Working with Flow Path
Flow Path supports you in structured collaboration within your company. With Flow Path, you can exchange information, ask questions, assign tasks, and track their processing status. All entries are documented centrally, ensuring that decisions, feedback, and processing steps remain traceable at any time.
Depending on the situation, entries can be sent to individual users, user groups, or departments. Notifications ensure that the responsible persons are informed about new or changed entries. The history of an entry provides an overview of the previous course and communication at any time.
Overview
| To | See |
|---|---|
| The Flow Path FactBox is directly integrated into your Business Central processes and is displayed on the right side. Through the Flow Path FactBox, you can also create information, questions, or tasks directly related to the current record. | Factbox |
| The Flow Path Role Center provides you with a central entry point for daily work with Flow Path. Here you get an overview of open entries, tasks, questions, and information, and can directly access relevant processes. | Role Center |
| The email notification from Flow Path informs recipients about new or changed entries, thus supporting timely processing. | Email Notification |
| With Flow Path, information, questions, and tasks are centrally recorded and transparently provided for all participants. | Create New Entry |