# Workflow Portal **URL:** https://discuss.workflowgen.com/c/user-experience/workflow-portal/32.md [Latest](https://discuss.workflowgen.com/latest.md) · [Categories](https://discuss.workflowgen.com/categories.md) · [Tags](https://discuss.workflowgen.com/tags.md) --- ## [Direct URL: How to display a request follow-up form](https://discuss.workflowgen.com/t/direct-url-how-to-display-a-request-follow-up-form/435)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [July 20, 2013, 8:57pm UTC](https://discuss.workflowgen.com/t/direct-url-how-to-display-a-request-follow-up-form/435 "2013-07-20T20:57:51Z")
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… --- ## [Portal: Style customization](https://discuss.workflowgen.com/t/portal-style-customization/440)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [November 22, 2013, 9:22pm UTC](https://discuss.workflowgen.com/t/portal-style-customization/440 "2013-11-22T21:22:06Z")
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… --- ## [Portal: Banner customization](https://discuss.workflowgen.com/t/portal-banner-customization/439)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [November 22, 2013, 9:19pm UTC](https://discuss.workflowgen.com/t/portal-banner-customization/439 "2013-11-22T21:19:32Z")
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: \ \ \WorkflowGen\ **Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [April 8, 2014, 12:03am UTC](https://discuss.workflowgen.com/t/portal-search-advanced-view-overview/442 "2014-04-08T00:03:51Z") 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… --- ## [Creating custom reports](https://discuss.workflowgen.com/t/creating-custom-reports/642)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 6\ **Last updated:** [August 6, 2019, 2:50pm UTC](https://discuss.workflowgen.com/t/creating-custom-reports/642 "2019-08-06T14:50:25Z")
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… --- ## [Advanced View: Custom columns](https://discuss.workflowgen.com/t/advanced-view-custom-columns/444)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [February 24, 2015, 10:52pm UTC](https://discuss.workflowgen.com/t/advanced-view-custom-columns/444 "2015-02-24T22:52:43Z")
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 use the Dashboard](https://discuss.workflowgen.com/t/how-to-use-the-dashboard/446)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [August 19, 2016, 3:22am UTC](https://discuss.workflowgen.com/t/how-to-use-the-dashboard/446 "2016-08-19T03:22:57Z")
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 charts](https://discuss.workflowgen.com/t/advanced-view-custom-charts/443)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [April 23, 2015, 8:50pm UTC](https://discuss.workflowgen.com/t/advanced-view-custom-charts/443 "2015-04-23T20:50:50Z")
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… --- ## [How to use Quick Mass Approval](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 7\ **Last updated:** [April 12, 2019, 2:48pm UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445 "2019-04-12T14:48:14Z")
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… --- ## [About the Workflow Portal category](https://discuss.workflowgen.com/t/about-the-workflow-portal-category/52)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [November 16, 2016, 10:26pm UTC](https://discuss.workflowgen.com/t/about-the-workflow-portal-category/52 "2016-11-16T22:26:36Z")
Discuss the Workflow Portal features. --- ## [How to add a company logo to the banner](https://discuss.workflowgen.com/t/how-to-add-a-company-logo-to-the-banner/428)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 1\ **Last updated:** [September 10, 2025, 2:57pm UTC](https://discuss.workflowgen.com/t/how-to-add-a-company-logo-to-the-banner/428 "2025-09-10T14:57:30Z")
To add a company logo to the banner, open the Configuration Panel in the Administration Module. On the Portal tab, add a URL to an HTML file or image file to the Customized banner URL field. You can also set the banner h… --- ## [Email templates in Outlook 2016](https://discuss.workflowgen.com/t/email-templates-in-outlook-2016/2223)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 1\ **Last updated:** [August 14, 2024, 7:24pm UTC](https://discuss.workflowgen.com/t/email-templates-in-outlook-2016/2223 "2024-08-14T19:24:54Z")
The new email templates look really bad in Outlook 2016. Have you stopped supporting Outlook 2016 in version 9? Have a look: --- ## [Version 9 Refine Search](https://discuss.workflowgen.com/t/version-9-refine-search/2227)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 3\ **Last updated:** [August 14, 2024, 12:08pm UTC](https://discuss.workflowgen.com/t/version-9-refine-search/2227 "2024-08-14T12:08:01Z")
In the version 9 UI, the refine search does not work. If you refine the search by selecting a data filter, the value field is ignored and reset to blank. --- ## [Version 9 UI issues](https://discuss.workflowgen.com/t/version-9-ui-issues/2224)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 6\ **Last updated:** [August 5, 2024, 12:11pm UTC](https://discuss.workflowgen.com/t/version-9-ui-issues/2224 "2024-08-05T12:11:54Z")
Text overlapping each other makes it really hard to figure what is what. Maybe hide the overflow? --- ## [Search fields](https://discuss.workflowgen.com/t/search-fields/2058)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 1\ **Last updated:** [May 27, 2022, 1:32am UTC](https://discuss.workflowgen.com/t/search-fields/2058 "2022-05-27T01:32:55Z")
Is it possible to have the requester in the search results? Right now, this only works if you search in supervisor mode. Is it possible to have the requester in user mode? --- ## [How to set default value of a drop-down list?](https://discuss.workflowgen.com/t/how-to-set-default-value-of-a-drop-down-list/2054)
**Author:** [@oxrpxowqiepb](https://discuss.workflowgen.com/u/oxrpxowqiepb)\ **Replies:** 1\ **Last updated:** [May 13, 2022, 7:04pm UTC](https://discuss.workflowgen.com/t/how-to-set-default-value-of-a-drop-down-list/2054 "2022-05-13T19:04:14Z")
In the drop-down list you can select how to filter the view - less than a certain value, equal, not equal etc. The default value ist less than. Is there a possibility to set this default value to “equal”? --- ## [Search actions by the real assignee's username or lastname](https://discuss.workflowgen.com/t/search-actions-by-the-real-assignees-username-or-lastname/1921)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 0\ **Last updated:** [August 17, 2021, 2:11pm UTC](https://discuss.workflowgen.com/t/search-actions-by-the-real-assignees-username-or-lastname/1921 "2021-08-17T14:11:08Z")
Is there a way to search actions by the real assignee? Right now, I can only filter the assignee but what if I want to search the actions that were closed on behalf of the assignee? --- ## [Why still using iframes](https://discuss.workflowgen.com/t/why-still-using-iframes/1012)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 6\ **Last updated:** [March 9, 2021, 6:00pm UTC](https://discuss.workflowgen.com/t/why-still-using-iframes/1012 "2021-03-09T18:00:27Z")
I always wondered when WorkflowGen will stop using iframes for the portal and admin UI. Is there a plan to get rid of those iframes in the future? In my opinion, it makes the design of the app look old and outdated. An… --- ## [Where can users access to delegated access accounts](https://discuss.workflowgen.com/t/where-can-users-access-to-delegated-access-accounts/1279)
**Author:** [@qpomarel](https://discuss.workflowgen.com/u/qpomarel)\ **Replies:** 2\ **Last updated:** [December 21, 2020, 1:42pm UTC](https://discuss.workflowgen.com/t/where-can-users-access-to-delegated-access-accounts/1279 "2020-12-21T13:42:45Z")
In WorkflowGen, a user can delegate their process permissions (e.g. create request, complete action) to another user. To use process permissions delegated to you, first connect to the WorkflowGen User Portal using your … --- ## [Is it possible to search requests by attachment content?](https://discuss.workflowgen.com/t/is-it-possible-to-search-requests-by-attachment-content/1666)
**Author:** [@marinam](https://discuss.workflowgen.com/u/marinam)\ **Replies:** 7\ **Last updated:** [September 4, 2020, 12:02pm UTC](https://discuss.workflowgen.com/t/is-it-possible-to-search-requests-by-attachment-content/1666 "2020-09-04T12:02:55Z")
Hi @eddy.daouk, Is it possible to find some request in Search based on the information (key words) provided in the attachment (that can be for example word or excel document)? Thank you! --- ## [Maximum number of records displayed in lists](https://discuss.workflowgen.com/t/maximum-number-of-records-displayed-in-lists/1681)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 3\ **Last updated:** [September 1, 2020, 10:18pm UTC](https://discuss.workflowgen.com/t/maximum-number-of-records-displayed-in-lists/1681 "2020-09-01T22:18:42Z")
Is there a way to not have a limit? Why not show the data of large datasets using pages? Supervisors need to easily see ALL requests. Is this not possible? I receive so many complaints about this limitation. Thanks --- ## [Quick Mass Approval Error 500](https://discuss.workflowgen.com/t/quick-mass-approval-error-500/1640)
**Author:** [@ksjari](https://discuss.workflowgen.com/u/ksjari)\ **Replies:** 2\ **Last updated:** [June 22, 2020, 7:07pm UTC](https://discuss.workflowgen.com/t/quick-mass-approval-error-500/1640 "2020-06-22T19:07:09Z")
Getting Error 500: object reference not set to an object after clicking on Submit button. --- ## [View with period set to "This month"](https://discuss.workflowgen.com/t/view-with-period-set-to-this-month/1632)
**Author:** [@ParadimeWeb](https://discuss.workflowgen.com/u/ParadimeWeb)\ **Replies:** 1\ **Last updated:** [May 21, 2020, 3:45pm UTC](https://discuss.workflowgen.com/t/view-with-period-set-to-this-month/1632 "2020-05-21T15:45:52Z")
Hello, I have a view where I filter on the date of creation and set the period to “This month”. The idea is to be able to easily view requests from this month. I notice after saving the view, that it is not dynamic. Th… --- ## [Custom columns: JavaScript computing](https://discuss.workflowgen.com/t/custom-columns-javascript-computing/843)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [August 14, 2017, 6:37pm UTC](https://discuss.workflowgen.com/t/custom-columns-javascript-computing/843 "2017-08-14T18:37:53Z")
This functionality requires you to have basic JavaScript knowledge. Import formula to JavaScript This button will take your pre-existing formula (from the Formula tab) and translate it to functional JavaScript, as long … --- ## [Portal: Redirect the search result to the follow-up form when there is only one item found](https://discuss.workflowgen.com/t/portal-redirect-the-search-result-to-the-follow-up-form-when-there-is-only-one-item-found/438)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [October 23, 2013, 11:50pm UTC](https://discuss.workflowgen.com/t/portal-redirect-the-search-result-to-the-follow-up-form-when-there-is-only-one-item-found/438 "2013-10-23T23:50:18Z")
A new feature is available as of WorkflowGen version 5.6.1 to define the behavior of search results. By default, when a search returns only one record, WorkflowGen automatically redirects the user to the corresponding r… --- ## [Portal: IE10 in compatibility mode shows a blank page after a web form submit](https://discuss.workflowgen.com/t/portal-ie10-in-compatibility-mode-shows-a-blank-page-after-a-web-form-submit/437)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [August 15, 2013, 8:56pm UTC](https://discuss.workflowgen.com/t/portal-ie10-in-compatibility-mode-shows-a-blank-page-after-a-web-form-submit/437 "2013-08-15T20:56:26Z")
This is a known issue with Internet Explorer 10 in compatibility mode that has been corrected as of WorkflowGen version 5.6. For the previous versions, you can apply the following fix: Edit the \\wfgen\\js\\portal\\app.j… --- ## [Can a user view an uploaded document via the form?](https://discuss.workflowgen.com/t/can-a-user-view-an-uploaded-document-via-the-form/436)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [July 20, 2013, 11:32pm UTC](https://discuss.workflowgen.com/t/can-a-user-view-an-uploaded-document-via-the-form/436 "2013-07-20T23:32:06Z")
When a form is displayed, the Data menu item at the top of the screen will allow you to view any attachments that have been added to the request. --- ## [I’m getting a security error when trying to view statistics displayed as a chart](https://discuss.workflowgen.com/t/i-m-getting-a-security-error-when-trying-to-view-statistics-displayed-as-a-chart/431)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [September 2, 2008, 12:57am UTC](https://discuss.workflowgen.com/t/i-m-getting-a-security-error-when-trying-to-view-statistics-displayed-as-a-chart/431 "2008-09-02T00:57:00Z")
Issue When using Internet Explorer 6 or 7, I get a JavaScript security error (Access is denied) when trying to view statistics displayed as a chart. Solution To resolve this issue, make sure the proper DNS or server nam… --- ## [Why don’t the links in the WorkflowGen user module work?](https://discuss.workflowgen.com/t/why-don-t-the-links-in-the-workflowgen-user-module-work/432)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [June 9, 2009, 6:13am UTC](https://discuss.workflowgen.com/t/why-don-t-the-links-in-the-workflowgen-user-module-work/432 "2009-06-09T06:13:00Z")
Note: Microsoft Windows Server 2008 is no longer supported as of WorkflowGen version 7.11.0. We recommend migrating to Windows Server 2012 or later. Issue Why dont the links in the WorkflowGen user modulework? When I c… --- ## [How to unlock data when a user closes their browser without closing a launched process action](https://discuss.workflowgen.com/t/how-to-unlock-data-when-a-user-closes-their-browser-without-closing-a-launched-process-action/424)
**Author:** [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\ **Replies:** 0\ **Last updated:** [February 9, 2006, 9:46pm UTC](https://discuss.workflowgen.com/t/how-to-unlock-data-when-a-user-closes-their-browser-without-closing-a-launched-process-action/424 "2006-02-09T21:46:26Z")
You can manage the data lock timeout through the Administration Module. On the Portal tab in the Configuration Panel, set the Request data lock timeout for concurrent applications (minutes) value. Once the process data … [Next page](https://discuss.workflowgen.com/c/user-experience/workflow-portal/32.md?page=1)