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Flows FAQs

Frequently asked questions for the Flows guide.

How to Route Flow Based on Form Field Value?​

To branch a flow using form values like "Total Expense Amount":

  1. Add a Variable object to hold the field value.
  2. Set:
    • Type: e.g., Decimal.
    • Target Document: Your form document.
    • Source Object: The form field (e.g., NumberBox1).
  3. Add a Comparison object:
    • Set source to your variable.
    • Add results like "Less Than or Equal to 2000".
  4. Connect different flow branches to the true and false outputs.

Can I Have Multiple Approvers?​

Yes. You can use a Position Group object to assign a task to multiple users.
In the Events section of the group object, set the Approve event's Condition to Number and the Condition Value to the number of approvals required (e.g., 1 for any user, or 3 for majority approval).

How to Add Approval by a Specific User Group?​

To have a flow step handled by a group:

  1. Add a Position Group object to the flow.
  2. Open its Group Content settings.
  3. Select Position Groups > User Groups and choose your group (e.g., HR Group).
  4. In the Approve event of the group:
    • Set Condition to Number.
    • Enter 1 to allow approval by any group member.

What Is the Purpose of the Comparison Object?​

The Comparison object allows you to route the flow differently depending on dynamic values such as expense amounts or user roles. It compares a source value against a constant or another value, and redirects the flow through the true or false branch based on the result.

How to Send Information Back to the Flow Starter?​

You can add a Position object with its Target Object set to Flow Starter.
Attach a Send event to return the form/document.
To notify them via email or message, add an Information object with Flow Starter set in its Group Content.

How to Assign a Flow Step to Department Manager?​

To assign a task to the flow starter’s department manager:

  1. Add a Department object to your flow.
  2. In its properties, set Type to Flow Starter's Department.
  3. Add a Position object and insert an Assignment object before it.
  4. In the assignment:
    • Set Target Object to your Position.
    • Set Source Type to Department Manager.
    • Select the previously created Department object in the sel