Approval Form
Approval form isSettings that define the types (forms) of approval requests coming from the linked serviceIt is. Use a pre-defined original template and adjust it according to company policy.
Menu Location: Management Center > Admin Page > Approval Service > Payment Form
⚠️ Approval Service Menu Display Conditions
설정 > 사용설정of승인서비스 사용여부a**Use (ON)**It is displayed only in case of.
What is an approval form?This is a framework that bundles what kind of service and what kind of request it is, what items to display on the approval request screen, when it expires, and how long to retain it.
메일 반출 요청(SHIELD Mail),드라이브 파일 반입 요청(SHIELD Drive) is a payment form for each. (Planning·API documentation isCategoryIt is indicated as.)
Fixed values and company settings
The items of the approval form arefixed valueandValue determined by the companyis divided into.
| division | item | Company modification |
|---|---|---|
| fixed value | Name · Code · Service | Not allowed (view only) |
| fixed value | Input Items (Items to be displayed on the Approval Request Screen) | Unavailable (not displayed) |
| Company Settings | Template (Request Email Subject · Request Content) | possible |
| Company Settings | Expiration · Retention Policy | possible |
| Company Settings | Processing upon partial approval completion | possible |
| Company Settings | Approval Form Activation Status | possible |
- at the company**You cannot create or delete forms.**Bring the necessary forms and deactivate the forms that are not in use.
- The imported form is independently held by the company, so changing the settings does not affect the original or other companies.
⚠️ **After being imported, changes to the original format will not be reflected.**Changes will not be applied to the forms that have already been taken. If reflection is needed, please contact the person in charge.
⚠️ **Even if the original form is deleted, the company form will be maintained.**The forms that have already been taken and the approval requests that are in progress with those forms will remain as they are.
💡 The procedure for registering and managing the original form isApproval Form (Master)Please refer to the document.(System Administrator Only)
Getting Started — Importing Approval Form
When you first open the approval service, the list is empty and가져온 결재 양식이 없습니다.A guide will be displayed. You need to obtain the form to receive the approval request for that service.
- Top left
[⊕ 결재 양식 가져오기]Click. 결재 양식 가져오기Checking the form to be used in the window. The name and service are displayed, multiple items can be selected at once, and the header checkbox selects all.[가져오기]Click on it. At the bottom,결재 양식 가져오기 완료Guidance will be displayed and added to the list.
⚠️ **The imported form is registered in an inactive state.**After checking and modifying the template and retention period according to company policy,
결재 양식 활성 여부to turn on, an actual approval request will be created.
💡 **The forms that have already been retrieved will not appear again in the list.**You cannot duplicate the same form.
💡 If the required form is not in the listThis form has not yet been distributed or has been discontinued. Please contact the person in charge.
Screen Configuration
Search
Search the list using the 3 filters in the top left corner.
| Filter | Specification Method | Explanation |
|---|---|---|
| name | Direct Input (Multiple) | Approval Form Name |
| service | Select from the list | Service to which the form belongs |
| Approval Form Activation Status | Select from the list | Active / Inactive |
top rightTotal Countis displayed, and the refresh button reloads the list. The applied conditions are필터 초기화Release all at once.
List
| column | Explanation |
|---|---|
| name | Approval form name. Click to open the detailed screen on the right. |
| code | Prefix of the document number. For example:MAIL_EXPORT |
| service | For example)SHIELD Mail |
| Request Expiration Period | Duration until the approval request is processed as expired |
| Post-Expiration Handling | Automatic Processing Method for Expired Requests |
| Preservation Period | The period for storing requests that have completed approval |
| Approval Form Activation Status | Toggle. You can turn it on and off directly from the list. |
| Modified date | Last modified date and time |
Sorting — 이름 · 코드 · 서비스 · 결재 양식 활성 여부 · 수정된 날짜Click the header to toggle ascending and descending order. The default sorting is이름It is in ascending order. If the window width is narrow, some columns will be automatically hidden.
Approval Form Settings
Clicking on a name in the list will open the detailed view on the right.기본 정보 · 템플릿 · 결재 처리 옵션 · 만료 · 보존 정책 · 결재 양식 활성 여부It is composed in order, and the range of modifications possible for each item varies.
| division | Correction |
|---|---|
| Basic Information (Name · Code · Service) | view only |
| Template (Request Email Subject · Request Content) | editable |
| Approval Processing Options (Processing When Partial Approval is Completed) | editable |
| Expiration · Retention Policy | editable |
| Approval Form Activation Status | editable |
| Input items | Not displayed |
Basic Information
| item | Explanation |
|---|---|
| name | Approval form name. For example)메일 반출 요청 |
| code | Document number prefix. For example:MAIL_EXPORT |
| service | Service to which the form belongs. For example:SHIELD Mail |
three items arefixed valuecannot be changed to.
template
Automatically filled when a request for approval is createdTitleandcontentdecides the format.
| item | Applicable Locations |
|---|---|
| Request Email Subject | Approval Request Email Subject, Document Title |
| Request details | Reason for Approval Request |
/Insert item
If you only use fixed phrases, the titles of all requests will be the same. The values that change for each request (sender, email subject, etc.) are/ Enter it.
- Place the cursor where you want to enter the value.
/Enter. - Available items are displayed in a dropdown.
- When you click on the desired item, it will be placed at that location.Korean name as it isIt will be inserted.
- When the approval request is created, that position isAutomatic substitution with actual valuesIt works.
example — 메일 반출 요청Form
| Input Template | Phrase that is actually created |
|---|---|
[승인 요청] /발신자 님의 메일 반출 승인 요청 | [승인 요청] 홍길동 님의 메일 반출 승인 요청 |
/발신자 님이 /메일 제목 메일을 반출 요청했습니다. | 홍길동 님이 3분기 실적 보고 메일을 반출 요청했습니다. |
Available Items
The items that appear in the dropdown areInput fields defined in that approval formis. It varies by form and is a fixed value determined according to the linked service.
메일 반출 요청Example of a form:
| item | Substituted Value |
|---|---|
| Email Subject | Subject of the email to be exported |
| Email content | Email body |
| Sender | Sender of the email |
| Recipient Number | Number of recipients |
⚠️ **Only the selected item from the dropdown will be replaced.**If you type the item name directly, it will remain as is. Be sure to
/Select from the list by entering __PH_0__.
⚠️ **If there is no value, it will be filled with a blank.**In requests where the service does not pass that value, the corresponding place may be empty, which can make the sentence awkward. To avoid breaking the sentence, please include the surrounding phrases.
Approval Processing Options — Handling When Partial Approval is Completed
Among the requested items by the approverApprove some and reject the restWhen it is done, it decides how to conclude the entire request.
| value | result |
|---|---|
| Return processing | If there is at least one companion, the entire request will becompanionEnd of |
| Approval Processing | Only reflect the approved items and requests.Approvalto conclusion |
For example, if only 2 out of 3 recipients have approved the email export request,승인 처리sent only to 2 people반려 처리It will not be sent.
💡 If this item is not visiblethe corresponding approval formPartial Approval TargetThis is the case where there are no input items specified. Partial approval cannot be established, so the settings are not displayed.
Expiration · Retention Policy
Decides how long to keep documents that are left unprocessed or those that have been processed.
| item | Selection Range |
|---|---|
| Request Expiration Period | 1 · 3 · 7 · 14 · 30 · 60 · 90일Select from the options, or enter the number of days directly at the bottom of the dropdown. |
| Post-Expiration Handling | 자동 승인 · 자동 반려 · 자동 취소 |
| Preservation Period | 1년 ~ 5년or무기한 |
| Post-Expiration Handling | Action |
|---|---|
| Automatic Return | Ends with rejection at the expiration point. The requester must resubmit. |
| Automatic Cancellation | Cancel the request itself at the expiration point. |
| Automatic Approval | Ends with approval at the expiration point. It passes even if the approver does not process it. |
⚠️
자동 승인**Please choose carefully.**Requests that have not been reviewed will pass simply due to the passage of time. It is not recommended for requests that carry risks, such as export and import.
⚠️ **Policy changes do not apply retroactively.**The expiration and retention values are copied to the document at the time the approval request is created. Changes to the policy do not apply to requests that have already been created, but will apply to requests created thereafter.
💡
무기한If set to __PH_0__, the document will not be deleted after the retention period and will continue to be retained.
Approval Form Activation Status
This is a toggle to determine whether to receive approval requests in this format. It can be turned on and off in both the detail view and the list view.
| status | Action |
|---|---|
| Active (ON) | Approval requests of this type are created in the linked service. |
| Inactive (OFF) | This type of approval request is not created. |
When changing to active, it is applied immediately,Confirmation window when changing to inactiveThis will be displayed.
⚠️ **Even if you change to inactive, ongoing requests will continue as is.**Requests that have already been submitted can be approved and queried normally, and only new creations are blocked.
Save
After modification, below[저장]Click.[취소]Clicking will not save changes. If you save,수정된 날짜is updated.
💡 Caution
- It is inactive immediately after being retrieved.— Check and modify the template and retention period, then change it to active.
- You cannot create or delete forms.— Operates with import and active status toggle
- Name · Code · Service · Input fields are fixed values.— Cannot be changed by the company
- Template items must be
/Select.— The name entered directly will not be replaced. - Post-Expiration Handling
자동 승인is cautious— Approval will be granted solely based on the passage of time without review. - Policy changes will take effect from subsequent requests.— Existing requests will not change.
- The original form changes are not automatically reflected.— After acquisition, the company retains it independently.
- All changes are recorded in the log.— The actor and perspective of import·edit remain.
Related Features
- FAQ: Frequently Asked Questions about the Approval Form
- Approval Service Settings: Approval service usage setting
- Approval Line: Group·Basic Approval Line Registration and Personal Approval Line Management
- All Approved: Company-wide approval request inquiry and proxy approval
- Log Management: Approval Form Change History Confirmation