Flowfinity Product Videos

Build a Field Service Application

Build a functional field services management app with this 8 minute step-by-step guide.

Create an App in 2 Minutes!

Learn how to start building an app, simple or sophisticated, with Flowfinity’s point-and-click app editor.

Create an Approval Hierarchy

Easily create a seamless approval process involving as many people as you need.

CSV Import and Export

Simplify data management between Flowfinity and external systems through CSV import and export.

Batch Integration

Save time by allowing data from your ERP, CRM, and other external systems to sync automatically with Flowfinity.

Mandatory Fields

Ensure all necessary information has been filled in a form, before it’s submitted.

Layouts

Easily control which form fields are available to users in each operation.

Data Filtering in Views

Protect business information by easily controlling how users interact with it.

Conditional Field Display

Field staff can save time by only answering questions, based on how they answered previous questions.

Conditional State Transitions

Easily set up custom business rules that define whether a record should transition to a new state, or remain in the default state.

NFC and Barcodes

Quickly collect info about assets or inventory by simply tapping, or scanning barcodes with a smartphone's camera.

GPS Proximity Searching

Conveniently locate nearby assets and locations with one click.

View Data by Territory or Branch

Minimize data risk by having users only access the information they're authorized to see.

Use Save as Draft

Administrators can enable the Save as Draft feature which allows users to save and edit records while offline.

Simple Task Usage

Assign software robots to automate repetitive tasks which reduces user effort and errors.

Automate Invoicing with Software Robots

Automate generating and sending invoices with escalations.

Escalate Overdue Records

Automate escalating overdue invoices by assigning robots to highlight records and send notifications.

Archive Work Orders with Escalations

Automate the process of archiving records by using escalations.

Drill-Downs in Dashboards

Use drill-downs in dashboards to increase productivity by gaining instant access to detailed record information.

Dashboards: Launch Record Operations

View business data and quickly take action, straight from the dashboard.

Link Widgets Through Parameters

Connect widgets in dashboards through parameters for a more efficient usage of dashboards.

Group Sales Order Items Using Nested Fields

Easily view a list of related or repeating items that should be logically grouped together.

Perform Calculations with Decimals

Easily perform calculations in forms or dashboards, and specify if the results are in integer or decimal format.

Perform Calculations On-Demand

Decide whether the value of a field should be recalculated all the time, or when prompted by the user.

Import and Merge App Changes

Safely develop or test apps on a Flowfinity sandbox server, before rolling out for production use.

Combine Text Fields

Automatically combine multiple fields into a single location that can be conveniently copied and pasted.

Sum or Count Items in Nested Fields

Help users ensure they're inputting the correct data, and provide additional information to customers.

Find Jobs Created Within a Custom Date Range

By using search parameters, you can quickly view job records based on a date.

Make Fields Mandatory Depending on Other Data

Prompt users to include additional information, depending on how earlier questions were answered.

Create Heat Maps

Quickly spot trends and issues for action with color-coded data.

Column Totals in Views

Create tabular reports by displaying column totals in any view.

Prefill Fields with Reference Data

Save valuable time and data accuracy in the field by having information automatically copied into a form.

Reference Data Lookups

Make it easy for users to look up and copy data into mobile forms, even while offline.

Filters for Lookups

Use filters for lookups in Flowfinity to update record values selectively based on date.

Buttons in Forms

Launch actions instantly with large buttons in forms that improve mobile user experience.

Buttons in Dashboards

Add buttons to dashboards that launch record operations or URLs to improve user experience.

Add New Users

Easily create accounts for new users as web/device or TV/kiosk.

Include Thumbnail Pictures in a List of Records

Spot records faster by using images instead of words or numbers.

Validate Data Within Nested Structures

With a few extra steps, you can validate user data entered within nested structures to prevent incorrect submissions.