Learn how to categorize Transaction Types into specific groups.
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Learn how to allow users to edit data on transactions or definition records.
Statuses define the state of Transaction at a certain time and what can happen next.
Learn how to set up who, when and how can add comments to transactions in Flowis.
Learn how to set up Assignments and ensure only authorized Users can take action in Transactions that set certain conditions.
Transaction type defines the core of the process in Flowis. Learn how to set it up.
Learn how to set up additional actions after executing a workflow.
Learn more about how to design a Workflow for your Transaction in Flowis.
Learn more about the set up of the Workflows for your Transaction in Flowis.
Transaction Type Groups – How to Categorize Transaction Types
Learn how to categorize Transaction Types into specific groups.
Edit Permissions – Allow Users to Edit Fields in Transactions and Definitions
Learn how to allow users to edit data on transactions or definition
Statuses – Guiding Transactions Through Their Lifecycle
Statuses define the state of Transaction at a certain time and what
Comment Permissions – Add Comments to Transactions
Learn how to set up who, when and how can add comments
Assignments & Assignment Groups – Create Streamlined Assignment Schemes
Learn how to set up Assignments and ensure only authorized Users can
Announcements – Create Notifications for the Users
Learn how to announce news to the users.
Transaction Types – the Core of Processes in Flowis
Transaction type defines the core of the process in Flowis. Learn how
Workflows 4 – Executing Callbacks after the Workflow is Executed
Learn how to set up additional actions after executing a workflow.
Workflows 3 – Additional Workflow Settings
Learn more about how to design a Workflow for your Transaction in
Workflows 2 – General Workflows Settings
Learn more about the set up of the Workflows for your Transaction