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.  

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. 

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. 

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