User Experience   Workflow Portal

User mode To display a request follow-up form with a direct link you can use the following URL: http://yourwebsite/wfgen/show.aspx?QUERY=PROCESS_INSTANCE_FORM&ID_PROCESS_INST=1335 Supervisor/Administrator mode If you…

WorkflowGen comes standard with the Default skin, which can be found in the \wfgen\App_Themes\Default folder. You can modify the User Portal default CSS file according to your needs by editing the \wfgen\App_Themes\Defa…

The default User Portal banner is a basic HTML file named banner.html that you can modify, located in the \wfgen\App_Themes\Default\portal\banner folder. Code example: <html> <head> <title>WorkflowGen</titl…

Search results can be displayed using the Advanced View mode. This mode give you access to extended features that provide a high level of report customization, and allows you to view targeted information by filtering an…

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…

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…

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…

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…

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…