- Self-Study Resources<\/a>
- Timers and Deadlines<\/a>
- Various Data Types<\/a>
- Debug Execution<\/a><\/li><\/ul><\/li>
- Workflow App Template<\/a>
- Recruitment Interview App<\/a>
- Application Approval Flow, Web Form Acceptance<\/a>
- Quotation Creation and Storage Flow, OneDrive Storage<\/a><\/li><\/ul><\/li><\/ul><\/li>
- Other Useful Documents<\/a>
- Manual<\/a>
- Help Pages<\/a>
- Modeling Elements Help<\/a>
- System Settings Help<\/a><\/li><\/ul>
- Community<\/a><\/ul><\/ul><\/ul><\/ol>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\n\n\n
<\/p>\n\n\n\n
Self-Study Resources<\/h2>\n\n\n\n
Questetra has a wide range of functions, and by combining them with the learning content of this tutorial, you can create more complex Workflow Apps.<\/p>\n\n\n\n
The Self-Study Resources<\/a> section introduces how to use Questetra’s functions. Here we will introduce some of them.<\/p>\n\n\n\n
Timers and Deadlines<\/h3>\n\n\n\n
First, there is the timer function. By setting a [Timer Intermediate Event], you can make the Case wait until the set time. You can also set a deadline for a [Human Task] and move on to the next step if the Case has not been completed by the set time.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/10\/beginner-tutorial-appx-01-en-180.png?resize=1920%2C590&ssl=1\" "\\"beginner-tutorial-appx-01-en\\"")
<\/figure><\/div>\n\n\n\nDetails: Self-Study Resource: Let\u2019s Set a Deadline<\/a><\/p>\n\n\n\n
Various Data Types<\/h3>\n\n\n\n
So far we have introduced string, numeric, date, datetime, user, and discussion types as data items. Title is a special data item that holds the input string and displays it as the subject of the Case. There are other data types that can be used to define data items, so we will introduce them here.<\/p>\n\n\n\n
\n\uff0b Select type<\/summary>
\nThis lists the options that the operator can select and stores the selection results.<\/p>\n\n\n\n
You can choose from the following four form types to display the options:<\/p>\n\n\n\n
- \n
- Radio button (select one option from the displayed options)<\/li>\n\n\n\n
- Check box (multiple options allowed)<\/li>\n\n\n\n
- Select box (select from a drop-down menu)<\/li>\n\n\n\n
- Search select box (narrow options based on input text)<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/Select-type-input-all-14.0-en.png?resize=984%2C387&ssl=1\" "\\"Select-type-input-all-14.0-en\\"")
<\/figure><\/div>\n\n\n\nDetails: Data item “Select type”<\/a><\/p>\n<\/div><\/details><\/div>\n\n\n\n
\uff0b Table type<\/summary>
\nThis is table-format data that combines string, numeric, select (select box), and date data types. By using table-format data items, you can set it to automatically calculate subtotals when you enter unit prices and quantities, or to automatically calculate the total amount.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/Table-type_v114.2-input-1-en-1024x467.png?resize=1023%2C405&ssl=1\" "\\"Table-type_v114.2-input-1-en\\"")
<\/figure><\/div>\n\n\n\nDetails: Data item “Table type”<\/a><\/p>\n<\/div><\/details><\/div>\n\n\n\n
\uff0b Organization type<\/summary>
\nJust as the user type specifies a user registered in the Workflow platform, the organization type specifies an organization registered in the Workflow platform.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/Organization-type_14.2-input-en.png?resize=915%2C132&ssl=1\" "\\"Organization-type_14.2-input-en\\"")
<\/figure><\/div>\n\n\n\nDetails: Data item “Organization type”<\/a><\/p>\n<\/div><\/details><\/div>\n\n\n\n
\uff0b File type<\/summary>
\nDisplays a file attachment field and stores the attached file (multiple files can be stored).<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2022\/12\/File-type_v14.2-input-en-1024x307.png?resize=1024%2C308&ssl=1\" "\\"File-type_v14.2-input-en\\"")
<\/figure><\/div>\n\n\n\nDetails: Data item “File type”<\/a><\/p>\n<\/div><\/details><\/div>\n\n\n\n
\uff0b Guide Panel type<\/summary>
\nIt displays information to assist the user in entering data, decorations that use HTML to make the input screen easier to see, etc. It is a display-only data item and values \u200b\u200bcannot be entered.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/11\/Guide-panel-type_JS-input-1.png?resize=920%2C68&ssl=1\" "\\"Guide-panel-type_JS-input-1\\"")
<\/figure><\/div>\n\n\n\nDetails: Data item “Guide Panel type”<\/a><\/p>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n
R2050: List of Data Types<\/a> provides an overview of all data types.<\/p>\n\n\n\n
<\/p>\n\n\n\n
Debug Execution<\/h3>\n\n\n\n
Questetra has a debug execution function that checks the operation of a workflow app during development or before release.<\/p>\n\n\n\n
Check the operation of the entire app, etc.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/10\/debug-process-en-180.png?resize=966%2C341&ssl=1\" "\\"debug-process-en-180\\"")
<\/figure><\/div>\n\n\n\nDetails: How to Ensure Apps Operate Correctly<\/a><\/p>\n\n\n\n
You can debug only the Steps you want to check.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2022\/12\/debug-only-this-node.jpg?resize=577%2C265&ssl=1\" "\\"debug-only-this-node\\"")
<\/figure><\/div>\n\n\n\nDetails: Self-Study Resource: Debugging a Single Node Only<\/a><\/p>\n\n\n\n
\n\n\n\nFor detailed explanations of other useful functions and how to use them, please see the Self-Study Resource<\/a>s<\/a> section.<\/p>\n\n\n\n
Workflow App Template<\/h2>\n\n\n\n
When creating a Workflow App, you will want a reference example. On the support page Workflow Apps (Business Templates)<\/a>, there are more than 100 apps listed as app archives.<\/p>\n\n\n\n
An app archive is an exported file of a Workflow app created with Questetra. The app definition contents are recorded in the file, and you can import the file into the Workflow platform you use. However, some information such as organization information is not recorded, so you may need to configure it.<\/p>\n\n\n\n
When importing an app archive file, please see the self-study resource Using Business Template for the First Time<\/a>.<\/p>\n\n\n\n
Here, we will introduce three apps listed in the business templates.<\/p>\n\n\n\n
Recruitment Interview App<\/a><\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/10\/beginner-tutorial-appx-app-01-en-180.png?resize=1304%2C1080&ssl=1\" "\\"beginner-tutorial-appx-app-01-en-180\\"")
<\/figure><\/div>\n\n\n\nIn this workflow, the hiring manager conducts the initial screening in writing, and the second round of interviews is conducted by the department related to the position applied for. Based on the application type entered during the initial screening, the processing route is switched to the interview app with the corresponding department in charge. In addition, to make it easier to search for the job later, a subject line is automatically set*<\/sup> according to the results.
* Automatic title setting is explained in more detail in the learning content \u201cLet’s Set Subject Lines Automatically\u201d.<\/a><\/small><\/p>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/beginner-tutorial-appx-app-01b-en-898x630.png?resize=898%2C630&ssl=1\")
<\/figure>\n\n\n\nDetails: Recruitment Interview App<\/a><\/p>\n\n\n\n
Application Approval Flow, Web Form Acceptance<\/a><\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/10\/beginner-tutorial-appx-app-02-en-180.png?resize=960%2C443&ssl=1\")
<\/figure>\n\n\n\nThis is an application and approval workflow that accepts applications from people without user accounts via a public Web form*<\/sup>. In the event of a return, the URL of the Web form\u203b<\/sup> for correction is sent to the applicant.
* Advanced or higher required<\/small><\/p>\n\n\n\nThe data items are general-purpose items that are not limited to a specific business field.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/beginner-tutorial-appx-app-02b-en-719x630.png?resize=719%2C630&ssl=1\")
<\/figure>\n\n\n\nDetails: Application Approval Flow, Web Form<\/a><\/p>\n\n\n\n
Quotation Creation and Storage Flow, OneDrive Storage<\/a><\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/10\/beginner-tutorial-appx-app-03-en-180a.png?resize=960%2C211&ssl=1\")
<\/figure>\n\n\n\nThis is a workflow that covers everything from creating a quote to registering an order. A quote PDF is automatically created*<\/sup> based on the data entered. Once an order has been confirmed, the quote PDF file is automatically uploaded** to OneDrive.
* Professional required
** Advanced or higher required<\/small><\/p>\n\n\n\nIn addition to OneDrive, Questetra can also link with external SaaS to perform more advanced automated processing. Please make use of these auto-processing tasks.<\/a><\/p>\n\n\n\n
Details: Quotation Creation & Storage Flow, OneDrive Storage<\/a><\/p>\n\n\n\n
\n\n\n\nDid you find an app you would like to use? You can use the apps listed in the business templates by modifying the workflow diagram and data items. Please modify them to suit your actual business.<\/p>\n\n\n\n
For archives of other apps, please see Workflow Apps (Business Templates)<\/a>.<\/p>\n\n\n\n
Other Useful Documents<\/h2>\n\n\n\n
We have introduced Self-Study R<\/a>e<\/a>sources<\/a> and Workflow Apps (Business Templates)<\/a> above, but Questetra also provides other documents that are useful for designing and operating apps and managing the Workflow platform, such as manuals and references that provide detailed information on settings.<\/p>\n\n\n\n
Manual<\/h3>\n\n\n\n
The Manual<\/a> explains operation and configuration items of Questetra for each situation and operation type. Items are organized according to the role of the user, such as the person in charge of operating a Case, the manager who defines the workflow app, etc.<\/p>\n\n\n\n
M1. Handling Issues (For <\/a>Operators<\/a>)<\/p>\n\n\n\n
- \n
- Return an accepted job to waiting status<\/li>\n\n\n\n
- Reuse past data to start a new project<\/li>\n\n\n\n
- Check the current progress of all projects in the company<\/li>\n\n\n\n
- Check your operating history by month<\/li>\n\n\n\n
- Conduct closed communication on projects<\/li>\n<\/ul>\n\n\n\n
M2. Defining Workflow Apps (For App Administrators)<\/a><\/p>\n\n\n\n
- \n
- Define the data items (data sets) required for your business<\/li>\n\n\n\n
- Set mandatory checks and input format checks for each data item<\/li>\n\n\n\n
- Decorate the Operating form screen (HTML\/JavaScript)<\/li>\n\n\n\n
- Set up a [Business Manual] that can be referenced from the Operating form screen<\/li>\n\n\n\n
- Set up the total value and consumption tax amount to be dynamically displayed while entering numerical data<\/li>\n<\/ul>\n\n\n\n
M3. Operating the System (<\/a>For System Administrators<\/a>)<\/p>\n\n\n\n
- \n
- Appoint a privileged user to manage the whole system of the Workflow Platform<\/li>\n\n\n\n
- Update [Organizations] and [Users] in bulk in line with organizational restructuring<\/li>\n\n\n\n
- Confirm licenses and set password policies<\/li>\n\n\n\n
- Restrict IP addresses from which users can access<\/li>\n\n\n\n
- Check user login history and project progress logs<\/li>\n<\/ul>\n\n\n\n
In addition, the manual contains supplementary information such as Questetra’s public specifications under the Reference section. Please refer to them if you want to know the detailed specifications. These articles are also organized by standpoint of the users of Questetra.<\/p>\n\n\n\n
Note that the reference numbers correspond to the numbers on the related manual pages.
(For example, M203: Single-Selection Branch and Concurrent Parallel Processing\n \u21d2 R2030: Types of Conditional Expressions at Branching)<\/p>\n\n\n\nR: Reference (For Operators)<\/a><\/p>\n\n\n\n
- \n
- Support browser<\/a><\/li>\n<\/ul>\n\n\n\n
R. Reference (For App Designers)<\/a><\/p>\n\n\n\n
- \n
- List of modeling elements by edition<\/a>\uff0f List of modeling elements <\/a>b<\/a>y category<\/a> *<\/sup>
This is a list of modeling elements (BPMN icons) that can be used when drawing a workflow diagram. You can check the overview of each modeling element.![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/beginner-tutorial-appx-ref-01-en.png?ssl=1\")
* The modeling elements by edition list can also be accessed from the top menu, and you can access the other page from either the “By Category” or “By Edition” page.<\/small>
<\/li>\n\n\n\n- Initial Value Formats for Data Items<\/a>
This is a list of the formats of initial values that are automatically set in data items when a Case starts, by data type. It covers both static initial values, which set a fixed value, and dynamic initial values, which set values such as the Case start date and time or the Case start user, with setting examples.![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/10\/beginner-tutorial-appx-ref-02r2052-en.png?resize=1209%2C1843&ssl=1\")
<\/li>\n\n\n\n- Embedding dynamic value by EL syntax<\/a>
Describes the settings format and settings samples when specifying variables and data items in the App settings using EL expressions (a format for specifying references to specific variables and simple calculations).![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/beginner-tutorial-appx-ref-03-en.png?ssl=1\")
<\/li>\n<\/ul>\n\n\n\nR. Reference (For System Administrators)<\/a><\/p>\n\n\n\n
- \n
- List of System Log Types
<\/a>This is a list of types of audit logs for system operations. The system logs record who logged in to Questetra and when, and the editing history of user\/organization\/role settings.![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/beginner-tutorial-appx-sys-01-en.png?ssl=1\")
<\/li>\n\n\n\n- Recommended Preliminary Settings Procedures<\/a><\/li>\n<\/ul>\n\n\n\n
Help Pages<\/h3>\n\n\n\n
Help for BPMS icons and system settings can be accessed from Questetra.<\/p>\n\n\n\n
Modeling Elements Help<\/h4>\n\n\n\n
This page explains how to use each modeling element and its detailed specification.<\/p>\n\n\n\n
Clicking the help markhelp<\/span> in the upper right corner of the task setting screen in Questetra will access help about the modeling elements of that task.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/beginner-tutorial-appx-help-BPMN-icon-02-en.png?ssl=1\")
<\/figure>\n\n\n\nThe modeling elements help page can also be accessed from the modeling elements list on the Questetra support site<\/a>.<\/p>\n\n\n\n
System Settings Help<\/h4>\n\n\n\n
Help is also available for each system setting. When you open a setting item in the system settings, clicking the help mark displayed in the upper right cornerhelp<\/span> will open a help page for that setting item in a separate tab.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/10\/beginner-tutorial-appx-help-system-en-180.png?resize=957%2C119&ssl=1\")
<\/figure>\n\n\n\nCommunity<\/h3>\n\n\n\n
In the Community Forum (Bulletin Board)<\/a> where Questetra users gather, users can easily ask questions. When you post a question, Questetra’s support team or other users will answer it.<\/p>\n\n\n\n
\nCommunity<\/a><\/div>\n<\/div>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/beginner-tutorial-appx-community-01-en.png?ssl=1\")
<\/figure>\n\n\n\nThere may be posts from users who are having the same problem as you. When asking a question, first check the FAQ<\/a> or search for previous answers to see if the information you are looking for is there.<\/p>\n\n\n\n
If you don’t see a similar question, feel free to post your own, as other users may have wanted to ask the same question.<\/p>\n\n\n\n
\n\n\n\nThis is the end of the tutorial. Please use the contents of the main tutorial and the appendices to improve your workflow application and workflow for your business!<\/p>\n\n\n\n
<\/div><\/div>\n\n\n\n - Recommended Preliminary Settings Procedures<\/a><\/li>\n<\/ul>\n\n\n\n
- Initial Value Formats for Data Items<\/a>
- List of modeling elements by edition<\/a>\uff0f List of modeling elements <\/a>b<\/a>y category<\/a> *<\/sup>
- Support browser<\/a><\/li>\n<\/ul>\n\n\n\n
- System Settings Help<\/a><\/li><\/ul>
- Help Pages<\/a>
- Application Approval Flow, Web Form Acceptance<\/a>
- Various Data Types<\/a>
- Timers and Deadlines<\/a>