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Questetra BPM Suite、G Suite(Google Apps)連携資料
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クラウド型ワークフロー Questetra BPM Suite と G Suite との連携ケースについてまとめた資料です
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Questetra BPM Suite、G Suite(Google Apps)連携資料
1.
1 Questetra BPM Suite
における G Suite 連携 株式会社クエステトラ Ver.2018052901 © 2018 Questetra, Inc.
2.
2 G Suite 連携の種類 1.
G Suite アカウント認証連携(SSO)、ユーザ情報連携 SSO、ユーザ情報連携、プロフィール画像取得 2. Google ドライブとの連携 Sheets 出力、集計、一括起動、マスタデータ管理、Drive 出力など 3. Google カレンダとの連携 イベント登録、イベントからフロー起動 付録1 Questetra アドオンについて 付録2 Chrome Extension の利用 © 2018 Questetra, Inc.
3.
3 1.1 G Suite
アカウントでの認証 G Suite アカウントで認証済みなら 入力なしでログイン可能 標準機能 © 2018 Questetra, Inc.
4.
4 1.2 G Suite
とのユーザ情報連携 G Suite のユーザ情報を 一括インポート可能 標準機能 © 2018 Questetra, Inc.
5.
5 1.3 G Suite
からプロフィール画像取得 G Suite の プロフィール画像を取得可能 標準機能 © 2018 Questetra, Inc.
6.
6 2.1 Google Sheets
へのデータエクスポート 出力して レポートなどに加工 <Google Sheets> 標準機能 © 2018 Questetra, Inc.
7.
Questetra で承認された金額を Google Sheets
に送ってリアルタイム集計 7 2.2 Google Sheets へのデータ出力・集計 アドオン © 2018 Questetra, Inc.
8.
Questetra での処理件数を Google Sheets
から API で取得して集計 8 2.3 Google Sheets からデータ取得・集計 GAS 利用 © 2018 Questetra, Inc.
9.
Google Sheets のリストの1行ごとに フローを起動し、リスト分を一括起動 フロー側でメール送付をはさむことで一括メール配信も可能 2.4
Google Sheets のリストから一括起動 GAS 利用 9© 2018 Questetra, Inc.
10.
プログラミングなしで「アドオン」メニューから簡単に使え ます。 add-onになりました 2.5 Google Sheets
のリストから一括起動 GAS 利用 10© 2018 Questetra, Inc.
11.
https://spreadsheets.google.com/a/questetra.com/ <Google Sheets> 入力忘 れ防止 簡単 報告 2.6 Google
Docs をフローにひもづけ ・Google Sheets で勤務実績を日々入力 ・月締めにて URL をフローに載せて送付 標準機能 11© 2018 Questetra, Inc.
12.
Google Sheets で管理されているマスタデータ と
Questetra で入力された値に重複がないか 比較して確認 Javascript マスタデータ マスタデータ を制御 2.7 Google Sheets でマスタデータ管理(1) GAS 利用 12© 2018 Questetra, Inc.
13.
Google Sheets で管理されているマスタデータ から
Questetra のデータの選択肢を作成 マスタデータ 選択肢マスタ 取得処理 マスタデータ をxml化 2.8 Google Sheets でマスタデータ管理(2) GAS 利用 13© 2018 Questetra, Inc.
14.
14 2.9 Google Drive
への添付ファイル出力(フロー途中) A B C D Questetra BPM Suite 各種業務フロー 各種申請で ファイル添付 添付ファイル付き メール受信 見積書 請求書 フローの途中で 帳票PDFを自動作成も可能 インターネットFAX サービス ファイル内検索も 可能 様々な形で添付されるファイルを 自動で Google Drive に出力 標準機能 © 2018 Questetra, Inc.
15.
2.10 Google Drive
の動画・画像を埋め込み 動画マニュアルや説明画像などの 埋め込みが可能 標準機能 15© 2018 Questetra, Inc.
16.
3.1 Google カレンダ
のイベント登録 16 <Google カレンダ> アドオン Questetra での処理の結果として カレンダへイベント登録 © 2018 Questetra, Inc.
17.
カレンダで登録されているイベントから 顧客訪問の報告プロセスを自動起動 定期的に チェック 3.2 Google カレンダイベントからフロー起動 GAS
利用 17© 2018 Questetra, Inc.
18.
他にも、そのまま組み込める部品「アドオン」を多数準備 https://www.questetra.com/ja/addon/ 付録1 Questetra アドオン 18 アドオン ©
2018 Questetra, Inc.
19.
付録2 Chrome Extension
によるタスク確認 Questetra BPM Suite にログイン せずにタスク一覧を確認 その他 19© 2018 Questetra, Inc.
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