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Quick start

Flow Path can be implemented and activated very quickly. This allows a quick return on investment to be generated. Flow Path offers a high level of customisation via configuration. Many areas can be customised and processes can be controlled with a setup. But the aim of Simova products is that the start-up is very easy and fast.

The following steps need to be performed to get started quickly with Flow Path.

  1. Install the Flow Path extension from the marketplace.
  2. Execute the steps from the Guided Experience checklist.

Install from Extension Marketplace

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

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

  1. Click on the Search image icon, enter Extension Marketplace, and then select the related link.
  2. Enter Flow Path in the search field on the right side.
  3. The extension Flow Path from the provider Simova GmbH is displayed in the search results.
  4. Click on the Free Trial button.
  5. Fill in the necessary information and click Continue.
  6. Choose the preferred language and click on Install.
  7. The Flow Path Extension will 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 carry out the steps from the checklist.

Follow these steps to assign the Flow Path Administration Role.

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

The checklist is visible at the top of the Flow Path Administrator Role and covers the following points. Each point can be executed step-by-step and ticked off upon completion, allowing you to easily track which tasks have been successfully completed.

  1. Documentation
  2. License your Flow Path
  3. Set up your Users
  4. Set up User groups
  5. Set up your catalogs
  6. Set up your templates
  7. Last steps

Info

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

License your Flow Path

A license must be activated to use Flow Path. The following steps will guide you through the licensing process. Follow the steps below:

  1. Click on Start in the checklist to initiate the licensing wizard.
  2. On the welcome page, click on Begin to start the wizard.
  3. To use Flow Path, please read the Data Protection Information and End-User License Agreement.
  4. Accept the terms and conditions by checking the box labeled "I accept the terms and conditions".
  5. Click on Next.
  6. Enter your license credentials in the fields "Client No." and "Activation Key", or start a trial by clicking on Start Trial.
  7. Click on Next.
  8. Add the users you want to license for Flow Path. To do this, select the users by their User ID and click on Activate.
  9. Click on Next.
  10. Select a contact person for Flow Path by their User ID and click Next.
  11. Complete the wizard with Finish.

Set up your users

  1. Click on Start tour in the checklist to initiate the user setup.
  2. You will be redirected to the user setup, where you can take a tour that will guide you through everything relevant to setting up a user. Click on Take a tour to start the user setup tour.
  3. When you have completed the tour, and you need more users, click on "Activate Users" and add more users as shown in the **License your Flow Path" part.

Set up your user groups (Optional)

  1. Click on Start tour in the checklist under Set up user groups to initiate the user group setup.
  2. When you have completed the tour, click on New to create a new user group.
  3. Enter a fitting code for your selected group in the Code Column.
  4. Enter a fitting group description under Description.
  5. In the section Flow Path User in the column User enter the Flow Path users you want to add to the respective groups.

Set up your catalogs (Optional)

  1. Click on Start in the checklist to open the Catalog Wizard.
  2. In the first page of the Wizard, click on Next.
  3. In the Catalog Setup Page, in the field Catalog Type enter what type of Catalogue you want to create.
  4. Under Code, define a fitting code for your catalog.
  5. Enter a fitting description under Description
  6. Under Questions, Information or Tasks (Depending on the Catalog Type), enter the entries for the catalogue.

Set up your templates (Optional)

  1. Click on Start in the checklist to open the Template Wizard.
  2. In the first page of the Wizard, click on Next.
  3. In the Template Setup Page, in the field Template Type enter what type of Template you want to create.
  4. Under Code, define a fitting code for your template.
  5. Enter a fitting description under Description
  6. Under Flow Path - Questions, Flow Path - Information or Flow Path - Tasks (Depending on the Template Type), in the line Catalog code, enter the catalog you want to choose the entries for your template from.
  7. Under Catalog Type Line No, enter the entries for the template from the respective catalogues.

Last Steps

In the final step, complete the relevant settings to activate Flow Path. Follow the steps below:

  1. Click on Start tour in the checklist to initiate the Last Steps setup.
  2. You will be redirected to the module setup, where you can take a tour that will guide you through everything relevant to setting up Flow Path. Click on Take a tour to start the module setup tour.
  3. When you have completed the tour, make the page editable and check the Activate Module checkbox to activate Flow Path.
  4. Congratulations! Flow Path is now activated and ready to use.

See also