Flokzu Helpdesk
English
Spanish
Go to website
Back
Articles on:
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
Few readers
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
Few readers
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
Few readers
Issues Monitor
Issues Monitor The issues monitor will include all errors related to processes and process instances. Who has access? Users with Administrator or Business Analyst roles have access to the monitor. These users will have a new item in the menu, under My Processes. Possible Filters Process: All process errors will be shown but you can define a filter if you only want to see the errors of a part
Few readers
Tags in a process instance
To place tags in a process instance can have multiple uses. Imagine that, after the initial Credit Request form is submitted, the user in charge of reviewing the Credit Request wants to assign a priority level to it, in such a way that all other users can identify it quickly. The best way to do this is by placing tags, such as: High Priority Medium Priority Low Priority To do this, simply enter the process instance, click on 'General Information' and then write your tag under the *Tags
Few readers
Bulk Actions
Bulk Actions This feature allows users to quickly complete several tasks to which he is assigned. Define that the task can be completed in bulk mode In the user task go to the Permissions section and open the option Bulk actions Click on the checkbox This task can be completed in bulk mode  in the upper right corner between the reassign and print buttons.
Few readers