Workflow Enhancements and New Portal Branding Capabilities for IT Teams
The second part of our December release delivers a series of major upgrades across IT Asset Management (ITAM), IT Service Management (ITSM) and Onflo workflows, and the introduction of Customer Portal Branding. These updates give districts more automation, stronger security controls, and a more cohesive, district-branded experience for staff and students.
This release focuses on streamlining field operations, unifying workflow management across ITAM and Onflo, enabling location-based and MDM-triggered automation, tightening policy enforcement during batch check-in/checkout, and giving districts the power to fully brand their self-service portal.
Let’s dive in.
Customize the Look and Feel of Your Customer Portal
You can now customize the appearance of your customer portal and login screen with logos, favicons, and colors (primary, accent, and surface colors) to present a unified identity for students and staff accessing IT services.
A Unified and More Powerful Workflow Engine for ITAM + ITSM
Workflow creation has now been consolidated inside Asset Management, giving teams one place to build automations that span both asset and service management processes.
Choose where your workflow runs
When creating a workflow, you can now select the Module Name so you can manage both asset- and ticket-based automations in one unified workspace.
New location-based workflows
Asset management workflows can now use location-based triggers, such as automatically generating a ticket or sending an email to an agent if a new asset is assigned to their specific building or room.
In ticketing (service management), you can now use asset location to route tickets to site-specific agents. Actions appear in two categories—Update Ticket Details (change owner, priority, tags) and Perform Ticket Operations (add an internal comment, reply to customer, split tickets—for more precise automation control.
New MDM Command Workflow Actions
You can now trigger an MDM Lock or Wipe command directly through an Asset Management workflow—automatically wiping a device when its status changes to stolen or lost. MDM-triggered actions help safeguard devices the moment risks are detected.
Faster, Cleaner, More Controlled In-the-Field Asset Operations
We’ve introduced a new batch operations process paired with a configurable error-control system to support high-volume, in-the-field device check-in and checkout—especially during deployments, collections, and audits. These updates significantly improve the efficiency and auditability of physical asset inventory processes and ensure compliance with district policies by enforcing limis and automating status updates.
Configurable Error Control Workflows
Within Asset Management, you can now define how the system responds when a device fails validation during a batch check-in or checkout, such as when an asset has an ineligible status or is missing required attributes, or when a user exceeds maximum allowed assets. For each validation, you can enable automated resolution actions such as Update Status or Create Ticket.
Streamlined batch scanning
The new batch interface makes it easy to scan devices quickly to check them in to a storage location (building, room, container) or check them out to a user, providing real-time validation feedback and enforcing the configured error resolutions. Everything is logged, auditable, and aligned with the error resolutions you configure.
Ready to Get Started?
Onflo empowers your district to deliver exceptional customer service—all from one platform. If your district isn’t yet using these game-changing features to power your customer service, connect with your Client Success Manager to get started.
Stay up to date on the latest enhancements—catch up on previous Onflo updates.
As always, we value your feedback. If you have any questions, reach out to your Client Success Manager or our Client Care team.