New Flow Features in 2024


  • Flow-Only User: By popular demand, we have created the option to add users with Flow-Only permissions. You can find instructions here. These licenses are sold separately from HR and Finance. Please reach out to [email protected] to learn more. 
  • Improved Flow Audit Log Data: All data is now tracked and reported under the activity log of each workflow. In the near future there will be a formal audit log that can be searched and reported. 
  • Right Click Options: Source workflow documents and template checklist items can now be moved faster and easier using a right click option.. 
  • External Document Requests:  You can now request documents and signatures from individuals outside of NIH. For example during the onboarding process use this feature to gather SSN or letters or recommendations. The collected documents will automatically build into the workflow package. 
  • Updated UI: The home page has been remodeled for greater consistency and more straightforward navigation. 
  • Customizable Flow Tabs: Expanding on the updated UI system Admins can now customize the filter tabs. Beyond just an overall flow dashboard admins can define various dashboard based on Flow categories. 
  • Reassign WorkFlow Initiators: Initiators have access to the workflow and receive notifications regarding the package's renewal. If an initiator has left the IC or has moved on to a new role system admins can reassign the workflows to a new user. Learn more here
  • Link to Org Code: Now in addition to linking workflows to Employee's or CAN's, users can link a workflow to an Organization code. This feature will restrict access to the workflow-based on users HN code access from Beacon HR. 
  • Clone Workflows: WorkFlows can be cloned/duplicated for a faster initiation process. 
  • WorkFlow Circles: Similar to emailing lists system admins can create Circles to distribute a Flow route to multiple people at once. 
  • Training with a Cost Form: We added to our growing list of prebuilt automated workflows this year. Employee's at your IC can log into this site to submit a training with a cost request. The workflow captures the data and generates a pdf which is then routed for approval.
  • Notification Step: There is a new routing type called "Notifications." A Notification only sends the recipient an email with a link to the workflow. No action is needed from the recipient and the workflow moves past them immediately. If a Notification step is added to the end of the workflow the workflow will end after the email has been sent. This grants the notification role access to the workflow forever. 
  • My Inbox: Users now have the option to set the inbox as their default home preference. Additionally the Inbox was improved to sort workflows that require your immediate action vs. workflows that you are associated with.