DOCSEARCHbyAlgolia
Submit Docs

FlowAgent Documentation

website·Indexed 31 days ago

https://documentation.flowagent.nu

Guides for configuring and managing FlowAgent, including site settings, user and organization management, automations, and the marketplace. Detailed documentation on modules, relations, and a variety of dashboard widgets such as Maps, Files, Details, Sum, Chart, Table, Calendar, and Comments. Includes technical instructions for implementing Actional Buttons using JSON components for visibility, outcomes, items, and actions.

Tokens
28.8K
Snippets
117
Records
219
Agent score
52%

What's inside FlowAgent

  1. Overview of the Maps Widget

    The Maps Widget displays items from specific modules on a map, enabling the visualization of spatial distributions for entities like customers, jobs, or assets. It supports custom popups, dynamic marker styling based on data values, and the ability to highlight the current item being viewed.

  2. Overview of the FlowAgent Table Widget

    The Table Widget displays data from any module in a structured, customizable table. It supports advanced filtering, relations, inline editing, and action buttons. It is best used for presenting lists of items where users need to filter, sort, or interact with data.

  3. Overview of the Chart Widget

    The Chart Widget provides a graphical representation of data to visualize key metrics and trends on a dashboard. It is suitable for displaying trends, comparisons, or breakdowns of data, such as financial metrics (sales vs. costs), project statuses, or any aggregated data that benefits from visual representation.

  4. Overview of the Sum Widget

    The Sum Widget displays a total or sum of values from a specific module, making it ideal for highlighting KPIs such as total sales, hours worked, or open tasks on a dashboard. It supports custom calculations via formulas, data filtering, and interactive tap actions to navigate to subpages or tabs.

  5. Overview of Dynamic Values for custom fields

    Dynamic Values allow for the automatic generation of values for custom fields based on a set of rules. This is primarily used to automate numbering and labeling, such as creating customer numbers or invoice numbers that follow a specific pattern or sequence. The system generates and updates values automatically based on the defined rules and can be used to pre-fill or increment values in custom fields.

  6. Overview of FlowAgent Resource Planning app

    The Resource Planning app in FlowAgent is used to plan, allocate, and track resources (such as personnel or equipment) for projects, tasks, or events. It allows users to visualize schedules and availability via a dashboard and integrates with project and task modules to prevent double-booking and automate schedule updates.

  7. Overview of Powersearch functionality

    Powersearch is used to locate specific items, run complex searches, or filter data across multiple modules. It can be used as a standalone feature on a module page or embedded within a widget table. Results update in real time as keywords and filters are refined.

  8. Overview of the Price Group app in FlowAgent

    The Price Group app is used to manage complex pricing rules, customer-specific prices, and bulk discounts. It allows developers to define different product prices based on customer identity, order quantity, or other specific criteria. The app integrates directly with orders, products, and customer modules.

  9. Overview of the Calendar Widget

    The Calendar Widget is used to visualize and interact with time-based data such as appointments, tasks, or project milestones on a dashboard. It is particularly effective for displaying events linked to a parent or related item (e.g., showing a specific customer's events during a sales trip) and sending document-based reminders.

  10. Overview of the Files Widget

    The Files Widget allows users to upload, view, and organize files (such as documents and images) directly within a dashboard. It supports uploads from both mobile devices and computers and can be configured to display files in either list or grid views.

  11. Understand FlowAgent's modular design and capabilities

    FlowAgent is a flexible, modular platform that allows developers to build custom business logic by controlling features, workflows, and data structures. It is designed to scale with requirements, allowing users to add new data tracking modules or define custom workflows via the UI or JSON configurations.

  12. Implement user-triggered actions with Actional Buttons

    Actional Buttons in FlowAgent are configurable triggers used to execute automations, display forms, or perform data operations (CRUD) with a single click. They are designed for dynamic interactions and are typically placed in high-visibility areas such as widgets, table rows, dashboards, or item pages. Advanced customization of button layout, logic, and specific actions is handled via JSON definitions.