# FlowForma

## Docs

- [API Connection Manager](https://docs.flowforma.com/developers/api-connection-manager.md): Configure API connections in FlowForma Settings by uploading Swagger or OpenAPI files, then use them in the Call External API rule for form integrations.
- [Creating a custom question](https://docs.flowforma.com/developers/creating-a-custom-question.md): Build a custom FlowForma question from paired JS and HTML files to collect data from external systems, then register it in the Manifest for the Flow Designer.
- [Creating a custom rule](https://docs.flowforma.com/developers/creating-a-custom-rule.md): Build a custom FlowForma rule with paired JS and HTML files to run tasks on form events, then register it in the Manifest to use in the Flow Designer.
- [FlowContext and FormContext](https://docs.flowforma.com/developers/flowcontext-and-formcontext.md): Understand when to use FormContext inside a running FlowForma form versus FlowContext in the Flow Designer to find steps and questions correctly.
- [App Registration](https://docs.flowforma.com/developers/flowforma-governance-api/app-registration.md): Register an Azure AD app with Sites.Read.All Microsoft Graph permissions and generate a client secret to authenticate calls to the FlowForma Governance API.
- [FlowForma Governance API](https://docs.flowforma.com/developers/flowforma-governance-api/overview.md): Access the FlowForma Governance API through its Swagger page, using an Azure AD app registration to grant the permissions needed to call its operations.
- [Developers](https://docs.flowforma.com/developers/overview.md): Extend FlowForma with custom rules and custom questions, developer functions, and picker widgets to integrate forms with external systems on SharePoint.
- [GetQuestionByPickerValue](https://docs.flowforma.com/developers/useful-flowforma-functions/getquestionbypickervalue.md): Use GetQuestionByPickerValue to return a FlowForma question object from an entity picker value, with an optional row index for repeating table rows.
- [GetStepByStepCode](https://docs.flowforma.com/developers/useful-flowforma-functions/getstepbystepcode.md): Use GetStepByStepCode to retrieve a FlowForma step from an entity picker value in either the FlowContext or FormContext when building custom rules.
- [GetValueFromPickerValue](https://docs.flowforma.com/developers/useful-flowforma-functions/getvaluefrompickervalue.md): Use GetValueFromPickerValue to asynchronously return a FlowForma question value from an entity picker value, passing an onComplete callback to receive it.
- [Useful FlowForma Functions](https://docs.flowforma.com/developers/useful-flowforma-functions/overview.md): Learn the common FlowForma functions for finding steps and questions and reading their values that help you build custom rules and custom questions.
- [DocumentUrlPicker](https://docs.flowforma.com/developers/widgets/documenturlpicker.md): Use the FlowForma DocumentUrlPicker widget to let users select documents and libraries and generate their URLs, such as for File Upload attachments.
- [ExistingListPicker](https://docs.flowforma.com/developers/widgets/existinglistpicker.md): Use the FlowForma ExistingListPicker widget to let users choose a SharePoint list from a drop-down, as when configuring a Get List Data rule.
- [FlowEntityPicker](https://docs.flowforma.com/developers/widgets/flowentitypicker.md): Use the FlowForma FlowEntityPicker widget to let users select steps and questions from a drop-down, as when configuring a Step assign to rule.
- [Widgets](https://docs.flowforma.com/developers/widgets/overview.md): Explore FlowForma widgets, custom web components that let users select lists, steps, flows, documents, and people when building custom rules and questions.
- [PersonOrGroupPicker](https://docs.flowforma.com/developers/widgets/personorgrouppicker.md): Use the FlowForma PersonOrGroupPicker widget to let users select people or groups, as in a person or group question or the Step assign to rule.
- [Adding FlowForma to trusted script sources](https://docs.flowforma.com/guides/adding-flowforma-to-trusted-script-sources.md): Add cdn.flowforma.com as a trusted script source in the SharePoint Admin Center so FlowForma keeps working once SharePoint Online CSP enforcement begins.
- [Editing step & question codes](https://docs.flowforma.com/guides/editing-step-question-codes.md): Change locked step codes, question codes, and question types by double clicking, and learn which cascading lookups, templates, and rules can break as a result.
- [Frequently asked questions](https://docs.flowforma.com/guides/frequently-asked-questions.md): Answers to common FlowForma questions on question types, form layout, business rules, document generation, permissions, versions, and SharePoint requirements.
- [Create a list from an existing template](https://docs.flowforma.com/guides/how-to-articles/create-a-list-from-an-existing-template.md): Import a SharePoint .stp list template into the template gallery, then create a new list from it to transfer a list between sites, optionally including its content.
- [Create list in SharePoint](https://docs.flowforma.com/guides/how-to-articles/create-list-in-sharepoint.md): Create a SharePoint list from site contents across on-premise, Azure, FlowForma Cloud, and Office 365, then add columns and data in quick edit mode.
- [Change font on forms](https://docs.flowforma.com/guides/how-to-articles/custom-css/change-font-on-forms.md): Change the default font on FlowForma forms by editing the font-family in the custom.css file in FlowFormaAssets and uploading it back to the CSS folder.
- [Hide a question](https://docs.flowforma.com/guides/how-to-articles/custom-css/hide-a-question.md): Hide a FlowForma question from a form while keeping its functionality by adding a data-question-id display:none rule to the custom.css file in FlowFormaAssets.
- [Hide a Repeating Table Column](https://docs.flowforma.com/guides/how-to-articles/custom-css/hide-a-repeating-table-column.md): Hide a repeating table column in a FlowForma form using custom CSS selectors, with variants for the last column, specific columns, and the remove row button.
- [Custom CSS](https://docs.flowforma.com/guides/how-to-articles/custom-css/overview.md): Use custom CSS to hide FlowForma questions or repeating table columns on a form while keeping the functionality that Flow Designer hiding would remove.
- [Embed a form into a page](https://docs.flowforma.com/guides/how-to-articles/embed-a-form-into-a-page.md): Embed a FlowForma form in a web page with a newform.aspx link, and use URL parameters to control dialog launch, close on submit, and pass values into questions.
- [Get, add and set dates](https://docs.flowforma.com/guides/how-to-articles/get-add-and-set-dates.md): Get, add, and set dates in a FlowForma form using set question value rules and JavaScript methods like getMonth, setDate, and the Add time function.
- [Merge repeating tables into one](https://docs.flowforma.com/guides/how-to-articles/merge-repeating-tables-into-one.md): Merge data from several FlowForma repeating tables into one using map repeating table rules, or export to a SharePoint list and get list data to apply filters.
- [How-To Articles](https://docs.flowforma.com/guides/how-to-articles/overview.md): Browse FlowForma how-to articles that answer common questions and walk through practical tasks for building no-code SharePoint and Microsoft 365 processes.
- [Restrict permissions to the all items view](https://docs.flowforma.com/guides/how-to-articles/restrict-permissions-to-the-all-items-view.md): Modify the default All Items view and create personal administrator views to control which users can see confidential FlowForma forms in Office 365.
- [How-to Videos](https://docs.flowforma.com/guides/how-to-videos.md): Watch FlowForma how-to videos covering questions, repeating tables, document generation, email templates, the expression builder, and decision making.
- [Guides](https://docs.flowforma.com/guides/overview.md): Explore FlowForma guides sharing tips and tricks for building no-code SharePoint and Microsoft 365 processes, plus standalone how-to topics.
- [Whitelisting FlowForma IPs](https://docs.flowforma.com/guides/whitelisting-flowforma-ips.md): Update whitelisted FlowForma IP addresses before July 30th 2025 to keep SQL Lookup, Execute SQL, Advanced Reporting, and External API rules working.
- [FlowForma documentation](https://docs.flowforma.com/index.md): Guides for installing, building, and managing your FlowForma no-code process automation on Microsoft 365.
- [FlowForma 8 installation](https://docs.flowforma.com/installation/flowforma-8-installation/overview.md): Install the Modern SharePoint version of FlowForma 8 from the SharePoint Store, grant app and user permissions, and add the FlowForma Dashboard webpart.
- [Uninstalling FlowForma 8](https://docs.flowforma.com/installation/flowforma-8-installation/uninstalling-flowforma-8.md): Uninstall the FlowForma 8 HostWeb application by deleting its subsite and confirming removal from the Governance app where the site shows as Not Found.
- [FlowForma Office 365 app installation](https://docs.flowforma.com/installation/flowforma-office-365-app-installation.md): Install the FlowForma Office 365 app from the SharePoint Store on a dedicated site collection, then open the app and activate your license.
- [Installation issues - Enabling custom scripting](https://docs.flowforma.com/installation/installation-issues/installation-issues-enabling-custom-scripting.md): Resolve FlowForma custom script installation errors by enabling custom scripting on a single SharePoint site collection or across the whole tenant.
- [Installation issues - Granting app permissions](https://docs.flowforma.com/installation/installation-issues/installation-issues-granting-app-permissions.md): Fix FlowForma install failures by enabling Azure Access Control and elevating app permissions through appinv.aspx so features like add/update list item work.
- [Installation issues](https://docs.flowforma.com/installation/installation-issues/overview.md): Troubleshoot common FlowForma app installation failures, including enabling custom scripting and granting elevated app permissions on SharePoint.
- [Installation](https://docs.flowforma.com/installation/overview.md): Prepare to install, upgrade, or remove FlowForma on SharePoint, including the farm administrative rights and installer file required on your server.
- [SharePoint Add-in deprecation](https://docs.flowforma.com/installation/sharepoint-add-in-deprecation.md): Understand Microsoft's SharePoint Add-in retirement and why FlowForma 8, built on SPFx, is recommended for all new FlowForma environments from October 2024.
- [Adoption Hub](https://docs.flowforma.com/product/adoption-and-governance/adoption-hub.md): Use the FlowForma Adoption Hub to apply default logos, colors, and form themes and to add, remove, or replace users across groups in chosen site collections.
- [Environments Hub](https://docs.flowforma.com/product/adoption-and-governance/environments-hub.md): Use the FlowForma Environments Hub to request, review, and approve new Sandbox, UAT, and Production environments and provision FlowForma 8 or Add-in packages.
- [Licensing Hub](https://docs.flowforma.com/product/adoption-and-governance/licensing-hub.md): Manage FlowForma site and user licenses, feature activation, cost centre mapping, and usage reports through the Governance Licensing Hub.
- [Adoption and Governance](https://docs.flowforma.com/product/adoption-and-governance/overview.md): Centrally control FlowForma environment creation, process movement between environments, usage reporting, and site customizations across a site collection
- [Processes Hub](https://docs.flowforma.com/product/adoption-and-governance/processes-hub.md): Use the FlowForma Processes Hub to request and approve single or bulk process promotions between sandbox, UAT, and production environments.
- [Usage and statistics](https://docs.flowforma.com/product/adoption-and-governance/usage-and-statistics.md): View built-in FlowForma Governance reports for Form Status, Form Status by Month, and Top Users by Month to monitor form activity, trends, and engagement.
- [User Sync](https://docs.flowforma.com/product/adoption-and-governance/user-sync.md): Configure FlowForma User Sync to detect deleted Azure Active Directory accounts and automatically free up licenses by adding a daemon app with admin consent.
- [Advanced form versioning](https://docs.flowforma.com/product/advanced-form-versioning.md): Create new versions of completed FlowForma forms, copying all data and recording the version number, creator, date, and original form for full traceability.
- [File management](https://docs.flowforma.com/product/agave/procore/file-management.md): Interact with Procore File Management through the FlowForma Agave integration to get, create, and manage files, folders, and photos from a flow.
- [Financials management](https://docs.flowforma.com/product/agave/procore/financials-management.md): Interact with Procore Financials Management via the FlowForma Agave integration to manage prime contracts, cost codes, purchase orders, and subcontracts.
- [Project management](https://docs.flowforma.com/product/agave/procore/project-management.md): Interact with Procore Project Management via the FlowForma Agave integration to manage contacts, RFIs, drawings, observations, submittals, and vendors.
- [Financials management](https://docs.flowforma.com/product/agave/spectrum/financials-management.md): Interact with Spectrum Financials Management via the FlowForma Agave integration, using the Third Party Integration rule to create invoices from a flow.
- [Project management](https://docs.flowforma.com/product/agave/spectrum/project-management.md): Interact with Spectrum Project Management via the FlowForma Agave integration, using the Third Party Integration rule to get all vendors or a single vendor.
- [AI Summarisation](https://docs.flowforma.com/product/ai-summarisation.md): Use FlowForma 8 AI Summarisation to automatically generate concise summaries of form responses, with a feedback question so users can rate summary quality.
- [AI Agent](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/ai-assistants/ai-agent.md): Use the FlowForma AI Agent rule as an AI assistant that follows custom instructions to extract data from documents, validate content, and output results.
- [AI Assistants](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/ai-assistants/overview.md): AI Assistants bring generative AI into FlowForma flows, starting with Summarisation to condense form questions and a question type to capture feedback.
- [Summarisation](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/ai-assistants/summarisation.md): The Summarisation rule uses generative AI to create a concise summary of selected form questions, output to a text field with configurable context.
- [Calculations - Date calculation (calculate non-working days)](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/calculations-date-calculation.md): The Date calculation add-on counts non-working days between two dates using a SharePoint calendar list, ideal for setting working-day deadlines.
- [Calculations - Date difference](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/calculations-date-difference.md): The Date difference rule calculates the gap between two date questions and returns the result in days, hours, or minutes to an output question.
- [CSV mapping](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/csv-mapping.md): The CSV Mapping rule imports data from an uploaded CSV file into a repeating table, mapping each column to a sub-question with overwrite or append options.
- [Delete list item](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/delete-list-item.md): The Delete List Item business rule removes items from a SharePoint list, using list filters to target exactly which entries should be deleted.
- [Multiple document generation](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/multiple-document-generation.md): The Multiple document generation rule creates a separate Word or PDF document for each row of a repeating table using a template, saved to SharePoint.
- [Business rule add-ons](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/overview.md): Business rule add-ons are custom FlowForma rules that extend the platform with advanced calculations, dynamic data management, and enhanced automation.
- [Repeating table - identify unique RT column](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/repeating-table-identify-unique-rt-column.md): Identify unique RT column checks whether an answer in a repeating table column is unique and returns a configurable value to another column.
- [Text modification - Capitalize words](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/text-modification-capitalize-words.md): The Capitalize words rule applies to a Single Line of Text question and automatically capitalises the first letter of each word a user enters.
- [Trigger repeating table](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/business-rule-add-ons/trigger-repeating-table.md): The Trigger repeating table rule runs rules on a repeating table sub-question on step complete, so they fire when saved rather than during data entry.
- [Add/remove watermark](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/add-remove-watermark.md): The Add/remove watermark rule stamps or clears watermark text on a SharePoint document or file upload, referencing it by URL tokens or the editor.
- [Attach document to step](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/attach-document-to-step.md): The Attach document to step business rule surfaces a document stored in a SharePoint library directly on a form step, referenced by URL tokens.
- [Convert Word to PDF](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/convert-word-to-pdf.md): Use the Convert Word to PDF business rule to turn a SharePoint-stored Word document into a PDF, with optional password protection and permission controls.
- [Copy file](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/copy-file.md): Use the Copy file business rule to copy uploaded, generated, or library documents into SharePoint destination folders you define, with optional overwrite.
- [Create Engage User](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/create-engage-user.md): Use the Create Engage User business rule to add external users and grant them secure access to submit publicly accessible FlowForma forms.
- [Generate barcode/QR](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/generate-barcode-qr.md): Use the Generate barcode/QR business rule to create UPC, EAN, or QR code images from a form question and display or embed them in documents.
- [Generate document](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/generate-document.md): Use the Generate document business rule to create Word or PDF documents from templates and workflow data, with token-based naming and PDF security.
- [Merge documents](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/merge-documents.md): Use the Merge documents business rule to combine multiple PDF or Word files into a single document, with control over merge order and PDF security.
- [Communications rules](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/overview.md): FlowForma Communications rules automate document generation, file copying, PDF conversion, barcodes, emails, and user engagement across your workflows.
- [Send email](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/communications-rules/send-email.md): Use the Send email business rule to send template-based emails to individuals or groups, with attachments, CC lists, and scheduled delivery.
- [Add/Edit calendar event](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/add-edit-calendar-event.md): Use the Add/Edit calendar event business rule to send, modify, and remove Outlook meeting requests, including online Teams meetings, from a FlowForma flow.
- [Add/update form](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/add-update-form.md): Use the Add/update form business rule to create or update FlowForma forms on the same or a different site, mapping data to initiate new processes.
- [Add/update list item](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/add-update-list-item.md): Use the Add/update list item business rule to add or update SharePoint list items from form data, mapping questions to list columns with filters.
- [Call External API](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/call-external-api.md): Use the Call External API business rule to invoke APIs from the API Connection Manager, mapping form questions to request parameters and the response.
- [Data validation](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/data-validation.md): Use the Data validation business rule to check question answers against conditions and RegEx patterns, blocking form submission until values are valid.
- [Execute SQL stored procedure](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/execute-sql-stored-procedure.md): Use the Execute SQL stored procedure business rule to read from or write to an external SQL database, mapping form questions to procedure inputs and outputs.
- [Get List Data](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/get-list-data.md): Use the Get List Data business rule to pull SharePoint list items into FlowForma form questions, with filtering, offline caching, and repeating table mapping.
- [Get user profile property](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/get-user-profile-property.md): Use the Get user profile property rule to populate FlowForma form questions with data from the SharePoint User Profile Application or Active Directory.
- [Data integration rules](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/overview.md): Data integration rules connect FlowForma workflows to SharePoint lists, external APIs, SQL databases, and other systems to automate data exchange and validation.
- [Set question value](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/set-question-value.md): Use the Set question value rule to set a FlowForma form field from text, another question, built-in functions, or JavaScript expressions.
- [Third Party Integration](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/data-integration-rules/third-party-integration.md): Use the Third Party Integration rule to connect FlowForma processes with the Procore and Spectrum platforms, mapping request parameters and responses to form questions.
- [Alert](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/alert.md): Use the Alert business rule to send scheduled, recurring email reminders in Office 365 whenever a FlowForma step remains uncompleted after a set period.
- [Create Azure User](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/create-azure-user.md): Use the Create Azure user business rule to provision new Office 365 users and assign licences directly from a FlowForma flow as an Azure administrator.
- [Create HubSpot contact](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/create-hubspot-contact.md): Use the Create HubSpot contact rule to create a new HubSpot contact from a FlowForma form, mapping questions to the name, email, and company properties.
- [Execute Dynamics CRM](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/execute-dynamics-crm.md): Use the Execute Dynamics CRM rule to add, update, get, or delete records in a Dynamics CRM entity set from a FlowForma flow using an Azure AD registered app.
- [Execute EDM operations](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/execute-edm-operations.md): Use the Execute EDM operations rule to create, add, update, get, or delete records in Entity Data Manager SQL entities from a FlowForma form.
- [Feature pack business rules](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/overview.md): Feature pack business rules extend FlowForma with integrations for Azure users, Dynamics CRM, HubSpot, EDM, alerts, and work item reassignment.
- [Reassign work item](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/reassign-work-item.md): Use the Reassign work item rule to automatically hand a FlowForma step to a new owner after a set number of days or hours pass without action, in Office 365.
- [Update HubSpot entry](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/feature-pack-business-rules/update-hubspot-entry.md): Use the Update HubSpot entry rule to update HubSpot deal properties such as contract dates and license key from answers in a FlowForma form.
- [Business rule types](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/overview.md): Explore the FlowForma business rule types across workflow control, data integration, communications, SharePoint actions, permissions, and repeating table categories.
- [Permissions rules](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/permissions-rules/overview.md): Use FlowForma permissions rules to dynamically control access to documents and workflow steps, keeping sensitive information secure and compliant.
- [Reset document permission](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/permissions-rules/reset-document-permission.md): Use the Reset document permission rule to apply read, contribute, or full control permissions to FlowForma documents and folders and restrict access.
- [Step view permission](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/permissions-rules/step-view-permission.md): Use the Step view permission rule to create custom permissions that control which users or groups can view a specific step in a FlowForma flow.
- [Export Repeating Table data](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/repeating-table-rules/export-repeating-table-data.md): Use the Export Repeating Table data rule to map and export rows from a FlowForma repeating table into an external SharePoint list by appending or overwriting.
- [Map repeating table](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/repeating-table-rules/map-repeating-table.md): Use the Map repeating table rule to copy data between repeating tables in the same FlowForma flow using append, overwrite, or merge mapping types.
- [Repeating table rules](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/repeating-table-rules/overview.md): Use FlowForma repeating table rules to export table data to SharePoint lists and map data between repeating tables for complex workflows and reporting.
- [Create list or library](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/sharepoint-actions-rules/create-list-or-library.md): Use the Create list or library rule to automatically create a SharePoint list or document library from a FlowForma flow using question values.
- [Create Site](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/sharepoint-actions-rules/create-site.md): Use the Create site rule to create a new SharePoint subsite from a FlowForma flow, defining the name, URL, template, title, description, and owners.
- [Document Action Rule](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/sharepoint-actions-rules/document-action-rule.md): Use the Document Action Rule to check in, check out, rename, delete, or recycle a SharePoint document from a FlowForma flow and capture its ID.
- [Generate Shareable Link](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/sharepoint-actions-rules/generate-shareable-link.md): Use the Generate Shareable Link rule to create an anonymously accessible link to a SharePoint file or folder using Microsoft External Sharing.
- [SharePoint actions rules](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/sharepoint-actions-rules/overview.md): Use FlowForma SharePoint action rules to create lists, libraries, and sites, act on documents, and generate shareable links directly from a workflow.
- [Hide/show question](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/workflow-control-rules/hide-show-question.md): Use the Hide/show question rule to show, hide, enable, or disable form questions in a FlowForma flow, with automatic reversal of the opposite conditions.
- [Hide/show step](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/workflow-control-rules/hide-show-step.md): Use the Hide/show step business rule to show, hide, enable, or disable entire workflow steps based on conditions, overriding a flow's default step state.
- [Workflow control rules](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/workflow-control-rules/overview.md): Workflow control rules add dynamic behaviour to FlowForma forms, letting you hide or show questions and steps, pass forms back, and assign steps by logic.
- [Pass back](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/workflow-control-rules/pass-back.md): Use the Pass back business rule to automatically return a FlowForma form to an earlier step in editable mode when updates or missing information are needed.
- [Step assign to](https://docs.flowforma.com/product/creating-flows/business-rules/business-rule-types/workflow-control-rules/step-assign-to.md): Use the Step assign to business rule to dynamically assign flow steps to a person, group, or the answer of a question rather than the default step owner.
- [Conditions](https://docs.flowforma.com/product/creating-flows/business-rules/conditions.md): Set conditions on FlowForma business rules with the conditions editor, combining rules and nested groups using AND and OR logic to control when a rule runs.
- [Business rules](https://docs.flowforma.com/product/creating-flows/business-rules/overview.md): Business rules add logic to FlowForma flows, steps, and questions, controlling when actions run on load, start, save, or completion and in parallel or series.
- [Flow Comments](https://docs.flowforma.com/product/creating-flows/flow/flow-designer/flow-comments.md): Use Flow Comments to let FlowForma administrators leave dated, attributed notes inside the flow designer to track changes and share suggestions on a flow.
- [Form Preview](https://docs.flowforma.com/product/creating-flows/flow/flow-designer/form-preview.md): Use Form Preview to see a live preview of your form inside the Flow Designer that updates automatically as you add steps, questions, themes, and button labels.
- [Flow designer](https://docs.flowforma.com/product/creating-flows/flow/flow-designer/overview.md): The Flow designer is FlowForma's main build tool for editing flow settings and adding, editing, and removing steps, questions, and business rules in a flow.
- [Test Forms](https://docs.flowforma.com/product/creating-flows/flow/flow-designer/test-forms.md): Use Test Forms to launch a live form from any step in the Flow Designer so you can check behaviour quickly without working through the whole process.
- [Visual flow designer](https://docs.flowforma.com/product/creating-flows/flow/flow-designer/visual-flow-designer.md): Use the Visual flow designer to build a flow by dragging connections between steps, setting step order, creating parallel groups, and editing flow settings.
- [Visual form designer](https://docs.flowforma.com/product/creating-flows/flow/flow-designer/visual-form-designer.md): Use the Visual form designer, an improved custom layout tool, to design form headers and step layouts with columns, rows, logos, and custom themes.
- [Flow settings](https://docs.flowforma.com/product/creating-flows/flow/flow-settings.md): Configure per-flow options in Flow settings, including general properties, email templates, button labels and tooltips, and Master Flow settings.
- [Flow](https://docs.flowforma.com/product/creating-flows/flow/overview.md): Learn how a FlowForma administrator defines a new flow by setting its title, group, flow administrator, and form prefix before building it in the Flow Designer.
- [Creating flows](https://docs.flowforma.com/product/creating-flows/overview.md): Understand how FlowForma flows combine steps, questions, and business rules to automate a process before you start building your own no-code workflow.
- [Auto number](https://docs.flowforma.com/product/creating-flows/questions/add-on-questions/auto-number.md): Use the Auto Number add-on question to generate a unique number for each form by adding an item to a SharePoint list and capturing its unique list item ID.
- [Button](https://docs.flowforma.com/product/creating-flows/questions/add-on-questions/button.md): Use the Button add-on question to place a clickable, styleable button on a form that executes the business rules attached to it when their conditions are met.
- [Date of Birth](https://docs.flowforma.com/product/creating-flows/questions/add-on-questions/date-of-birth.md): Use the Date of Birth add-on question to capture a date of birth in one structured field, with configurable date format, month display, and default start year.
- [Get location](https://docs.flowforma.com/product/creating-flows/questions/add-on-questions/get-location.md): Use the Get location add-on question to capture latitude and longitude by search, map tap, or current location, with optional accuracy, altitude, and a map.
- [Add-on questions](https://docs.flowforma.com/product/creating-flows/questions/add-on-questions/overview.md): Deploy extra FlowForma question types from the Add-ons settings, including Auto number, Button, Date of Birth, Get location, and People picker questions.
- [People picker](https://docs.flowforma.com/product/creating-flows/questions/add-on-questions/people-picker.md): Use the People picker question to let form users select single or multiple SharePoint users or groups, retrieved directly from the user profile service.
- [Carry questions](https://docs.flowforma.com/product/creating-flows/questions/carry-questions.md): Carry questions reuse a question across FlowForma flow steps, automatically copying responses so you never replicate questions or set values manually.
- [CRM Lookup question](https://docs.flowforma.com/product/creating-flows/questions/feature-questions/crm-lookup-question.md): Use the CRM Lookup question to let form users pick from a drop-down populated by a Dynamics CRM entity, secured by the connection credentials you configure.
- [EDM Lookup question](https://docs.flowforma.com/product/creating-flows/questions/feature-questions/edm-lookup-question.md): Use the EDM Lookup question to look up items from SQL entities built with Entity Data Management and return the entity ID for use in EDM operations rules.
- [Get HubSpot contacts](https://docs.flowforma.com/product/creating-flows/questions/feature-questions/get-hubspot-contacts.md): Use the Get HubSpot contacts question to connect to your HubSpot account, search and select a contact, and pull in the deals associated with them.
- [Moneris](https://docs.flowforma.com/product/creating-flows/questions/feature-questions/moneris.md): Use the Moneris checkout question to integrate Moneris payment processing into FlowForma forms and map receipt values back to your form questions.
- [Feature questions](https://docs.flowforma.com/product/creating-flows/questions/feature-questions/overview.md): Feature questions are specialised FlowForma question types available in feature packs, including CRM lookup, EDM lookup, HubSpot contacts, Moneris, and voting.
- [Voting Question](https://docs.flowforma.com/product/creating-flows/questions/feature-questions/voting-question.md): Use the Voting question to add collaborative decision making to a flow, letting voters cast weighted votes, record rationale, and require a minimum turnout.
- [Voting Question Results](https://docs.flowforma.com/product/creating-flows/questions/feature-questions/voting-question-results.md): Use the Voting results question to display the outcome of a vote on a summary step as a graph, a table of members and rationale, or both.
- [Questions](https://docs.flowforma.com/product/creating-flows/questions/overview.md): Questions are the fields you define on FlowForma flow steps; learn how question types work and how to add, order, show, hide, and disable them.
- [Barcode scanner](https://docs.flowforma.com/product/creating-flows/questions/question-types/barcode-scanner.md): Use the Barcode scanner question to decode barcodes and QR codes with an Android or iOS device camera and save the value to a FlowForma question.
- [Calculated question](https://docs.flowforma.com/product/creating-flows/questions/question-types/calculated-question.md): Use the Calculated question to perform maths on number questions, concatenate text, or generate hyperlinks, with number, currency, and percentage output formats.
- [JSON Text Question](https://docs.flowforma.com/product/creating-flows/questions/question-types/choice-question/json-text-question.md): Learn how to feed a choice question with dynamic values by mapping a JSON API response held in a hidden multiple lines of text question.
- [Choice question](https://docs.flowforma.com/product/creating-flows/questions/question-types/choice-question/overview.md): Use the Choice question to let users pick from a predefined list shown as a drop-down, radio buttons, or checkboxes, with optional colour and image visuals.
- [Date and time question](https://docs.flowforma.com/product/creating-flows/questions/question-types/date-and-time-question.md): Use the Date and time question to capture a date and time, with options for date only or time only, AM/PM or 24-hour format, and default date settings.
- [File links](https://docs.flowforma.com/product/creating-flows/questions/question-types/file-links.md): Use the File links question to add links to one or more files from SharePoint libraries across the site collections defined in FlowForma settings.
- [Image Annotation](https://docs.flowforma.com/product/creating-flows/questions/question-types/file-upload-question/image-annotation.md): Enable image annotation on a file upload question so users can draw, highlight, and mark up uploaded images to point out what is being referenced.
- [File upload question](https://docs.flowforma.com/product/creating-flows/questions/question-types/file-upload-question/overview.md): Use the File upload question to let users upload files to a SharePoint library from their device or a library, with limits on file types and sizes.
- [Lookup question](https://docs.flowforma.com/product/creating-flows/questions/question-types/lookup-question.md): Use the Lookup question to let users select from a drop-down populated by a SharePoint list, with optional filters, ordering, and offline caching.
- [Multiple file upload](https://docs.flowforma.com/product/creating-flows/questions/question-types/multiple-file-upload.md): Use the Multiple file upload question to let users upload one or more files from their device or a SharePoint library, with allowed extensions and size limits.
- [Multiple lines of text question](https://docs.flowforma.com/product/creating-flows/questions/question-types/multiple-lines-of-text-question.md): Use the Multiple lines of text question to capture a block of plain or rich text, setting the number of lines, character width, and formatting options.
- [Number question](https://docs.flowforma.com/product/creating-flows/questions/question-types/number-question.md): Use the Number question to capture numeric input with min and max values, decimal places, sliders, and currency or percentage display formats.
- [Question types](https://docs.flowforma.com/product/creating-flows/questions/question-types/overview.md): Browse the FlowForma question types and see where each is supported across browser, mobile, Teams, Engage, and the Copilot flow builder.
- [Person or group question](https://docs.flowforma.com/product/creating-flows/questions/question-types/person-or-group-question.md): Use the Person or group question to let form users select a SharePoint user or group, limiting selection to specific groups and setting a default value.
- [Repeating table question](https://docs.flowforma.com/product/creating-flows/questions/question-types/repeating-table-question.md): Use the Repeating table question to display sub-questions as columns and let users add rows of data, with footers, themes, row limits, and CSV export.
- [Separator question](https://docs.flowforma.com/product/creating-flows/questions/question-types/separator-question.md): Use the Separator question to divide questions within a step with a labelled bar, setting custom background and text colours, images, or links.
- [Single line of text question](https://docs.flowforma.com/product/creating-flows/questions/question-types/single-line-of-text-question.md): Use the Single line of text question to capture short text without line breaks, setting a max length up to 255 characters, box width, and default value.
- [SQL lookup question](https://docs.flowforma.com/product/creating-flows/questions/question-types/sql-lookup-question.md): Use the SQL lookup question to retrieve dropdown values from an SQL database by connecting to a server and selecting a stored procedure.
- [Stripe](https://docs.flowforma.com/product/creating-flows/questions/question-types/stripe.md): Use the Stripe question to accept payments in a FlowForma form, configuring your API key, price token, quantity, and success and cancel redirect URLs.
- [Summarisation Feedback](https://docs.flowforma.com/product/creating-flows/questions/question-types/summarisation-feedback.md): Use the Summarisation Feedback question to let users rate an AI summary with Like and Dislike buttons, helping FlowForma improve future summaries.
- [Verify digital signature question](https://docs.flowforma.com/product/creating-flows/questions/question-types/verify-digital-signature-question.md): Use the Verify digital signature question to authenticate signed Office documents, checking expected signers and a minimum number of valid signatures.
- [Voting functionality](https://docs.flowforma.com/product/creating-flows/questions/question-types/voting-functionality.md): Learn how to build a voting flow so decision groups can score submissions with weighted questions and view the tallied results in a graph or table.
- [Wet Signature](https://docs.flowforma.com/product/creating-flows/questions/question-types/wet-signature.md): Use the Wet Signature question to let users draw a signature with a stylus, finger, or mouse and embed the answer token into a generated document.
- [Yes or no question](https://docs.flowforma.com/product/creating-flows/questions/question-types/yes-or-no-question.md): Use the Yes or no question to present simple radio buttons, with options for a default value, horizontal display, and an optional N/A choice.
- [Replicate questions](https://docs.flowforma.com/product/creating-flows/questions/replicate-questions.md): Use Replicate Question in the question list ribbon to copy an existing question, assigning a new unique question code before saving the duplicate.
- [Collaboration panel](https://docs.flowforma.com/product/creating-flows/step/add-a-new-step/collaboration-panel.md): The collaboration panel is added to any step with a voting question, giving vote administration, related content, team members, and vote history panels.
- [Add a new step](https://docs.flowforma.com/product/creating-flows/step/add-a-new-step/overview.md): Add a new step in the Flow Designer, setting the title, code, assignment, permissions, attachments, comments, and advanced passback and eSignature options.
- [Add existing steps](https://docs.flowforma.com/product/creating-flows/step/add-existing-steps.md): Add previously created steps to your flow in the Flow Designer, choosing whether to reuse a shared step or copy it with new step and question codes.
- [Step](https://docs.flowforma.com/product/creating-flows/step/overview.md): Steps are the sections of a FlowForma form where users supply information; reorder them by drag-and-drop and show, hide, enable, or disable them as needed.
- [Parallel steps](https://docs.flowforma.com/product/creating-flows/step/parallel-steps.md): Group multiple flow steps into a parallel group so different users can complete their approvals and tasks simultaneously in any order.
- [Step settings](https://docs.flowforma.com/product/creating-flows/step/step-settings.md): Configure step settings in FlowForma to set titles, assignments, view permissions, attachments, passback, delegation, and eSignature options.
- [Document display rules](https://docs.flowforma.com/product/document-generator/document-display-rules.md): Use document display rules to conditionally show or hide flow attributes in a generated document based on values captured in your FlowForma flow.
- [Document generator plugin](https://docs.flowforma.com/product/document-generator/document-generator-plugin.md): Install the FlowForma Microsoft Word document generator plugin, with prerequisites and step-by-step first-time installation methods.
- [Document templates](https://docs.flowforma.com/product/document-generator/document-templates.md): Upload and edit Word document templates, insert flow, step, and question attributes, validate them, and use external fragments for dynamic content.
- [Document generator](https://docs.flowforma.com/product/document-generator/overview.md): Dynamically create complete documents from your FlowForma flow data, merging one or multiple Word templates and customising content per recipient.
- [Document signature status](https://docs.flowforma.com/product/docusign/document-signature-status.md): Add the Document signature status question to track how many signatures a DocuSign document has received or is still awaiting within a flow.
- [DocuSign Sign Documents](https://docs.flowforma.com/product/docusign/docusign-sign-documents.md): Use the DocuSign sign documents business rule to send a document to signers, map signature anchors, and request signatures from a FlowForma flow.
- [DocuSign](https://docs.flowforma.com/product/docusign/overview.md): Connect FlowForma to DocuSign to send uploaded or generated documents for electronic signature and track their signature status from within a flow.
- [Email sender address](https://docs.flowforma.com/product/email-templates/email-sender-address.md): Change the default sender address for FlowForma generated emails, or set a unique sender per email template from the Email Templates list.
- [Email templates](https://docs.flowforma.com/product/email-templates/overview.md): Create reusable email templates for the Send email rule, using tokens to pull step, form, and question data dynamically into the email body.
- [Entity Data Management](https://docs.flowforma.com/product/entity-data-management.md): Connect FlowForma to a Microsoft SQL database and create entities to store form data with create, update, get, and delete operations, without stored procedures.
- [Flow connectors](https://docs.flowforma.com/product/flow-connectors.md): Use the FlowForma BPM connector for Microsoft Power Automate to start a new form automatically from triggers such as new emails, list items, or files.
- [Limitations](https://docs.flowforma.com/product/flow-health-checker/limitations.md): The Flow Health Checker validates question and rule references but cannot detect flawed logic, deleted templates, or removed SharePoint groups.
- [Flow Health Checker](https://docs.flowforma.com/product/flow-health-checker/overview.md): The Flow Health Checker validates a flow's question and rule configurations and highlights broken references to missing questions or steps for quick fixes.
- [Adding Analytics page](https://docs.flowforma.com/product/flowforma-analytics/adding-analytics-page.md): Add a FlowForma Analytics page to your site using the Apps page template, then set its title and category, with an optional full-screen WebView mode.
- [Adding Repeating Table Columns](https://docs.flowforma.com/product/flowforma-analytics/adding-repeating-table-columns.md): Add repeating table data to FlowForma Analytics by connecting the child table to parent process data with a formID join, ready for building dashboards.
- [How to create Card charts](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-faqs/how-to-create-card-charts.md): Create card charts in FlowForma Analytics to display a single numerical value, and enrich them with text, images, and interactive sparklines.
- [How to create Map charts](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-faqs/how-to-create-map-charts.md): Create map charts in FlowForma Analytics to plot geographical data points from latitude and longitude coordinates, sized by an attached measure value.
- [Chart Designer FAQs](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-faqs/overview.md): Answers to common FlowForma Analytics Chart Designer questions, including creating card and map charts and troubleshooting unavailable chart tool icons.
- [Some of the Chart Tool icons are not available](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-faqs/some-of-the-chart-tool-icons-are-not-available.md): Understand why a Chart Tools icon appears greyed out in FlowForma Analytics, usually due to account permissions or the current task, and how to resolve it.
- [Category Objects Page](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/chart-features-configuration/category-objects-page.md): Set up category objects to filter every chart in a category at once, using filter types such as drop lists, multi-pickers, sliders, and date ranges.
- [Chart Configuration](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/chart-features-configuration/chart-configuration.md): Set chart-wide options in FlowForma Analytics, including category, link buttons, password protection, parent charts, null handling, and PDF export.
- [Drill Down Levels](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/chart-features-configuration/drill-down-levels.md): Create drill down levels so users can click a chart segment or table row to reveal underlying detail, then navigate back up through the levels.
- [Chart Features & Configuration](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/chart-features-configuration/overview.md): Explore FlowForma Analytics chart features and configuration, covering category objects, drill down levels, and chart-wide configuration options.
- [Chart Formatting](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/create-edit-charts/chart-formatting.md): Format FlowForma Analytics charts by editing titles, adjusting colours, repositioning the legend, and using the Attributes, Colours, and Targets screens.
- [Creating New Charts and Data Tables](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/create-edit-charts/creating-new-charts-and-data-tables.md): Create charts and data tables in FlowForma Analytics using the Create new chart icon, then pick data on the Data tab and a chart type on the Chart tab.
- [Filters & Sorting](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/create-edit-charts/filters-sorting.md): Apply filters and sorting to FlowForma Analytics charts and data tables to reduce the data shown and control ascending or descending display order.
- [Create & Edit Charts](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/create-edit-charts/overview.md): Learn how to create and edit charts in FlowForma Analytics, covering new charts and data tables, filters and sorting, and chart formatting.
- [Education](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/dashboards-to-inspire-you/education.md): See how a FlowForma Analytics dashboard works as an education tool to display key subject facts and track student grades and attendance records.
- [Finance](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/dashboards-to-inspire-you/finance.md): Explore a FlowForma Analytics finance dashboard using Card charts for customer churn and bank balance plus an Area chart tracking account changes by date.
- [Human Resources](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/dashboards-to-inspire-you/human-resources.md): See a FlowForma Analytics HR dashboard using Card charts for headcount, hires, and leavers plus absence and age charts with a year Category Object filter.
- [Dashboards To Inspire You](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/dashboards-to-inspire-you/overview.md): Browse example FlowForma Analytics dashboards across finance, HR, education, and geography to spark ideas for building your own dashboards.
- [Travel / Geography](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/dashboards-to-inspire-you/travel-geography.md): See a FlowForma Analytics dashboard using a Custom Map Parent chart of Australian territories that reveals population, flag, and facts on click.
- [Chart Designer Home Page](https://docs.flowforma.com/product/flowforma-analytics/chart-designer-home-page/overview.md): Get started with the FlowForma Analytics Chart Designer using guides for creating and editing charts and example dashboards to inspire your own.
- [Can I change the Theme?](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/can-i-change-the-theme.md): Understand FlowForma Analytics dashboard themes and colour schemes, and why a System Administrator may lock a custom corporate theme for all users.
- [How Do I Change My Password?](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/how-do-i-change-my-password.md): Change your FlowForma Analytics dashboard password from the More Options menu using the Change Password section under your account name.
- [Is there a way I can see what permissions I have?](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/is-there-a-way-i-can-see-what-permissions-i-have.md): Check your FlowForma Analytics dashboard permissions from the More Options menu, where the User Privileges section shows enabled, disabled, and unavailable rights.
- [My account is locked, what do I need to do?](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/my-account-is-locked-what-do-i-need-to-do.md): Regain access to a locked FlowForma Analytics dashboard account using the Captcha, the Forgotten Password link, or by contacting your System Administrator.
- [My colleague can see different charts to me, why?](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/my-colleague-can-see-different-charts-to-me-why.md): Understand why FlowForma Analytics dashboard users with the same role see different charts, usually due to account restrictions by department, region, or seniority.
- [My dashboard is empty when I log in.](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/my-dashboard-is-empty-when-i-log-in.md): Find out why your FlowForma Analytics dashboard is empty at login, caused by no categories assigned to your account or charts you cannot access.
- [Other people can see more categories than me.](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/other-people-can-see-more-categories-than-me.md): Learn why other FlowForma Analytics users see more dashboard categories than you, as access is restricted by your role or position within the company.
- [Dashboard User FAQs](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/overview.md): Answers to common FlowForma Analytics dashboard questions about categories, charts, themes, layouts, permissions, passwords, and locked accounts.
- [What does revert to default layout mean?](https://docs.flowforma.com/product/flowforma-analytics/dashboard-user-faqs/what-does-revert-to-default-layout-mean.md): Use the Manage layout icon in FlowForma Analytics to revert to default layout, restoring all chart cells to their original size on a category.
- [Category/page navigation](https://docs.flowforma.com/product/flowforma-analytics/finding-your-way-around/category-page-navigation.md): Navigate FlowForma Analytics dashboard categories using the tree menu, search, pinning, and bookmarks to quickly find and revisit filtered pages.
- [Dashboards](https://docs.flowforma.com/product/flowforma-analytics/finding-your-way-around/dashboards.md): Explore FlowForma Analytics dashboards to manage layout, reset filters, send categories, play a carousel, and view your privileges and version details.
- [Finding Your Way Around](https://docs.flowforma.com/product/flowforma-analytics/finding-your-way-around/overview.md): Get started with the FlowForma Analytics dashboard by learning category and page navigation alongside the key dashboard features and controls.
- [Disabling a User](https://docs.flowforma.com/product/flowforma-analytics/manage-users/creating-new-users/disabling-a-user/overview.md): Disable a FlowForma Analytics user by clearing the Enabled box to keep their account intact while freeing up a licence for another person.
- [User Deletion](https://docs.flowforma.com/product/flowforma-analytics/manage-users/creating-new-users/disabling-a-user/user-deletion.md): Delete FlowForma Analytics users with the To Delete button and Delete Selected, noting that users who are a parent of another user cannot be removed.
- [Duplicating a User](https://docs.flowforma.com/product/flowforma-analytics/manage-users/creating-new-users/duplicating-a-user.md): Duplicate an existing FlowForma Analytics user to create new accounts quickly, then update the username, email, and password before saving.
- [Creating New Users](https://docs.flowforma.com/product/flowforma-analytics/manage-users/creating-new-users/overview.md): Create new FlowForma Analytics users by setting their name, email, security options, and one of five user types that control dashboard access.
- [Suppressing Password Login](https://docs.flowforma.com/product/flowforma-analytics/manage-users/creating-new-users/suppressing-password-login.md): Suppress password login in FlowForma Analytics for users on an external login service by unticking Allow Password Login in user configuration.
- [User Hierarchies](https://docs.flowforma.com/product/flowforma-analytics/manage-users/creating-new-users/user-hierarchies.md): Build FlowForma Analytics user hierarchies by assigning a Parent User so team leaders can view and edit only the accounts of their own staff.
- [Manage Users](https://docs.flowforma.com/product/flowforma-analytics/manage-users/overview.md): Manage FlowForma Analytics users by creating accounts, setting permissions and privileges, controlling user access, and configuring roles.
- [Deleting a Role](https://docs.flowforma.com/product/flowforma-analytics/manage-users/roles/deleting-a-role.md): Delete a FlowForma Analytics role with the To Delete button, noting that roles with assigned categories, permissions, or users must first be unassigned.
- [Duplicating a Role](https://docs.flowforma.com/product/flowforma-analytics/manage-users/roles/duplicating-a-role.md): Duplicate an existing FlowForma Analytics role to create new roles quickly, then adjust the privileges and give it a new name before saving.
- [Roles](https://docs.flowforma.com/product/flowforma-analytics/manage-users/roles/overview.md): Use FlowForma Analytics roles to group categories and privileges, making it easy to manage access for large numbers of users with the same requirements.
- [Role Level Variables](https://docs.flowforma.com/product/flowforma-analytics/manage-users/roles/role-level-variables.md): Define variables and restrictions once at role level in FlowForma Analytics so every assigned user inherits them, with clear override and cumulation rules.
- [User Access](https://docs.flowforma.com/product/flowforma-analytics/manage-users/user-access.md): Control which categories and roles are granted to FlowForma Analytics users, and view each user's overall dashboard access by user, role, or category.
- [User Permissions (Privileges)](https://docs.flowforma.com/product/flowforma-analytics/manage-users/user-permissions-privileges/overview.md): Assign FlowForma Analytics privileges by user type to control access to layouts, accounts, passwords, themes, and user access management.
- [User Restrictions](https://docs.flowforma.com/product/flowforma-analytics/manage-users/user-permissions-privileges/user-restrictions.md): Add user restrictions in FlowForma Analytics to limit a user to specific data values on a chosen data object, applying an extra WHERE clause to charts.
- [User Variables](https://docs.flowforma.com/product/flowforma-analytics/manage-users/user-permissions-privileges/user-variables.md): Store data against a FlowForma Analytics user to set default branches, swap data connections and tables, and tailor SQL clauses, filters, and chart titles.
- [FlowForma Analytics](https://docs.flowforma.com/product/flowforma-analytics/overview.md): Gain insights from data collected in FlowForma forms using process performance and business data dashboards backed by a near-real-time Azure database.
- [Standard Chart Explanation](https://docs.flowforma.com/product/flowforma-analytics/standard-chart-explanation.md): Understand the standard FlowForma Analytics charts, including Most Popular Flows, Power Users, overdue forms, and workload, and how to interpret and drill into each.
- [Category Objects](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/category-objects.md): Set up category objects in FlowForma Analytics to filter every chart in a category at once, using filter types like drop list, multi-picker, slider, and date range.
- [Category Page Filters](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/category-page-filters.md): Apply category page filters in FlowForma Analytics to filter every chart in a category at once, view default filters, pin the panel, and reset to the default view.
- [Exporting Charts](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/exporting-charts.md): Export FlowForma Analytics charts and data tables to CSV, PDF, Excel, Word, or PowerPoint using the Chart Tools menu, subject to your account permissions.
- [Filtering Charts](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/filtering-charts.md): Spot when a FlowForma Analytics chart is filtered using the icon on its cell, and click it to view whether the filter comes from the chart or a category object.
- [Using and Viewing Charts](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/overview.md): Learn how to view, resize, filter, drill into, and export FlowForma Analytics charts, plus save default layouts and apply category page filters and objects.
- [Resizing Chart Cells](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/resizing-chart-cells.md): Drag the dividing bars between FlowForma Analytics chart cells to resize them; sizes are stored as screen proportions so layouts adapt across devices.
- [Save as Default Layout](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/save-as-default-layout.md): Publish your tailored FlowForma Analytics dashboard as the default layout for a category so chart viewers and users on the default layout see your arrangement.
- [Using Drill Down Levels](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/using-drill-down-levels.md): Drill into underlying detail on FlowForma Analytics charts by clicking segments or table rows, then use the chevron icons to step back up through the levels.
- [Viewing a Chart](https://docs.flowforma.com/product/flowforma-analytics/using-and-viewing-charts/viewing-a-chart.md): View saved FlowForma Analytics charts in dashboard cells, hover over segments, bars, and map bubbles for extra detail, and check any applied filters.
- [FlowForma Collaborate Installation](https://docs.flowforma.com/product/flowforma-collaborate/flowforma-collaborate-installation.md): Install FlowForma Collaborate by uploading the CWM .sppkg file to your SharePoint tenant or site collection app catalog, deploying it, and adding it to a site.
- [FlowForma Collaborate](https://docs.flowforma.com/product/flowforma-collaborate/overview.md): Personalize your SharePoint workspace with FlowForma Collaborate (CWM) webparts for Groups, Queues, Reports, Links, and a Newsfeed across multiple sites and teams.
- [FlowForma Connect](https://docs.flowforma.com/product/flowforma-connect.md): Export and import data between a FlowForma form and other systems using a business rule that calls an Azure Logic App, mapping questions to request and output properties.
- [FlowForma Copilot](https://docs.flowforma.com/product/flowforma-copilot.md): FlowForma Copilot uses Agentic AI to design workflows in minutes, suggesting steps, questions, and rules you can refine before building the flow.
- [Creating a document template](https://docs.flowforma.com/product/flowforma-doc-gen/creating-a-document-template.md): Create a customizable FlowForma Doc Gen template with form field placeholders so your flow can generate dynamic documents from submitted form data.
- [FlowForma Doc Gen plugin installation](https://docs.flowforma.com/product/flowforma-doc-gen/flowforma-doc-gen-plugin-installation.md): Install the FlowForma Doc Gen plugin on the Microsoft Word desktop client or Word Online from the Office Add-ins store to build document templates.
- [FlowForma Doc Gen](https://docs.flowforma.com/product/flowforma-doc-gen/overview.md): FlowForma Doc Gen dynamically creates complete documents from templates by merging your form field data, customized for each intended recipient.
- [FlowForma Engage](https://docs.flowforma.com/product/flowforma-engage.md): FlowForma Engage lets you publish forms to external users as public, secure authenticated, or internal-only, configured through the CX wizard.
- [FlowForma Reporting - Exporting form data to SQL database](https://docs.flowforma.com/product/flowforma-reporting/flowforma-reporting-exporting-form-data-to-sql-database.md): Set up a FlowForma Reporting SQL connection to export form, flow, step, and question data into database tables that refresh hourly for reporting.
- [FlowForma Reporting](https://docs.flowforma.com/product/flowforma-reporting/overview.md): FlowForma Reporting exports your form data via an OData feed or SQL database so you can build dashboards and insights in Power BI, Excel, or Tableau.
- [Reporting and Power BI](https://docs.flowforma.com/product/flowforma-reporting/reporting-and-power-bi.md): Import the FlowForma Power BI content pack, point it at your OData feed, and analyse open, overdue, and completed process dashboards in real time.
- [Reporting, OData and PowerPivots](https://docs.flowforma.com/product/flowforma-reporting/reporting-odata-and-powerpivots.md): Connect Excel PowerPivot to the FlowForma OData feed to import form, step, and question data and build advanced pivot table reports on your flows.
- [Add-ons](https://docs.flowforma.com/product/flowforma-settings/add-ons.md): The FlowForma Add-ons gallery lets you deploy optional questions and rules such as Auto Number, Location, CSV Mapping, and date calculations on demand.
- [Features](https://docs.flowforma.com/product/flowforma-settings/features.md): The Features tab lets FlowForma administrators activate or deactivate licensed capabilities such as Reporting, HubSpot, Engage, Analytics, and Copilot.
- [Form archiving](https://docs.flowforma.com/product/flowforma-settings/form-archiving.md): Form archiving moves completed FlowForma forms to an archive folder after a set number of days, or deletes them, to keep the All forms list tidy.
- [General](https://docs.flowforma.com/product/flowforma-settings/general.md): The General settings tab shows your FlowForma version and license details and controls date formats, email sender, branding, groups, and site-wide options.
- [Global Connections](https://docs.flowforma.com/product/flowforma-settings/global-connections.md): Global Connections centralizes FlowForma links to external systems, including SQL databases, SMTP servers, access tokens, EDM, DocuSign, and Auth0.
- [Mobile centre](https://docs.flowforma.com/product/flowforma-settings/mobile-centre.md): The Mobile centre manages FlowForma mobile app settings, including the invite code, offline access, push notifications, and per-user app permissions.
- [FlowForma settings](https://docs.flowforma.com/product/flowforma-settings/overview.md): FlowForma settings gives administrators tabbed access to configure General options, Features, Mobile Centre, Form Archiving, Parent-child, and connections.
- [Parent-child](https://docs.flowforma.com/product/flowforma-settings/parent-child.md): Parent-child links FlowForma flows in a one-to-many relationship so you can view, update, and create mapped child forms from within a parent form.
- [Form Documents](https://docs.flowforma.com/product/form-documents.md): The Form Documents library stores files attached to or generated by a form, and can be organized into folders by flow, form, and step in SharePoint.
- [HubSpot Integration](https://docs.flowforma.com/product/hubspot-integration.md): The HubSpot Integration lets FlowForma forms search and create HubSpot contacts, select associated deals, and update deal information directly.
- [Audit](https://docs.flowforma.com/product/life-science-pack/audit.md): The Audit feature records a compliant history of form, step, question, and rule events, configurable at site, flow, or business rule level for review.
- [E-signature](https://docs.flowforma.com/product/life-science-pack/e-signature.md): Enforce standard or 21 CFR e-signatures on FlowForma step completion or voting, requiring password authentication plus signatory role and purpose.
- [Flow documentation snapshot](https://docs.flowforma.com/product/life-science-pack/flow-documentation-snapshot.md): Flow documentation snapshot generates a Word document capturing a flow's full definition, including steps, questions, and business rules, plus a diagram.
- [Life Science Pack](https://docs.flowforma.com/product/life-science-pack/overview.md): The Life Science Pack bundles FlowForma auditing, e-signatures, and flow documentation snapshots to support regulatory compliance requirements.
- [Creating a new form](https://docs.flowforma.com/product/mobile-app/creating-a-new-form.md): Create a new form in the FlowForma mobile app by choosing a downloaded process template, then save, submit, delegate, or pass back the form.
- [Downloading flows](https://docs.flowforma.com/product/mobile-app/downloading-flows.md): Download individual or all licensed process templates from your FlowForma site to your mobile device, and swipe to remove ones you no longer need.
- [Forms awaiting my input](https://docs.flowforma.com/product/mobile-app/forms-awaiting-my-input.md): The Forms awaiting my input screen lists open forms assigned to you in the FlowForma mobile app so you can open and complete the next step.
- [Mobile app settings and Changing site](https://docs.flowforma.com/product/mobile-app/mobile-app-settings-and-changing-site.md): View FlowForma mobile app settings such as invite code, subscription, and version, purge local data, and switch between FlowForma sites you can access.
- [Mobile app](https://docs.flowforma.com/product/mobile-app/overview.md): Download the FlowForma mobile app for iOS and Android, then sign in with Office 365, Classic invite code, or external user access to complete forms on the go.
- [Process Performance](https://docs.flowforma.com/product/process-performance/overview.md): Process Performance reveals how forms and steps track against their time-to-complete targets, highlighting on-time and delayed work across every FlowForma flow.
- [Trend Analysis](https://docs.flowforma.com/product/process-performance/trend-analysis.md): Trend Analysis compares process performance across years, months, weeks, or days so you can spot submission spikes and measure the impact of process changes.
- [Security wizard](https://docs.flowforma.com/product/security-wizard.md): Use the Security wizard to set read and edit permissions for users and groups at flow and step level, controlling who can view and complete FlowForma forms.
- [Installing](https://docs.flowforma.com/product/teams-app/installing.md): Install the FlowForma Teams app from the Microsoft Teams app store, then pin it to the left navigation so you can launch and view forms without a browser.
- [Teams App](https://docs.flowforma.com/product/teams-app/overview.md): The FlowForma Microsoft Teams app lets you sign in with Office 365, select a site, and launch, view, and filter forms without leaving Microsoft Teams.
- [History and restore options](https://docs.flowforma.com/product/the-flowforma-site/administration/history-and-restore-options.md): Use SharePoint version history to track changes, compare, and restore previous versions of FlowForma forms, plus guidance on safely handling flow versions.
- [I am on leave](https://docs.flowforma.com/product/the-flowforma-site/administration/i-am-on-leave.md): Set up the I am on leave function to delegate FlowForma form steps to a substitute for a defined date range using the Vacation list on your site.
- [Administration](https://docs.flowforma.com/product/the-flowforma-site/administration/overview.md): Explore FlowForma administrative tasks beyond building flows, including history and restore, activity monitoring, reporting and PowerPivots, and the scheduler.
- [Scheduler](https://docs.flowforma.com/product/the-flowforma-site/administration/scheduler.md): The Scheduler list shows the status of every FlowForma email, including recipients, templates, attachments, and send times, to help you diagnose email issues.
- [Custom Theme](https://docs.flowforma.com/product/the-flowforma-site/custom-theme.md): Create a custom FlowForma theme with the Kendo UI theme builder, upload the CSS to FlowFormaAssets, and enable it to match forms to your brand colours.
- [FlowForma assets](https://docs.flowforma.com/product/the-flowforma-site/flowforma-assets.md): FlowFormaAssets is a hidden SharePoint library for deploying add-on questions and rules, custom CSS, branding images, and process performance data files.
- [FlowForma Homepage](https://docs.flowforma.com/product/the-flowforma-site/flowforma-homepage.md): Navigate the FlowForma homepage to start processes, view your work, and manage process tiles and process count tiles that launch and count forms.
- [The FlowForma site](https://docs.flowforma.com/product/the-flowforma-site/overview.md): Get to know the FlowForma SharePoint site layout, from navigation links and system administration lists to the homepage tiles for starting and tracking forms.
- [Date and time formatting](https://docs.flowforma.com/product/the-flowforma-site/site-settings/date-and-time-formatting.md): Reference the date and time format specifiers such as d, MM, yyyy, HH, and ss with worked examples for displaying dates and times in FlowForma.
- [Site settings](https://docs.flowforma.com/product/the-flowforma-site/site-settings/overview.md): Access SharePoint site settings relevant to FlowForma administrators, including People and Groups, Site Permissions, and Regional Settings for date and time.
- [User management](https://docs.flowforma.com/product/the-flowforma-site/user-management.md): Provision FlowForma users through Microsoft Entra ID and manage SharePoint groups, permissions, site collection administrators, and access levels.
- [Engage Forms](https://docs.flowforma.com/product/updated-form-interface/engage-forms.md): See how the updated form interface changes the step bar, flow title, step title, and logo in Engage forms across both standard and enhanced mode.
- [Updated Form interface](https://docs.flowforma.com/product/updated-form-interface/overview.md): Understand FlowForma's new form look, covering step bar navigation, flow logo placement, form colours, and site-wide branding to prepare your flows.
- [Updated Form Interface - Frequently Asked questions](https://docs.flowforma.com/product/updated-form-interface/updated-form-interface-frequently-asked-questions.md): Answers to common questions about FlowForma's updated form interface, including opt-out, affected versions, Engage and Teams impact, and Visual Form Designer.
- [Bulk assign forms](https://docs.flowforma.com/product/using-forms/bulk-assign-forms.md): Bulk assign multiple FlowForma forms to a user from the All forms list, add a message, and notify the assignee by email in a single administrator action.
- [Using forms](https://docs.flowforma.com/product/using-forms/overview.md): Start a new FlowForma form from a process, navigate steps and grouped processes, answer questions, and submit steps to move a flow toward completion.
- [Reopen forms](https://docs.flowforma.com/product/using-forms/reopen-forms.md): Flow administrators can reopen completed FlowForma forms to fix premature or inaccurate submissions, enabled through FlowForma settings or per-flow settings.
- [Submitting a form](https://docs.flowforma.com/product/using-forms/submitting-a-form.md): Save, submit, close, delegate, pass back, or reject a FlowForma form, and learn how each action moves the step through the process and triggers rules.
- [Upgrade and Downgrading Forms](https://docs.flowforma.com/product/using-forms/upgrade-and-downgrading-forms.md): Upgrade in-process FlowForma forms to the latest flow version to add new steps, questions, or rule fixes, or downgrade to revert to an earlier form version.
- [Views](https://docs.flowforma.com/product/using-forms/views.md): Create SharePoint list and library views to sort, filter, and group FlowForma forms, using List, Calendar, Gallery, or Board view layouts for your needs.
- [Web Host Forms](https://docs.flowforma.com/product/using-forms/web-host-forms.md): Web Host Forms let you add SharePoint list items through the FlowForma Forms UI as a one-step process, turning list columns into questions and triggering rules.
- [Work Items](https://docs.flowforma.com/product/work-items/overview.md): Work Items combine Alerts, Teams, and reassign rules to balance workloads, send reminder emails, and automatically reassign FlowForma forms by team capacity.
- [Teams](https://docs.flowforma.com/product/work-items/teams.md): Set individual capacity for users in a SharePoint team so FlowForma reassign work item rules distribute forms to the member with the most availability.