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Useful use-cases, videos and step-by-step guides.
Tutorial Videos – Setting up your processes.
These tutorial videos are designed to let you configure your own processes and workflows in minutes.
Export data from Flokzu
Export data from Flokzu Many times, it is vital to export information from the data generated through Flokzu process instances, as well as to connect that information to external apps or servers. For this reason, we have multiple ways in which the data from your Flokzu forms can be exported: Through Zapier (zapier.com) Through Web Services Export full data from process instances Create a custom report and schedule its delivery at a set frequency. Using our API, you can make re
Send information from your form to a Google spreadsheet
Send information from your form to a Google spreadsheet Many times it is necessary to send certain information from the form to a Google spreadsheet. In Flokzu: Add a Service Task in the workflow and select the Zapier option. !(https://storage.crisp.chat/users/helpdesk/website/5a899047-9b38-48ab-9475-31c8c63a3183/ca5713d0-bd48-4362-af22-bbe98cd7cf30.png
Google Docs integration with Zapier: create document from template
If you have a template previously created in Google Docs, you can use Zapier to create a document from it and fill it with data from the desired instance of your process in Flokzu. This way, every time the flow of your instance goes through the service task that calls Zapier, a document will be created in Google Docs with the information of the instance and the format of the chosen template. This feature eliminates the need to be familiar with HTML. If on the other hand you wish to create a prin
Representing a user hierarchy using Web Services
Flokzu Databases can be used in many ways: to store valuable information shared by multiple processes (table of products, vendors, etc.), to create your own CRM, to avoid entering repeated information manually (such as list of countries, cities, districts, etc.), and more. Databases can even be used to represent organizational hierarchy and automate things like assigning a task or sending an email to your boss. These use cases are the focus of this post. This example will use a database called
Supporting simultaneous voting of several people
One process that is common to many organizations is the Approval or Voting carried out by a Committee, Meeting of Shareholders or Board of Directors. There are many ways to carry out the voting (by email, forms, meetings or phone calls), but few of them are really efficient, many times delaying the decision-making process. In this post, we will describe a process that can be easily set up in Flokzu to ensure and facilitate the simultaneous voting of several people. Let’s think of 5 voters
How can I download the documentation of a process?
Download process documentation To download the documentation of a certain process, simply navigate to "My Processes", then choose a process and then click on "Download process information". What information will the document contain? The document will contain the name, possible connections and documentation of all the elements of the workflow; and, when the element is a user
Common Errors and recommendations when using inclusive gateways and parallelism.
Inclusive gateways allow the configuration of parallelisms, very useful in business processes. This flexibility and power, as a counterpart, are prone to misconfiguration of the processes. An incorrect configuration of the process can leave process instances stuck in a gateway and require manual intervention from Flokzu team to reactivate them. Any process modeled in BPMN is prone to design errors. Some of them can be det
Script example to set the number of digits after decimal point
By using a script within a calculated field, you can perform arithmetic operations that involve multiple fields in your form. For instance, if you want to multiply fields 'A' and 'B', you can use this script: Flokzu.getFieldValue([[A]]) * Flokzu.getFieldValue([[B]]) While this script works and is valid, it is possible that multiplying numbers with decimals results in an infinite number of decimals. To avoid this, we can modify the function in the following way and limit the number of
Google Calendar- Flokzu integration (Zapier)
Google Calendar >> Flokzu We know that you have internal processes that many times must be initiated on a specific date. Therefore, having it scheduled would be a great help and convenience. Through Zapier, it is possible to link Flokzu with Google Calendar. With this link you can schedule the start of certain processes on specific dates. The operation would be as follows: you create an event on a specific day, when that day arrives Zapier will start a process in Flokzu. If there is no event