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Knowledge Base

Getting Started 10 Articles

  • How can I easily identify the request in Cflow?
  • How do I configure the reminders in Cflow?
  • How do I configure the date format in Cflow?
  • How do I configure the time zone in Cflow?
  • How do I configure the weekends in Cflow?
  • How do I configure the holiday calendar in Cflow?
  • What are the pricing options for Cflow?
  • How do I sign up for Cflow?
  • How do I login into my Cflow account?
  • Steps to get started with Cflow

Admin - Integrations 1 Article

  • Cflow integration with Slack

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 5 Articles

  • What is Cflow?
  • What is Cflow dashboard?
  • How do I get support from Cflow?
  • Why Cflow?
  • How do I automate business processes using Cflow?

Workflow Creation 15 Articles

  • Overview of 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?
  • How can I approve a workflow request?
  • Can I approve a request when I’m on the go?
  • Can I recall a request in a workflow?
  • Can I import from Excel into a table section in a workflow?

Admin - Workflows 16 Articles

  • Making REST API calls from your Form
  • Where can I customize a workflow?
  • How do I delete a workflow?
  • How can I create a lookup (Master table)?
  • How do I configure the Lookup conditions?
  • How do I configure user-based approval?
  • How do I automatically assign approvers to a workflow?
  • How do I populate a dropdown with values from a lookup table?
  • 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?

Workflow Stages 31 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?
  • Mail To Keywords
  • Mail Subject Keywords
  • Mail Content Keywords
  • 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?
  • Valid Values Keywords
  • 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?

Workflow Properties 6 Articles

  • Does Cflow provide analytics for the workflows?
  • How do I make a field to display in the dashboard page?
  • Who can view the workflow analytics?
  • How do I clone/copy a request?
  • How do I reset status on rejecting the request in a workflow?
  • How do I enable attachment section in the form?

Admin - Users, Roles and Permissions 5 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 use the Delegate feature and get work done when I am out on vacation?

Admin - Security Settings 3 Articles

  • How do I set the password policy?
  • How do I manage the mail settings?
  • How do I manage the SMS settings?

Reports 3 Articles

  • How do I create a dashboard report?
  • How do I create a table report?
  • Where can I view the system reports?

Admin - Analytics 3 Articles

  • How do I track the flow of the request?
  • How do I monitor the business activities using Cflow?
  • How do I measure the employee performance analytics?

Mobile Application 14 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?
  • Features of Cflow Mobile Application
  • Benefits of using Cflow Mobile Application
  • Can I change my password from Cflow mobile application?

Solutions 4 Articles

  • How does the solutions work?
  • Business Travel Request Solution
  • Expense Reimbursement Process
  • CapEx Process Approvals

Knowledgebase Categories

  • Getting Started
  • Admin - Integrations
  • Profile & Preferences
  • Intro to Cflow
  • Workflow Creation
  • Admin - Workflows
  • Workflow Stages
  • Workflow Properties
  • Admin - Users, Roles and Permissions
  • Admin - Security Settings
  • Reports
  • Admin - Analytics
  • Mobile Application
  • Solutions

Knowledgebase Articles

  • Benefits of using Cflow Mobile Application
  • Business Travel Request Solution
  • Can I add users in Cflow from mobile application?
  • Can I approve a request when I’m on the go?
  • Can I change my password from Cflow mobile application?
  • Can I create a new role from Cflow mobile application?
  • Can I customize the fields in a form sectionally?
  • Can I import from Excel into a table section in a workflow?
  • Can I recall a request in a workflow?
  • Can I receive one consolidated email reminder every night for all requests pending with me?

Knowledgebase Tags

cflow change password design form email email settings initiate keywords in Cflow profile picture profile setup workflow

Knowledgebase Categories

  • Getting Started
  • Admin - Integrations
  • Profile & Preferences
  • Intro to Cflow
  • Workflow Creation
  • Admin - Workflows
  • Workflow Stages
  • Workflow Properties
  • Admin - Users, Roles and Permissions
  • Admin - Security Settings
  • Reports
  • Admin - Analytics
  • Mobile Application
  • Solutions

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