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Product Updates 22 Articles

  • Product updates from Cflow – May 2022
  • Product updates from Cflow – June 2022
  • Product updates from Cflow – July 2022
  • Product updates from Cflow – August 2022
  • Product updates from Cflow – September 2022
  • Product updates from Cflow – October 2022
  • Product updates from Cflow – November 2022
  • Product updates from Cflow – December 2022
  • Product updates from Cflow – January 2023
  • Product updates from Cflow – February 2023
  • Product updates from Cflow – May 2023
  • Product updates from Cflow – July 2023
  • Product updates from Cflow – August 2023
  • Product updates from Cflow – September 2023
  • Product updates from Cflow – October 2023
  • Product updates from Cflow – January 2024
  • Product updates from Cflow – March 2024
  • Product updates from Cflow – April 2024
  • Product updates from Cflow – May 2024
  • Product updates from Cflow – June 2024
  • Product updates from Cflow – July 2024
  • Product updates from Cflow – December 2023

Getting Started 11 Articles

  • How to identify a request easily 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 is the first configuration that I have to do after signup?
  • 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 6 Articles

  • Cflow Integration with Integromat
  • Cflow Integromat API
  • Integration with External Applications
  • Trigger from Cflow to third-party applications
  • Trigger from third-party applications to Cflow
  • 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 6 Articles

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

Workflow Creation 31 Articles

  • Getting started with Cflow’s stage creation
  • Form Creation
  • Workflow Properties
  • Related Workflows & Lookups
  • API Activity Monitor
  • Approval Fields
  • Advanced Clone
  • 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 do I execute workflows?
  • How do I attach my files in the cflow request?
  • How do I input my comments into the Cflow request?
  • What is a section, and how can I navigate sections?
  • How do I submit and draft my request in Cflow?
  • How do I navigate from one stage to another in Cflow workflow?
  • How do I handle pagination in my inbox?
  • How do I export requests from my inbox?
  • How do I create a role and assign it to users during workflow creation?
  • 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 21 Articles

  • How do I create a new Lookup?
  • How do I create a new field in Lookup?
  • How do I edit a field in Lookup?
  • How do I delete a request in a workflow?
  • Cflow Connect: API Integration for Process Automation
  • How can I re-assign a workflow request to a co-worker?
  • Where can I customize a workflow?
  • How do I delete a workflow?
  • How do I arrange the position of the workflows and lookups?
  • 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?
  • Can I track the changes to the status for a process stage?
  • How do I connect to external database from Cflow?
  • 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 4 Articles

  • How do I delete a field in Lookup?
  • 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?

Document Designer 5 Articles

  • How do I create a new Document Designer?
  • How do I add a container in the Document Designer?
  • How do I add a table container in the Document Designer?
  • How do I add a field in a container in the Document Designer?
  • How do I place an image in a container(header) in the Document Designer?

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?

Solutions 5 Articles

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