User Experience   Workflow Portal


Topic Replies Created
How to use Quick Mass Approval

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…

9 July 15, 2016
Creating custom reports

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…

7 December 29, 2016
Advanced View: Custom charts

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…

2 April 23, 2015
About the Workflow Portal category 2 November 16, 2016
How to use the Dashboard

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…

2 August 19, 2016
Advanced View: Custom columns

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…

2 February 24, 2015
Is there a way to set up a view that shows process instances that are overdue? 2 March 5, 2019
All processes dropdown design 2 March 1, 2019
Portal: Banner customization 1 November 22, 2013
Custom Column (in view) access to User Profile data through javascript 4 January 31, 2019
How to display process data in the Home Page 1 February 1, 2019
Where can users access to delegated access accounts 1 January 24, 2019
Why still using iframes 5 April 5, 2018
Searching request problem in user portal 1 October 12, 2018
What are the default links on the user portal home page? 4 May 21, 2018
Portal: Search: Advanced view: Overview 1 April 8, 2014
WFG Portal - Search Issue 3 December 22, 2017
Custom columns: JavaScript custom display functions 1 August 14, 2017
Custom columns: Formulas and custom dates/times 1 August 14, 2017
Custom columns: JavaScript computing 1 August 14, 2017
Process Viewer Permission 2 August 4, 2017
Portal: Style customization 1 November 22, 2013
How do I change the Portal Banner Height? 1 April 3, 2008
How to reassign an action to a user if it was incorrectly assigned to the wrong person 1 August 19, 2008
How to sort dates in an Advanced View-to-Excel export 1 January 3, 2017
I cannot initiate a new request in Test status in the Workflow Portal 2 November 18, 2016
Quick View: Error message "File was not found" 1 November 18, 2016
Portal: Multi process view: Display common process data 1 February 20, 2014
Portal: Redirect the search result to the follow-up form when there is only one item found 1 October 23, 2013
Portal: IE10 in compatibility mode shows a blank page after a web form submit 1 August 15, 2013