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Process execution
Run your process creating process instances. Enhance collaboration.
How to use more than one connector with Zapier?
In Flokzu you have the option to use more than one connector with Zapier. To do this, you must integrate Flokzu with Zapier through webhooks. Here are the steps you should follow: Create the field forms whose information you want to use to set up multiple “zaps” (connectors) on Zapier. Add a Service Task to set up a REST Web Service with a POST, PUT
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Difference between Attachments tab and attachment field
Difference between Attachments tab and attachment type field By default, all processes have the Attachments tab enabled, although this tab can be disabled from the Process Settings. This is not the case for the attachment field, which must be added in the same way tha other fields are added to the form. Regarding the visibility settings of the Attachments tab, the permissions over the tab are: Display, Add or Delete Attachments; these are defined on each user task in the Permissions ta
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Export table to Excel spreadsheet
In Flokzu you have the possibility to export the records from a table in any process instance to an Excel spreadsheet. Simply navigate to the process instance from which you wish to export the table and click on the 'Export to excel' button. Next, an Excel spreadsheet will be exported containing all its records.  To perform a quick search, simply type what you are looking for in the top bar.  at any stage of a certain process, through the Attachments tab. 
Inbox In their Inbox the users will find all the documents that have been assigned to them, either individually or through a role. Depending on whether or not you have defined a duration for the tasks, they will see the date in which they are due and, according to the color, they will see if they are overdue (red), if they have less than 24 hs left to complete them (yellow) or else the due date has not yet been reached (green). 
In Flokzu you have the possibility to view at anytime the process instance history (only if you have access to it either as a reader or assignee). How can I view the process instance history? To see the process instance history, simply open the instance and click on the clock icon found at the upper-right corner. 
In Flokzu you can search by any category: tags, form fields, process name, task name, etc. Once you have searched by the terms, words, compound words or any combination of numbers and letters that you want, you can repeat the search in the attachments. Simply do the search and then press the 'Repeat this search in attachments' button. Example: Search by client name in the 'Fulfill Purchase Order' process and, after you obtain the results, look for the information related to the client found in
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Which users can access a process instance?
In Flokzu we offer several security levels to define which users can see a certain process instance. The simplest setting is that all users can see all instances, but we are aware that, in many cases, this not advisable. For example, in a ‘Purchase Order’ process, it might be that the people from a certain department do not see the purchase orders from another department. The security diagram of all the people allowed to see process instances works by layers: The first layer is **authenticati
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Download a single process instance
Users who have the Administrator role can export all the information stored in a process instance with just one click. This can be done at any stage of the workflow, even if the process instance has finished or if there are ongoing tasks. To download a process instance, you should follow the following steps: Open the process instance you want to view. Click on the 'Process instance history' icon. Navigate to the 'Full Report' task and download it.  And paste the following scr
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Who can launch a process?
Processes can be launched by all users that have permission to launch it. That is, all the users that have been defined as 'Process initiators'. Once you create a process, by default "All users" are defined as initiators. Therefore, all users will be able to select it and launch it from the Launch process drop down list. You can modify this configuration by edi
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General buttons for actions in a process instance
What do the buttons in the upper right corner of a process instance mean? There are buttons that will appear there each time that a new process instance is generated, but there are others that will depend on the permissions enabled for each particular task. Buttons available for all users: The star allows you to highlight a process instance. When a
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Download quick or advanced searches
Once you have obtained the results from your quick or advanced search, it is possible to download the results of the search to an Excel spreadsheet. This spreadsheet will contain all the information from the process instances you obtained in your search.  in the upper right corner between the reassign and print buttons.
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