Utilizing database services with no code
20210118-PR-en-v123-kintone-integration.pdf
Kyoto, Japan, January 18th, 2021, Questetra, Inc., the global SaaS provider of Business Process Management (BPM), today announced that they have published the new version 12.3 of the Cloud-based Workflow product Questetra BPM Suite. This new version is capable of controlling Kintone, a cloud database service, with the standard-equipped features.
There are many companies that are using multiple cloud services (SaaS) to promote Digital Transformation (DX). They are proceeding their business by retrieving from, updating/creating data, and storing it to SaaS.
Questetra BPM Suite has been providing features that can be linked with various cloud services such as Google Sheets, Microsoft OneDrive, Box, and Slack to help business to be carried out efficiently on such sites. With the new version 12.3, features for integrating with Kintone are added.
Using these features in the flow of opening a new trading account, for example, it is possible to build a mechanism that automatically registers customer information in the Customer Master managed in Kintone after credit examination, etc. with no code. This will allow you to reduce the time and effort required to manually register data and to prevent errors such as forgetting to register and registering incorrect information.
Questetra BPM Suite
Cloud-based Workflow Questetra BPM Suite is a business platform for realizing paperless environments and remote-working. Business issues are controlled according to a Business Flow Diagram. When a Process reaches a Human Task the user will be asked to add their input. Also, when an issue reaches an automated Step the predetermined processing (server-side processing) such as generating a PDF and saving it to cloud storage is performed automatically. (BPM: Business Process Management)）
You can apply it to various business operations such as an Approval request flow, Document translation flow, Quality check process, and Invoice issuance process. Process owners of each Business Process can practice the Improvement of Business Processes little by little in daily work. (Examples of Business Flow Diagrams: https://questetra.zendesk.com/hc/en-us/articles/360012492211 ）
Data adding/updating/deleting on Kintone app
Adding data (records) to Kintone apps is now available. Moreover, it is now possible to update or delete the data that has been added already, or to upload files. For example, a record of a quote is automatically added to Kintone after the quote is approved along with a quote PDF that is automatically generated.
*Supported edition: Advanced, Professional, Enterprise
Other Improvements
Microsoft 365 Excel: Insert New Row
Using this new Service Task, it is now possible to automatically insert rows into Excel (Microsoft 365 Business). For example, if you are using Excel to aggregate sales, expenses, etc., you will be able to perform aggregation linked to your business.
*Supported edition: Advanced, Professional, Enterprise
Google Sheets: Create File
This new Service Task allows you to automatically create Google Sheets files in Google Drive.
*Supported edition: Advanced, Professional, Enterprise
Retrieving kintone app data
Using this newly added Service Task, it is now possible to retrieve Kintone app data and to download files. You will even be able to retrieve data in a format that can be used as options in Questetra workflow Apps. This allows, for example, to utilize the Customer Master data stored in kintone as choices on Questetra workflow.
*Supported edition: Advanced, Professional, Enterprise
See the release notes for details.
Ver. 12.2 Release Note： https://support.questetra.com/versions/version-1230/
