User Experience   Workflow Portal

Creating custom reports (7)

Advanced View Search results can be displayed in Advanced View mode. This mode lets you access extended features that provide a high level of report customization. All of the records found are retrieved from the server t…

How to use Quick Mass Approval (5)

WorkflowGen’s Quick Mass Approval feature lets you easily and quickly handle multiple approval requests at once, using buttons such as Yes, No, or Modify as enabled and defined by the process designer. To use Quick Ma…

Advanced View: Custom charts (2)

How it works The Custom charts feature lets you create customized charts with your data grid using JavaScript. You can create a chart with any chart library. Note: To use this feature, custom chart editing must be enabl…

About the Workflow Portal category (2)
How to use the Dashboard (2)

WorkflowGen’s Dashboard feature lets you create floating panels on your User Portal home page that you can arrange according to your needs. This way, all of your most important process and request information is availabl…

Advanced View: Custom columns (2)

You can write your own formulas or JavaScript functions to calculate values in your custom columns. See the following topics for instructions and examples: Custom columns: Formulas and custom dates/times Custom column…

How to display process data in the Home Page (1)
Custom Column (in view) access to User Profile data through javascript (2)
Where can users access to delegated access accounts (1)
Why still using iframes (5)
Searching request problem in user portal (1)
What are the default links on the user portal home page? (4)
Portal: Search: Advanced view: Overview (1)
WFG Portal - Search Issue (3)
Custom columns: JavaScript custom display functions (1)
Custom columns: Formulas and custom dates/times (1)
Custom columns: JavaScript computing (1)
Process Viewer Permission (2)
Portal: Style customization (1)
How do I change the Portal Banner Height? (1)
How to reassign an action to a user if it was incorrectly assigned to the wrong person (1)
How to sort dates in an Advanced View-to-Excel export (1)
I cannot initiate a new request in Test status in the Workflow Portal (2)
Quick View: Error message "File was not found" (1)
Portal: Multi process view: Display common process data (1)
Portal: Banner customization (1)
Portal: Redirect the search result to the follow-up form when there is only one item found (1)
Portal: IE10 in compatibility mode shows a blank page after a web form submit (1)
Can a user view an uploaded document via the form? (1)
Direct URL: How to display a request follow-up form in supervisor mode? (1)