Project Workflows
Process Pipeline – Property Sync to Projects
When a Process Board is configured as a Project Pipeline , custom properties defined on process items (cards/tasks) can automatically flow into the...
Dynamic Logic Expressions
This guide explains how to write and use expressions with Fluid’s Dynamic Logic engine . Dynamic Logic expressions are used across Fluid to calculate...
Referencing Person First‑Class Properties in Lookup Expressions
When creating Custom Properties that look up values from a Person or Resource record, it is essential to use the correct field keys. Lookup expression...
Building prioritisation frameworks (RICE and WSJF) using Expressions
Effective prioritisation is at the heart of successful portfolio management. This article walks through how to construct two widely used prioritisatio...
Workflows - Hide From Home Page
The Hide From Home Page feature allows administrators to control the visibility of workflow request boards on the home page and in the universal Cr...
Project Pipeline Custom Property Mapping Guide
When a pipeline task moves into a stage configured to create a project, Fluid automatically builds the new project by copying details from the source ...
Work Request Pipeline - Document Syncing to Projects
When a Work Request card on a Pipeline board is synced or converted to a Project, documents attached to the card are automatically copied to the proje...
Workflows - Why and When to use the Skip Backlog Option
Overview How Skip Backlog Works When to Use Skip Backlog Benefits of Skip Backlog Frequently Asked Questions Skip Backlog is a configuration option f...
Workflow Types: Overview and FAQ
Workflow Types define the purpose and behaviour of a process board. They determine whether a board is project-related, methodology-driven, or intende...