Quick Flows

What is a Quick Flow?

A Banner Quick Flow is a user-defined list of validation forms. By setting up the forms in the order they are to be used, you can run the Quick Flow and progress through the forms quickly. You don't have to remember and type in all the form names one at a time.
Quick Flows can be easily created and changed.

In order to avoid confusion as to the owner of a Quick Flow defined within Banner, the following prefixes will be used by offices when defining a Quick Flow name on the Banner screen GTVQUIK.

Quick Flow Set-up

Before setting up a Quick Flow, you must first determine the reason for your Quick Flow and identify all the forms needed to complete the task.

(From the KSU (Banner) Data Standards Manual 1.1 12/7/2006, section 17.)

Define the Quick Flow

1. From the Banner General menu, launch the Quick Flow Definitions form.

2. Search for the new Quick Flow Code you created in the previous form.

3. Click Next.

4. In the Available Forms list, search for the forms you want to add to your Quick Flow.

5. When you find a form you want to use, highlight the form name and click on the right arrow icon; this will move the form into the Current Forms list located on the right.

6. Repeat the action in step 5 for all the forms you wish to add to your Quick Flow.

7. To Remove forms from your Current Forms list, highlight the form name and click the left arrow icon to move it back to the Available Forms list.

8. When you are finished, click Save.

NOTE Remember to add forms in the order that they are to be accessed in the Quick Flow.If you know the form name, you can also type it directly into the Current Forms list.

Using the Quick Flow

1. From the banner General menu, launch the Quick Flow Form.
2. Enter the Quick Flow Code (click the drop down arrow icon to search for Quick Flows by description).
3. Click Start; this opens the first form defined in your Quick Flow Set-up.
4. Fill in the form and save your data. Exit the form when you are finished; this will open the next form in the Quick Flow.
5. When you Exit the final form in the Quick Flow, the Quick Flow form GUAQFLW reappears.
6. Click on the Cancel button to return to the General Menu if you are finished, or click the Start button to perform the Quick Flow again.

NOTE You cannot bypass forms in a Quick Flow. All defined forms must be filled in or you will be asked if you want to quit the Quick Flow. Answer 'Y' for Yes.To exit the Quick Flow before you are finished, go to the File Menu and select Exit Quick Flow. The following forms cannot be added to a Quick Flow: GUAGMNU, GUAINIT, GUAQFLW, GSASECR, and any Query form (Q is the third letter in the form name).