The big number of companies prefer collecting field data for further export into an Excel spreadsheet in order to perform manual analysis afterward. Though there is a much more advanced and efficient method to benefit from the data collected into the Fluix datasets – by connecting Fluix to the data visualization platform. One of such platforms is Power BI.
Power BI is a market-leading data processing and visualization tool that helps to uncover meaningful insights of your current workflow using the data collected by your field team. You can utilize colorful and comprehensible graphs, histograms, and other visualization tools in Power BI to process your field data and get a wide picture of the current conditions and requirements of the different aspects of your business.
Use case examples
Besides saved time and eliminated manual effort, automatically aggregated and structured data can benefit in many processes, such as:
Ability to check what is going on on-site
Ability for local sites to immediately identify and fix issues
Access to granular data, for analyzing and comparing multiple sites in the field
Ability to identify trends to optimize efficiency
Resource planning
Revealing hidden bottlenecks, defects, and missing information
Reporting for compliance with regulations (e.g. OSHA).
Before you start
The first step would be setting up the automated data extraction from the completed forms into the Fluix datasets. Here you can check how to configure them in Fluix. Please note that the feature is available starting from the Core plan. Another point to mention is the Power BI license you will need to acquire.
If you don’t have Fluix account yet, you can register a free trial.
Once you connect your Power BI account to Fluix, the data will be automatically pulled from forms that are completed by your team in the Fluix app into datasets into Power BI in real time. There you will see insightful visualizations, filters, and process data based on your requirements with the powerful features of Power BI.
How to connect Fluix to Power BI and start pulling data
1. In the Fluix admin portal, navigate to Data section, Datasets tab. Select a dataset or subset in Fluix, and click on the Export button (in case you selected subset, click Export button and link to PowerBI)
2. Copy the authorization link and password.
3. Open Power BI, click Get Data, and select Blank Query.
4. In the left menu click the right button on Query 1 and select Advanced Editor.
5. In the opened window paste the code below:
let
datasetUrl = "{{ export url from admin portal }}",
getData = (url as text) =>
let
source = Web.Contents(url),
json = Json.Document(source)
in
json
,
data = List.Generate(
() => [hasNext = true, result = getData(datasetUrl)],
each [hasNext] <> false,
each [
result = getData([result][nextUrl]),
hasNext = [result][hasNext]
],
each [result][collection]
)
in
data
6. Replace {{ export url from admin portal }} with the authorization link copied from Fluix.
7. Click Done.
8. In the line Please specify how to connect: click on Edit credentials.
9. In the opened window, in Anonymus section select which level to apply these settings to – select the authorization link you used above.
10. In the Basic section, enter the password copied from the authorization details, and click Connect.
11. Click To Table as on the screenshot below.
12. In the appeared window just click OK 13. After that you’ll see Column1 where you’ll need to click Expand to new rows:
14. Click again on Column1 and select the fields you need and click OK:
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
Smartsheet is a web and mobile based platform for project management, task assignment, tracking, and document sharing. Smartsheet products include team collaboration, content management and digital asset management.
Fluix is a web and mobile-based cloud platform that helps companies to manage documents, automate workflows, and manage business processes.
Automated data collection and analysis
In Fluix your team will be able to create a transparent document workflow: remote teams will easily collect data on mobile online and offline, or web version of the app, review and approve it remotely, and share with customers and office teams.
Example of a filled out form on iPad:
In Smartsheet you will see a new row created containing the data from the fields mapped in the form and file attached.
How to Integrate Your Fluix Account with Smartsheet
The whole process is no code but requires installation on your side. To start, please contact our Support team at support@fluix.io and we will guide you through. .
Note: Integration requires a Core account in Fluix and an account in Smartsheet. However, to try the integration, you can register free trial accounts in all tools.
This article would be useful for those who need to automate the flow of capturing data in forms by remote teams and its aggregation and analysis in an efficient way.
Let’s see how the integration of Fluix and SeaTable systems helps to automate the process.
What integration does
The integration of Fluix and SeaTable systems automates both the process of collecting information in digital forms on mobile and then its aggregation and structuring for further analysis and data-driven actions.
Fluix is a web and mobile-based cloud platform that helps teams with setting up digital document management and workflow automation. In this integration, Fluix serves as an electronic data capture system.
SeaTable is an online database software for managing data in a spreadsheet/database kind of view where you can store and process different types of data captured in Fluix.
Integration between Fluix and SeaTable allows you to create a separate database-like table for each part of your business processes, like accounting, operations, and internal employee management, and seamlessly, not noticeable by the end-user, direct the corresponding field data from the forms completed in Fluix into the required columns in the particular SeaTable database.
Example of data integration: The data is entered in the form in the Fluix app:
Once the form is submitted, entered data automatically appears in the SeTable database:
Immediate benefits
This integration can tremendously help you to spot the bottlenecks in your processes as they appear and not waste time on manual data aggregation and processing. Immediate insights gained from interactive data visualization based on different data parameters are the most efficient way to quickly respond to change, prevent unnecessary losses and identify challenges that your team may be facing at the moment.
Solutions through Industries
Fluix and SeaTable are being utilized as core tools by different teams within multiple industries.
Pilots from the aviation industry are sending the flight log data entered in Fluix over to the SeaTable database for further analysis.
Sales reps from the remodeling business are filling in contracts with customer data and requirements in the Fluix app that are automatically populated in the allocated columns in the SeaTable customer database.
Project Managers greatly benefit from this integration since they can set up a workflow where data entries performed by different departments in Fluix can automatically appear in the required fields in the database for further tracking and planning purposes.
Human Resources use this integration to collect working hours in timesheets with the help of Fluix and then use the SeaTable database for payroll processing. Employee onboarding and offboarding is other use case.
In fact, pretty much any process with collecting data by employees, and then its aggregation and analysis is covered by integrating Fluix and SeaTable.
How to start
The integration doesn’t require special technical skills and months to configure it. Contact the Fluix team and we’ll help you to set up the integration taking into account your project-specific requirements.
Qlik is a business analytics platform that helps companies deliver active, real-time data intelligence.
Fluix and Qlik integration automates data collection, processing and analysis. Your team members will stop printing out documents to compare numbers, there will be no need for manual data copying from one tool to another, and finally you will get business insights from the daily operations.
Fluix will automate the process of data collection in digital fillable forms and extraction of the aggregated data into Qlik for further visualization, analysis and sharing the results with the team and customers.
Let’s set up the integration between these tools and look at the benefits together.
1. Go to the Fluix admin portal, Workflows section, and choose an existing workflow or create a new one for the business process where the data needs to be analyzed. Add a submit rule Extract data and create a Dataset for the data that will be extracted from the completed forms. You can also watch the video on how to create a workflow here
2. Fill out and submit a test form using a User app on a web or iOS device.
3. Go to the Data tab, choose Datasets, pick the one you’d want to export to Qlik and click the Export button on the toolbar to see the authorisation details.
Step 2 – Connecting Fluix and Qlik
1. Log into your Qlik account, press Add new and choose New analytics app from the dropdown list. Name it and click Create.
2. Choose Add data from files and other sources.
3. Select the REST option from the list of available data connectors.
4. In the appeared window, enter the Power BI URL copied from the authorization details in Fluix.
5. Scroll down and choose Basic authentication schema from the dropdown and enter username and password from authorization details in Fluix.
6. Click Test connection and in case it succeeded, rename your connection if needed and press Create.
7. Tick the collection checkbox and click Next.
Step 3 – Starting data analysis
1. Choose Build a sheet option.
2. Now you can create multiple visualisations and gather business insights from your field data.
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
Domo is a business intelligence and data visualization tool that allows companies extract business value from the field data they collect on a daily basis.
Fluix integration with Domo provides the full cycle, from its raw data collection in the field to its live visualization and analytics.
The integration of these two services is fast and simple since it doesn’t require coding or IT knowledge. Here below you will find the guidelines on how to connect the tools.
Note: to integrate Fluix with Domo, you’ll require Fluix Core license and Domo license. Though to try the integration capabilities, you can sign up for a free 14-day trial in Fluix and 30-day free trial in Domo.
Configuration
In your Domo account, click on the DATA section on the top menu and choose CONNECTORS:
In the Search bar enter Json Webhook:
Press Get the Data in the right corner:
Copy link:
Open Fluix workflow that you need to export data from, and press Edit Workflow
Add Submit action Upload to CRM /ERP
Paste the link copied from Domo to the field ‘Request URL’:
Under the Text section of the Body tab enter Document Form Data:
Click Save and then Save & Publish in the upper right corner of the workflow.
Testing
Fill out and submit a form in the Fluix app, either on iPad/iPhone or User App in web browser.
Once done, go to Domo, DATA section, to check the results.
Data Visualization
To visualize data, click on the report to open it, and then click Create a visualization:
On the right you’ll see a list of possible chart types:
Once you are ready to save your chart, click Save in the upper right corner to save it on a Dashboard.
You can also configure alerts when data changes, and share the Dashboard with others.
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
Fluix is a software platform that helps you collect field data on mobile forms, and submit it for review, company storage, email, or any business analytics tools.
Airtable is a cloud collaboration service that allows to aggregate and visualize data extracted from forms.
Integration of Fluix and Airtable allows you to cover the whole flow from data collection to its visualization and further data-driven decisions.
Connecting these two tools will take you 30 minutes and doesn’t require coding. The integration is performed via the webhook – the automatically generated link that connects two services and allows data transfer between them.
Check out our video that displays how this integration is being utilized in the aviation industry.
Note. Integration through a webhook requires a Core account in Fluix and a Pro account with Airtable. To try the option, you can register for a free 14-day trial in both Fluix and Airtable.
Step 1. Create a Base
Before getting started with integration, you need to create an Airtable base where the data from forms will be exported. If you are going to use the already existing base, go straight to Step 2.
1. Go to your Airtable account and click Add a base and select Start from scratch.
2. Enter the base name and optionally select the base background color and icon.
3. By default, a new base consists of one table, and you can add the necessary amount of tables. To do it, click Add table.
Note. For bases with multiple tables, you need to set the webhook integration individually for each table.
4. To edit the table, unroll the settings menu.
5. By default, each new table contains 4 fields: Name, Notes, Attachments, Status. To edit them, unroll the settings menu.
6. To add a new field, click the plus icon to the right of Status. You need to add as many fields as you are going to export from Fluix forms.
1. Click Automations and select Create a custom automation.
2. In Trigger type, select When webhook received and copy the generated webhook.
3. In your Fluix account, go to Configuration > Workflows. Select the workflow through which form used for data transfer to Airtable is submitted.
4. Open the workflow, click Edit Workflow in the upper right corner, and add the submit rule Submit by HTTP. Paste the generated webhook link and select POST values.
5. Click Save & Publish in the upper right corner.
6. Perform the sample submission of the document that is going to be further used for data extraction into the particular table. Don’t worry that the first submission fails, since it is a test submission to connect with the webhook.
7. In the Airtable account, click Run test. The status Test ran successfully means your webhook has been connected. You can’t proceed with selecting fields without the connected webhook.
8. In Airtable, in Actions, select Create record in Action type and select the necessary table in Table.
9. In Fields, select fields where data will be added.
10. Map each field to the corresponding field in the Fluix form. Click the plus icon in the input line, select the webhook and click Continue. Select the body, click Continue and insert the necessary form field.
11. Switch the toggle to the On position on the top and click Run test.
Step 3. Export Data
1. Submit a form in the Fluix app.
2. The submitted data will be automatically transferred to the table in Airtable.
Note
You can create several automations for one table. In this case, select the new webhook and insert it into the new submit action in the Fluix workflow. The rest of the process will be similar.
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
Speaking about the data collected by the field teams on devices, you can stop at its storage in the cloud, or start processing it manually in Excel. But there is always a step for automation – to start analyzing the collected data and bring intelligence to your business through data-driven decisions.
Here is when Tableau comes into play.
Tableau is a leading visual analytics platform that helps you create any kind of charts, diagrams, and filters based on your business requirements.
Use case examples
Besides saved time and eliminated manual effort, automatically aggregated and structured data can benefit in many processes, such as:
Ability to check what is going on on-site
Ability for local sites to immediately identify and fix issues
Access to granular data, for analyzing and comparing multiple sites in the field
Ability to identify trends to optimize efficiency
Resource planning
Revealing hidden bottlenecks, defects, and missing information
Reporting for compliance with regulations (e.g. OSHA).
Before you start
The first step would be setting up the automated data extraction from the completed forms into the Fluix datasets. Here you can check how to configure them in Fluix. Please note that the feature is available starting from the Core plan. Another point to mention is the Tableau license you will need to acquire.
If you don’t have Fluix account yet, register a free trial.
Once you connect your Tableau account to Fluix, the data will be automatically pulled from the forms that are completed by your team in the Fluix app into datasets into Tableau in real-time. There you will be get insightful visualizations, and process data based on your requirements.
How to connect Fluix to Tableau and start pulling data
1. In the Fluix admin portal, navigate to Data section, Datasets tab. Select a dataset or subset in Fluix, click on the Export button (in case you selected subset, click Export button and link to Tableau) and copy authorization link, username, and password.
2. Open Tableau desktop version -> More -> OData
3. Paste there a link, username, and password and click Sign in.
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
Die Integration von Fluix und SeaTable hilft dabei, diesen Prozess zu automatisieren.
Was leistet die Integration?
Die Integration von Fluix und SeaTable automatisiert sowohl die Datenerfassung in mobilen digitalen Formularen als auch die Aggregierung und Strukturierung für die weitergehende Analyse und datengetriebene Entscheidungsfindung.
Fluix ist eine Cloud-Plattform für die webbasierte und mobile Verwendung, die Teams dabei hilft, eine digitale Dokumentenverwaltung einzuführen und Workflows zu automatisieren. Im Beispiel dieser Integration dient Fluix als elektronisches System für die Datenerfassung.
SeaTable ist eine Online-Datenbanksoftware, mit der Daten in einer Tabellen- bzw. Datenbankansicht verwaltet werden. Hier können in Fluix erfasste Daten weiterverarbeitet und gespeichert werden.
Die Integration von Fluix und SeaTable ermöglicht es, für jeden Teil Ihrer Geschäftsprozesse, beispielsweise Buchhaltung, Operations und HR, separate Tabellen bzw. Datenbanken anzulegen. Daten aus Formularfeldern, die in Fluix befüllt wurden, lassen sich nahtlos an der passenden Stelle in die Datenbank in SeaTable eintragen – und das ohne einen für Nutzerinnen und Nutzer störenden zusätzlichen Vorgang.
Ein Beispiel für die Integration von Daten:
Daten werden in ein Formular in der Fluix-App eingegeben:
Sobald das Formular eingereicht wird, erscheinen die Daten daraus automatisch in SeaTable:
Sofortige Vorteile
Diese Integration ist enorm hilfreich, wenn Sie Engpässe in Ihren Prozessen erkennen möchten, sobald sie auftreten. Außerdem verschwenden Sie keine Zeit mehr mit manueller Datenaggregation und -verarbeitung. Verschiedenste Parameter aus Ihren Daten lassen sich verarbeiten und visualisieren, damit Sie effizient und schnell darauf reagieren können, vermeidbare Verluste verhindern und Probleme rechtzeitig identifizieren.
Lösungen in verschiedenen Branchen
Fluix und SeaTable sind für Teams in den unterschiedlichsten Branchen wichtige Tools.
Piloten in der Luftfahrt übertragen Log-Daten aus Flügen mit Fluix in SeaTable, um sie dort weiter zu analysieren.
Der Außendienst in der Modernisierung von Gebäuden schließt Verträge vor Ort ab, erfasst Kundendaten und Anforderungen in Fluix und ist dank der Integration von der Last befreit, diese noch in die Kundendatenbank in SeaTable zu übertragen.
Das Projektmanagement profitiert ebenso: Ein einmalig konfigurierter Workflow führt Fluix-Dateneingaben aus verschiedenen Abteilungen zusammen, um sie anschließend an der richtigen Stelle in der Datenbank abzulegen, wo sie für abteilungsübergreifendes Tracking und Planung nutzbar werden.
HR-Abteilungen nutzen diese Integration für die Zeiterfassung: Timesheets werden in Fluix ausgefüllt, die Abrechnung findet in SeaTable statt. Ein weiterer Anwendungsfall: Onboarding von neuen Teammitgliedern sowie erfolgreiches Exit-Management.
Fast jeder Prozess, in dem es zu mitarbeiterseitiger Datenerfassung sowie anschließender Aggregierung und Analyse kommt, lässt sich mit der Integration von Fluix und SeaTable abbilden.
Die ersten Schritte
Die Integration erfordert keine besonderen technischen Fähigkeiten. Es dauert nicht mehrere Monate, sie zu konfigurieren. Kontaktieren Sie einfach das Fluix-Team und wir helfen Ihnen dabei, die Integration einzurichten und dabei Ihre projektspezifischen Anforderungen abzubilden.
Automatisieren Sie Ihre Datenerfassung und -analyse noch heute
