Notes on changing process management settings
This article provides important notes on changing process management settings and solutions to related errors.
Disabling the Process Management feature
Even if you disable process management, the statuses of existing records and the history of status changes will remain.
However, disabling the feature will delete permission settings and record filter settings where assignees are set as a filter condition.
If you enable process management again, each record will be restored to the status it had just before the feature was disabled.
If an error message appears when you try to disable process management
Check the cause and solution below for the error message that appears.
Error message | Cause and solution |
---|---|
Cannot disable the process management option. The status or the assignee has been referred from a Lookup field "***" in an app "***". Change the "***" field setting or delete the field itself in "***". | This error message appears when an app's process management assignee or status is specified in the Lookup field settings in another app. In this case, process management cannot be disabled. To disable process management, open the App settings screen of the app indicated in the error message, then change the settings of or delete the relevant Lookup field. Configuring a "Lookup" field |
Cannot disable the process management. The status or the assignee has been referred from a Related Records field "***" in an app "***". Change the "***" field setting or delete the field itself in "***". | This error message appears when an app's process management assignee or status is specified in the Related records field settings in another app. In this case, process management cannot be disabled. To disable process management, open the App settings screen of the app indicated in the error message, then change the settings of or delete the relevant Related records field. Configuring a "Related records" field |
Cannot disable the process management. The status or the assignee has been referred from the Lookup field"***" in the app"***", which was deleted and can be restored. To disable the process management, restore the app "***(App ID:***)", and then delete or change the Lookup field settings. Only "cybozu.cnAdministrator" can restore the app. For more details, please refer to the help. |
This error message appears when an app's process management assignee or status is specified in the Lookup field settings in a deleted app. In this case, process management cannot be disabled. This is a measure to ensure that the Lookup field data is preserved in case you need to restore the deleted app. To disable process management, restore the deleted app, then change the settings of or delete the relevant Lookup field. Alternatively, you can also disable process management after waiting 14 days from when the app was deleted, as the app will become unrecoverable at the time. Note that only cybozu.cn administrators (who are able to register users and departments and configure security settings) can restore apps. Restoring deleted apps Configuring a "Lookup" field |
Cannot disable the process management. The status or the assignee has been referred from the Related Records field"***" in the app"***", which was deleted and can be restored. To disable the process management, restore the app "***(App ID:***)", and then delete or change the Related Records field settings. Only "cybozu.cnAdministrator" can restore the app. For more details, please refer to the help. |
This error message appears when an app's process management assignee or status is specified in the Related records field settings in a deleted app. In this case, process management cannot be disabled. This is a measure to ensure that the Related records field data is preserved in case you need to restore the deleted app. To disable process management, restore the deleted app, then change the settings of or delete the relevant Related records field. Alternatively, you can also disable process management after waiting 14 days from when the app was deleted, as the app will become unrecoverable at the time. Note that only cybozu.cn administrators (who are able to register users and departments and configure security settings) can restore apps. Restoring deleted apps Configuring a "Related records" field |
Deleting statuses
Only statuses that are currently not applied to any records can be deleted.
It is not possible to use a status name if it has already been used for an existing or deleted status.
If an error appears when you try to delete a status
When you try to delete a status that is currently applied to one or more records, the following error message will appear.
Delete any records with the status or change their status to a different one, then try again.
If this error appears, you will be able to delete the relevant status after deleting the records it is applied to or changing the statuses of those records.
Changing assignee settings
The following precautions should be taken when changing assignee settings.
When changing assignee settings
Changing your assignee settings will not change the assignees already set for existing records.
If there are records for which the assignee needs to be changed, an app administrator needs to make the changes individually.
When deactivating the use of kintone for a user who is specified as a current assignee
It will no longer be possible to change the status of records for which the deactivated user is specified as the current assignee.
If an app administrator changes the current assignee to a user who can currently use kintone, it will be possible to change the status again.
When changing the assignee selection method
You cannot change the assignee selection method (User chooses one assignee from the list to take action, All assignees in the list must take action, or One assignee in the list must take action) if the status you want to change the assignee selection method for is currently applied to one or more records.
If you try to change the assignee selection method in such a case, the following error message will appear.
Go to the records and delete the current assignee from Change assignee or change the status to a different one, then try again.
If this error message appears, you can change the assignee selection method after performing one of the following actions.
- Delete the records that have the relevant status
- Change the statuses of the records that have the relevant status
- Go to the Record details screen of the records that have the relevant status, click Change assignee, and delete all of the current assignees.
Changing or deleting actions
When changing the settings of an action
Even if you re-configure the settings for an action, the statuses of existing records will not change.
When deleting an action
An action cannot be deleted if both of the following conditions apply.
- There are existing records with the status for which the relevant action can be performed.
- The records mentioned above will have no other actions available if the relevant action is deleted.
If an error message appears when you try to change the process management settings
An error message may appear when you try to update an app after changing the process management settings.
If a record with the status that you made changes to is created and an assignee is specified before you update the app with your changed settings, the following error message will appear when you click Update app.
If you delete a status and a new record with that status is created before you update the app, the following error will appear when you click Update app.
In both of the cases above, you will be able to change the process management settings after the relevant records are deleted or have their statuses changed.
If the error message "Cannot delete the following fields. They have been used to specify an assignee." appears
If you try to delete a field that is being used to specify a process management assignee, the following error message may appear.
This error occurs because the field you are trying to delete is set as an assignee in the Process management settings.
Open the Process management settings and remove the target field from Assignee list, then delete the field on the app form.
For example, if this error message appears when you try to delete an "Approver" field, you need to go to the Process management settings and delete "Approver" from Assignee list under 3. Process flow settings.
The "Approver" field can then be deleted from the app form.