Posted in Forms, Workflows

Visual business rules for dynamic forms

Does Anyone Know Where We Keep the Unwritten Rules cartoon. Man shuffling papers from a file cabinet.

Business and educational forms & processes are usually dynamic – think purchase orders, emergency contact forms and travel requests. Our customers love how easy it is to visually design forms. With the Visual Rule Builder, they can easily create dynamic forms without the need to know JavaScript.

Learn more: Watch this 6m video to quickly learn more.

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Posted in HR Process Automation, Workflows

A Comprehensive Guide To An Efficient Time Off Request Form

Automating Time off Request Forms

What does a typical vacation process look like?

If you’re like many other businesses, your HR department is overloaded with paperwork. Honestly, that’s a shame – wouldn’t you rather have them focus on attracting and recruiting talent instead of sifting through endless paperwork?

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Posted in Financial Process Automation, Workflows

The Definitive Guide to Purchase Order Process Automation

A purchase order is one of the necessary types of paperwork that many business owners dread. The purchase order process is often long and complex and requires large amounts of back and forth communication. Too often, information gets lost in this type of unorganized communication – and even when it doesn’t get lost, it’s difficult to keep track of everything in an organized fashion.

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Posted in Digital Transformation, Workflows

How to focus your team on productive tasks

IImproving productivity of your team

A version of this article also appeared in business.com.

We have entered a world where talent will always be scarce. One of your top 2019 priorities should be to create a concrete plan to identify and eliminate activities that employees won’t be doing in 2020, so your top talent can focus on the things that matter.

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Posted in Low Code Platform, Workflows

[Video] 100% Visual Purchase Order Automation

Workflow automation is the foundation of digital transformation. But, automating everyday processes isn’t always easy. Dynamic forms, complex routing, e-signatures, mobility and more … it’s a lot to handle and that’s if you can find the necessary programming talent. What if your existing people could do it all using simple visual tools? Watch this brief video to see how easy it is with frevvo’s 100% visual, low-code platform.

workflow-automation-video.png

To learn more, visit our website, try frevvo absolutely free for 30 days or contact us for more information.

Posted in Workflows

Introducing V8.0: Part 4.View a Task

In Part 3 of this series, we described how Anonymous tasks are vastly simplified in V8.0. Another enhancement that customers have requested is the ability to view a form that they had submitted earlier as part of a workflow.

For example, we automate our internal operations with frevvo. Let’s say I submit a Vacation Request or Expense Report for processing. A few days later I want to go back and look at what I submitted. Prior to V8, we setup an action that notifies me at every step along the way and emails me a PDF copy of the form that I submitted. Email is already hard enough to keep track of and this isn’t an ideal solution.

Now, you don’t have to email PDFs around for record-keeping. You can simply use Task Search to find your workflow and then use the Audit trail to view the information you submitted.

view-task.png

In the audit trail for any workflow, you will see a new View icon. The icon will only show up if you have permission to view the workflow at that step. However, you can always

read-only-view

see things that you submitted – by far, the most common scenario. Click the View button and frevvo will render a read-only view of the workflow using the data from that step.

You can expand/collapse Sections, navigate Tabs and view all the data. However, you cannot make changes.

Obviously, the audit trail also shows the progress of the workflow through various approval stages so you can always see where the workflow is currently sitting and the history as it was routed from person to person. Now, you can also see the data.

We hope you’ll like the improvements that we’ve made. Stay tuned for future articles and upcoming webinars on V8.0 – it will be released to frevvo Cloud this Fall. We’re also already working on features for the next release(s) that we’ll describe here as we go along.