ProcedureFlow

We want to hear from you! Let us know how to make ProcedureFlow even better!

We can’t promise that everything will be added or done right away, but we do promise to have serious dialogue with you and if we can’t do something, or do it right away, we’ll let you know exactly why. We will review every suggestion and comment that comes in, but if a suggestion has a very low amount of votes, we may let it sit for a while to see if other people would like that feature as well. Our most active discussions will tend be on the suggestions with the highest number of votes and comments.

Thanks for taking the time to contribute to the future of ProcedureFlow!

  1. Adding larger-scope procedure design philosophies in the help section.

    This idea is something that isn't pressing, but may help people learn how to save time in planning flows for entire projects from the ground up in a way that would make changing existing flows a whole lot easier.

    It's been my experience that when a new project comes onboard, it will sometimes require a large set of flows and that planning is key to saving a whole lot of time when choosing which information to place in which flow, etc.

    Something which I know your team knows very well is procedure creation methodology. My past KB experience has been…

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Object Spacing auto-formatting

    As a PF content creator, I use my own set of conventions when it comes to spacing between objects and spacing minimum spacing between objects and the top and left sides of the flows (for me it's 2 squares from the sides and I find that 4 squares between objects makes look tidy and gives enough space to add text in lines for question objects). The ability to have an auto-formatting button based on personal criteria or a standardized object placement convention would be nice.

    23 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automatic right angle arrow creation

    When you connect two shapes with a diagonal line, have it automatically create a right angle.

    Also, when re-sizing shapes that have one or more angle arrows, don't knock out the elbows, should be able to move shapes vertically or horizontally without popping out the elbows at the other end.

    15 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make it easier to change shapes

    I would like to see an option where I can keep the text I have already typed and formatted to remain if I decide to change the shape (without having to copy/paste, drag a new shape, etc)

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a bookmark feature.

    Some of the flows that I am building include jobs that can run over a day. When agents leave for the day, it would be nice if they could pin-point exactly where they left off- not just which subflow they were working on, but which step in that sub-flow.

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make Arrows and Shapes Connect "Magnetically"

    This is an idea that we have to make arrows and shapes connect faster by having them be almost "magnetic". Is this something you the users would like too?

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Can A Manager Role Be Created

    This Role Would Allow Access To Reports And Users But Not Provide Org Admin Rights.

    3 votes
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  8. Report that shows the names off all sub-flows in an Entry Point

    I'd like a report that displays the names of the sub-flows that are in an Entry Point. It doesn't need to show hierarchy, although that would be fantastic.

    7 votes
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  9. Play mode - step by step mode

    When you will click on "Play" button you will start from the beginning of the flow in full screen format for first step. And there will be options to go with flow, depend on answers. It's good for industrial fields and smart-phones.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add An Optional "Note" Field For The Org Admin In The User Record

    It would be helpful for reporting if an optional "Note" field could be added to the user record so that Org Admins could include the users Manager's Name (for example) or any other relevant detail pertaining to the user.

    5 votes
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  11. Report that shows all users and their permissions in each entry point.

    The first column would show the user names. The headers would be the Entry Point Names. The report would display 'C' (contributor), 'A' (approver), 'V' (viewer) or 'Admin' (administrator).

    4 votes
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  12. Saved drafts expire or ability for admins to delete other user's saved drafts under Approvals

    In my organization we have some users with drafts that are months or years old listed under Approvals > Draft. Some of these drafts are saved for accounts that have been disabled because they no longer work for the company, so they will continue to be listed there forever. Either a long term expiry date, perhaps 1 year, or the ability for admins to delete drafts would help clean out this list.

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Option to set default shape size for shapes that are pulled from the side edit bar

    I use a standard minimum size for action boxes, decision diamonds, etc that is bigger than procedure flow default, so every time I drag shapes from the side bar I need to resize it. Instead of using the side bar, I open up edit mode on an existing flow and copy the shapes over.

    I'm not saying I'm in desperate need of this feature, there are many other ideas in the list that I would prefer to see sooner. Just wanted to share the thought, not sure if it would be easy to add or not.

    Thanks!

    4 votes
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  14. 1 vote
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  15. Bread crumb list for users

    As an Admin- when you are in edit, and more, and delete flow- this shows you a list of where the flow can be located.

    Any chance this feature can be brought out front so users can see where else a flow is located?

    1 vote
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  16. Dynamic cursor instead of changing between regular/connector

    it is cumbersome and time consuming to switch back and forth between the regular cursor and the connector arrow cursor. If there were two sets of handles - one set on the corners to resize, and one set that begins an arrow - it would save a lot of time. this functionality is done really well by Lucid Chart.

    3 votes
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  17. Ability to white label tool with our logo

    Ability to have a personalized logo for our company on header of each page

    1 vote
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  18. Sorting of users - Export User Data to Spreadsheet

    Should be able to sort the user list by "Last Active" to allow better tracking of Procedure Flow usage and also be able to export this list.

    1 vote
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  19. Save a work flow as a .png graphic file

    I would like to be able to save a flow as a graphic .png file so I can imbed the graphic into a document. I recognize that there are alternatives to capturing a graphic. However, if this is a relatively simple thing to do, it would eliminate the number of steps I need to take to incorporate the graphic into my document and speed up this process considerably.

    5 votes
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  20. Ability to hide process until user 'clicks' on precondition.

    This would be used to help keep the look of the main procedure flow clean and simple and it would also help with future data collection when that ability is realized.

    For example, Procedure Flow could track which parts of the process were used and how often encouraging customer to invest in that area of the process.

    This would also aid in developing a hovering disposition code which can change by virtue of what area of the process was 'clicked' (accessed)

    11 votes
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