What are Flowboards?
sheepFlow is primarily designed to be used in combination with sheepForms, but can be used internally to manage other aspects of your flock. Each submission or record in a flowboard will be treated as a card which can be moved between status columns, triggering any automated actions you have.
Your existing flowboards can be found in settings.sheepcrm.com in the communications & flow tab and clicking on the flowboards option in the left-hand navigation.
You may need our teams assistance to create certain columns and settings - please contact support for more information.
How do I Add a New Flowboard?
To add a new flowboard, click on the add flowboard button located in the top right of the existing flowboards list. This will bring up a blank sidepanel with the following fields:
Name
Enter a name for the flowboard. This will be used to reference the form in sheepCRM
Description
Optionally, enter a description for the flowboard that will be seen by your staff.
Board Tags
If needed, add tags to the flowboard to help organise and sort your flowboards internally.
What type of board is this?
Select what the flowboard will be managing from the following options: form response (submissions), form score (scoring of submissions), grant award (grant process), group member (team applications) and member (membership applications)
Columns
Set the columns that make up the flowboard. Based on the type of board selected, columns will be automatically added for you. If you need changes to columns, please contact our support team at support@sheepcrm.com.
What should this board show?
Set the rules or criteria for showing cards on the flowboard. Based on the type of board selected, you will be given different options.
How do I Assign Staff to Manage a Flowboard?
If you have flowboard users who have lower permissions and are unable to access sheepFlow, you can pin them to specific flowboards which will allow them to view and manage submissions without the standard staff or admin permission sets.
To pin users, click on the desired flowboard to bring up the edit sidepanel and scroll down to the pin a user to this board field and start entering the name of the user. A list of suggestions will appear beneath, click on the matching record to add them to the flowboard.
You can also use the which user groups can access this board? field to assign whole user groups to the flowboard rather than specific users.
Please note that the user must have a corresponding contact record (with matching email addresses) before they will appear in this list.
How do I Edit a Flowboard?
From the existing flowboards list, scroll down to the desired flowboard and click on the name or the edit icon located to the right of the type to bring up a sidepanel with the current data. For more information on each field, please see the adding a new flowboard topic above.
How do I Delete Flowboard?
To delete a flowboard, scroll down to the desired flowboard and click on it to bring up a sidepanel with fields containing the current data for the flowboard. Click on the delete option in the bottom right of the sidepanel, confirming the action to completely delete the flowboard.
Please Note: Deletion is permanent and can not be undone. However this will not remove any submissions or records that were being managed by the flowboard.