Custom Job Fields Custom Job Fields enable users to quickly enter some predefined information as part of Job completion. A predefined Custom Job Field may be a project name, a location, an item reference or a customer ... Administration Creating & Running Jobs WorkfloPlus v3
Create New Workflows using the FloGenAI Tool WorkfloPlus now has the capability to use AI in order to assist customers with building and developing workflow processes. To access the FloGenAI Web Editor, click on the Workflow Editor via the main ... Administration Web Editor WorkfloPlus v3
Job Templates If you wish to reuse a Job on a regular basis for scheduling purposes, you may wish to create a Job Template to make this quicker and easier. To create a Job Template navigate to Job Templates via the... Administration Creating & Running Jobs WorkfloPlus v3
Workflow Editor The Workflow Editor is used for creating and editing your processes can be accessed via the Main Menu as follows: This link launches the main Workflow Editor screen. From here, you can either create a... Administration Web Editor WorkfloPlus v3
Archiving a Workflow You may want to archive a workflow so that it is no longer displayed in the Workflow Panel. PLEASE NOTE: Jobs cannot be run on an archived workflow. To archive a workflow you will need to have the rel... Administration WorkfloPlus v2.7 Workflow Panel
Transferring Jobs using the Dashboard Jobs that are either IN PROGRESS or PAUSED will only have the option to download the data in JSON or CSV format. PDF download is not available. In progress Jobs can be transferred to other users by cl... Administration Jobs Panel WorkfloPlus v2.7
Scheduling Jobs The Schedule can be viewed via the navigation panel on the left hand side of your Dashboard. The scheduler feature allows owners or administrators to schedule jobs to be completed by a specified user-... Administration Creating & Running Jobs WorkfloPlus v2.7
Users If permissions allow, Settings can be accessed via the cog in the bottom left hand side of the Dashboard. Depending on permissions you will be able to click through and view permissions for each user ... Administration Logging In Permissions Team Settings Users WorkfloPlus v2.7
Adding a New User New users can be created inside the Dashboard Settings Menu by an Administrator. Clicking on Users from the Settings Menu will open the View Users panel. The default view is a searchable list of all U... Administration Logging In Permissions Team Settings Users WorkfloPlus v2.7
Groups Groups of users can be created via the Groups Link. If a Group is created then it can be added to the Workflow permissions as opposed to entering names individually. To create a new group click on the... Administration Permissions Team Settings WorkfloPlus v2.7
Group Management Group Management enables related users to be grouped together so they can quickly and easily be given access to Workflows and Jobs. It is also possible to filter by Group in the Job Browser. To access... Administration WorkfloPlus v3
User Management User Management is accessible via the menu (top left). When launched this will bring up a list of all users on the team and present a summary of their permission sets. Clicking on either the Name or E... Administration WorkfloPlus v3