Release Notes – 2021 R2

Release Notes – 2021 R2

Release Notes – 2021 R2

Introducing Flowingly Integrations

When it comes to reducing time spent on work-about-work, connecting your favorite tools is a no-brainer.

That’s why we’re so excited to announce Flowingly Integrations.

Flowingly Integrations gives you the ability to connect Flowingly with thousands of applications. That’s right. Thousands.

Here’s a quick look at some of the powerful ways your team can start to leverage Flowingly Integrations to maximize productivity, reduce errors and keep all your records up-to-date.

Populate an Excel or Google Sheet

Ever wished an Incident Report logged in Flowingly would automatically update your Incident spreadsheet?

Now it can.

As soon as your employee logs that incident, Flowingly allocates relevant steps and tasks to people around the organization. Using Flow Integrations, you can now have it automatically update your incident spreadsheet with each incident.

If your organization revolves around spreadsheets, this integration means that your employees don’t have to change the way they work.

Reducing system change? Check.

Reducing double handling? Check.

It’s a win-win.

Create a Trello card or board

Now this is exciting. Blending process management with project management.

When you’re kicking off a customer onboarding, there will be a standardized process. You’ll follow the onboarding workflow. Managing the handover from sales to customer success. Setting the customer up in your service desk. Making sure the invoice has been paid. That’s the process.

What about after the onboarding is done? At that point you’re entering project management territory. Things need to be more dynamic. More flexible.

Enter tools like Trello and Asana.

Using Flowingly Integrations, you can create project boards and cards automatically during the onboarding. No more double handling. No more copy-paste errors.

Free up your project teams to spend more time on projects, less time on admin.

Send a Teams or Slack notification

Make sure your teams are alerted to key updates in the channels they live in.

Flowingly natively supports email and mobile push notifications. With Flowingly Integrations you can now add Microsoft Teams and Slack.

With the integration, you will receive real-time notifications directly within Teams or Slack.

You’ll also receive the details that you need.

This could be a notification about a new supplier that employees can use. Including their catalogue and key contact details.

Or maybe it’s about an incident on the production floor. That a certain product run was found to be defective and has now been isolated.

Or just something super simple. An alert to approve your employee’s leave. That your new employee has signed their device policy. That your Capital Expenditure request has been approved.

Schedule a Calendar event

Employees often enter times and dates into workflow forms. They might be specifying when a new employee is starting. Or when a project is set to start. Or maybe they’re setting a date for an employee’s farewell.

With Flowingly Integrations, you can have those time/date fields automatically create a Calendar event in Outlook.

This is a great way to ensure your calendar is kept up-to-date and, more importantly, that everyone remembers key events.

+ Many more recipes

Create an invoice in Xero. Update a CRM contact. Create an employee in BambooHR. With over 1000 applications to integrate with, the possibilities are endless.

For information on how to set these integrations up in your Flowingly environment, reach out to your Flowingly Customer Success Manager.

If you don’t yet have Flowingly, but want to see how it fits into your tech stack, get your trial now.

Let your tools do the work

Flowingly Integrations will not only save you time, they will help your employees focus on quality work rather than admin.

From reducing errors to automating manual tasks. Record-keeping to real-time notifications.

We are thrilled to help future-proof your tech stack and fast-track your digital transformation.

As a result, we’re making the employee and customer experiences better, ensuring that people get the information they need, in the systems they use.

To learn more about how Flowingly can help you manage requests, tasks and approvals with real-time visibility get a trial today!

Get your business Flowing

Release Notes – 2021 R1

Release Notes – 2021 R1

Release Notes – 2021 R1

With our latest release, Flowingly becomes the ideal solution for organizations looking to get complete visibility over their processes, without hiring a team of SharePoint developers.

Process visibility is still way harder than it needs to be. Most organizations have no way to track submissions, tasks and approvals in real-time.

More importantly, their employees have to rely on their to-do list or Outlook Calendar to remind them what tasks they need to do.

Chances are, your organization is running into these exact issues today:

  • You follow up on requests via email or Teams.
  • You are missing SLAs because someone somewhere forgot to do their bit.
  • You have NO IDEA what stage your employee and customer onboardings are at.
  • You don’t have a complete picture of your process compliance, and neither do your auditors.

Want to change this? Keep reading to learn more, or get a trial now.

New: Current Step Visualizer

Ever wanted to pull up a Flow and immediately understand where each Step is sitting?

Or maybe you’ve hit the SUBMIT button and wondered what happens next?

Or even been tasked with a Step and need to quickly see what has gone on before?

Now you can.

With the Current Step Visualizer, you get an immediate visual of where every Flow is sitting. Each Current Step will be highlighted in blue.

This is super handy for complex Flows or Flows that span multiple departments. Think about your Customer Onboarding Flow. At a glance you can see that the Finance team has sent the invoice, but that it hasn’t been paid yet. That the Account Management team had a successful intro session and has booked their second onboarding meeting. That Support has completed all of their tasks and that the customer is set up in your service desk.

This means more transparency and visibility for both employees and senior management.

New: Step Reminder

In a perfect world we’d all have flawless memories. We’d never forget the tasks that we need to do.

Unfortunately, that’s not the case and we struggle to remember the hundreds of tasks that we need to do in our work week.

Introducing Step Reminders.

When building a Flow, you now have the ability to add a Step Reminder. In the event that the Step hasn’t been completed, this reminder will send the user a reminder at 9am X days from the day the Step was created.

An optional field, the Step Reminder will help your employees stay on top of critical tasks and plan their days ahead of time.

Combined with the new Current Step Visualizer, this takes your organization’s task management to the next level.

New: Cancellation Email

Ever wondered where one of your Flows went, only to realize that it was cancelled by someone else?

No longer.

With the new Cancellation Email feature, when a workflow is cancelled by an authorized user the initiator will receive an email notification to say so.

Like Rejection Emails, the Cancellation Email will also contain a mandatory Comment field where the user cancelling the Flow will need to explain the reasoning. They will also have the ability to include other users within the email to notify all relevant parties.

Upgraded: User Delete prompt for databases

Business Admins will be happy to hear that the User Delete prompt will now apply to databases!

Previously, when you deleted a user you would be prompted to reassign their Tasks and Approvals.

Now, if that user is also listed in a database, you will be prompted to automatically replace that user with a new one.

This makes system governance easier than ever before, especially for those with large user numbers and multiple databases.

Upgraded: Step Statuses

Most workflow tools give a basic status of an overall workflow. If it’s in progress, completed or rejected.

But that’s not much help when you have strict compliance regulations to meet. When the auditors want to know exact details. Like where and why things were rejected. Or why certain steps were abandoned.

When the auditors are looking through your Non-Conformance process you don’t want to have to clarify exactly what has happened at each stage.

With our Step Statuses, we aim to make your Flows tell the entire story.

The new Reject, Sent Back and Abandoned statuses give users a greater understanding of the history of a Flow. They can now see which Step a rejected Flow was sent back to, and which Steps were abandoned due to a rejection.

As a result, your Flow reports will include a more detailed audit trail than ever before.

To learn more about how Flowingly can help you manage requests, tasks and approvals with real-time visibility get a trial today!

Get your business Flowing

Release Notes – 2020 R4

Release Notes – 2020 R4

Release Notes – 2020 R4

Earlier this year, Flowingly saw us release a raft of Process Mapping upgrades. Well, that wasn’t the only big project we were working on for 2020.

With the latest release of Flowingly we’re taking workflow up a level with our new Rules engine! Retaining the same ease-of-use that you have come to expect, the Rules engine makes it easier than ever for business users to create bespoke workflows that suit THEIR business.

Rules engine? What is that?

Next time you create or edit a workflow step you’ll notice a new Rules tab alongside the Details and Form tabs.

This allows you to use IF THIS THEN THAT logic to direct a workflow. The first rule to be released will allow you to set the Assignee of a future step based on an action taken in a previous step.

Using a Database, you can now assign a Step based on relationships within that Database.

How would I use it?

There are all sorts of ways you can use this:

  • Allocate a step based on geography. For example, if a user selects in Step 1 that their request is for the Wellington office then it allocates Step 4 to the Wellington Area Manager. Alternatively, if they select Auckland it will allocate to the Auckland Area Manager.
  • Send a step to someone based on responsibility. An easy way to manage when one Capital Expenditure category needs to go to Joe Bloggs in Finance, and the others all go to Jane Smith.
  • Facilitate multi-level management relationships. Using Rules you now have the ability to allocate a step to an employee’s regional manager, country manager or any other report. This helps you control all those dotted lines!

This is just the beginning…

The Rules engine that you see now is just the first version. We have a whole list of rules that we’ll be adding to it over the next year.

And that’s where we need you. If you have rules you want to see, make sure to get in touch with your Flowingly Customer Success Manager.

What else has changed?

Table sums can now be used as a value in subsequent steps. This means that you can pull both currency and number sums direct from a table, either to display them easily to a user or to help route your Decision pathways.

You can also use the sums within formula fields and custom emails. So, if you have a column in a table that captures amount, in another column you could capture discount rate, and in a formula field below you could calculate the discounted rate.

This opens up a range of possibilities, especially for all those using Flowingly for financial workflows such as Capital Expenditure or Expense Management.

For more information on Rules make sure to check out our latest KB articles on Step Rules and Databases. Or if you’re looking to use the new Table sum check out the Form Fields article.

If you’d like to learn more about how Flowingly can help you manage approvals, tasks and workflows for your business, get a trial today!

Get your business Flowing

Release Notes – 2020 R2

Release Notes – 2020 R2

Release Notes – 2020 R2

Our most recent release of Flowingly signifies a huge upgrade to the Process Mapping capabilities of Flowingly. Let’s have a look at some of the highlights:

Map UI

Interact with Steps directly from the Runner! Using the new map interaction features, users now have the ability to see at a glance exactly what is required at every stage of a process. This means you no longer have to open up each map, just click and drill-down!

This makes for easier navigation and access to the exact Procedures, Policies and Work Instructions that sit within a process.

Process Details

Ever wonder who the owner of a process is? Or need a bit more context around the purpose of the process?

You now have the ability to add more details into a process summary. The following fields can now be edited by admins and accessed by users: 

  • Process Owner 
  • Process Review Date 
  • Background 
  • Objective 
  • Input 
  • Output

Document Attachments 

Need to include the latest SOP or Policy within a process map or workflow? The new Attach Document field in the form builder allows you to do exactly this. 

Simply attach as many documents as you need.  

By having the ability to add documents as well as videos, images and hyperlinks to external resources, you can now include everything an employee may require to complete that process.

Additional Improvements

We’ve also made a number of changes to the following: 

The size of the HTML editor within the Modeler has increased, meaning it is now much easier to edit long Instruction fields. 

Hyperlinks within a Step can now be clicked on directly from the Runner. 

Process details can now be accessed through the Edit button in the Modeler. The Pencil has been removed.

Bonus – Make your processes as engaging as possible

With this upgrade Flowingly now has more options than ever to help you build engaging processes.

Making processes and workflows engaging is important to help facilitate staff adoption and develop a strong improvement culture within your organization.

So how do you do that?

  • Encourage staff feedback and collaboration using the Feedback and Comments sections in Flowingly. 
  • Add rich content to your Steps, such as videos, images and screenshots. People are visual, and videos are much more engaging than text. This is really useful especially for staff inductions and training. (Quick Tip – If you want to make videos but don’t know where to start, give Vidyard a go!) 
  • Include helpful instructions within your processes, rather than just plain text. Same as the rich content, having clear headings, sub-headings and bolded text will help your staff digest information easier.
  • Attach or link out to supporting documents. Having a good process improvement culture includes having all the information you need in a centrally accessible location. This means that your processes should include everything a user needs, from policy documents to SOPs.
If you’d like to learn more about how Flowingly can help you on your process improvement journey, get a demo today!

Get your business Flowing

Release Notes – 2020 R1

Release Notes – 2020 R1

Release Notes – 2020 R1

Our first release of 2020 introduces Flow Model version tracking, print-friendly Flows, and improved process map visibility. 

Have a look at the highlights of this release: 

Flow Model Versions

We’ve added the ability to view the Flow Model version number from when a Flow was started. You can also export specific Flow Model versions.

This is useful if you update a Flow model and users have already initiated it.

Flow Model version is displayed in:

  • The first Step of new flows 
  • A new column added to Report page 
  • A new column added to CSV report

Printer-Friendly Flows

We’ve improved the export Flow functionality and allow user to save it in a more printer friendly format. 

The new document now includes a comment section which will include all comments added by workflow users while the flow was in progress.

A common use-case is to include comments made on an expense request process, printed for archival purposes.

Process Map Visibility 

Flowingly Workflow Users can now open and review Process Maps from within Flowingly’s Runner.

Clicking on a Process Map from the Maps page will direct Flowingly users to a new page displaying the selected Process Map instead of opening the Flowingly Modeler.

This is especially useful for organizations using Flowingly as a repository for Process Maps. Staff can easily view relevant process maps without opening the Flowingly Modeler.

Additional Improvements

  • Short text customization
  • Customizable subject placeholder text
  • Introduced last updated date column in Library
  • Added scroll bar to form designer
  • Option list fields and Approval options now are deselectable
  • Small tweaks and bug fixes
If you’d like to learn more about how Flowingly can help you on your process improvement journey, get a demo today!

Get your business Flowing

Release Notes – 2019 R5

Release Notes – 2019 R5

Release Notes – 2019 R5

Our fifth release of 2019 provides a more user-friendly Flowingly experience and significant improvements to reporting.

Here are the highlights of our December release:

New Active Flow Experience

The Active Flow page is now split into Completed Steps (left panel) and Current Steps (right panel). This gives users the ability to see all pending steps assigned to them and/or others while simultaneously reviewing previously completed steps.

Report Module Improvements

The Report module has seen a major upgrade in functionality. Our improved filter system allows users to more clearly add filters or remove all filters at once. Report users will also notice a slicker experience as Flow IDs now directly link to corresponding flows. 

We’ve removed Step Data information from the UI for a smoother experience. Meanwhile, we’ve added new flow metadata which provides greater insight into flow performance and helps users identify active issues and look for ongoing trends.

Users can now download a CSV file, compatible with common BI tools. The CSV format also means you can now download large data sets much faster, without previous size and speed restrictions.

Additional Improvements

  • Improvements to Start Flows page and experience 
  • Ability to delegate work assigned to a single member team 
  • Ability to see the list of users CC’d on a Flow in the History log 
  • Improvements to validation around Intranet Forms
  • Navigation panel and icons have undergone a makeover to free up more space
  • Small tweaks and bug fixes 
If you’d like to learn more about how Flowingly can help you on your process improvement journey, get a demo today!

Get your business Flowing