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FAQ & Account Mgmt
General configuration, exporting your data, common questions.
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. ![
How can I delete a process instance?
Bear in mind that only users that have the Administrator role will be able to delete a process instance. To delete it you should go to Metrics and Reports > Real-Time > select the process > select the task, and there you'll see the list of all the documents belonging to that task. On the right you'll see several buttons: !(https://storage.crisp.chat/users/helpdesk/website/5a899047-9b38-48ab-9475-31c8c63a3183/6814c3af-c679-43b3-9f1e-91d3da709
Email address to receive replies to automatic notifications
In Flokzu it is likely that you'll send automatic notifications with a high frequency: notifications of tasks assignation notifications of tasks to be completed via email notifications of invitations to interact in a task notifications of comments made notifications defined throgh a Send Task in the workflow (e.g. Notification to a client of lack of stock, Notification of Rejection in an approval task).
Enable/Disable integration with Google Drive
In Flokzu you have the possibility to upload attachments from Google Drive fast and intuitively. What happens if I enable this feature? Once this feature is enabled, you'll be able to upload files using this integration either from
What happens when I delete a process?
To delete a process you must navigate to the My processes section and you will see several buttons to the right. Click on the dust bin icon to delete a certain process. Who can delete a process? Only users with the Administrator role can delete a process.