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. 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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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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  4. 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 →
  5. 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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  6. 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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  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. 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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  9. 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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  10. 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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  11. 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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  12. 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 →
  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 1 vote
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