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. Option for Dark Mode/Theme

    By design, there’s a lot of whitespace in ProcedureFlow. It be easier on the eyes if there was an option to toggle it to be dark-grey-space instead. Many applications are moving towards providing this option.

    Example: https://material.io/design/color/dark-theme.html#

    The benefits would include: reducing eyestrain, decreasing battery usage on mobile devices, and having a more modern look.

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Data shape editing improvement

    When creating a data shape and I want to both add text and add a popup for reference, it will not save both edits. It will save the text add, deleting text I had added to the pop-up. Creates re-work. Like to make all additions to shape at time of creation without having to do multiple edits.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Important and Critical information should be posted before the scroll.

    For example, MEM02526 has important information (purple boxes) at the top left. However, if you do not have your screen at full size you will miss the second purple box to the far right. If you do not scroll, or assume the first purple box is the only important information, it will be missed.

    2 votes
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  4. Group Membership

    Hi, we have about 30 entry points due to the way we use this tool (KB). When adding a new member, selecting each entry point to assign this person to them takes longer that it should, especially when you have several people to add. When I create a new entry point, I have a word file with each user email but if there were groups I would not need to do this. I could simply add a person to a group that has access to the entry points that that group requires. For example, our service desk requires access to…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Wrap-Up Selection at end of CSG/MIND flows

    This would be a big change for several pages, but sometimes, I'm not sure what option to select for wrap-up screens. This might especially help with new agents who aren't sure of all the options.

    1 vote
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  6. Search linked flows that were linked using the Insert link feature

    When deleting a map, you can see the affected flows that were linked to that map if the "Create a link to" was used. It would be nice to have the same feature for maps that are linked using the "Insert Link" feature. This way related updates can be made to avoid having broken links.

    We prefer using the "Insert Link" feature instead of "Create a link to" so the links can have short names and not the full map title.

    4 votes
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  7. Ability to sort and/or change order of Starred flows

    Having the ability to "favorite" certain flows is a great feature, however there is no ability to re-order these starred flows once they've been added. Simply adding the ability to drag and reorder the starred flows would be immensely useful and I'm sure a quick and simple implementation on the development side.

    2 votes
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  8. Create an option to check off which steps of the flow have already been completed to make it easier not to get lost in more complex flows.

    In BlueSource, we have boxes next to each step to put an X in indicating that we've already completed that step. It'd be nice to have a similar option in Procedure Flow. Maybe you can click on a box to put an X over it to show we've gone through that already OR maybe you click on it and it turns gray? Just something to help us keep track of where we are in the flow. Especially with more complex resolutions, it's very easy to lose your place. And it can be very time-consuming to have to start over. This…

    6 votes
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  9. Remove the Star column on the left

    Remove the Star column on the left to create more room to view the main window and flows. Make the star functionality a drop down window

    0 votes
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  10. Email notification for approval request to approver.

    Email notiication whenever approval is required, case is we constantly have to bug the approver by email or verbally please approve my changes.

    11 votes
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. Be able to retain the ability to Bold/Italic text in a shape when you change it to a link. The formatting adds valuable in

    Be able to retain the ability to Bold/Italic text in a shape when you change it to a link. Information is lost when we can not format the text.

    2 votes
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  17. Enable images to be Copied from Pro Flow browser window

    We store a large amount of customer service support information and often cut and paste from the text boxes into emails for clients. What would be great is if any images that have been embedded on the Pro Flow page could just be copied from the browser window and pasted into an email message. Currently it will not do this and just pastes a blank window. To get around this we have had to create an online shared folder with a copy of all images in it for pasting into emails - this seems to be a backward step a…

    5 votes
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  18. 1 vote
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  19. 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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  20. 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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