Getting Started 10 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 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
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 20 Articles
- Getting started with Cflow’s stage creation
- Form Creation
- Workflow Properties
- Related Workflows & Lookups
- API Activity Monitor
- Approval Fields
- Advanced Clone
- 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 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 19 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 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?
- Where can I look at the history of the workflows in Cflow?
Workflow Stages 29 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 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 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 3 Articles
Admin - Users, Roles and Permissions 5 Articles
Admin - Security Settings 2 Articles
Reports 3 Articles
Admin - Analytics 2 Articles
Document Designer 5 Articles
Mobile Application 8 Articles
- 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?
- How do I clone a request in Cflow mobile application?
- How do I delete a request in Cflow mobile application?
- How can I give a rating to the Cflow Mobile Application?
- Benefits of using Cflow Mobile Application
- Can I change my password from Cflow mobile application?