FAQ

Can I integrate Fluix with third-party platforms?

Absolutely! Fluix offers seamless integration with third-party cloud storage solutions and external software to streamline file and data uploads.

• Cloud Storage Integrations: Available in the Core Plan, allowing you to connect with popular cloud storage services.
• Advanced Software Integrations: Available in the Pro Plan, supporting more complex connections with external software.

How to view and set up integrations:

1. Navigate to the Integrations section in your Admin Portal.
2. A list of available integrations will appear, each linked to a detailed guide on setting up authentication.
3. Based on the plan you are signed for, you can view and test the available integrations.

For more information, check out our Help Center article on Integrations or contact us at support@readdle.com if you need assistance.

How can I ensure users complete their tasks on time?

To help your field team complete their tasks on time, you can set up task reminders and task durations when creating a Taskstream.

Steps to configure reminders and due dates:

1. Go to the Task Configuration menu and open the Due Date & Reminders tab.
2. Set the execution duration for a specific task.
3. Configure reminders to notify the task performer about deadlines.
   
   

With these settings in place, users will receive notifications about task timelines and overdue statuses.

Automate overdue task management:
You can also configure the Taskstream process to automatically redirect overdue tasks to another step, eliminating the need for manual admin intervention.

For detailed instructions, refer to our Help Center article, or contact us at support@fluix.io if you need assistance setting up your process.

How can I identify who needs to update their Fluix app?

Fluix Release notes for Android and iOS apps contain the most relevant information about the latest Fluix tasks app versions.

Additionally, In your Fluix Admin Portal, you can review the app versions used by your team members by following these steps:

1. Navigate to the Process Setup section and open the Participants section.
2. Click on the user’s name to access their User Details.
3. Here, you can:
   • Review the user’s login information.
   • Manage their setup by adding or removing them from groups so they can obtain or lose access to certain tasks and forms.
   • View the App Logins section to see the devices they use to access Fluix.
4. Checking the App Version:
   • If the app version is highlighted in green, it is up-to-date.
   • If the app version is highlighted in red, the user must update their Fluix app. Notify them to download the latest version from the App Store (iOS) or Google Play (Android).

If you need our assistance, feel free to contact us at support@fluix.io. We are always here to help!

Can I manually push a task to the next stage if the current one is no longer valid?

Yes, if a task is no longer relevant at its current stage in your Taskstream process, you can manually move it to the next stage (e.g., from one Group to another).

Note: This action is only available for tasks in the To Do or In Progress status.

Steps to move a task:

1. Go to the Progress & Results section in your Admin Portal and open Activity Status.
2. Select the checkbox next to the task you want to move.
3. Click Move Task, which will appear in the panel.
   
   

Additional options:
You can move tasks individually or in bulk, depending on your needs. Check the article Actions in Activity Status to learn more about this action.

Feel free to contact us at support@fluix.io with any questions.

Can I re-assign tasks if a worker can no longer perform them?

Sure! In Fluix Tasks, you can easily manage the assignee working on a specific task. For example, if one of your technicians cannot finish the task due to being on sick leave, vacation, etc., you may reassign it to another user within the same group or even move the task to the next stage if no further actions are required from the other technicians.

To reassign the task to another user, please follow the instructions below: 

1. Navigate to the Progress & Results section of your Admin Portal -> open Activity status;
2. Identify the task you would like to re-assign in the list and select it -> click Reassign task in the opened panel;
   
3. Select the individual from the group or simply reassign the task to the group:
   

Note: you can reassign task within the group which is assigned to the specific task in the Taskstream.

Check the article Actions in Activity Status to learn more about this action.

Feel free to contact us at support@fluix.io with any questions.

Can I prefill forms in Fluix using third-party platforms?

Absolutely! Fluix offers several ways to prefill forms, allowing you to pre-populate form fields with data from other forms or integrate data from third-party platforms your team uses. This functionality reduces your manual entry and improves data accuracy in the documents your team is working on. Let’s check below how to achieve both prefill options:

Scenario #1. How to start a process in Fluix based on a specific action in a third-party platform:

1. Set up a Taskstream with an External Software Trigger:
   • Create a Taskstream and drag and drop the Process Start as the first step.
   • From the options, choose External Software Trigger.
     
2. Integrate the webhook with your third-party tool:
   • Copy the webhook URL provided by Fluix.
   • Paste it into your third-party platform and configure the required variables (property names).
3. Add the Form Prefill element in the Taskstream chart:
   • Drag and drop the Form Prefill element into your Taskstream chart. It will automatically connect to the Process Start event.
4. Configure the Form Prefill settings:
   • Select the External Tool Initiates Prefill option in the Form Prefill element.
   • Add the desired form to the Taskstream and open the Prefill Configurator.
     
5. Map the data fields:
   • For detailed guidance, refer to our Help Center article on Forms Prefill in Fluix.

Scenario #2. How to prefill a form in Fluix from a third-party platform mid-process?

In this scenario, the prefill process occurs mid-workflow and must be followed by another submit action to complete the process. The Taskstream chart in this case should already include the following elements:

Process Start → User Task → Form Prefill

To configure the form prefill from a third-party platform in this setup:

1. Select the prefill option:
   • In the Form Prefill action, choose Fluix Initiates Prefill from External Tool.
     
2. Set up the API integration:
   • Click Configure to open the API integration setup window.
   • Ensure the response format from the third-party tool is JSON (supported format).
     
3. Specify requests and parameters:
   • Use the Advanced HTTP Builder to define the necessary requests and parameters for the prefill process.

If you need assistance during this step, feel free to contact us at support@fluix.io, and our Solutions Architect will help configure the integration based on your project’s requirements. For more details, refer to our Help Center article on Forms Prefill in Fluix.

How can I use a recently created web form in a Taskstream?

Depending on your scenario, there are two ways to use a newly created web form in Taskstreams. Let’s check both of them more precisely below:

Scenario #1. Add a recently created web form to an existing Taskstream:

To replace an existing form with the new one in your Taskstream, follow these steps:

1. Go to the Taskstream section and open the Taskstream where you want to add the form.
2. Select the task where the form needs to be replaced and open it.
3. Navigate to the Forms & Attachments section.
4. Click the three dots next to the current form’s name and choose Replace.
   
   
5. In the pop-up window:
   • Click Choose from Forms, select the new form from the list, and click Add.
   • You will be prompted to confirm whether the new form should replace the existing one in all other tasks within the Taskstream. Check the
   • respective box if you want to apply the change across all tasks.
   • Click Replace to confirm.
     
6. Once done, click Save to confirm the changes on the task level -> click Save&Publish to activate your Taskstream with new form.

Scenario #2. Use the recently created form in a new Taskstream:

If you haven’t set up a Taskstream yet:

• Refer to our guide on Building and Setting Up a Taskstream Chart for detailed instructions to build one from scratch.
• Alternatively, you can navigate to the Taskstream section in your account, click New Taskstream, and use one of our ready-to-use Taskstream templates to get started quickly.

Feel free to contact us at support@fluix.io with any questions.

How can I download a form created in Fluix?

In Fluix Tasks, forms are designed to be used directly within Taskstreams, so downloading them isn’t necessary. Once you’ve created a form, select it from the Fluix Form Library when setting up a Taskstream.

To explore the types of web forms you can create and use in Fluix Tasks, check out our article on the Fluix Form Builder.

Can I create a PDF with Fluix?

Absolutely! As part of our professional services during your onboarding with Fluix, we offer a forms creation service. You may share your existing form with us in any format—text, image, PDF, or DOC —and we’ll convert it into a professional, fillable PDF or web form tailored for seamless use in Fluix. Drop us a line at support@fluix.io to discuss these details.

Alternatively, you can use the built-in Fluix Form Builder available in your Fluix account. This tool lets you create web forms that easily integrate into your recurring taskstreams within Fluix.

Fluix supports versatile data collection methods:

• PDF Forms: Continue using your existing PDF forms with ease.
• Dynamic Mobile-Friendly Forms: Create forms with conditional logic that adapt to user input, simplifying data collection for your team.
• Static Web Forms: Create web forms with classic layouts that look similar to paper forms.

To create the web form, follow a quick instruction below:
1) In the Admin Panel of your account, open the Forms section.
2) Click Create Form.

3) Click the Start from Scratch button
4) Name the form -> choose the form’s type (Classic View or Dynamic)
5) Click Create.

Feel free to contact us at support@fluix.io with any questions or comments.