FloWave™ Training & Lab Exercise

FloWave
Training & Lab Exercise

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Copyright
Software: © 2009-2020 Par3 Software (S) Pte Ltd. All Rights Reserved.

Service Marks and Trademarks

FloWave is a trademark of Par3 Software. Other brands, product names, company names, trademarks and service
marks are the properties of their respective holders.

Restrictions and Liabilities

This document is provided “as is” and Par3 Software (S) Pte Ltd. (“Par3”) assumes no responsibility for any
typographical, technical or other inaccuracies in this document. Par3 reserves the right to periodically change
information that is contained in this document; however, Par3 makes no commitment to provide any such
changes, updates, enhancements or other additions to this document to you in a timely manner or at all.

Par3 makes no warranties, either express or implied, regarding the FloWave computer software package, its
merchantability or its fitness for any particular purpose. The exclusion of implied warranties is not permitted by
some states. The above exclusion may not apply to you. This warranty provides you with specific legal rights.

This document might contain references to third party sources of information, hardware or software, products or
services and/or third-party web sites (collectively the “Third-Party Information”). Par3 does not control, and is not
responsible for, any Third-Party Information, including, without limitation the content, accuracy, copyright
compliance, compatibility, performance, trustworthiness, legality, decency, links, or any other aspect of Third-
Party Information. The inclusion of Third-Party Information in this document does not imply endorsement by Par3
of the Third-Party Information or the third party in any way.

Par3 does not in any way guaranty or represent that you will obtain satisfactory results from using FloWave as
described herein. The only warranties provided to you are included in the Limited Warranty enclosed with this
guide. You assume all risk in connection with your use of FloWave.
Par3 is not responsible nor will not be liable in any way for your use of any of software or equipment that is not
supplied by Par3 in connection with your use of FloWave.

Conditions of Use
FloWave are intended for business process management only. You are responsible for understanding and using
the software described within. Par3 does not guarantee any results you may achieve.

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Contents
OVERVIEW..............................................................................................................................................5
FAMILIARIZING PORTAL ........................................................................................................................ 10
DESIGNING YOUR FIRST FORM .............................................................................................................. 15
Adding a new master form ...............................................................................................................................17
Adding fields to a form .....................................................................................................................................19
Saving the first form .........................................................................................................................................26
Cloning the Forms .............................................................................................................................................29
DESIGNING YOUR FIRST WORKFLOW FORM .......................................................................................... 30
Add a new workflow form ................................................................................................................................30
FORM VALIDATION ............................................................................................................................... 33
DYNAMIC DATA POPULATION & GUI CHANGES ..................................................................................... 35
Dynamic Data Population .................................................................................................................................35
Dynamic GUI Change ........................................................................................................................................36
HOW TO ADD A GRID ............................................................................................................................ 38
Inline Data Edit .................................................................................................................................................43
CONFIGURING A WORKFLOW................................................................................................................ 44
Add workflow states .........................................................................................................................................46
Linking workflow states (Actions) .....................................................................................................................48
Save & Publish ..................................................................................................................................................51
SET DYNAMIC & STATE ASSIGN ............................................................................................................. 52
Set Dynamic Default: ........................................................................................................................................52
Set Dynamic (Datetimestamp)..........................................................................................................................53
STATE ASSIGN: ...................................................................................................................................... 54
State Assign (set the Last Updated Date Time) ................................................................................................54
State Assign (set the Last Updated By) .............................................................................................................55
AUTO STATE & AUTO CLOSE & CONDITIONAL FLOW .............................................................................. 56
AUTO STATE ......................................................................................................................................................56
AUTO CLOSE......................................................................................................................................................57
State Condition Flow ........................................................................................................................................58
CONFIGURE MEMBER / ROLE LEVEL ACCESS .......................................................................................... 61
In Designer ........................................................................................................................................................61
In Connect @Workflow Level ...........................................................................................................................62
In Connect @State Level...................................................................................................................................63

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ROW LEVEL FILTER ................................................................................................................................ 64
Configuring Email Template: ................................................................................................................. 65
HOW TO CREATE AN ADHOC REPORT .................................................................................................... 67
DASHBOARD......................................................................................................................................... 71
Create Chart Source..........................................................................................................................................71
Chart Configuration ..........................................................................................................................................72
Dashboard Configuration .................................................................................................................................75
FLOWAVE MANAGER ............................................................................................................................ 76

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OVERVIEW

CONCEPT DESIGN BUILD/TEST LAUNCH

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FloWave Designer
FloWave Designer is the core and the base component of FloWave software which helps to build and manage
Forms. Forms that are designed and published will be available in FloWave Portal. Many versions of the same
forms can be maintained but only one version can be used at any point of time.

Overview:
To login on FloWave, User need to have a valid login id, password & access rights. FloWave Designer supports
only Enterprise authentication mode. Only users of following “User Type” will be granted access.
▪ Administrator
▪ Power User
▪ Designer User
▪ Connect & Designer User

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FloWave Connect
FloWave Connect is another component of FloWave software that helps to build and manage process (Workflow)
for the designed Forms. Workflow is available for transaction type forms only.
Many versions of the same workflow can be maintained but only one version can be used at any point of time.

Overview
To login on FloWave, User need to have a valid login id, password & access rights. FloWave Connect supports only
Enterprise authentication mode. Only users of following “User Type” will be granted access.
▪ Administrator
▪ Power User
▪ Connect User
▪ Connect & Designer User

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FloWave Manager:
FloWave Manager is another component of FloWave software that helps to manage all the user creation,
permissions and related items.

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FloWave Portal
The portal is the web front end component of the FloWave software suite that helps users to collaborate and
manage their business process online. It is the face of FloWave for all business users.

To login on FloWave, User need to have a valid login id, password & sufficient access rights. FloWave Portal
supports both Enterprise & Windows Active Directory authentication mode.

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FAMILIARIZING PORTAL

Menus and Icons

The menus are dynamically created as per the process and forms add in the system.

• Click on “New” to create a new process

• Click on “Pending” to view all the pending tasks of the respective process. The list shown will be
respective to user login.
• Click on “Listing” to view all the completed tasks of the respective process.
• Click on “My Pending Requests” to view the status of all the pending requests of the respective process
that are initiated by the login user.
• Click on “Report” to view all the query reports of the respective process.
• Click on “Report Centre” to view all the pixel perfect designed reports.

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Search for records
Step 1: To search for a completed process, access the listing page

Step 2: Enter the value to search in the respective textbox and click Search icon and the related records will be
retrieved.

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Find processes that are pending for my approval
Click on “Pending” to view all the pending tasks of the respective process. The list shown will be respective to
the user login.

Submit or Approve a process

Navigate to the form by clicking edit icon from pending page and click “Submit” button.

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How to access reports
Click Report icon

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Click on Report Centre icon

Reports you have done so far will get displayed

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DESIGNING YOUR FIRST FORM

Before starting the design, add some sample dropdown values that will be displayed in our forms for users to
choose.

These values are referred as “Library” values in FloWave. Library values can be created either in FloWave Designer
or FloWave Manager.

Note: Default Libraries starts with SYS_ will be available for all multi-tenanted companies.

Step 1: Click on the “Library” button and press icon to add new library types and the library values.

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Step 2: Enter the below details.
Library Type: STATUS
Value: Active (this has to be unique for an Item Type)
Description: Name or Description to be displayed
Order No: In the sequence you want the values to be displayed in the dropdown box

Step 3: Click Save button

Now repeat the same steps to add another value “Inactive”

Let us add couple of more Library Type that we will be using in our first form.
Library Type: CUSTOMERTYPE
Value: VIP (this has to be unique for an Item Type)
Description: Name or Description to be displayed
Order No: In the sequence you want the values to be displayed in the dropdown box
Similarly add for “NONVIP”

Add couple of more Library Type that we will be using in our first form.
Item Type: COUNTRY
Value: SG (this has to be unique for an Item Type)
Description: Name or Description to be displayed
Order: In the sequence you want the values to be displayed in the dropdown box
Similarly add for “TH” for Thailand, “IN” for India
Open and login to FloWave Designer

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Adding a new master form

Step 1: Click on “New” button to create a new form.
Category: Select “Administrator”
Form Type: Select “Master”
Form ID: CustomerMaster
Form Name: Customer Master.

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Step 2: Click “Add Section” button. Enter Manual id & Name.

Step 3: Press Add Rows button and select the number of rows.

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Adding fields to a form

Now let us add the following fields to this form.

Field Name Control Type Data Type Other configuration

Customer ID Singleline Character Auto Generated Number
Customer Name Singleline Character Mandatory
Customer Type Library Reference Classic Int Mandatory
Address Multiline Character
Country Library Reference Classic Int
Postal Code Singleline Character
Status Library Reference Classic Int Mandatory, Default Active,
Disabled
Attachment Attachment
Created By System Reference Int Disabled
Suggestion
Created Date Time Singleline DateTime Disabled
Last Updated By System Reference Int Disabled
Suggestion
Last Updated Date Time Singleline DateTime Disabled

Step 1: Drag and Drop a SingleLine Textbox control into the Row.

Step 2: Enter
Manual ID: CustomerID
Data Type: Character.
In the Field Setting tab, set Read Only: Yes.

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Step 3: Click Property icon and choose Read Only as “Yes”.

Step 4: Now repeat the same steps for the other fields at various positions. Add more rows as required.

Customer Name
Manual ID: CustomerName
Data Type: Character
Mandatory: Yes

Postal Code
Manual ID: PostalCode
Data Type: Character.

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Created Date Time

Manual ID: CreatedDateTime
Data Type: DateTime.
Read only: Yes

Last Updated Date Time

Manual ID: LastUpdatedDateTime
Data Type: DateTime.
Read only: Yes

Step 5: Drag and Drop a Multiline Textbox control into the Row. Click on the Multiline textbox and select
Properties.

Multiline Textbox are used to enter multi line data such as address, remarks etc...

Step 6: In the Field Properties window, enter

Manual ID: Address
Data Type: Character.

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Step 7: Press Classic Dropdown - Drag and Drop Library control into the Table Layout Panel. Click the property
icon and select Properties on the popup menu.

Dropdown Library is used to display list of values for users to choose such as Status, Country, State, Gender.

Users can have one value and description.

In the Field Properties window, enter

Manual ID: Status
Data Type: Int.
In the Field Setting tab, set Read Only: Yes.

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Step 8: choose Reference Library

Step 9: Enter the following details.

Library Type: STATUS
Mapping Field: SYS_ID
Display → Field: Choose “DEF_DESCRIPTION” and click “Add”

Step 10: Drag and Drop an Attachment control into the Table Layout Panel. Click on the Attachment control and
select Properties.
Manual ID: Attachment
Field Type *
File Size: 10
Attachments can store either single file or multiple files. To store only a single attachment, Select “Single
Attachment

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Add system values to the forms

System Reference are fields that refresh to the list of system values that can be used to display or capture.
The following System Reference types are available in the system:
User, Division, Department and Team.

Step 11: Choose names tab, Drag and Drop Ajax system control into the Row. Click on the Ajax system control and
select Properties.

In the Field Properties window, enter

Manual ID: CreatedBy
Data Type: Int.
In the Field Setting tab, set Read Only: Yes.

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Step 12: Right click on the CreatedBy field and choose Reference System. Enter the following details.

System Type: V_User_Mstr

Mapping Field: V_User_Mstr.Sys_Id
Display →Form Field: Choose “V_User_Mstr.Name” and click “Add”

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Saving the first form

Add all fields that are required. It is time to save and publish the form.

In our form, we want the Customer ID field to be auto generated.

Step1: Click Form Properties,
Auto Number: Yes
Auto Number Field: Customer ID
Auto Number Format: “C” + “YYYYNNNN”

Step 2: Now choose the fields that needs to be displayed in the pending and listing page.
Choose Set fields for Listing and Homepage Tab. To select click the field and click > button.

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Step 3: Click Save Form button and press Save button on popup menu.

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Step 4: Again, Click Save Form Button and press Publish. This will increment the form from version from 0 to 1
(increment to the next version). Basically, the form stores a copy of the form in a version and it can be retrieved
any time.

Customer Master form is ready to use.

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Cloning the Forms

Step 1: Go to Designer Home Page and Press Icon for any form
Step 2: Give New ID for Clone Form and Press

Clone Form Created Successfully

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DESIGNING YOUR FIRST WORKFLOW FORM

Add the following fields to this form.

Field Name Control Type Data Type Other configuration

Opportunity No Singleline Character Auto Generated Number,
Disabled
Opportunity Date Singleline Date Mandatory
Customer Internal Reference Int Internal Reference
(Textbox)
Opportunity Value Singleline Float
Address Multiline Character
Opportunity Description Multiline Character
Expected Closure Date Singleline
Created By System Reference Int Disabled
Created Date Time Singleline DateTime Disabled
Last Updated By System Reference Int Disabled
Last Updated Date Time Singleline DateTime Disabled

The only new type of field is Internal Reference, so we will only cover the details of that field.

Basically, to join two forms, we use the concept of Internal Reference.

Add a new workflow form

Step 1: Click on “New” button to create a new form.
Form Type: Select “Workflow Form”
Form ID: OpportunityForm
Form Name: Opportunity Form

Now continue to add the fields

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Step 2: Select text reference, Drag and Drop an Ajax Internal (Textbox) control into the Row. Click on the Ajax
Internal control and select Properties.

In the Field Properties window, enter

Manual ID: Customer
Data Type: Int
Field Setting → Mandatory: Yes

Step 3: Choose Reference Internal. Enter the following details.

Reference Form: CustomerMaster
Reference Field: CustomerMaster.Sys_Id
Display → Field: Choose“CustomerMaster.Customer_Name”and click “Add”

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Step 4: Continue to add the rest of the fields.

Step 5:

Click Form Properties,

Auto Number: Yes
Auto Number Field: OpportunityNo
Auto Number Format: “OP” + “YYYYMMNNNN”

Save and Publish the Opportunity form.

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FORM VALIDATION
Whenever a form is submitted the system can be configured to perform a specific validation. Upon successful
validation the form will be allowed to submit, otherwise it will be prevented from submitting.

Step 1: Click Form Properties and then Click Fields validation.

Validation Type: Before Initiate

Validation Name: Opportunity Value
Priority: 1
Error Msg: Opportunity Value cannot be less than 500

Evaluation Condition Tab:

Form Fields: OpportunityForm.OpportunityValue
Operator: <
Value: 500

Assign Role Tab:

Select either Everyone or All roles and Save

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Portal View

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DYNAMIC DATA POPULATION & GUI CHANGES

In Opportunity Form, we have already joined Customer form, When Customer Name was chosen Customer’s
address dynamically into the Address form.

Note: If the Control Type is Ajax Internal (Textbox) or Checkbox, Auto Refresh value should be set to Yes.

Dynamic Data Population

Step 1: click properties select reference internal tab and choose Internal Populate and enter the following details.
Rule Name: Address Populate
Priority: 1
Mapping Fields Tab
Source Field: CustomerMaster.Address
Target Field: OpportunityForm.Address
Click Add. Repeat these steps, if there are more fields to populate such as Postal Code

Optional:
Filter Tab: evaluate certain criteria before populating

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Dynamic GUI Change

When the customer data is populating disable the address field

Step 1: Choose Change GUI and enter the following details.

Rule Name: Disable Valuation Amount
Priority: 1

Field Settings Tab

Select Disable
All Field: Choose OpportuntiyForm.Address
Click >. Repeat these steps, if you want to disable more fields

Similarly, you may configure Enable, Visible, Hide fields

Optional:
Condition Tab: Evaluate certain criteria before changing GUI

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Portal View

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HOW TO ADD A GRID

One to many, parent child relationship forms.

To illustrate this, we will create an Item Form, Package form and then refer these items in a grid.

Step 1: In order to achieve this, we first need to do a Master Form to reference. For our exercise, we will create a
simple Item Master form (Master Form) which will be a child form.

Field Name Control Type Data Type Other Configurations

ItemID Singleline Character
ItemName Singleline Character

ItemDescription Multiline Textbox Character

PackageID Singleline Character

Step 2: We will create another master form. For our exercise, we will Package form (Master Form).

Field Name Control Type Data Type Other Configurations

PackageID Singleline Character Auto Generated Number,

Package Name Single Line Character

Description Multiline Textbox Character

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Now that we have designed the 2 forms, we will now add Data grid components into the Package form

Step 3: Open Package form, Drag and Drop into the Table Layout panel
Manual ID: PackageDetails
Reference Form: PackageMaster
Display Fields: Choose ItemID + Add, repeat to add ItemDescription, EstimatedValue

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Step 4: Click Next tap Mapping Fields & Setting to config the below Details.
Form Key Fields → Flowave_Package_Master.Package_ID

Reference Form Key Fields→ Flowave_Item_Master.Package_ID

Show Refresh Button: Select

Show Add Button: Select

Step 5: Need to pass value from the grid to Item Master in order to relate this two controls.

Click Form Properties and then Click Parameter and enter the following details.
LoadType: Pre Load, Before Trigger
Target Form: Item Master
Source Type: WIP
Source Key Field: PackageMaster.Process_Sys_Id
Parameter Name: PassParameter

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Portal View

Click add icon on Grid form

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Parameter Value will pass into the form by Default

Add data to fields and submit the form by clicking “Action” and then Press Icon

Added Data will be Displayed under Grid

N number of records can be Added Under Grid
Then Submit the form

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Inline Data Edit

If need to enable inline edit, select “Allow Edit” and choose the fields to edit

Portal View

Enter the Data to the Fields and press the Icon

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CONFIGURING A WORKFLOW
Let us know create a workflow for the OpportunityForm

Open and login to FloWave Connect.

Step 1: Click on the button, create a new workflow process and choose Opportunity Form from the
Administrator menu. click on the in Opportunity Form

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Step 3: To set workflow properties, click on the button and enter the following:

ID: Opportunity
Name: Opportunity

Step 4: Click Save button and close.

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Add workflow states

Step 1: Click on the “State Panel → drag and drop into the Workflow canvas. It’s a mandatory state and for all
process always starts from this state.

Step 2: Right click on icon and choose Properties. Enter the following information.
ID: System will generate a default name and it can be overwritten to a preferred value. The value should be
unique for this workflow process.
Name: Name of the state. Enter “Open”. This field can have duplicate names.

Step 3: Click on the save button to temporarily save the changes.

Step 4: Click on the “Left State Panel → drag and drop onto the Design Canvas.

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Step 5: Right click on icon and choose Properties. Enter “Name” and “Id”.

Step 6: Click on the save button to temporarily save the changes.

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Linking workflow states (Actions)

Step 1: Connect One action from open state to In-progress state. Choose approve action.

Step 2: Go to Properties and change the Action Name.

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Step 3: Click on the save button to temporarily save the changes.

Step 4: Click on the “Left State Panel → drag and drop onto the Design Canvas. It’s a mandatory state and a
process may end in this state.

Step 5: Go to Properties and change the Name.

Step 6: Click on the save button to temporarily save the changes.

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Step 7: Final workflow Design

Step 8: Click on the “Left State Panel → drag and drop onto the Design Canvas.

Step 9: Go to Properties and change the Name.

Step 10: Click on the save button to temporarily save the changes.

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Save & Publish

Step 1: Click Save button.

Step 2: Click Yes button “New Record Saved Successfully” popup message will get displayed.

Step 3: Click Publish button.

Step 4: Finally, “Workflow Published Successfully” pop message will get displayed.

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SET DYNAMIC & STATE ASSIGN

How to assign dynamic values when a page is loaded (Set Dynamic):

Set Dynamic Default:

Whenever a form is submitted, the system can be configured to assign specific values to a selected field. The
values can be static values, or it can be a value of another field.

These validations can be performed at various levels - Initiate Level, Update Level, Completion Level, Void Level or
Terminate Level. This is performed at State level after the Form & Workflow validation.

Step 1: Right Click on the New State and Click State Set Dynamic Default

Step 2: Right Click on the New state Choose State Set Dynamic Default and Config the Below Details

Step 3: Click Add button

Step 4: Click Save button.”Record Saved Sucessfully”popup Message will displayed.

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Set Dynamic (Datetimestamp)

In the Opportunity NEW state

Step 1: Right Click on the New State and Click State Set Dynamic Default

Step 2: Config the Below Details

Step 3: Click Add button

Step 4: Click Save button.”Record Saved Sucessfully”popup Message will be displayed.

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STATE ASSIGN:
A page is submitted (State Assign):

State Assign feature is used to dynamically assign responsibility to a specific user to that state. It will override all
the manual selection of that state.

State Assign (set the Last Updated Date Time)

Step 1: Right Click on the Inprogress State to click State Assign.

Step 2: To open new window. Choose the Below Details.

Form Action -> Submit

Type ->Due Date
Source Fiels ->OpportunityForm.Opp_LastUpdatedDateTime

Step 3: Click Save button.”Record Saved Sucessfully”popup Message are showing. Click Close button to Exit that
Form Properties window

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State Assign (set the Last Updated By)

Step 1: Right Click on the Inprogress State to click State Assign.

Step 2: To open new window. Choose the Below Details.

Form Action -> Submit
Type ->Assigned_user_SYS_id
Source Fiels ->OpportunityForm.Opp_LastUpdatedBy

Step 3: Click Save button.”Record Saved Sucessfully”popup Message are showing. Click Cancel button to Exit the
Form Properties window

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AUTO STATE & AUTO CLOSE & CONDITIONAL FLOW

How to configure a workflow to be auto close or automatically move to the next state (Auto-State &
Auto-Close)?

AUTO STATE
Indicate that this State will be complete automatically by the system. To make an auto state, select the check box.
The Default Next Action will be chosen as the action by the System. The Default Next Action, should be set to an
action, otherwise Auto State completion will fail.

Step 1: Right Click on the Process to click Properties and then open new properties window

Step 2: Check Auto State Checkbox

Step 3: Click Save button.”Record Saved Sucessfully”popup message will display. Click cancel button to
Exit the Form Properties window.

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AUTO CLOSE
In InProgress, configure auto close to "Closed Lost" after 30 days

The Default Next Action should be set to an action, otherwise Auto State completion will fail or else No Condition
Flow is satisfied or Auto Close is enabled.
Step 1: Right Click on the Process to click Properties and check the Auto close Checkbox.

Step 2: Configure the Below Details.

Step 3: Click Save button.”Record Saved Sucessfully”popup Message are showing.

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State Condition Flow

Whenever a form is submitted, the system can be configured to evaluate the certain condition and based on the
successful evaluation condition; the action user chosen can be overwritten by system assigned action.
This validation can be performed only at state level.

Step 1: Click Process State and then right click to choose the State Condition Flow

Step 2 : Config the details and conditions.

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Step 3 : Assign Group is the Mandatory so Click Assign Group Tab and choose the Role.

Step 4 : Pending Approval Action Condition.

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Step 5: Give the Assign Group.

Step 6: Click Save button.”Record Saved Sucessfully”popup message will display.

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CONFIGURE MEMBER / ROLE LEVEL ACCESS

In Designer
Step 1: Choose Opportunity form, click Form Properties icon to Choose Member and config the below Details.

Step 2: Click Save button.”Record Saved Sucessfully”popup Message are showing. Click Close button to Exit the
Form Properties window.

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In Connect @Workflow Level

Step 1: Choose Opportunity form, click Member icon to open new window (Workflow Members).

Step 2: Config the below Details

Step 3: Click Save button.”Record Saved Sucessfully”popup Message are showing. close the form

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In Connect @State Level

Step 1: Choose Opportunity form, right click on the first state and choose Members.

Step 2: Config the below Details

Step 3: Click Save button.”Record Saved Sucessfully”popup Message are showing. Click Close button to Exit that
Form Properties window.

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ROW LEVEL FILTER

This feature can be used to filter data based on certain conditions and roles.
Eg: Sales Executive can only see his/her Opportunity.
In Designer, Choose Row Level Filter menu perform the below configuration.

Step 1: Choose Opportunity Form, give a name and select the roles to apply this filter.

Step 2: Set the filter criteria.

Step 3: Click Save button.”Record Saved Sucessfully”popup Message are showing. Click Close button to Exit that
window.

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Configuring Email Template:

Active – When a workflow lands in a state then this email template will be used
Complete – When a workflow leaves a state then this email template will be used
Escalation – When a workflow is pending too long in a particular state then this email template will be used

Step 1: In FloWave Connect open the Opportunity Form

Step 2: Right click on the Pending Approval state and then click Active Notification

Step 3: Config the below details

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Step 4: Now you can customize the Subject and Body. Click Default to get the email template.

Step 5:Click Save button.”Record Saved Sucessfully”popup Message are showing. Click Close button to Exit that
window

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HOW TO CREATE AN ADHOC REPORT

Step 1: Click the Report icon

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Step 2: Then select the display Column Tab

Step 3: Show Report icon

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Step 4: Click Save icon

Step 5: Report Saved Successfully Popup Message will display.

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Step 6: Click Excel Export icon

Step 7: Click ok button to view the Records in Excel

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DASHBOARD
Create Chart Source
Step 1: Click Dashboard Icon and then click

Step 2: Choose and add New

Step 3: Select the Columns using SQL query

Step 4: Enter Source Name and Save

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Chart Configuration
Step 1: Click Dashboard Icon and then click

Step 2: Choose and add New

Step 3: Choose Chart Source.

Step 4: Choose the Series Tab and config the details.

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Step 5: Choose the Properties Tab and config the details.

Step 6: Click date filter and enter date. (Optional)

Step 7: Select the roles to Assign the Chart and check Preview

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Step 8: Enter the Chart Name and click save icon. Chart created successfully pop up message will be displayed.

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Dashboard Configuration
Step 1: Click Dashboard Icon and go to add new.
Step 2: Enter the Dashboard Name and select Display style, order, no. of charts to display.

Step 3: Go to Dashboard to view the configured dashboard.

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FLOWAVE MANAGER
FloWave Manager is another component of FloWave software that helps to create and manage Users and Roles
for the designed Forms. Forms can be created under different Companies in Manager used for Multitenancy
Purpose

Overview
To login on FloWave, User need to have a valid login id, password & access rights. FloWave Connect supports only
Enterprise authentication mode. Only users of following “User Type” will be granted access.
▪ Administrator
▪ Power User
▪ Manager User

Step 1: Create a new Company

Step 2: Create a new Role

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Step 3: Create a new User

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