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 

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

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

We’ve levelled up our public forms.

For our first release of 2022 we wanted to focus on improving the public form experience for form builders and users. 

Since a good form can be the backbone of a workflow, making sure our public forms are as user friendly as possible was a definite focus to kick start the new year. 

Big thanks to the teams at Upper Hutt City Council, Smart Environmental, SIT, Glenelg Shire Council for working closely with us on these features! 

NEW – Create custom subject lines for public form submissions

You asked, we answered. 

Previously when a public form was submitted the subject line would be ‘public form submission’. Not ideal when it comes to differentiating submissions. 

Now you can pull data from the form submission itself into the subject line as variables. 

This could be things like a name, an address or even the form submitters favourite dog breed – the possibilities are endless. 

This will save you time, helping you find the exact submission you were after at a glance. 

NEW – Upload files to public forms

We’ve also added the ability to upload files on public forms.  

Now members of the public or non-Flowingly users can submit forms with an uploaded file.  

This might look like photos of hazard submitted on a health and safety report form or a copy of the invoice on a rates rebate. 

The icing on the cake? All the attached files will be visible and downloadable from the completed step tab of the Flowingly runner.  

This will give you a full audit and access to all the files you might need – no more searching through email threads or endless folder structures. 

NEW – Attach documents to public forms

Since we’ve added the ability for your public form submitters to give you more info from the forms, we thought it only fair we allow form builders the same benefit. 

That’s why we’ve added the ability to attach documents to public forms.   

If you’ve ever built a public-facing form and thought ‘I wish I could upload a file to give a bit more context to the form’ now you can. 

Flow builders can now supply files to improve user experiences when submitting forms.  

This could be things like attaching a PDF of your company values on a customer complaint or your COVID-19 policy on a site visitor form. 

Just when we thought our developers were done for the year, they pulled a last release out of the bag.

And it’s a good one.

We wanted to focus on user experience features for this release, getting stuck into some of our most highly requested features.

Also, big shoutout to our awesome customers for helping us continuously improve the product with their feedback. 🤙

NEW – Pull variables into email subject lines

Nobody likes receiving emails. Receiving a bunch of emails with the same subject line? Even worse.

That’s why we’ve added the ability to pull values from previous steps into customisable subject lines.

Want to include the customer or employee name? Done. How about their address? Done.

You can now include almost every step field in the email subject line, including values from short text, dropdown list, option list, currency, email, number, date, date time and lookup fields.

NEW – Start flows from your library

Have you ever been in the library page of your Flowingly account and thought “wow, I’d love to be able to start a flow from here?”

Well, now you can.

Alongside the classic permissions, edit, clone and delete icons you’ll now find the start icon in your library under Actions.

NEW – Drag and drop file uploads

Yes, you read that right. We’ve brought in the ability to drag and drop files in both the file upload and attach document step fields.

While it may not seem like the most ground-breaking feature we’ve implemented, it’s a feature that has been highly requested and one that will hugely impact your day-to-day experience in Flowingly.

Now when you need to attach a file you can drag it from anywhere on your computer. Your desktop, your downloads, anywhere really.

With drag and drop, uploads have never been faster, or easier.

NEW – Approval notifications

Ever wanted to receive a specific email notification when an approval has been assigned to you?

Currently, when a step is assigned to you, you’ll receive the same notification for steps and approvals.

We’ve updated approvals to have specific notifications for approval steps.

Making it easier for your people to identify what is required of them. More working, less searching.

The Only-Relevant-Stuff release

For every 200 work emails you receive in the day, 144 of them are irrelevant 🤯

Given that we spend 2.5 hours on average on emails every day, that’s a whole lot of time being wasted on things that we shouldn’t be bothering with.

So, we thought for our 4th release of 2021 we’d focus on this. Cutting out the noise. The distractions. The pollution.

Note – this works with Slack too. 😀

NEW – Enhanced Instruction fields (or Variables as the techies say)

Flowingly has always had instruction fields. From the outset this field was designed to inform your employees of the action they need to take.

But we felt like it was missing something. It was very general. Not specific to that instance of the workflow.

We found that that people were regularly spending time scrolling through the history of the workflow to find specific pieces of information.

No longer.

Introducing Variables.

Variables within the Instruction field now allow you to pull information from previous fields into that Instruction. Now that field not only informs you what you need to do, but it gives you all the information you require to do it!

This saves time looking for previously submitted information, giving you everything you need to know, and ONLY that.

No more time distracted by information that has no relevance to you.

Our users are sure to get creative with this feature, but for now here are a few specific ways you can make the most of this new feature.

NEW – Optional Notifications

We’d always assumed that our users wanted to be notified when a Step is assigned to them.

It turns out this is not always the case.

In a world full of notifications, it is easy to glaze over. To get notification fatigue.

Every Step in Flowingly now gives you the option to toggle automatic notifications on or off. This means that you can:

Turn notifications off for a specific step when you feel there is no need for them.

Set your own custom notification using the Custom Email. Just turn off the automatic notification and build your own one.

This helps you cut out “inbox pollution” (a favorite term of our own Hervé Roy), giving you more control that ever over what is relevant and irrelevant for your employees.

Upgraded – Categories

Here’s something we always tell people when designing forms for their workflows:

Dropdown lists are great. But they don’t always provide the best user experience. Especially when half the options within the list aren’t relevant to the user.

Well, we decided to take our own advice.

Categorization in Flowingly was always handled with dropdown lists. This was fine when you only had 3-5 options. Anything over that and it became a time waster.

Now your Categories are displayed within a neat little list on the left-hand side of your screen.

This applies to your Start section, To Do list, Flows I’m In, Process Maps and Reports.

Reduce your time waste

There are all sorts of ways we waste time at work. Navigating email chains. Undertaking menial, repetitive tasks. Getting distracted by irrelevant information.

Flowingly reduces all of those and more.

With Flowingly, companies have reduced their employee offboarding from 40 emails down to 7. Others have reduced the time spent on their rates processes by 40%.

Microsoft Teams – Sending a company update

This one was universal. Previously we would make manual announcements in Teams about the completion of a step or workflow.

Think: Announcing that a new employee is joining the team. Confirming an update to a system. Announcing a big sale.

Now, this all happens automatically. Upon the completion of a step, Flowingly sends an update through teams, packed with only the important info.

You can see this in action in the video above.

Note – this works with Slack too. 😀

Trello – Creating and updating a project card

The clear favorite from our Customer Success team. You can now have submission of a Flowingly form or step create and/or update a Trello card.

Not just limited to Trello, this goes for any project management tool (think Asana, Jira or Teams).

Perfect for that point where process meets project.

Like an Idea to Initiative workflow, or the onboarding of a customer or contractor.

Not only can you create the card, but you can automatically populate it with relevant info and assign project owners.

This one is also shown off in the video above.

Xero – Creating a new supplier

Pretty obvious where this one comes from right? It’s been a gamechanger for our Finance team.

You can do all sorts of things in Xero using Flowingly Integrations, but the favorite has to be adding a new supplier automatically.

If you’re like us, when Capital Expenditure or OPEX is raised you may have a field where someone has to mark whether they are using an existing or a new supplier. If they select new supplier, that supplier then has to be setup in your billing system.

By integrating Flowingly and Xero (or Quickbooks) you can automatically create that new supplier from information captured in the Flowingly form.

No more double handling. No more copy-paste errors. 🤖

Excel – Adding a row to a spreadsheet

Everyone uses spreadsheets, but this one is a real time saver for our Operations team.

Most companies live in spreadsheets. We’re no different.

Excel. Google Sheets. SharePoint lists.

With the new integrations, you can still live in those spreadsheets. You just don’t have to manually update them.

Like when an employee slips on the floor and reports an H&S incident through the Flowingly mobile app. The incident spreadsheet is automatically updated. ✔️

Or when a new customer is signed up by the sales team. Onboarding started. The customer spreadsheet is automatically updated. ✔️

By integrating Flowingly with your spreadsheets, you can keep your spreadsheets as your system of record, without ever needing to double-handle the data ever again.

If you want to see this in action, check out the video up above.

This is just a small selection of the many actions you can take with Flowingly integrations. As you can see in the video, our Customer Onboarding workflow utilizes the Teams, Trello and Excel connections. This has helped us reduce copy-paste errors and freed up everyone’s time to focus more on the customer, less on the admin.