「Column」". | |2|Copy Display Name|The display name of the specified "Source" column is copied to the specified "「Column」". | |3|Enter Value|The specified "Value" is copied to the specified "「Column」". You can also specify the display name of the column for "Value". *7| |4|Enter Date|The date obtained by adding "Value" to "Base Date" using "Period" as a unit is set to the specified "「Column」". Example: If you enter "1" as the value and select "Day" as the period, the date one day later will be set. | |5|Enter Datetime|The date obtained by adding "Value" to "Base Date" using "Period" as a unit is set to the specified "「Column」". Example: If you enter "1" as the value and select "Day" as the period, the date one day later will be set. | |6|Enter Department|The "「Department」" to which the logged-in "「User」" belongs will be set. | |7|Enter User|The logged-in "「User」" will be set. | *7: You can dynamically set the value by specifying the column name in square brackets ([]). ```Application amount: [Amount]``` #### Change Type: Copy Value Example: Copy the value of ClassA to ClassB  #### Change Type: Copy Display Name Example: Copy the display name of ClassC to ClassD  #### Change Type: Input Value Example: Copy the value (fixed string + value of ClassE) to ClassF  #### Change Type: Input Date Example: 1st day of the process Set the date days later to DateA  #### Change type: Enter Datetime Example: Set the date and time one month before the moment the process is executed to DateB  #### Change Type: Enter Department Example: Set the "「Department」" to which the logged-in "User" belongs to ClassG  #### Change Type: User Input Example: Set the logged-in "User" to ClassH  Example: When the above change types are set: Before changing the data (before pressing the test button)  Example: The above When each change type is set: After changing the data (after pressing the test button)  Even if the column type is different (such as copying values ​​from string column such as "「Title Column」" or "「Class Column」" to "「Date Column」" or "「Check Column」"), you can copy the value if it can be converted using the C# ToString function. #### Setting/Input Example |No|Change Type|Column|Copy Source|Copy Source Input String|Column Setting Result| |:---|:---|:---|:---|:---|:---| |1|Copy Value|DateA|Title|2022/07/03|2022/07/03| |2|Copy Value|DateA|Title|July 3, 2022|2022/07/03| |3|Copy Value|DateA|Title|abc|(Not copied)| |4|Copy Value|CheckA|Title|1|Check ON | |5|Copy Value|CheckA|Title|0|Check OFF | |6|Copy Value|CheckA|Title|true|Check ON | |7|Copy Value|CheckA|Title|false|Check OFF | |8|Copy Value|CheckA|Title|abc|(Not copied) | If multiple change types are set, they will be processed from top to bottom. Also, if "「Lookup」" is set for an column, processing will be performed after each change type is executed. As shown in the example below, consecutive data changes can be made in one "「Process」". #### Operation/Processing Example |No|Operation/Processing|Supplementary Description| |:---|:---|:---| |1|Operation: Press the button for process|Set up using the function. | |2|Process: Copy ClassA to ClassB|"「Process」" function: Set up the change type "Copy Value" in the Data Change tab. | |3|Process: Copy ClassB to ClassC|"「Editor」" function: Set "「Lookup」" in the list of options. | |4|Process: Copy ClassC to ClassD|"「Process」" function: Set the change type "Copy Value" in the Data Change tab. | Performing operation No.1 will execute processes No.2 to No.4 consecutively. ### Automatic Numbering Tab This function allows you to perform automatic numbering when a process is executed. You can perform "「Automatic Numbering」" when creating a record from "「Editor: Column Advanced Settings」", but if you want to perform automatic numbering when updating a record, you can do so in the process settings.  In addition to being able to perform auto-numbering at any time by combining with the "「Condition」" and "「Access Control」" of the process, by setting the execution type in the General tab to "Create or Update", it is also possible to operate when the record is updated by pressing the standard update button as well as the process button you have set. You can set the target columns on the process auto-numbering setting screen. For other settings, it is the same as "「Automatic Numbering」" in "「Editor: Column Advanced Settings」", so please refer to the following manual for details. [Manage Table: Editor: Column Advanced Settings: Automatic Numbering](/manual/auto-numbering) ### Notification Tab Set the notification contents when the process is executed. Notifications are sent when the execution type is "Create or Update" or when the execution type is "Added Button" and the action type is set to "Save".  Click the Create New button and set the notification content.  #### Detailed Columns |Column name|Description|Setting method| |:---|:---|:---| |ID|Notification management ID|Cannot be edited| |Notification type|Specify notification type|Select from email, Slack, ChatWork, LINE, LINE group, Teams, Rocket.Chat, InCircle| |Subject|Specify subject of the notification email|Enter optional subject *10| |Address|Specify notification destination|Enter any email address, WebHook, roomID URL, or LINE UserID or GroupID| |Token|Specify ChatWork token or LINE bot account access token|Enter the acquired ChatWork token or LINE bot account access token *9| |Content|Format to be output in the notification body|Enter optional content *10| *9: Displayed when ChatWork, LINE, LINE group, or InCircle is specified. *10: Messages can be dynamically set by specifying column names in brackets ([]). ```Application completed. Application amount: [Amount]``` #### Specify Notification Type Specify the notification type. You can select from the following notification types you have enabled in "[Set Parameter: Notification.json](/en/manual/notification-json)". |Notification type|Description| |:--|:--| |Email|[Setup to send email from Pleasanter](/manual/smtp-mail)| |Slack|[Setup notifications to Slack](/manual/slack)| |ChatWork|[Set up to send notifications to ChatWork](/manual/chatwork)| |LINE|[Set up to send notifications to LINE (for individual users)](/manual/line)| |LINE Group|[Set up to send notifications to LINE (for LINE groups)](/manual/line)| |Teams|[Set up to send notifications to Microsoft Teams](/manual/teams)| |Rocket.Chat|[Set up to send notifications to Rocket.Chat](/manual/rocketchat)| |InCircle|[Set up to send notifications to InCircle](/manual/incircle)| *If you want to send notifications by email, you need to set up email sending. #### Set Email Notification Destination Dynamically The destination of email notifications can be not only a specific email address, but also the owner, manager, or any other email address specified in any column. #### Targets that can be specified as destinations |Target|Behavior| |---|---| |Fixed Email Address (example@example.com)|All target records will be sent to the specified fixed address. If multiple fixed addresses are specified, all fixed addresses will be sent as TO| |Owner, Manager|Send to the email addresses of the user specified as the owner and manager of the target record| |Title, Content, Classification, Description|Send to all email addresses listed in the title, content, classification, and description of the target record. Email addresses can be specified with a comma or line break separator| ## Screen Operation By setting a process, a button will be added to the footer.  Clicking the button will process according to the process settings. ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/table-management">Manage Table</a><span>12.09.2025 up</span></li></ul></article> <ul><li><a href="/en/manual/process">Manage Table: Process</a><span>02.10.2026 up</span></li> <li><a href="/en/manual/process-general">Manage Table: Process</a><span>02.10.2026 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />