Script development using AI assistant
Scripting with ChatGPT Flokzu has an integration with ChatGPT, a Generative Artificial Intelligence model trained to understand naturally scripted conversations and answer questions about a wide variety of topics. In Flokzu, ChatGPT will be your assistant that will help you save time in some complex tasks. Go to the Visibility settings and Scripts section on the right side of your screen. Then go to the Scripts tab Select the User Task where you want to place the script and clicFeaturedDoes Flokzu have a Public API?
Yes, Flokzu does count with a Public API that you can use either to call it from your systems or within Flokzu itself (from Service Tasks, for example). What can you do with Flokzu's Public API? Our API allows you to do many things, from linking two processes together to entering records into a Flokzu database, getting records from a Flokzu database, copying a field value, etc. The URL to see the API documentation is: https://flokzu.docs.apiary.ioSome readersProcess versions management
How does version management work? You can now manage multiple versions of the same process. You can create these multiple versions to: Test some changes to your process without modifying the active process (the one that is running) To have snapshots that work as a milestone in the making of your process Track the changes your process has been through. Among many other uses. We call ‘Active version’ (or Active process) to the version of the process that is actually running in yoSome readersPrint template
How it works If you don't have a template linked to your process, when you click the printer icon on a process instance, the browser's default print dialog will be shown. Once you have uploaded a template, if you click the printer icon, a PDF will automatically be downloaded with the structure defined in the file. The template should be an HTML file with the desired structure (this would require basic knowledge of HTML). If you are not familiar with HTML, you can use a Google Docs templaFew readersAdd Creation Date automatically to your form
In Flokzu you can add the creation/start date of a form automatically using our Web Service Echo. In order to do this you must follow the following steps: Place a Date type field in your form. Add a Service call task in the workflow of your process and select Web Service REST. In this example we will call the task 'Add Date to form'. (https://storaFew readersAdd Completion Date automatically to your form
In Flokzu you can add the completion date of a form automatically using our Web Service Echo. In order to do this you must follow the following steps: Place a Date type field in your form. Add a Service call task before the end event in your process and select Web Service REST. In this example we will call the task 'Add Completion Date to form'. (hFew readersAdd initiator email automatically
The following script will help you obtain the email of the logged user and store it into a ‘Logged user’ field. This is particularly useful when you want to use this email for other purposes. How to do it Create an email type field in your form. We will call it ‘Logged user’. Click to the ‘Visibility settings and Scripts’ button. (https://storFew readersHolidays and Workdays Management
Holidays and workdays management Flokzu allows you to set the non-working days of your organization, so that they are not considered in timers or task's due dates. To manage holidays and workdays go to Configuration - Advanced - Holidays and workdays management. You will see three sFew readersAllow third party authentication in Public Forms
Third party authentication in Public Forms In some cases you organization may require that Public Forms could only be launched by certain users, for example by your clients. In this case, the start of the process should be allowed only for those users who have authenticated on your website. For these cases, Flokzu has the possibility of delegating access in your own authentication system. Settings Once you have enabled Public Forms (/en/article/public-form-allowing-external-participanFew readersAdvanced Scripts
Data Validation Validate an identity card's numbers Some countries implement algorithms for validating identity document numbers. These algorithms can be reproduced in Javascript:Few readersREST Service Authentication
REST Service Authentication When it comes to connecting your process flows with web applications or REST services, security is a key issue. One of the ways to protect services and ensure that only authorized users can access them is through authentication. Flokzu offers support for several authentication methods, including basic authentication, Bearer authentication and API Key authentication. 1. API Key API Key authenFew readersSend and receive attachments via Web Service
During the modeling of your processes, you may find it necessary to exchange attached files with an external system, either to store them, share them, or process them in other applications. The use cases are varied and highly useful in the context of process automation; therefore, Flokzu offers three ways to move attachments using Service Tasks in the workflow. Sending attachments to other Flokzu instances using Flokzu ServiceFew readersScript development in Flokzu
Introduction In Flokzu we know that sometimes it is necessary to provide the forms with intelligence, not only to make complex calculations, but also to validate things, detect errors, and define conditional logic to hide/show fields, among many other possibilities. Bearing this in mind, we have developed a Script Engine that provides predefined functions at the form level to be able to make all kinds of validations, error detections and algorithms using a widely known language like JavaScPopularRequirement and visibility of fields by script
Visibility by script allows you to set dynamic visibilities for form fields. You can define if certain fields should be required, editable, read-only or hidden, based on the value of another field or on a decision made. Available functions Flokzu’s offers the following functions to use in scripts: *Hide a field: Flokzu.setHidden( field ) *Set a field as required: Flokzu.setRequired( field ) *Set a field as editable: Flokzu.setEditable( field ) *Set a field asPopularImporting, exporting & cloning processes
Often different processes have similar structures and it is useful to reuse the configuration. In these cases you can clone the original process and edit the copy. It can also be useful when you want to make modifications to a process, but you don’t want to mess up the original one. Cloning a process To clone a process, go to My Processes (only visible to Administrators and Business Analysts) and enable the advanced options by clicking the three dots on the right side of your screen. !Some readersSandbox- Test your processes
Sandbox The sandbox feature will allow you to test any process (the active version as well as different versions of a process) in a simple way and without worrying about who is assigned to the tasks. In addition, this feature was designed not to generate data in the trays or reports that may affect your real data. The idea is that once a process has been successfully tested using sandbox feature, all that remains is to publish it. Once this is done, the process has correctly entered into tSome readersWhat is an 'API key'? How to generate it?
API stands for Application Programming Interface. Once you create an API key in Flokzu, you can then link your account to other apps without the need to share your password or any confidential data. Flokzu distinguishes between the API Key that allows access to instance data, and the API Key that allows User Management. Generating an API key in Flokzu Administrators can create an API Key going to ‘Configuration’ ‘Advanced’. Once there, they must click on the following button: (httSome readersWebhooks
You can share information from your forms in Flokzu with external systems through webhooks. Webhooks provide a notification mechanism to your app when a certain event happens so that you are able to take action on that. In Flokzu those events can be: Save Task completed Action will depend on your external system and you will have to set up the URL to execute it. How do webhooks work? Imagine a doorbell system, it includes a button on the door and a bell in your living room. When a peSome readersAdd Process Identifier automatically to your form
In Flokzu you can add the Process Instance Identifier automatically using our Web Service Echo. In order to do this you must follow the following steps: Place a Text type field in your form. Add a Service call task in the workflow of your process and select Web Service REST. In this example, we will call the task 'Process ID'. (https://storage.crisp.chat/users/helpdesk/website/ccc3fbbFew readersCan I assign tags / labels automatically?
Yes, you can assign a tag ( label ) automatically. In order to do this, you must use the 'Echo' Web Service, which allows you to copy and paste any sort of information from a process form. Example: Imagine that, once that a Purchase Order is submitted by a client, you want that the client's full name be automatically assigned to the process instance. By doing so, you'll be able to filter instances per client's name. Steps to assign tags automatically: Place a Service Task at the sFew readers