Introduction to Useful Recommended Functions

2021-06-302024-10-31

Overview¶

Here are some useful and recommended functions.

Process function that allows you to create workflows such as approval requests
Automatic numbering function that can handle a variety of formats
Lookup function that can be used like Excel's VLOOKUP function
Dynamically change the recipient with the email notification function
Customize the navigation menu
Multiple selection of class columns
Sorting and filtering by specifying a view for the options
Customize the screen color theme

1. Process function that allows you to create workflows such as approval requests¶

The approval workflow function used for approval requests is realized using the process function.
You can set various approval routes and conditions with just a few mouse operations.

FAQ▶ Using the process function to create workflows (approval processes) such as approval requests

2. Automatic numbering function that can handle a variety of formats¶

The automatic numbering function can be used for columns that can handle strings (title, content, class, description). It is possible to specify various formats for numbering.

Registration Order	Sequential Number	Description
1	202203Tokyo Branch-001	Group by the string 202203Tokyo Branch and count from 1
2	202203Tokyo Branch-002	Count up as it is the same string
3	202203Yokohama Branch-001	Count from 1 as it has changed to Yokohama Branch
4	202203Tokyo Branch-003	Count from 3 as it has returned to Tokyo Branch
5	202204Tokyo Branch-001	Count from 1 as the month has changed

User Manual ▶ Automatic numbering

3. The long-awaited lookup function that can be used like Excel's VLOOKUP function¶

When you select a "Linked Column" , you can transcribe the "Column" of the linked "Table".

For example, when linking a sales table to a customer table, you can transfer the address and phone number columns from the customer table to the sales table.

Until now, this was only possible using the script function, but the lookup function can achieve it with a very simple description method.

Blog article▶ Introduce the new function that can be used like Excel: Lookup
User manual▶ Manage Table: Editor: Column Advanced Settings: Option List: Lookup

4. Dynamically change the recipient with the email notification function¶

In addition to directly specifying the address, email notifications can now be sent to the email address entered or selected in the specified column. The notification function can now be used in many tasks, such as process management.

User Manual ▶ Manage Table: Notification

You can now customize the navigation menu on the left side of the screen.

You can delete menus that you don't use often, and you can also add new menu column.

User Manual▶ NavigationMenus.json

6. Multiple selection of class column¶

You can now select multiple options in class column. With this new function, you can efficiently implement requirements that previously required placing multiple classes or checks.