Portal customization

###Banner

Example of a custom banner:


The WorkflowGen app banner can be customized via the Administration Module in the **Settings** section on the Configuration Panel **Portal** tab:


###Custom menus

You can create custom menus for the User Portal by creating and modifying the “portal.xml” XML file in the CustomMenu folder located in the \wwwroot\wfgen\App_Data\customMenus folder.

These custom menus will then be available as extra menu options on the User Portal home page.

###Stylesheets

The User Portal stylesheet can be customized to match your organization’s colors and styles. The CSS files are located in the \wfgen\App_Themes\Default\portal\css folder.

###Common process data


This parameter allows you to enter the same names and data types, which can then be used in a multi-process view.

For example, if you have process data such as CUSTOMER (TEXT) that are used in most of your processes, you can define these data as Portal common process data by entering them in the Common process data name list field.

Note: When entering multiple data types in this parameter, each data type must be separated by a comma.

###Integration using WorkflowGen URLs

####Launching a process

This starts a new request and launches the first action. WorkflowGen menus and banners are visible.

Example:

http://YOURSITE/wfgen/show.aspx?QUERY=START&P=INVEST_APP

####Launching the first action of a process from another website

This starts a new request and launches the first action. WorkflowGen menus and banners are visible. Redirection will be performed upon form submit.

Example:

http://YOURSITE/wfgen/show.aspx?QUERY=START&P=INVEST_APP&BACKURL_SUBMIT=http://www.mywebsite.com&BACKURL_CANCEL=http://www.mywebsite.com&FORM_BGCOLOR=white

####Start an action without the WorkflowGen portal

This launches an action that is the second or later action of a workflow. WorkflowGen menus and banner are hidden.

Example:

Action #2 of request #192 is launched

http://YOURSITE/wfgen/show.aspx?QUERY=APPLICATION_START&ID_PROCESS_INST=192&ID_ACTIVITY_INST=2&ID_APPLICATION=1&BACKURL_SUBMIT=http://www.mywebsite.com

####Launch a request follow-up form without the WorkflowGen portal

This launches the request follow-up form disconnected from the WorkflowGen portal. WorkflowGen menus and banner are hidden.

The SUPERUSER parameter is optional; set it to “Y” (as shown below) if you want to be able to access the follow-up form in Supervisor mode (as a WorkflowGen Administrator, or in a manager or supervisor role).

Example:

http://YOURSITE/wfgen/show.aspx?QUERY=PROCESS_INSTANCE_FORM&ID_PROCESS_INST=192&SUPERUSER=Y

####Launch an action follow-up form without the WorkflowGen portal

This launches the action follow-up form disconnected from the WorkflowGen portal. WorkflowGen menus and banner are hidden.

Example:

http://YOURSITE/wfgen/show.aspx?QUERY=ACTIVITY_INSTANCE_FORM&ID_PROCESS_INST=192&ID_ACTIVITY_INST=2

####Launch a graphical follow-up form without the WorkflowGen portal

This launches the graphical follow-up form disconnected from the WorkflowGen portal. WorkflowGen menus and banner are hidden. Drill-down to activities is disabled.

Example:

Display the graphical follow-up for request #192

http://YOURSITE/wfgen/show.aspx?QUERY=WFCANVAS_PROCESS_INSTANCE&ID_PROCESS_INST=192

####Display the portal inside another website

By using an iFrame you can embed the WorkflowGen User Portal inside another website. In this case, you have to define the URL of the “host” application in the Configuration Panel.

Settings: