Flowingly Product Update – June 2023

Flowingly Product Update – June 2023

Flowingly Product Update – June 2023

NEW – Conditional Forms

We are excited to announce our latest product update, the much-anticipated conditional forms feature.  

With the introduction of conditional forms, users now have the ability to hide or display certain field types based on conditional logic. This dynamic behavior is configured within the modeler, allowing users to customize their forms to cater to specific business requirements. 

This highly requested feature will allow users to create intelligent and dynamic forms that adapt to specific use cases, ensuring that end users are presented with only the most relevant and essential information. 

If you’re interested in checking out conditional forms in your Flowingly environment, get in touch with our CS team and they can enable it for you! 

    Key Features


    Field Types 

    Conditions can be applied to the following field types: 

    • Short Text 
    • Long Text 
    • Checkbox
    • Dropdown 
    • Options List 
    • Multi-Selection List 
    • Task List 
    • Currency 
    • Email 
    • Number 
    Conditional Logic 

    Users can define conditional rules within the modeler to determine when certain fields should be hidden or displayed. The available conditions include: 

    • Filled/Empty: Allows users to define whether a field should be shown or hidden based on whether it is filled or empty. 
    • Equals/Not Equals: Users can specify if a field should be displayed or hidden based on whether its value matches or does not match a predefined value. 

    Key Benefits 


    Relevant Information

    With conditional forms, users will only see the information that is relevant to their specific needs, eliminating unnecessary clutter and improving the overall user experience. 

      Adaptive Forms

      By dynamically displaying or hiding fields based on business logic, conditional forms enable the creation of adaptive forms that adapt to different scenarios and use cases, providing a personalized experience for end users. 

      Efficient Workflows

      Conditional forms streamline workflows by presenting users with the most pertinent information upfront, reducing the time spent navigating irrelevant fields and improving overall efficiency. 

      We hope you love the new conditional forms feature as much as we do and will find it valuable in tailoring your forms to meet the unique needs of your business. We are committed to continually enhancing Flowingly to deliver seamless and user-friendly process automation experiences. 

      As always, we welcome your feedback and suggestions. If you encounter any issues or have any questions, please don’t hesitate to reach out to our support team. 

      The Flowingly Team 

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      7 Reasons Healthcare Organizations Should Embrace Business Process Automation

      7 Reasons Healthcare Organizations Should Embrace Business Process Automation

      7 Reasons Healthcare Organizations Should Embrace Business Process Automation

      In the fast-paced world of healthcare, where every minute counts and efficiency is crucial, staying ahead of the curve is essential.  

      Enter business process automation (BPA) – a game-changing solution that empowers healthcare organizations to streamline operations, enhance patient care, and drive sustainable success.  

      In this blog post, we’ll explore why embracing automation is not just a smart move but a necessity for healthcare organizations in 2023 and beyond. So, let’s delve into the world of automation and discover the transformative power it holds for healthcare. 


      1. Prioritising Efficiency 

      In healthcare, every second counts. By automating routine and repetitive tasks, healthcare organizations can free up precious time for their staff to focus on what truly matters – delivering exceptional patient care.  

      Imagine a world where appointments are scheduled seamlessly, patient registration is a breeze, and paper forms are a thing of the past.  

      With process automation, healthcare organizations can bid farewell to administrative headaches and focus on actively improving their customer and employee experiences. 


      2. Safeguarding Patient Confidentiality 

      In an era where data breaches send shivers down our spines, safeguarding patient information is non-negotiable.  

      Process automation software works to fortify your defences and keep sensitive data under lock and key.  

      With a meticulous attention to accuracy and strict security protocols, digital forms and confidential workflows can ensure that patient confidentiality remains unbreachable.  

      Say goodbye to misspelled names and misplaced files, and hello to peace of mind. 


      3. Streamlining Processes 

      Picture this: a busy healthcare organization bustling with activity, doctors rushing from one patient to another, administrative staff buried under piles of paperwork, and files seemingly playing hide-and-seek. 

      Process automation software can bring order to this chaos by streamlining those key workflows and documents.  

      From patient onboarding to appointment scheduling and inventory management, automation sweeps through the corridors of healthcare organizations, ensuring seamless processes and minimizing delays caused by human error. 


      4. Putting Care at the Forefront 

      The patient experience lies at the heart of every healthcare organization.  

      Automation can play a pivotal role in enhancing this experience by automating various touchpoints along the patient journey.  

      From personalized appointment reminders and follow-up communications to seamless information sharing between departments, BPA ensures that patients receive timely, accurate, and coordinated care, leading to higher patient satisfaction levels. 


      5. Cost Savings 

      In today’s healthcare landscape, optimizing costs is a pressing challenge.  

      No-code process automation offers a tangible solution for organisations, by reducing operational expenses and optimizing resource allocation.  

      By automating tasks that would otherwise be super manual, healthcare organizations can minimize staffing needs, decrease the likelihood of errors and rework, and allocate their valuable resources more efficiently, leading to significant cost savings in the long run. 


      6. Scalability and Adaptability 

      Healthcare is an ever-evolving industry, with new technologies, regulations, and patient demands constantly shaping the landscape.  

      Process automation provides healthcare organizations with the agility to adapt to these changes swiftly and seamlessly.  

      Whether it’s incorporating new processes, or accommodating evolving compliance standards, automation ensures that healthcare organizations can keep pace with the dynamic nature of the industry. 


      7. Informed Decision-Making 

      Data-driven decision-making is the bedrock of success in healthcare.  

      Automation can help you harness the power of data analytics, providing valuable insights into operations, patient trends, and financial performance.  

      By automating data collection, analysis, and reporting, automation can help your team empower stakeholders to make informed decisions, drive continuous improvement, and achieve better patient and employee outcomes. 


      In an industry where every second counts and patient well-being is paramount, healthcare organizations cannot afford to overlook the transformative potential of business process automation.  

      By embracing process automation, these organizations can unlock a new era of efficiency, data security, enhanced patient experiences, cost savings, and adaptability.  

      Embracing automation allows healthcare organizations to elevate their operations, deliver exceptional care, and thrive in an increasingly competitive landscape.  



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      No-Code, No Problem: Upper Hutt City Council Embrace Flowingly Streamlined Automation

      No-Code, No Problem: Upper Hutt City Council Embrace Flowingly Streamlined Automation

      No-Code, No Problem: Upper Hutt City Council Embrace Flowingly Streamlined Automation

      From Rates to Organisation-Wide: Upper Hutt City Council Expands Flowingly Usage

      Upper Hutt City Council has announced plans to expand its use of Flowingly, a cloud-based software that streamlines business processes and boosts collaboration across departments. The council initially used Flowingly for its manual rates processes when New Zealand went into lockdown, as they needed a fast way to automate their processes and ensure they could run them from home. The rates team were quickly impressed with the software’s simple workflow modeller and the impact it had on process visibility.

      Due to the success of the rates team’s implementation, the council has now decided to begin expanding its usage organization-wide. With its business-led automation capabilities, Flowingly has enabled the council to streamline their rates processes without relying heavily on IT resources. The software’s no-code interface has made it easy for everyone to adopt and use, with the future goal being for Upper Hutt to have business team champions across a range of departments being trained up to automate their own processes. 

      While still in the very early stages of their expansion, the team at Upper Hutt are optimistic, “we’re eager to expand our use of Flowingly across the organisation,” says Kate Thomson, Director of Finance, Risk and Digital Solutions at Upper Hutt City Council. “We’re hopeful that it will achieve our goals of improving the customer experience for our community and making internal processes more efficient.” 

      And it’s not just Upper Hutt City Council who’s thrilled with the news. Jon Kalaugher, CEO of Flowingly, is just as excited about the expansion. “We’re thrilled to see Upper Hutt City Council have made the decision to expand their use of Flowingly across the organization and their commitment to delivering better experiences for their employees and customers,” he said. “We look forward to continuing to support Upper Hutt City Council in their journey towards streamlined business process management.” 

       Upper Hutt City Council’s decision to expand its use of Flowingly demonstrates its commitment to innovation and excellence in business process management. The council is setting an example for other organizations to follow, and we can’t wait to see the continued positive impact of Flowingly’s implementation.


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      6 Things to Consider When Choosing an Automation Solution

      6 Things to Consider When Choosing an Automation Solution

      6 Things to Consider When Choosing an Automation Solution

      With so many process automation solutions, it can be hard to know where to start. 

      That’s why we thought we’d put together a list of a few key considerations businesses should have when weighing up their options. 

      Here are six things to consider when choosing a process automation solution: 

      Ease of use  

      Automating processes shouldn’t feel like you’re trying to create the Mona Lisa in Microsoft Paint.   

      Unless you have a large team of developers dedicated to automation projects (not sure this even exists), you’re going to need software that is easy for your business teams to use.   

      Look for software with an intuitive interface that doesn’t require a computer science degree to operate.  


      You don’t want a solution that ties you down to a rigid process.   

      We’ve seen our fair share of horror stories about teams spending thousands of dollars getting processes automated just for those processes to change. Again and again.  

      True continuous process improvement comes from identifying ways we can improve a process, not just automating it and never touching it again because it’s too expensive.  

      Look for software that can adapt to changes in your business or industry, preferably a tool that allows you to make changes on the fly.  


      Every tool won’t work for every process. You don’t want a tool that’s a square peg in a round hole.   

      Power Automate is an incredibly powerful tool for organizations looking to create highly technical system-to-system workflows. It’s not as great for your internal processes or manual form-based processes. 

      Some of our best customers have a mix of solutions, an automation toolbox built with Flowingly and Power Automate.  

      Look for software that will best help you achieve your business goals, even if it’s not Flowingly!   


      You don’t want a solution that crumbles like a house of cards when you start to grow. With a lot of process automation tools, big ambitions can mean high costs and extensive resources.  

      Don’t just think about your current needs, but also think about where you want your business to be in the next few years.  

      Say you’re only able to automate one process a year. In that case, you likely won’t seeany real process improvement momentum and struggle to justify the investment.  

      Look for software that allows you to scale your automation efforts – this could be the difference between automating 30 processes in a year or 2.  

      Analytics and Reporting  

      You don’t want a solution that leaves you in the dark.   

      When evaluating process automation solutions, consider what kind of data and metrics you need to track and how you want that data to be presented.   

      Ideally, the tool should offer real-time analytics, so you can see how your workflows are performing and make adjustments on the fly.     

      Look for software that can help you shed light on the gaps in your processes, so you can make data-driven decisions and real, tangible improvements to the way you work.  


      Visibility is crucial when choosing a workflow automation solution.  

      Just because your processes are mapped that doesn’t mean they’re being followed. 

      You need to be able to see where you are in a process, who’s responsible for the next step, and when it’s due.  

      Look for a solution that will provide you with a clear and intuitive view of your workflows, allowing you to easily track progress, identify bottlenecks, and adjust as needed. 

      Bonus: Customer Support  

      You don’t want customer support that ghosts you when things go wrong.   

      Ideally, the solution you’re looking at offers multiple support channels, such as email, phone, and chat, with a transparent and responsive support policy.   

      You should also consider the availability of support and the quality of the support team on offer. If your processes are running 24/7, your software support should be too.  

      With some solutions, if you’re a customer but aren’t paying at the enterprise tier, you may be missing access to crucial support.  

      So, there you have it! Choosing the best process automation solution for your business is a big decision. However, if you consider these six factors, you should be able to find a solution that makes your life easier and helps you work smarter, not harder.  

      When evaluating different solutions, remember to prioritize ease of use, flexibility, compatibility, scalability, analytics and reporting, and customer support. And don’t forget to think about your unique business needs and processes when making your final decision.  

      With the right process automation solution in place, you can say goodbye to tedious tasks and hello to more time to focus on what really matters – growing your business and creating incredible customer and employee experiences. 


      Find articles covering all your workflow needs. From creating better processes to change management.

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      Flowingly Product Update – April 2023

      Flowingly Product Update – April 2023

      Flowingly Product Update – April 2023

      NEW – Confidential Workflows

      We’re excited to announce the release of a much-anticipated new feature called confidential workflows!  

      We understand that the privacy and security of the data and IP being communicated within your flows is crucial, so we’ve designed this feature to give departments more control over the privacy of the information in their processes. 

      When a Flow Model is flagged as confidential the data contained within can only be accessed by the workflow creator and those involved in the workflow. This means that you can rest assured that your confidential information will remain secure and private.

      This will be especially helpful for HR or legal workflows which can often include personal information or sensitive data. 

        Confidential Workflow Use Cases

        HR Investigations

        HR teams may need to investigate sensitive issues such as harassment, discrimination, or employee misconduct. A confidential process workflow can ensure that only relevant parties are involved, and the details of the investigation are kept private. 

        Case Management

        Law firms may need to manage sensitive legal cases involving confidential client information. A confidential process workflow can ensure that only authorized personnel have access to the case files. 

        Background Checks

        HR teams may need to conduct background checks on potential employees, which involves sensitive information such as criminal records and credit history. A confidential process workflow can ensure this sensitive information isn’t shared. 

        Contract Management

        Law companies may need to manage contracts containing confidential information, such as non-disclosure agreements or employment contracts. 

        NEW – Formulas in Tables

        We’ve also added table formulas to the product. Formulas have been a common request from customers as they will often use tables to select products, similar to an e-commerce-type experience.  

        They have added a new field type within the Table component of the Form Designer called Formula. This feature allows users to apply calculations between columns within the same table. 

        With table formulas, users can save time and reduce errors by automating calculations that would otherwise have to be done manually. This feature is especially useful for businesses that need to quickly generate quotes, invoices, or other types of documents based on data in their tables. 

          Formulas in Tables Use Cases

          Sales quotes

          Sales teams can use table formulas to calculate the total cost of a customer’s order. The formula field can automatically multiply the quantity and price columns to generate the total cost, saving them time and reducing the risk of errors. 


          A finance team can use table formulas to create a budget for a project or department. The formula field can add up the expenses and subtract them from the available budget to determine how much money is left over. 

          Time tracking

          An HR manager can use table formulas to track employee hours and calculate pay. The formula field can multiply the number of hours worked by the employee’s hourly rate to generate their total pay for the week or month. 

          Quality control

          A manufacturing plant can use table formulas to monitor product quality. The formula field can calculate the percentage of defective products based on the total number of items produced, allowing the plant to identify and address issues in real-time. 

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