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Advanced configurations, our public API, scripts and more.
Process 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 yo
Does 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.io
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).
Add 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://stora
Add 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'. !(h
Add 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://stor
Setting up required 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 API offers the following functions to use in scripts: Flokzu.setHidden( [field] ); //Hides a field Flokzu.setRequired( [field] ); //Sets a certain field as required Flokzu.setEditable( [field] ); //Sets a certain field as editable
Script 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 JavaSc
Importing, 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). There, add the following parameter to the end of the URL: ?export=true and press Enter. ![
Sandbox- 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 t
What 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. 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:
Can 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 s
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. Webhook typesave A webhook configured for the save event will be executed every time one of this actions happen:
Add 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/ccc3fbb