Experlogix Smart Flows Overview

Experlogix Smart Flows is a collaboration of multiple systems designed to support customer success. Smart Flows consists of five systems working in concert together.

Note:If you have Smart Flows for Microsoft Dynamics CRM, you also have access to the Workflow assembly within Microsoft Dynamics 365 CE.

Server

The serverClosed Super Users are like users, but they can run other users' flows. This is mostly used for when you're using the API - this role is only available for native users. implements and creates everything as directed by the other systems within Smart Flows. The server fetches data, generates documents, runs the flows carefully created by Administrators and Designers. The Professional Services team accesses and configures the server during installation and set up for the enterprise.

Project Console

The Project Console manages the majority of the Smart Flows ecosystem. It directs and defines how the other components work together. Within the Project Console, connectors, languages, printers, data sets, templates, flows, assets can all be managed and implemented for use. Designers and Administrators utilize the Project Console to create workflows for Users working in Template Builder and the Flow Execution Panel.

Template Builder

The Template Builder is an add-in for Microsoft Word, increasing the functionality of the Microsoft Word default program. The add-in allows Administrators and Designers to design Templates by using the fields from Data Sets to create customized documents that update with data from a range of CRMsClosed Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service. and database systems. As an add-in for Microsoft Word, Template Builder uses existing user knowledge to increase speed to competency in using and designing templates.

The Flow Execution Panel

The Flow Execution Panel serves as the general day-to-day tool for the majority of Smart Flows Users. The Flow Execution Panel allows Users to update pre-created document templates to generate documents, monitor progress, and check the history of their document generation.

Smart Flows API 

The Smart Flows API allows developers to enhance the capabilities of their existing software by building in document generation abilities.

The Smart Flows Process

Smart Flows is built around a five-step process:

1.Administrators and Designers make connections to an external system with a database, such as a CRM system. This process is done automatically via an installation wizard; users do not manually make the connections.

2.Administrators and Designers create Data Sets within the Project Console to describe which data to pull from each connector and how that data is formatted.

3.Administrators and Designers create Templates using the Project Console's Template Builder based on the Data Sets. Documents and outputs can then be designed with the Template Builder to create mappings between the data and your template.

4.Administrators and Designers create Flows that use the Templates to create documents and add additional steps. These steps can be vital to a smooth flow such as an approval or signature steps. The document goes through the flow, with the steps you choose and the settings you configure.

5.Finally, the Users and Super Users run the flows. The Flows generate documents and any additional steps added are executed during the flow.

Once these steps are complete, users can generate documents from the CRMClosed Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service. system using the following process:

1.Click the Smart Flows button to open the Flow Execution Panel.

2.Select the desired flow to run.

The main goal for Administrators and Designers is to configure, create, build and design flows that create a push-button experience for Users creating the necessary documents and outputs . This is the Smart Flows philosophy: take your time to configure everything correctly, then let your Users run the flows you've carefully designed for them.

For developers

Developers wishing to use Smart Flows in their applications may work in a slightly different manner. Instead of a connector, they can opt to use an XSDClosed Super Users are like users, but they can run other users' flows. This is mostly used for when you're using the API - this role is only available for native users. schema. Using an XSD schema requires an XMLClosed Designers have a reduced number of Project Console abilities- they are unable to make major changes that could break the project. They can also access the Template Builder add-in for designing templates. sample for previewing and XML data to generate documents. As a result, the button to select flows and generate documents displays in your application instead of a CRM.

You can read more about using Smart Flows as a developer here.

See Also

Users