Dedicated to empowering you to automate business processes at speed, here you’ll find quick answers to some of the most common questions we get asked.
FlowForma Process Automation is much more than a workflow tool - it incorporates forms, workflow, document generation, and analytics all in one single easy-to-use interface that promotes adoption in the workplace. FlowForma Process Automation uses its own built in workflow engine that uses simple business logic - 100% no code - to build automated actions, we call these business rules.
FlowForma Process Automation is a 100% no code platform which means you configure processes by filling in a series of forms that define process steps, data, and process (business rules).
No, all you need is SharePoint Online which is a component of Microsoft 365 but can be purchased separately.
It is included in most Microsoft 365 plans, check with Microsoft to see if it is included in yours. You could alternatively purchase SharePoint Online as a standalone service if you do not already have it in your plan.
FlowForma Process Automation does not support SharePoint On-Premise installations, but it will work on your SharePoint Online service.
A FlowForma Process Automation user is any end user who engages with forms, together with the FlowForma administrators that build processes using the FlowForma Process Automation tool.
Yes, it does. FlowForma Process Automation uses SharePoint as a database to store workflow, data and documents, and integrates fully with it.
Yes, it does. FlowForma Process Automation sits on SharePoint Online - which is part of the Microsoft 365 suite - and can integrate with other Microsoft 365 applications.
FlowForma Process Automation empowers organizations to connect to thousands of systems and applications.
Using FlowForma’s Logic Apps Connector, we can easily create business rules in the FlowForma Process Automation app to integrate with any cloud-based system that also has a Logic Apps Connector.
Where an application does not have Logic App Connectors, we can integrate using REST APIs using our no code business rules.
Yes, we provide apps for Apple and Android devices to allow people to participate in processes remotely even while the device is offline.
Form data resides in your own Microsoft 365 Tenancy. FlowForma Process Automation does not retain or have access to your data.
Yes, FlowForma has a flexible template based document generation feature which also integrates with SharePoint's document management facility.
With FlowForma Analytics you can seamlessly build dashboards within the product without needing 3rd party tools like Excel or Power BI.
Yes, external users can participate in external processes without having a Microsoft 365 account using FlowForma's Engage feature.
Yes, you can.
As part of our customer onboarding process we have a SureStart program, which is designed to enable us to work with you to deliver your first process into production, making onboarding as smooth as possible for our new customers.
By availing of the SureStart program, we’ll work alongside you to make sure you get the most out of your investment in the least amount of time.
After the SureStart program, if you do not have the resources to build out additional processes, our Professional Services Team can build the processes for you.
Yes, we have hundreds of process templates, with process template bundles available depending on your sector or role.
Core Product Support comes as standard with any FlowForma Process Automation license. Understanding all organizations have different support requirements, we are happy to offer customers additional support options. These include Premium Support for business flow configuration, custom software development and SharePoint platform environment, and/or Software Advisory Support to assist you during the creation of process flows.
Our support team are available to address any of your support issues from 9:00am to 5:30pm GMT, Monday - Friday.
"As with any new software there’s a mindset change for people, but it helps that they can see tangible benefits straight away. The more processes I’ve automated, the more the business sees the benefits and the more they want to use it. FlowForma Process Automation is completely different to other SharePoint apps; much more business intuitive."
- William McCann, IT Manager, Grant Thornton
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