Flowset

Templates

• Change Management
• Delivery Handling (Advanced)
• Delivery Handling (Intermediate)
• Delivery Handling (Basic)
• Employee Onboarding (Full)
• Employee Onboarding (Richer)

Getting Started

empty

• Introduction to Flowset
• Basic Features

Conceptual Overviews

• Flowset Conceptual Overview
• Orientation & Navigation Concepts
• Flexible Conditions Concepts
• Workflow Enactment Permission Concepts
• Workflow Macro Concepts

• Task Standards & Advanced Mode

Workflow Views

• Aggregating Workflows using Zendesk View

Process Patterns

• Process Patterns Overview
• Sequential Process Patterns
• Parallel Process Pattern
• Combinations Process Patterns
• Task Pathways | Decision Trees

Workflow Assistant

• Workflow Current Activity (Advanced Model)
• Disabling Ticket Fields (for Advanced)
• Starting a Workflow
• Workflow Assistant Overview (Standard & Advanced)
• Workflow Information
• Workflow Current Activity (Standard Model)

Workflow Management

• Grouping Workflows (Nested Selection)
• Workflow Templates
• Deleting Workflows
• Workflow Management Orientation & Navigation
• Creating Workflows
• Editing Workflows

Workflow Structuring

• Renaming Stop Shapes
• Process Definition
• Process Structuring Canvas
• Process Diagram Validation
• Workflow Configuration Saving

Common Workflow and Activity Concepts

• Common Workflow and Article Condition Concepts

Workflow Configuration

empty

• Identification
• Properties
• Conditions

Activity Configuration

empty

• Identification
• Properties
• Conditions
• Fields

Workflow Transitions

• Copy Fields to Parallel Tickets
• Transition Types (Advanced Models)
• Activity Outcomes
• Transition Types (Standard Only)
• Transition Name & Description
• Transition Comments

Advanced Topics

• Flowset Technical Overview
• Workflow Conditions Flexibility
• Workflow Multiple Start Points
• Workflow Configuration Validation
• Workflow Zendesk Integration
• Workflow 3rd-party Integration