Integration with Zapier v3 connector This guide provides a simple 7 step process for connecting the WorkfloPlus v3 platform to Zapier and exporting task data. 1: Create a Workflow with Tagged Steps 2: Complete a Job 3: Launch Zapier/Crea... Data PowerBI WorkfloPlus v3
Connecting to WorkfloPlus OData API Endpoint from Power BI This guide provides a step-by-step process for connecting to WorkfloPlus OData API endpoint from Power BI which allows access to WorkfloPlus job data. Before getting started, ensure you have an API Ke... Data PowerBI WorkfloPlus v3
Translating Workflows It is now possible to quickly translate existing Workflows into different languages using the Translator Tool To access the Translator Tool, click on the Workflow Editor via the main menu: Click View/... Administration Web Editor WorkfloPlus v3
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
Running a Job (Android) In order to run a Job on Android, please firstly download the WorkfloPlus v3 App from the Google Play Store: https://play.google.com/store/apps/details?id=com.intoware.workfloplus.version3&hl=en When ... Android Creating & Running Jobs WorkfloPlus v3
Reporting When a job has been completed, WorkfloPlus automatically generates reports. What a ‘report’ contains is entirely up to you. A report might be a detailed job report showing all the completed steps in t... Report Templates WorkfloPlus v3
Viewing Job Data When a Job has been completed there is an option to view all associated Job Data by clicking on the VIEW button. This brings up the Job Data panel on which you can view detailed information on the Job... Creating & Running Jobs Data 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
Running a Job (iOS) In order to run a Job on iOS using a mobile or tablet, we recommend that you install the V3 website as a Progressive Web App. This will create a shortcut icon to the website for easy access and enable... Creating & Running Jobs WorkfloPlus v3 iOS
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
Email Integrations WorkfloPlus lets you set up multiple job reports that can be run against completed jobs. The email integrations (formerly triggers) system allows you to send your reports to whoever needs them, with c... Integrations WorkfloPlus v3