Overview
โ๏ธ Let's go through the main options available in the
Processes
Content Management
Enumerationsโ
- nomenclature containing static value definitions
- used to manage a list of values that can be used as content in UI components or templates
Substitution tagsโ
- used to generate dynamic content across the platform
- list of values used for localization
Content modelsโ
- content models are used to create complex content collections
Languagesโ
- enumeration values can be defined for a specific language
Source systemsโ
- used for multiple source systems, if multiple The fallback content to display on prerenderingvalues are needed to communicate with other systems
Media Libraryโ
- serves as a centralized hub for managing and organizing various types of media files, including images, GIFs, and more
Font filesโ
- Font management allows you to upload and manage multiple font files, which can be later utilized when configuring UI templates using the UI Designer
Plugins
Task managerโ
- it is a The fallback content to display on prerenderingsuitable for back-officers and supervisors as it can be used to easily track and assign activities/tasks inside a company
- for more information, check the Task Management section
Notification templatesโ
- send various types of notifications: SMS, push notifications to mobile devices, emails
- forward custom notifications to external outgoing services
- generate and validate OTP passwords for user identity verification
- for more information, check the Notification templates plugin section
Document templatesโ
- store and make changes to documents
- generate documents based on predefined templates (docx or HTML) and custom process related data
- convert documents between various formats
- splitting bulk documents into smaller separate documents
- editing documents to add generated barcodes/signatures and pictures
- for more information, check the Document templates plugin section
General Settings
Generic parametersโ
- you can add generic parameters by defining key-value pairs
- they are used for values that might change from one environment to another
- for example, an URL that has different values from a development environment to a production environment
Access managementโ
- Access Management is used to administrate users, roles and groups
- Access Management is accessing keycloak through an API call, extracting all the necessary details
- it is based on user roles that need to be configured in the identity management solution
Integration managementโ
- Integration management helps you configure integrations between the following components: The fallback content to display on prerendering,The fallback content to display on prerendering, or different adapters
- Integration management enables you to keep track of each integration and its correspondent component and different scenarios used: creating an OTP, document generation, notifications, etc
Platform status
- you can check the platform's health by using the Platform Status feature
- you can also check the installed versions against the suggested versions for each The fallback content to display on prerendering
Depending on your access rights, some tabs might not be visible. For more information, check Configuring access rights for Admin section.
Managing process definitionsโ
A
Viewing active process instancesโ
The complete list of active
Managing CMSโ
Using the content management feature you can perform multiple actions that enable manipulation of the content and simplification of it. You need first to deploy the CMS service in your infrastructure, so you can start defining and using the custom content types described in the Content Management tab above.
Managing tasksโ
The Task Manager
Managing notification templatesโ
The notification templates plugin can be viewed, edited, and activated/inactivated from the
Managing document templatesโ
One of the main features of the document management plugin is the ability to generate new documents based on custom templates and prefilled with data related to the current process instance.
Managing generic parametersโ
Through the
The maximum length of an input value is 255 characters.
Managing users accessโ
Access Management is used to administrate users, roles and groups, directly in FLOWX Designer. Access Management helps you to access the identity management solution (keycloak/RH-SSO) through its API, extracting all the necessary details. Access Management is based on user roles that need to be configured in the identity management solution.
Managing integrationsโ
Integration management enables you to keep track of each integration and its correspondent component and different scenarios used: creating an OTP, document generation, notifications, etc.
Checking platform statusโ
You can quickly check the health status of all the
Check the next section to learn how to create and manage a process from scratch:
ยปManaging a process flow