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Flowingly – March Release Notes

Flowingly – March Release Notes

by | Apr 2, 2024 | Release Notes

Flowingly – March Release Notes

Get ready to explore the latest updates and enhancements in Flowingly with our March 2024 Release Notes!

We’re thrilled to introduce exciting new features and improvements designed to elevate your workflow management experience. From seamless process map linking to enhanced sharing options and revamped step rules, discover how these updates empower you to streamline your processes with ease.

What’s New?

Process Map Linking 

Our latest update is about to redefine how you visualise and navigate your processes – introducing Process Map linking! Connecting processes and navigating seamlessly between them has never been more accessible. 

Link any published process maps together by using components to allow for seamless navigation between processes. Read more here.  

Process Map Sharing & Embedding 

We’re excited to announce an exciting new feature that will help process maps more collaborative and accessible.

Sharing your process maps has never been easier, whether it’s with your team, externally with partners, suppliers or contractors, or embedded on external websites. Read more here.  

Step Rules Overhaul 

While the base functionality of Step Rules remains the same, we have increased the scope of Step Rules to allow for multiple rules per step and multiple actions per rule. Read more here.  

Sub-Categories 

Simplify your workflow and process map dashboards through the use of sub-categories. Create a hierarchical structure up to 3 levels deep. Read more here. 

Other Release Notes (March 2024) 

  • Process Maps as components not updating links when published. 
  • Categories not showing names on Reports page intermittently. 
  • Public Map showing access error message while clicking steps. 
  • [Library Page] The status “Published Public” should be retained when a public process map is edited. 
  • Show public link and embed code as disabled. 
  • Inconsistency while trying to update a Process Owner. 
  • New Category not visible without refresh. 
  • Maps page giving time out issue. 
  • Flow Model with deleted Category breaks reports page. 
  • Category displayed is the first one instead of the actual category during editing, if there are duplicate names. 
  • User Reference Fields to Have Email Id in Webhook Message. 
  • Update step fields action not updating the value for the type of currency. 
  • Added Flowingly logo to login screen.  
Flowingly Product Update – Process Map Sharing

Flowingly Product Update – Process Map Sharing

by | Mar 14, 2024 | Release Notes

Flowingly Product Update – Process Map Sharing

Making Sharing Process Knowledge Easier than Ever 

We’re excited to announce an exciting new feature that will help process maps more collaborative and accessible – introducing process map sharing in Flowingly! Sharing your process maps has never been easier, whether it’s with your team, externally with partners, suppliers or contractors, or embedded on external websites.  

    What’s New? 

    📨 Internal Sharing: Connect Within Your Organisation 

    Share your insights seamlessly within your organisation by enabling internal sharing. With just a click, your team can access and collaborate on process maps, fostering a culture of shared knowledge and efficient workflows. 

    🖐️ External Sharing: Extend Collaboration Beyond Your Walls 

    Extend collaboration beyond your organisation by sharing process maps externally with third parties such as partners, suppliers or contractors. Empower external entities with a comprehensive view of your processes, promoting transparency and alignment. 

    🌐 Embed in External Websites: Showcase Your Work Dynamically 

    Take your process maps to the next level by embedding them in external websites. Whether it’s a client portal, partner platform, or public website, your process maps can now be seamlessly integrated, ensuring stakeholders always have access to the latest information. 

    🔒 Public Sharing Setting: Full Control at Your Fingertips 

    Manage the process of sharing with the new Public Sharing Setting. Users now have the ability to set the sharing status to public or private, ensuring that sensitive information is kept secure.  

    🎯 Effortless Filtering for Efficient Management 

    Enhance your management efficiency with the ability to filter maps based on their sharing status. Easily find and manage public maps with a dedicated filter, streamlining your workflow and keeping everything organised. 

    👁‍🗨 Public View for External Stakeholders 

    For public users, accessing a shared process map is simplified with a public URL. No login required – just click the link and gain instant access to the mapped processes. 

    Ready to start sharing? 

    Embrace a new era of collaboration and accessibility with process map sharing. Explore our new sharing features now and revolutionise the way you share, collaborate, and showcase your workflows. 

    For a more detailed view of how to share process maps in Flowingly or how to embed a map in your website refer to our knowledge base. 

    Flowingly Product Update – Process Map Linking

    Flowingly Product Update – Process Map Linking

    by | Mar 13, 2024 | Release Notes

    Flowingly Product Update – Process Map Linking

    Elevating Process Connectivity with Process Map Linking 

    Our latest update is about to redefine how you visualise and navigate your processes – introducing Process Map linking! Connecting processes and navigating seamlessly between them has never been more accessible. 

      What’s New? 

      🌐 Drag, Drop, and Link with Ease 

      For Flow Builders, the power to establish relationships between processes is now at your fingertips. Simply drag and drop the new component onto the canvas, and configure it by linking it to an existing published process map. Building connections between your maps has never been simpler. 

      ✍️ Multiple Use Cases 

      Linked process maps will be a game-changer for teams in many ways – whether they’re used to build mega-sequential processes or as sub-processes within a process.

      1. Linking sequential processes together, where you’d link from the end of one process to the start of another. E.g. from Recruitment to Onboarding.
      2. Linking to sub-processes or other levels of process in the middle of a process. e.g. linking to the Raise Invoice process at a step within another finance process.

      🔄 Effortless Navigation Between Linked Maps 

      As a user, experience a new level of process cohesion. Easily navigate between different linked maps and their parent map without leaving the page. No more bouncing between screens – everything you need is conveniently accessible in one central location. 

      👀️ View All Related Processes at a Glance 

      Imagine a workspace where all related processes and their details are seamlessly integrated. With Process Map Linking, users can view linked process maps, gaining a holistic perspective of interconnected workflows. No need to switch between tabs – everything you need is right there on the same page. 

      How It Works 

      • Drag and Drop the Process Map Linking component onto your canvas. 
      • Link the Process Map Linking component to an existing published process map. 
      • Users can effortlessly move between linked process maps and the parent map for a comprehensive view. 

      Ready to Elevate Your Workflow Experience? 

      Are you ready to embrace a new era of workflow connectivity? Explore Process Map Linking now and witness the seamless integration of related processes in one centralised space. 

      Check out our knowledge base article for a deeper understanding of how to use the new process linking functionality. 

       

      The 6 Things Every Team Needs for Success in Process Mapping and Automation

      The 6 Things Every Team Needs for Success in Process Mapping and Automation

      by | Mar 4, 2024 | Process Improvement

      The 6 Things Every Team Needs for Success in Process Mapping and Automation

      Process mapping and automation are powerful ways to improve the efficiency, quality, and consistency of your business processes. By documenting and optimising your workflows, you can eliminate waste, reduce errors, and increase customer satisfaction.  

      The only issue is that it’s easier said than done to implement and sustain mapping and automation efforts. It requires a lot of planning, collaboration, and commitment from your team and your organisation. Without the right ingredients, your process improvement initiatives might fail to deliver the expected results, or worse, backfire and cause even more problems for your business.  

      So, what are the 6 things every team needs for success in process mapping and automation? Let’s find out. 

      1. A Product Champion

      Meet your team’s biggest process fan – the product champion. This person isn’t just someone who knows their way around your mapping and automation tools; they’re someone who gets genuinely excited about it.  

      They’re the one who communicates the ‘why’ around process improvement, shares success stories, answers questions, and rallies the team to make the most of your mapping and automation tools. Having a product champion on board ensures that everyone sees the value and potential in fully committing to process improvement. 

      2. Leadership Support

      When the leadership team is on board with your process mapping and automation plan, it’s a game-changer. This support goes beyond just giving the green light; it means having the necessary resources, time, and encouragement to make the initiative successful.  

      With leadership support, the team can confidently leverage automation and mapping tools, knowing that their efforts align with the broader organisational goals and strategy. 

      3. The Right Tools 

      Finding the right tools for process mapping and automation is crucial. While Flowingly is a powerful software solution, it’s not going to be the right solution for everyone. The perfect fit can vary based on specific team needs – things like sizes, resources and business problems are crucial to assess before diving in head first.  

      Understanding what tool will get the job done and meet your goals and expectations is key. Whether it’s Flowingly or another solution, the emphasis is on selecting a tool that seamlessly integrates with your workflow, ensuring a smooth and effective process mapping and automation journey. 

      4. A Clear Scope and Objective 

      A clear roadmap is essential for success in process mapping and automation. It’s not just about having a tool like Flowingly; it’s about knowing why you’re using it and what you aim to achieve.  

      Defining a clear scope and objective ensures that the team is aligned, focused, and understands the significance of their efforts. Flowingly aids in this by providing a visual representation of workflows, allowing the team to see the bigger picture and work towards common goals with a shared vision. 

      5. A Cross-Functional Team

      Processes in an organisation are often interconnected, involving different departments and functions. A cross-functional team brings together diverse perspectives, skills, and experiences.  

      With a tool like Flowingly, team members can easily share insights, ideas, and feedback. This collaborative approach ensures that all aspects of the process are considered, resulting in more robust and effective solutions. 

      6. A Continuous Improvement Mindset 

      Success with process mapping and automation is not a one-time achievement; it’s an ongoing journey. A continuous improvement mindset encourages the team to regularly review processes, seek feedback, and identify opportunities for enhancement.  

      Flowingly supports this mindset by providing flexibility and adaptability to changing needs. It’s not just about automating for the sake of it; it’s about continuously striving for better, more efficient ways of working. 

      In essence, these key elements create a powerful synergy when it comes to mapping or automating processes that (1) your team will love and use (2) solve genuine business problems.

      With a champion, support from leadership, the right tools, a clear objective, a good team and a continuous improvement mindset, your team can take process improvement from a buzzword to an idea in action. 

      The Flowingly Blog

      Get the flow-down on all things Flowingly. From process tips to product, we cover everything you need to level up your processes.

      5 Reasons Why You Shouldn’t Get Flowingly Mapping Pro 

      5 Reasons Why You Shouldn’t Get Flowingly Mapping Pro 

      by | Dec 4, 2023 | Process Improvement

      5 Reasons Why You Shouldn’t Get Flowingly Mapping Pro 

      1. You’re 100% happy with your current process mapping solution

      That’s awesome. But hang on… why are you reading this? 

      Flowingly Mapping Pro was created for a couple of people: 

      1. Those who were fed up overpaying for legacy process tools 
      2. Those who wanted to upgrade from your Visios, Lucids and Draw.ios of the world 

      If that’s not you, we might not be for you. 

      If you’re on the fence, read on. 

      2. You want strict BPMN 2.0 adherence

      Yeah, nah. That’s not us.  

      BPMN 2.0 100% has its place. But as you’ll hear us talk about, we aim to take the BS out of work and that means providing a toolset that anyone in your workplace can use. 

      And we’re pretty confident you’re not training your whole workforce in BPMN 2.0. 

      We love BPMN. That’s why we took our favourite parts of it, the most commonly used and understood elements, and used them for Flowingly right from Day 1.  

      But BPMN 2.0 is confusing for most, with over 70 different symbols and notations to wrap your head around. 

      3. Budget isn’t an issue and you’re happy to pay whatever it takes for the best process stack around

      Hey big spender. Look at you with your money bags! 

      If you have unlimited pockets, go buy the best process tools you can, hire a bunch of engineers and integrate the s#@% out of them. 

      Flowingly Mapping Pro is for those who don’t want to spend $40k+ on their process mapping solutions. It’s for teams who need to map now, and when you are ready to automate you can just add on Flowingly Automation Pro.  

      4. You don’t plan on automating any processes 

      Look, we get it. Automation is the realm of IT. You already automate through your ERP. You’re not mature enough for process automation. 

      We’re going to do our utmost to challenge those statements.  

      Here’s why we believe that business-led process automation is so important: there are hundreds of manual processes across your organisation, and if you wait for IT to automate them in your clunky ERP you will still be doing them manually when you retire.  

      Unfortunately, IT is subject to a major skills and budget shortage and core systems like ERPs and CRMs don’t typically have flexible and rapid workflow building tools.  

      5. You prefer depth of features over simplicity 

      Everyone (including us) wants more features and more power in their software. 

      If only it were that simple. 

      If you look at the software you truly love, as a user you’ll often find they have something in common. Simplicity. 

      It’s easy to keep building more and more features into your applications. It’s really hard to do it in a way that keeps the software enjoyable and easy to use. 

      That’s our focus at Flowingly. We don’t aim to provide the most powerful process tools that appeal to the 0.1%. We aim to take the BS out of work and that means providing process tools that are simple and easy to use for everyone. 

      Flowingly offers a world of process mapping benefits, but it’s crucial to determine if it’s the right fit for your unique circumstances.  

      Take a step back, assess your needs, and find a tool that aligns with your goals and resources. Remember, it’s all about finding that sweet spot where your organization can thrive with the right process mapping solution. 

       

      The Flowingly Blog

      Get the flow-down on all things Flowingly. From process tips to product, we cover everything you need to level up your processes.