Introducing Confidential Steps: Elevating Privacy Control in Flowingly 

We’re thrilled to introduce a powerful new feature to Flowingly: Confidential Steps! 🤫 

Building on our existing Confidential Workflows functionality, which empowers departments to control the privacy of their flows, this update takes confidentiality to the next level by allowing workflow designers to apply confidentiality settings to individual steps within a flow. 🔒 

What’s New?

Additional Benefits: 

Enhanced Privacy Control: With Confidential Steps, organisations have granular control over the confidentiality of sensitive information at a step level within their workflows, ensuring that only authorised personnel can access confidential data. 

Increased Compliance: This feature helps organisations comply with privacy regulations by ensuring that sensitive data is only accessible to approved users, reducing the risk of data breaches and non-compliance penalties. 

Improved Security: By restricting access to confidential steps, organisations can mitigate the risk of data leaks and unauthorised access, bolstering their overall cybersecurity posture. 

Use Cases for Organisations: 

With Confidential Steps, businesses can enhance privacy, compliance, and security within their workflows, empowering them to confidently manage sensitive information and protect their data assets. Upgrade to the latest version of Flowingly today to unlock the power of Confidential Steps! 

How to Get Started? 

For those eager to harness the power of this update, it’s as easy as reaching out to your Customer Success Manager or contacting support@flowingly.net. Our team is ready to guide you through the setup process and ensure you maximise the benefits of this new update.

To see a more detailed look at how to set up Confidential steps check out our knowledge base for instructions here. 

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

We’re thrilled to introduce exciting new features and improvements designed to elevate your process improvement experience. From our Progressive Web App to Confidential Steps in processes, discover what’s new with the product this month.

What’s New?

Progressive Web App 

We are excited to share the news about the Progressive Web App for Flowingly which is available on iOS and Android devices. Users will experience the same behaviour on their mobile devices regardless of the provider. 

• Install guide for iOS.  
• Install guide for Android. 

Confidential Steps

You may be aware of the Confidential Workflows feature we released in 2023, which allows processes which can include sensitive information to only be visible to the actor involved and specifically assigned Admins. This has now been expanded to allow for more granular control of your Flows by being able to assign individual steps to remain confidential rather than an entire flow. Read more here. 

Other Release Notes (May 2024) 

• Resolved issue where custom email content was deleted when exporting a Flow Model. 
• Resolved issue copied flow models lose step rule “step” values. 
• Updated Component node headers to bring over the relevant process name and dynamically adjust the header size. 
• Fix issues with notification settings being kept when toggling between a Task and Public Form, preventing flows from progressing. 
• Fixed bug where copied steps would not retain Form Conditions. 
• Updated various pages to retain selected category or sub-category when navigating Flowingly. 
• Fixed bug with currency fields when a value includes a comma. 
• “Trigger” field added as a customisable field for Process Maps and Workflows.  
• Resolved issue which was preventing users from publishing Flow Models with images pasted into instruction fields. 
• Fixed issue where test emails were not being sent when the “From Name” field had an email address.
• Push notifications added to Mobile website. 
• Fixed issue where database IDs were shown instead of Team names when using “Teams” database. 
• Added the ability to use Public Forms with the Flowingly Power Automate connector. 
• Renamed “Started” filter to “In-Progress” in the “Flows I’m in” page. 
• Fixed how categories are presented in various places dropdowns across Flowingly for improved navigation. 
• Added more fields in CSV exports: 
• Step Started At (datetime) 
• Step Completed At (datetime) 
• Step Completed By (user) 
• Fixed issue where iOS users could not download files from the step history within the Progressive Web Application. 
• Improved UI when steps have longer actor names. 
• Fixed issue where flows were being triggered in Power Automate when the PA Flow had been disabled.  

Unlock Data-driven Insights with Flowingly’s Power BI Connector 

We’ve bridged the gap between your automated workflows in Flowingly and getting deeper, more advanced data reporting – presenting the Power BI Connector. Accessing and analysing your flow data has never been more seamless. 

What’s New?

📊 Detailed Reports at Your Fingertips 

Utilise our pre-built Power BI Desktop file to access not only the data surrounding your flows but also the details contained within them. Build comprehensive reports that offer detailed insights, empowering you to make data-driven decisions with precision. 

🔄 Seamless Integration for Enterprise Customers 

Great news for our Enterprise customers! The Power BI Connector integration is available to all Flowingly customers with an Enterprise Agreement. Elevate your reporting capabilities by seamlessly integrating your flow data into Power BI. 

The Power BI Connector feature by Flowingly opens up a realm of possibilities for enhancing your data analysis and reporting capabilities.  

Here are some compelling use cases to illustrate how this integration can be a game-changer: 

• Connect your Flowingly data to Power BI and build a dynamic dashboard showcasing key performance indicators, completion times, and any bottlenecks. Instantly identify areas for improvement and optimise your processes on the fly. 
• Utilise Power BI to generate historical reports on your workflow efficiency. Measure cycle times, step durations, and identify trends that can inform strategic decisions for process optimisation.

How to Get Started? 

For those eager to harness the power of this integration, it’s as easy as reaching out to your Customer Success Manager or contacting Support@Flowingly.net. Our team is ready to guide you through the setup process and ensure you maximise the benefits of this data-rich collaboration. 

To see a more detailed look at how to set up Flowingly’s Power BI connector check out our knowledge base for instructions here. 

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

We’re thrilled to introduce exciting new features and improvements designed to elevate your workflow management experience. From our powerful Power Automate connector to team notification updates, discover what’s new with the product this month.

What’s New?

Power Automate Connector

It’s never been easier to integrate with third-party applications. Leverage Flowingly step data elsewhere or populate Flowingly steps using third-party data effortlessly. Read more here. 

Team Email Notification Settings 

We’ve added a new option when it comes to notifying users of their tasks in Flowingly. If a team works out of a shared mailbox you can now ensure notifications are only sent to the shared mailbox instead of each user individually. Read more here. 

Other Release Notes (April 2024) 

• Fixed issue where steps incorrectly had two Logo fields. 
• Fixed issue where Option List mapping didn’t work in all scenarios. 
• Updated datetime fields to include locale information, facilitating later conversion to UTC. 
• Date and Datetime now formatted without time zone. 
• Fixed inconsistency in sorting Process Maps. 
• Deleted Flow Models no longer showing as reportable. 
• Webhook data for child Flows does not include Flow Identifier. 
• When the date field is optional, an offset value is applied even if no date is selected. 
• Fixed issue where Step Tasks could not be added to a step.  
• Fixed issue where required date field prevents Step submission if conditionally hidden. 
• Added the comments section from a Flow to be available as variable in Custom Email body. 
• Saved step form with date values in the format ‘D/MM/YYYY’ is not submitting. 
• Fixed issue where Lookup Fields were not working with decisions. 
• Fixed inconsistent access permissions with shared process maps. 

Level Up Your Process Integrations with Our New Power Automate Connector

We’re thrilled to introduce an exciting new update that will enable you to integrate your processes like never before! Say hello to Flowingly’s Custom Connectors – designed to integrate your systems with the Power Automate platform. 

What’s New? 

🚀 Custom Triggers for Ultimate Flexibility 

When a Flow Step is Submitted: Activate Power Automate actions immediately after the submission of a step. This trigger ensures that your processes stay in sync, creating a seamless workflow that adapts to your team’s pace. 

Example Use Case: Imagine a scenario where your sales team completes a critical step in the pipeline. Instantly, relevant information is shared with your CRM system, updating records and triggering automated follow-up actions. 

When a Flow Step is Created: Trigger actions based on the creation of a specific step. This provides unparalleled flexibility in adapting automation to the unique dynamics of your business processes. 

🌐 Seamless Integration for Flow Model Builders 

It’s never been easier to integrate with third-party applications. Leverage Flowingly step data elsewhere or populate Flowingly steps using third-party data effortlessly. 

Example Use Case: Picture a scenario where your procurement process involves external vendor verification. With Flowingly’s Custom Connectors, relevant data from your vendor management system can seamlessly integrate with your procurement workflow, ensuring accuracy and efficiency. 

This update is all about making connecting to the Microsoft tech stack as simple and easy as possible since Power Automate is the world’s most used integration platform. We’re excited to see the endless number of ways team use it to take their processes to the next level. 

How to Get Started? 

We’ve crafted comprehensive documentation in our knowledge base that walks you through the setup of these custom connectors, making integration a breeze. Check out the documentation here. 

You can also check out the full list of connectors available with Power Automate here. 

The era of limitless automation possibilities is here, and Flowingly’s Custom Connectors are your passport to this exciting journey. 

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.