User Flows

What is a user flow?

A user flow is a series of screen links that display at the top of key master data screens.

What is the purpose of a user flow?

The purpose of a user flow is to guide you in a logical order through the setup process by displaying the related links that you might access during setup.  

You can go backwards or forwards in the flow, access the links in any order, and skip over unneeded links. When you access a link, the system automatically displays the link name in bold in the user flow to help you identify where you are in the flow.

How does a user flow work?

For a new record, you enter the identifier in the first screen of the flow (key master data such as project, vendor, employee, or item).  

You can then enter other related information in additional screens via the links, since all linked screens in the flow are associated only with the identifier (project, employee, etc.) entered or queried on the first screen.

For an existing project, employee, etc., you can go directly to a link and perform a Query.

If a specific link in the user flow is typically associated with the initial setup of the key master data, it will be available only through the user flow.  You may need to access other links more often to perform maintenance (e.g., assigning additional PLCs, etc.), so these screens are also available as separate menu items.  

As with other Costpoint web screens, there may be links available on the main screen or on the linked screens in the user flow that enable you to enter or access related information.

In which screens are user flows available?

Project User Flow:

Vendor User Flow:

Employee User Flow:

Parts User Flow:

Goods User Flow:

Services User Flow:

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