Cflow Tutorial, Knowledge Base | Help Center
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Getting Started 4 Articles
Profile & Preferences 7 Articles
- Cflow Dashboard Designer
- How do I change the color theme and add a logo in Cflow?
- How do I reset my password?
- How do I change my password?
- How do I change my profile picture?
- How do I change the post approval page setting?
- Can I receive one consolidated email reminder every night for all requests pending with me?
Intro to Cflow 6 Articles
Workflow Creation 13 Articles
- Steps to get started with Cflow
- How do I create a new workflow?
- How do I design a form in Cflow?
- How do I create the flowchart for a workflow?
- How do I set the field attributes while designing a form?
- How do I set the conditions for a request to move from one stage to another?
- How do I send a request simultaneously to multiple process stages?
- How do I assign reviewers to a process stage in a workflow?
- How do I edit the Stage Attributes?
- How do I import a new workflow?
- How do I initiate a new request in a workflow?
- Can I recall a request in a workflow?
- Can I import from Excel into a table section in a workflow?
Admin - Control Center 14 Articles
- Where can I customize a workflow?
- How do I delete a workflow?
- How do I arrange the position of the workflows and lookups?
- How can I create a lookup (Master table)?
- How do I configure the Lookup conditions?
- How do I automatically assign approvers to a workflow?
- How do I insert a new stage after publishing the workflow?
- Where can I view the flowchart of a workflow?
- How do I design and print custom documents as pdf?
- How do I provide public access to a workflow?
- How do I backup my data in Cflow?
- How do I connect to external database from Cflow?
- Can I track the changes to the status for a process stage?
- Where can I look at the history of the workflows in Cflow?
Control Center - Workflow Stages 27 Articles
- How do I configure the rules engine in Cflow?
- How do I set values to fields automatically?
- How do I trigger a request in a sub-process in Cflow?
- How do I customize the email notifications?
- How do I configure the SMS settings?
- How can I customize the Form in Cflow?
- Does Cflow provide GPS-based location tracking?
- How do I customize fields in a form?
- Can I customize the fields in a form sectionally?
- How do I delete the fields in a form?
- How do I delete the section in a form?
- How do I make the field mandatory in a form?
- How do I make the field Conditional Mandatory in a form?
- How do I make the field unique in a form?
- How do I make the field uneditable in a form?
- How do I make the field Conditional ReadOnly in a form?
- When should I specify valid values for a field?
- How do I make the field Conditional Invisible in a form?
- How do I make the field default in a form?
- How do I configure scheduled actions (auto-approvals) in Cflow?
- How can I configure Escalation emails?
- How do I import field values from Excel to Cflow?
- How do I export field values from Cflow to Excel?
- How do I perform arithmetic operations in a form?
- How do I perform string manipulation in Cflow?
- How do I perform date calculation in Cflow?
- How do I perform time calculation?
Control Center - Workflow Properties 6 Articles
Admin - Security Settings 12 Articles
- How do I set the access permission for a role?
- How can I add users in Cflow?
- How do I create a new role?
- How do I add the users to teams?
- How do I set the password policy?
- How do I manage the mail settings?
- How do I manage the SMS settings?
- Integration with External Applications
- Trigger from Cflow to third-party applications
- Trigger from third-party applications to Cflow
- Cflow integration with Slack
- How do I use the Delegate feature and get work done when I am out on vacation?
Reports 3 Articles
Analytics 3 Articles
Mobile Application 15 Articles
- Can I add users in Cflow from mobile application?
- Can I create a new role from Cflow mobile application?
- What can I see in the Cflow mobile application dashboard?
- How do I take action on pending requests?
- Where can I see the imported workflows and lookups?
- How do I import a new workflow in Cflow mobile application?
- What is the functionality of scan QR code?
- What kind of reports can be viewed in Cflow mobile application?
- How do I clone a request in Cflow mobile application?
- How do I delete a request in Cflow mobile application?
- How do I change the profile picture in Cflow mobile application?
- How can I give a rating to the Cflow Mobile Application?
- Features of Cflow Mobile Application
- Benefits of using Cflow Mobile Application
- Can I change my password from Cflow mobile application?