Product Updates 9 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
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 3 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 5 Articles
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
Admin - Users, Roles and Permissions 5 Articles
Admin - Security Settings 3 Articles
Reports 3 Articles
Admin - Analytics 3 Articles
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?