Overview

This page introduces core aspects of the StrataFlows application.  Note that this is not an exact reflection of what you will see when you log in as StrataFlows is tailorable and has a large variation in possible uses. As such, each customer often has a unique set of processes, known as modules. StrataFlows is a multi-tenant, cloud-hosted, Software as a Service (SaaS) application.  Each customer's account can be customized with different colors and icons. 

 Table of Contents: 

UI Layout

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1. Modules 

Modules allow customers to use their StrataFlows accounts to accomplish specific tasks. Each module is focused on automating a different process. For example, the Hot Parts module enables customers to automate part expediting from their external warehouse.

Users with permission to view multiple modules can switch between the modules they've created by clicking on a module’s corresponding tab in the upper left portion of the screen. 

2. Grid 

The grid displays current and past information in a manner that allows for searching and filtering as well as performing actions upon individual requests. In its most basic form, a grid will consist of an "Id" to differentiate each entry, a "State" to show what workflow state each individual entry is in, the name of a user the entry is associated with, and workflow action buttons.  

3. Users 

StrataFlows allows for the addition of many users with a range of possible permissions. The level of permission possessed by users will determine the number of modules they are able to view and which actions they are able to take. 

4. Forms

Forms allow users to create or edit individual entries on the grid by clicking on New Request and filling in a form entry. 

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The image above shows an entry form presented to users after clicking "New Request." Fields within the form include numeric entry fields, select entry fields, text entry fields, and others. 

Depending on your subscription level, you may be able to customize the form. For example, changing the name of a field, rearranging a field, or adding/removing fields.

5. Workflow

The workflow shows the progression of each entry in the grid through a number of states. This is demonstrated by the "State" column. The "Action" column contains three buttons:

• The action button allows users to move requests through workflow states.

• The edit button allows users to edit the corresponding requests. 

• The printer button allows users to print the corresponding request. 

   

6. Views

The “View” dropdown menu allows users to customize and save grid layouts for later reference. 

Lookups

Lookups are fields in which the choice of values is shown in a dropdown and where that list comes from a separately maintained set of values the administrator enters or imports from another system.