Fluix Tasks: – More Taskstream templates to simplify and speed up the process of building business workflows.
Fluix Docs: – We’re thrilled to announce a new opportunity to explore Fluix Taskstream at no cost in Fluix Docs (Workflows). During 30 days, you’ll have the chance to:
Familiarize yourself with the basics to maximize your efficiency;
Explore key features to streamline your workflows.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– The Integrations tab was updated: now you can search for the required third-party tool via the dedicated section “Integrations”, or to “Request Integration” with a specific service. Once you submit your request, our product experts will reach out to you with further guidance on how to connect the desired tool.
– Added ability to create Dynamic Form right from the Taskstream Builder.
Fluix Documents:
– Added an option to export data from the Document Status via API. Now you can export real-time data from the Document Status via API directly into Power BI, Tableau, and other data analysis and visualization tools.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Improved behavior for auto-connecting form elements.
– Added the retention policy for deleted Taskstream processes in the Admin Portal -> Settings.
– Improved SSO by adding the ability for admins to set required authentication levels, this will allow users to have two loginoptions during SSO login, giving them the flexibility to choose between available security methods.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Added the ability to Move Tasks in Bulk to the next stage in Activity Status, empowering admins with greater control and reducing time spent on administration.
– Introducing Dynamic Path Creation on Storage, which automatically generates folder paths based on user input in forms upon task completion, saving admins time on file and folder management.
– Improved Dynamic Forms – once a form is submitted, its copy now gets flattened.
– Stabilisation and validation fixes for the Dynamic Form Builder.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Introducing Reports for monitoring the activities you run in the Fluix account. It offers you the ability to visualize, analyze, and derive actionable insights from their data.
– Ability to suspend & resume processes in the Activity Status. This feature allows to pause processes during project suspension or upon completion, retract tasks from users, and later resume them as needed, enhancing workflow flexibility and management.
– Added the ability to zoom in, zoom out, or fit the chart on the screen in the Taskstream Builder.
– Introducing Dynamic Forms – mobile-friendly digital forms that enable fast data collection, completion, and submission from any device, while maintaining an adaptive layout that adjusts to different screen sizes.
– Added ability to edit, replace, and remove all the forms in tasks and apply these actions to all the tasks and actions in the taskstream.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Added ability to upload, rename, and deleteFiles to Review in the User web app.
– Added ability to check the reason for the failed process in Process Detailsto provide admins with more insights and give the possibility to fix the taskstream for performing future processes.
– AddedImproveit 360 to the Share-to integration presets, allowing automatically pushing files from the finished processes in Fluix to the relevant project in Improveit 360.
– Improved Taskstream logic by adding the ability to automatically redirect the User and Guest task in case it’s overdue. This improvement creates an opportunity for admins to troubleshoot the possible issues with overdue tasks independently to avoid process interruption.
– Added ability to change the checkbox size in the Form Builder.
– Added new Taskstream templates to allow building business flows faster and new Form templates for Audit flows.
– Improved SSO by adding ability to perform group management through the SSO.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Improved the Process Status by adding the ability to review and download files added by users to have a complete overview of the tasks and processes.
– Added ability to review and downloadFiles to Review in the User web app for users and guests.
– Added ability to create a Group and add users to it right in a Taskstream, streamlining the configuration process and saving valuable time.
– Improved User Details by adding data on user logins from Android devices to provide admins with more details on the user logins.
– Improved Datasets by allowing to keep data in the dataset for an unlimited period of time to ensure that the valuable data is not missing.
– Added HubSpot to the Share-to integration presets, allowing automatically pushing files from the finished tasks in Fluix to the relevant deal in HubSpot.
– Improved Form Prefill by adding the ability to prefill dropdowns and checkboxes.
Feel free to contact us at support@fluix.io with any questions or comments.
– Added a Phone Number field to the User Details section along with the ability to create permissions for the users.
– Added more details to the Process Status on the reason why the process failed for admins to be able to fix the issue on their own without the necessity of contacting support.
– Improved the Process Status by adding the ability to interact with the chart in the Process History.
– Improved the arrows behavior in the Taskstream builder for better user experience.
– Added Process Status Details that allows checking the details of each taskstream and process, tracking time spent on each task, downloading forms and their revisions, and much more
– Added ability to share Guest Task via QR code to make sharing the tasks with external parties even easier
– Added Shortcuts for faster workflow creation. Use shortcuts with tasks, submit actions, and branches to map your business flow in minutes
– Added support for Drag-and-drop to the Form Builder to make the process of adding elements to the form more intuitive
– User interface improvements for the User section and Main Menu
– Added the ability to allow users to select Guest user recipients directly from their devices to provide them with more flexibility to decide on their own to whom the task should be sent
– Added the ability to automatically initiate a process in Fluix once any action is performed on the third-party tool side and to prefill the form using this data
– Added more actions for Fluix integrations with Monday.com and Salesforce to add more automation to integrations and eliminate the need to manually create or update the records in these tools
– Added the ability to extract data from the User and Guest tasks and all types of submit actions to Datasets
– Added the Performer name and Performer email columns into Datasets
Fluix Documents news:
– Added the ability to set the retention for the In Progress documents in Workflows
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Introducing the Guest task functionality that allows you to invite non-Fluix users to collaborate with your team on documents and tasks – all in one place.
– Added ability to automatically prefill forms in tasks with data from the third-party tools, streamlining your workflows and saving valuable time and effort.
– Added Procore to the Share-to integration presets, allowing automatically pushing files from the finished tasks in Fluix to Procore.
– Added ability to push data from the form in the task to any third-party tool using webhook, making it easier and faster to set up the integration.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– New integration presets called Share to submit action. Share to presets allow to easily configure automated upload of documents, data, and messages to third-party services like Salesforce, Pipedrive, Seatable, Slack, and Smartsheet.
– New functionality – data prefill from form to form. The data is automatically pre-filled from forms that were completed in the previous task.
– Added Assignee to an individual in User tasks – the ability for the users to choose particular users of the next task in a flow.
– Added support for non-PDF attachments in the User web app
– Added Return to Group option in Process Status – the ability for the admin to reassign tasks that got stuck in a process.
– Added ability to edit form in Form Builder when configuring the form fields in a task.
Feel free to contact us at support@fluix.io if you have any questions or comments.
Added signer’s email and date to the handwritten signature when the document is being signed remotely when submitted using the “Send for signature” action.
Added Undo/Redo functionality to the form builder
Taskstream’s improvements: -Added notifications related to the user’s task. (Task assignment, task due date, and task overdue reminders) -Added dynamic string functionality for the advanced naming capabilities. -Added new template forms to the form library.
Taskstreams! New look and feel of the Fluix Workflow Builder. It’s now presented as a drag & drop chart, which is a much more visual way of mapping business processes.
Tasks. Daily job on site got switched from document to task level. Field teams on mobile devices now have their to-do list items at hand: description of a job to be done, forms that need to be filled out, and attachments in PDF and other formats as guidelines.
Web forms. Those customers who were looking for a quick way to create and edit their forms without any additional tools, are not limited with PDF any longer, and can now create and edit web forms right in our refined Form Builder.
Displaying the Signatures Info in the Document Status section. You can now see the number of signatures added to a document, without opening the document itself. This makes tracking e-sign progress even easier!
Push files to Workflow from any Storage. From time to time, there is the need to push a file to a group of people within a workflow. Our ‘Push to Workflow’ functionality allows you to do this in a couple of clicks. With our recent product update, it is now possible to select documents not just from the desktop, but also directly from Fluix storage and third-party storage of your choice.
Form Builder Improvements. New elements were added: Logo/image and Checklist block that helps to create a checklist form faster.
Smart filtered search of documents in the Document Status section. With Smart Search in Document Status, you can use filters to quickly search by Document Name, Assignee, Stage and others, to find the needed files in seconds.
Improvements of the User Report section. Keeping your data processing needs in-mind, we’ve made User Reports more informative. New columns added: user emails, member of groups, number of signed and completed documents.
Improved Dashboard. You can now clearly see the number of documents signed and completed, as well as the time and costs saved. In the Document Status section, you can see the count of the latest documents that were modified in any way by your users, divided per workflow/group. You can also pin any desired workflow/group in order to keep it on top of the list. In addition to Top users and Top Workflows, now you’ll also see Top Groups.
The signer’s signature is now saved in a browser during a session, so there is no need to draw a signature each time they need to add it to a document.
Selecting workflow participants is now made easier: After clicking on the New workflow button in Configurations it is now possible to start building a workflow right away
New user groups and users can be added right in the workflow Builder (Configuration>Workflows>Add participant>Create new participant)
Image field added as a separate item to the PDF Builder
Option to choose between adding signatures in the web by drawing or typing
Collect Data is renamed to Extract Data (Configuration>Workflows)
Option to add a new dataset in the Workflow Builder is now on top of the pop-up window options list (Configurations> workflows>Choose Action>Extract Data)
Tooltips added to all Workflow Builder sources providing explanations (Configuration>Workflows>’ Take documents from’ and hoovering over the drop-down menu options)
Changes in internal workflow templates
Fluix newsletter subscription and social media buttons added to the ‘Welcome to Fluix’ invitation email for newly added users
A complete list of placeholders can be found in the Customisable Email dialog box (Configuration>Email Notifications>Customisable Emails)
We have implemented changes in the layout of the Admin portal to help you navigate better. Here is an overview of what has been updated:
The reports section is renamed to Data. What you will also find under Data is: Document Status, Datasets, Push to Device, Bulk Signing
The new location of Fluix Storage is under Configuration
User App is the new name of the former Documents section. You will find and can manage from there workflow documents, for example, Templates and Drafts
Tools and Quick Actions are merged into a single Actions tab
The number of characters displayed in comment history for reassigned documents has been increased to 1000
Users can now add date and time as well as geolocation to images when inserting them into PDF form from mobile devices. Activate this feature under Settings->File Sharing on the Admin Portal
New! If you are managing more than one account in Fluix, check out the Account section in the top right corner of the Admin Portal showing account details (name and email of the person that is logged in). This is where the Billing section is hidden as well.
Easily create and edit PDF forms in Fluix! Go to Tools->PDF Form Builder and choose between creating a new form, edit an existing one from Fluix Storage or upload a PDF from a computer. Forms stored on Fluix Storage can be opened and edited directly from the PDF Viewer (click Edit Form button).
Possibility to add a signature field(s) to Bulk Signing forms before sending the documents out.
