Change is inevitable. Business speed is accelerating relentlessly. Think about it: Uber and AirBnb didn’t really exist 10 years ago. Today, they’re giants that have caused massive upheaval in major, entrenched industries.Continue reading “The future of work – Accelerating Change!”
Continue reading “How to focus your team on productive tasks”
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.
Digital transformation – it’s on everyone’s mind. As machines and software get faster and smarter, every organization understands that it cannot afford to get left behind. Where to start?Continue reading “Get ready for business process automation”
Digital transformation — it’s a top business priority. But why all the attention? Organizations believe that by 2020, nearly half their revenue will be impacted by digital in some way.Continue reading “The #1 Digital Transformation Trend for 2019”
The speed of technology evolution has forced enterprises to reimagine and redesign their business processes. The digital revolution has now moved well past convenient apps that let you order food and hail cabs to a collection of smart technologies that will impact every facet of every single business. This digital transformation isn’t coming — it’s already here. Your task over the next three years is to apply these smart technologies to fundamentally remake your business operations.
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.
To learn more, visit our website, try frevvo absolutely free for 30 days or contact us for more information.
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.
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
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.
In Part 2 of this series, we described the redesigned Flow Step Properties panel which makes it much easier easier to configure individual flow steps. Another oft-requested improvement is to anonymous steps.
What are Anonymous Steps?
Anonymous steps in a workflow are routed to an email address and do not require the recipient to authenticate before performing the step. They’re super common – for example, a purchase order may be started internally by a sales person, get approved by his/her manager and then get routed to the customer for signature. You probably want to make it as easy as possible for the customer to sign the PO and not require an account, remember passwords etc.
Prior to V8, you had to drag in a separate Email (Anonymous) Step and configure it separately in your workflow. It would send an email and advance the workflow to the following step which was the actual form that the recipient would see. Customers found it confusing and we ran into many situations where workflows were incorrectly designed as a result.
More Intuitive Anonymous Steps
V8 simplifies this significantly by simply removing the additional step in the flow. Now, you simply drop in the form you want the recipient to see or link to an existing one and configure its properties. Click on the cog icon to bring up the Flow Step Properties dialog and navigate to the Assignment tab.
On this tab, you can now assign the task to a user, role or email address in one place. At runtime, assignment is made in that priority order. If you want to route to an email address, simply type it in and leave the other two fields blank – the step will be routed via email and can be performed anonymously. There’s also no longer a requirement to make the entire workflow public.
You can also use control templates in the email field so that it’s dynamic. Start typing and a pick list will appear with matching controls. At runtime, the value of the control is evaluated and if it’s a valid email address, the step will be routed via email and can be performed anonymously.
We’re looking forward to this release and hope you’ll like all the improvements. Stay tuned for future articles and upcoming webinars on V8.0 – it will be released to frevvo Cloud this Fall.
In Part 1, we described improvements to the Flow Designer to make it easier to understand routing for a workflow.
Flow Steps have lots of settings
Another area that we’ve improved significantly in V8 based on customer feedback is the property settings for a flow step. The V7 and earlier properties panel (figure at left) had simply become too large and complex as we’ve added more and more features to frevvo workflows and customers were finding it a bit confusing and hard to use.
We’ve reorganized the properties and moved them into a new modal dialog accessed by clicking the desired flow step and then clicking the properties edit icon (the cog icon). Properties have been reorganized and the names changed to be more intuitive in some cases, but the requirements are generally unchanged for all properties.
Flow Step Properties Wizard
The properties are organized on tabs (screenshot above) and nothing is saved to the editing flow instance until the dialog is submitted. Many properties also have explanatory text so it’s easier to understand what each property means.
If you Submit your changes with any invalid property setting, the dialog will not close and an error message will display. The wizard will automatically take you to the first Tab with an error. Tabs with errors and invalid properties will also display in red so there’s an immediate visual indication.
The wizard also guides the designer to prevent errors. A great example is Step Assignment (screenshot below). It was always possible to assign steps to a user, a role or an email address (no login required). If it’s assigned to a specific user, it does not make sense to also enter a role since it will always go that user. The wizard will grey out the irrelevant fields to prevent errors. The user and role fields also auto-complete with a list of valid users and roles.
The Flow Step Properties Wizard has many more features and we’ll describe some of them in detail in subsequent articles. Suffice it to say that frevvo designers will find it much much easier to configure steps in their workflows using V8 compared to prior versions.
We’re excited about this release and think you’ll like the changes. Stay tuned for future articles and upcoming webinars on V8.0 – it will be released to frevvo Cloud this Fall. Exact date TBD and we’ll announce it here when firmed up.
Digital transformation is a huge opportunity – perhaps the greatest of the next three years. Automating your day-to-day business processes should be the first step in your journey. If you haven’t yet invested in a workflow automation platform, consider making it a top priority.