Features

• Activate: This button will activate the feature, adding the needed elements for that feature.
• Deactivate: This button will deactivate the feature, removing any elements previously added for it.

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Existing features

• Life sciences pack: enables the Audit, E-signature, and Flow documentation snapshot features
• CRM connectors: enables the use of Execute Dynamics CRM and CRM Lookup question
• Reporting: enables the Reporting, OData and PowerPivots functionality, which can be used to import FlowForma Data into reporting tools
• Advanced Reporting: enables the FlowForma Reporting - Exporting form data to SQL database, where FlowForma data will be stored for reporting
• Analytics: enables the FlowForma Analytics feature
• Advanced form versioning: enables the Advanced form versioning feature
• Collaborative Decision Making: enables the Voting functionality
• Work items: enables the Reassign work item and Alert business rules
• HubSpot: enables the HubSpot Integration feature
• FlowForma Connect: enables the FlowForma Connect feature
• Entity Data Manager: enables the Entity Data Management feature
• Engage: enables the use of FlowForma Engage, which can be activated using either
  • Secure accessible forms: Forms that allow defined non O365 users access to the process with credentials supplied and then verified when accessing the process
  • Public accessible forms: Forms that allow anonymous users to be assigned to steps in a FlowForma process
• Moneris checkout: enables the use of the Moneris question type
• AI Assistants: enables FlowForma’s AI features, the Copilot, AI Agent, and Summarisation rules