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Flow Path Glossary

This glossary contains the most important terms related to Flow Path and helps you better understand the application and its functions.

Term Description
Flow Path Extension for Microsoft Dynamics 365 Business Central that allows tasks, questions, and information to be documented, distributed, and tracked directly to business processes.
Flow Path Entry An entry created for a Business Central record. It can be a task, a question, or information.
Record Reference Linking a Flow Path entry to a Business Central record, such as a sales invoice or an order.
Task An entry that assigns a specific activity to a user or user group and tracks it until completion.
Question An entry that requests an answer or decision. The recipient answers the question directly in Flow Path.
Information An entry for the targeted dissemination of important information. Recipients acknowledge receipt; no further action is required.
Recipient User or user group to whom a Flow Path entry is assigned for processing, answering, or acknowledgment.
Critical Entry An entry marked as critical. Depending on module configuration, it can block approval, posting, or printing processes until the entry is completed.
Catalog Collection of predefined tasks, questions, or information. Catalogs speed up the creation of recurring individual entries.
Template Compilation of several predefined catalog entries including recipients. Templates are suitable for recurring processes, such as onboarding.
Flow Path Info FactBox Area on a Business Central page that displays related Flow Path entries and their status. New entries can also be created from here.
Flow Path History FactBox Area on the entry page that makes the processing history, status changes, comments, and creator of an entry traceable.
Role Center Central entry point for working with Flow Path. Tiles display, among other things, open, overdue, critical, and completed entries.
Absence and Representation Period during which a user is unavailable. A designated representative can be considered for new entries.
Flow Path Administrator User with extended permissions to set up Flow Path as well as to manage user groups, catalogs, templates, and email templates.