LoopfourKey concepts
Learn the handful of words used across Loopfour, such as workflow, trigger, step, run and approval, and the five verbs of building one.
Loopfour uses a small set of words. Learn these and the rest of the docs read easily. Each term below has a plain meaning and what it is like in accounting.
The core terms
The five verbs of building a workflow
Connect
Connect the systems the workflow reads from and writes to, under Integrations.Build
Copy a template, describe the job in chat, or add steps yourself in the editor.Deploy
Press Deploy in the editor. The workflow becomes Active and its trigger is switched on.Test
Press Run once yourself and check each step of that run.Review
Watch Runs, decide on Approvals, and use the Audit trail as evidence.
Studio runs only deployed workflows, so your first test run comes after Deploy. Deploying also switches the trigger on. A test run does real work: if the workflow sends emails or posts entries, those happen too.
The states of a workflow
The My workflows tab under Workflows filters workflows by state:
| State | What it means |
|---|---|
| Draft | Saved but not live. Its trigger does not start it, and Run does not run it. |
| Active | Deployed. Its trigger can start it, and you can press Run. |
| Paused | Taken offline. It keeps its setup but does not run until you deploy it again. |
| Archived | Put away. It cannot run. If you unarchive it, it comes back as a draft and needs deploying again. |
Where each thing lives in Studio
| You want to | Go to |
|---|---|
| Ask Loopfour to build or explain something | Home |
| Find, copy or open a workflow | Workflows (tabs My workflows and Templates) |
| Connect a system | Integrations |
| Approve or reject a request | Approvals |
| See what happened in each run | Runs |
| Show evidence of who did what | Runs, then the Audit trail tab |
| Keep working data or documents | Tables and Files |
| Track results in charts | Dashboards |
| Invite people | Settings, then Team |
A tour of Studio walks through each area. The Glossary lists the rest.
Next
What is Loopfour
See what Loopfour does for a finance team: the stages of a workflow, from the event that starts it to the record it leaves behind for review.
A tour of Studio
Find your way around Studio: what each area in the sidebar is called, what you do there, and where to go for workflows, runs and approvals.