In some processes, it may be useful to create relations between Transactions when one Transaction has to be superior to the others. Flowis allows you to create such a structure we call the main Transaction the “Master Transaction” and her subordinates are the “Children Transactions”. Use cases for Children Transactions: HR processes (onboarding of new employees as the Master Transaction and assigning of needed resources as its Children Transactions) Economic processes (invoice as the Master Transaction and the payments as Children Transactions) Supplier-related processes (the supplier as the Master Transaction and the contracts with him as the Children Transactions) and much more. Creating Children Transactions There are more possible ways to create relations between Transactions: Duplicate permissions if you have Duplicate Permissions set up, you can duplicate a Transaction already created in Flowis. The newly created Transaction will automatically be a child of the originally duplicated Transaction. Manually in a drop-down Create transactions from iterable callback in Workflows if any of your Transactions contains a table, each row of the table can be made into a Child Transaction using the “Create transactions from iterable” callback used in Workflows. Learn more about its use in our separate article about Callbacks in Workflows. Interface configurations you can write code in Interface Configurations that will create Children Transactions with whichever specification you need. Since this option requires programming knowledge, we recommend contacting your IT administrator to set this up for you. Flowis options regarding Children Transactions Flowis allows you to see the created structure easily. When you are in the list of Transactions, each Master Transaction has an arrow next to it. After clicking on it, you will see all its Children. If any of the Children has more Children Transactions under itself, you will also see a clickable arrow here. The list of Transactions that have children You can set up a custom Table Layout for every level of the Transactions. See more about how to set it up in our article about Table Layouts. When you open a Master Transaction, you can see the list of Children Transactions with any columns you wish you just need to set this up in Show Permissions of the Master Transaction by adding the “Transaction children table” component. You can also see the Transaction timeline of the Children. This needs to be set up in the Show Permissions of the Master Transaction too make sure to check the “Show children actions” checkbox. Children Transactions in the detail of Master Transaction The setup of Children Transactions in Master Transactions Show Permissions The post Children Transactions Make Transactions Related to Each Other appeared first on SoftPoint.
Seeing a long list of Transactions may be a little hard sometimes in terms of not knowing which Transactions need to be taken care of, which are already resolved, which are closed, etc. Setting up Transaction Colors enables you to color code the Transacti
prejsť na článokFlowis offers a unique way of setting up permissions for as many different groups of employees as needed. Its complexity allows you to truly set up Flowis and the information in it with precision, making sure everybody can see, access, edit, and delete on
prejsť na článokOnce you set up your Custom Tabs, you may notice that the columns you see do not always show the information you need or are in a different order than wished. You can always customize the view with the “Customize” button on the right side of the scree
prejsť na článokEach User has access to his own profile and can set up certain details about how the Flowis behaves when he uses his account. You can access your profile after clicking on your picture in the top right corner of the screen and then selecting “My profile”.
prejsť na článokAs a growth-driven digital marketing agency, one of our most important indicators is how much growth we were able to generate for our clients on an annual basis. That is the reason we are very proud of the fact that our clients closed 2020 with an average
prejsť na článok