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Flow Path Quick Start Guide

Flow Path can be set up and activated in just a few steps, allowing you to quickly benefit from its features. At the same time, the solution offers extensive configuration options to tailor it to your individual requirements and processes.

Despite the high flexibility, a simple and quick commissioning process is a priority. The goal is to keep the setup effort as low as possible and to provide you with a quick start in using Flow Path.

The following steps must be completed to quickly get started with Flow Path.

  1. Install the Flow Path extension from the Marketplace.
  2. Follow the steps in the Guided Experience checklist.

Installation from the Extension Marketplace

Flow Path can be installed directly in Business Central via the Extension Marketplace. The Extension Marketplace integrates the AppSource Marketplace into Business Central.

Follow these steps to install Flow Path via the Extension Marketplace.

  1. Click on the search icon Image, enter Extension Marketplace, and then select the corresponding link.
  2. Enter Flow Path in the search field on the right side.
  3. The Flow Path extension from the provider Simova GmbH will be displayed in the search results.
  4. Click on the Free Trial button.
  5. Enter the required information and click Continue.
  6. Select the desired language and click Install.
  7. The Flow Path extension will now be installed.

Execute Guided Experience Checklist

Flow Path offers a guided experience for quick setup. The guided experience provides a checklist that can be completed in just a few minutes. Assign yourself the Flow Path Administrator role to execute the steps in the checklist.

Follow these steps to assign the Flow Path Administrator role.

  1. Click on the settings icon image and select My Settings.
  2. Change the Role to Flow Path - Administrator and click OK.
  3. Business Central will reload, and the Flow Path Administrator role should be displayed.

The checklist is visible at the top in the role of the Flow Path Administrator and includes the following items. Each item can be executed step by step and checked off upon completion, allowing you to easily track which tasks have been successfully completed.

Info

If the checklist is not visible in the Flow Path Administrator role, search for Show Checklist in the search bar and execute the action. This will reload the current role and reactivate the checklist.

License Your Flow Path

To use Flow Path, a license must be activated. The following steps will guide you through the licensing process. Follow these steps:

  1. Click on Start in the checklist to launch the licensing wizard.
  2. On the welcome page, click Get Started to start the wizard.
  3. To use Flow Path, please read the Privacy Information and the End User License Agreement.
  4. Accept the terms by checking the box I accept the terms.
  5. Click Next.
  6. Enter your license information in the fields Customer Number and Activation Key, or start a trial version by clicking Start Trial.
  7. Click Next.
  8. Add the users you want to license for Flow Path. To do this, select the users by their User ID and click Activate.
  9. Click Next.
  10. Select a contact person for Flow Path by their User ID and click Next.
  11. Complete the wizard by clicking Finish.

Set Up Your Users

In the Flow Path user setup, you can create new users and license them for Flow Path. Additionally, you can manage absences for users on this setup page and enable automatic email notifications.

  1. Click on Start Tour in the checklist to begin the user setup. You will then be redirected to the user setup.
  2. Click on Take a tour to start a guided tour through all relevant steps of the user setup.
  3. To add a new user, click on Activate User.
  4. Select the desired user by opening the dropdown menu in the User field.
  5. Then click Activate to enable the user for Flow Path.

Set Up User Groups (Optional)

With Flow Path, you can create user groups to target tasks, information, and questions to multiple users simultaneously.

  1. Click on Start Tour in the checklist under Set Up User Groups to begin the user group setup.
  2. Once you have completed the tour, click New to create a new user group.
  3. Enter a unique name for the group in the Code column. This is solely for identifying the group within the system.
  4. Enter a suitable group description under Description.
  5. In the Flow Path Users section, specify the users you want to assign to the respective group in the User column. Select the desired users from the list.
  6. After exiting the group creation, the newly created group will be displayed in the User Groups Overview.

Set Up Your Catalogs (Optional)

With Flow Path, you can create catalogs by capturing questions, information, and tasks that should be provided to your users.

  1. Click on Start in the checklist to open the Catalog Wizard. If necessary, you can expand the window using the zoom button to facilitate navigation in the wizard.
  2. Click Next on the first page of the wizard.
  3. On the Catalog Setup page, select the type of catalog you want to create in the Catalog Type field. The following catalog types are available:
    • Question
    • Information
    • Task
  4. Enter a suitable name for your catalog in the Code column. The code is used to uniquely identify the catalog within the system.
  5. Enter a description for the selected catalog type in the Description field.
  6. You can create as many entries for questions, information, and tasks as needed within the wizard by switching between the different catalog types.
  7. To create questions, information, or tasks for the respective catalog type, scroll to the corresponding section in the wizard and enter the desired entries.
  8. After completing the setup, click Next to finish the wizard.

For more information on setting up and using catalogs, see Working with the Catalog.

Set Up Your Templates (Optional)

With Templates, you can combine multiple catalogs. This allows you to merge content from different catalogs and provide it in a targeted manner. For example, you can select individual questions from different question catalogs and send them together to the same recipients.

  1. Click on Start in the checklist to open the Template Wizard. If necessary, you can expand the window using the zoom button to facilitate navigation in the wizard.
  2. Click Next on the first page of the wizard.
  3. In the Template Type field, select the type of template you want to create.
  4. Enter a meaningful name for your template in the Code field so that it can be uniquely identified later.
  5. Provide a suitable description for the template in the Description field.
  6. In the Flow Path - Questions, Flow Path - Information, or Flow Path - Tasks section (depending on the template type), select the catalogs from which content should be taken under Catalog Code.
  7. Under Catalog Type Line Number, use the dropdown menu to select the entries to be included in the template.
  8. Specify whether the entries should be assigned to a single user or a user group.
  9. Click Next to complete the setup, and then finish the wizard.

Final Steps

In the final step, you will make the relevant settings to activate Flow Path. To do this, follow these steps:

  1. Click on Start Tour in the checklist to begin the setup of the final steps.
  2. You will be redirected to the Module Setup. Click on Take a tour to start a guided tour through the steps relevant for setting up Flow Path.
  3. After completing the tour, switch the page to edit mode and check the box Activate Module to activate Flow Path.
  4. Congratulations! Flow Path is now activated and ready for use.

See Also