Last updated: March 24, 2025
| User permissions required for this feature | ||||||
| Owner | Standard Admin | Template Admin | Flow Admin | Task Admin | Guest | General |
| ○ | ○ | ○ | × | × | × | × |
1) How to download a flow template
From the left menu of the administration screen, click “Flow Template” > “Create/Edit Batch”.
Click on the “Batch Edit” tab, then click on ‘Download’ under “Download > Flow Template CSV”.
The “CSV Download” pop-up will appear. Select the flow type and flow template name of the flow template you wish to edit, and click "Download.
You can also download CSV templates from the Flow Template List or Flow Template Detail page.
For flow template list
For flow template details
2) How to edit information in the flow template CSV file
- To edit a task: Do not change the task ID, but edit the task name and thereafter.
-
To add a task: Leave the task ID blank and enter the task name and onward.
-
To delete a task: Delete the entire row of the task you wish to delete.
Open the downloaded file and edit the information, referring to the Batch Editing Guide.
Batch Editing Guide
| Item | Req. | Entry Example, etc. |
|---|---|---|
| Flow Template Name | ○ |
You can edit the flow template name. Please enter within 50 characters. Since the flow template name is shared across all rows, only the value in the second row will be referenced.
|
| Flow Type | - |
The flow type cannot be edited, so any modifications made and uploaded will not be reflected. |
| Flow Description | - |
You cannot edit the flow description in csv, so it will not be reflected even if you modify it and upload it.
Please edit it on the website. |
| Process Name | ○ |
Please understand that a process is a category of tasks. Process names can be set freely. Example: Social Insurance Enrollment |
| Task ID | - |
Task IDs cannot be edited. When adding a new task, please enter a blank Task ID. |
| Task Name | - |
The task name can be freely edited. If there is a task ID, the task name is required. |
| Task Manager | - |
Please enter the administrator/guest registered in mfloow as the person in charge of the task. You can register more than one person in charge by using a new line. Example: Ichiro Tanaka If you are not a registered member of mfloow, an error will occur. Please register as a member here in advance. |
| Task Manager Team | - | Task assignments can be set up by teams. Please enter a pre-created team name. Multiple teams can be registered with a new line. Example: Team A If a team has not been created, an error will occur. Please create your team here in advance. |
| Task Description | - | Task descriptions cannot be edited in csv, so they will not be reflected even if they are modified and uploaded. Please edit or add a new task directly on the site. |
| Trigger | - |
Triggers can be created arbitrarily with a starting date to set the due date. You will be asked to enter the trigger date at the start of the flow. Example: date of joining |
| Counting Method | - |
In the calculation method, you will be asked to select the method for calculating the due date starting from the above trigger. Please select from the following options.
|
| Due Date | - |
Please select a due date between “0” and “365” Example: 10 |
| Due Date Setting | - |
Please select the unit of measure for the due date set above from the following
|
| Checklist | - |
Multiple items can be created on a new line. e.g.: |
| Task Reminder/Number of Days | - |
Task reminder is a function that reminds you at a set timing and can be set up to three times. If you want to set more than one, please start a new line. Please select the number of days between “0” and “90”. Eg. |
| Task Reminder/Day Setting | - |
Please select the unit of measure for the number of reminder days set above from the following
|
3) How to upload the edited CSV
Add the flow template CSV by going to “Upload” > “Select File or Drag & Drop”, confirm the contents in the pop-up and click “Execute”.
If the file is successfully uploaded, a confirmation message will appear. Clicking on the “Confirm” link will open a detailed screen of the edited flow template.
In case of a file upload error
If the flow template file is not filled out correctly, an error message with details will be displayed.
Click the error message to see a pop-up with more details about the error.
Refer to the detailed error message, correct the CSV file as indicated, and upload it again.