Guides

Guides are step-by-step walkthroughs of common FlowLakes configuration work. Each one names its prerequisites, walks the exact screens and fields, and ends with a verification section so you know it worked. New guides are added with each release; the concept pages explain the ideas behind each screen.

Migration

• Migrate a service portfolio from ServiceNow or Jira: the three stages of moving one portfolio into FlowLakes, what you provide, what stays yours, and what FlowLakes does not yet replace.

Admin

• Create an approval policy: configure a self-triggering approval policy. You set the tables it governs, when it fires, the stages and approvers, and the record outcome on a decision.
• Refine your service desk setup: go beyond the Setup page’s defaults with a second team, a different clock per priority, an offering with its own SLA, and which notification rule tells whom.
• Connect Microsoft Intune: grant Graph permissions, sync managed devices into the CMDB, let an agent read device state, and decide which device actions a technician may approve.

Builder

• Create a catalog item: publish a Service Hub catalog item with the guided builder, from basic info through category and form, settings and approval, fulfillment tasks, and preview.

Agent designer

• Design an agent: create a FlowLakes agent from the guided builder, covering identity and charter, runtime contract, autonomy mode, tool grants, and the activation checklist.

Looking for orientation instead of a walkthrough? Start with the quickstarts.