Configuration Panel
Last updated
Last updated
The Configuration panel is used to configure the main WorkflowGen settings. It can be accessed from the Administration Module home page by clicking in the left menu or by using the URL http://[servername]/wfgen/admin/Config.aspx.
Access to the Configuration panel can be set in the WorkflowGen web.config configuration file, located in your site's \wfgen directory. To add Administrators, add their usernames (separated by commas) to the ApplicationConfigAllowedUsersLogin parameter. (The users must first have Administrator profiles.)
The Configuration panel contains the following tabs:
: General WorkflowGen settings (e.g. database connection string)
: User Portal settings (e.g. behavior, banner settings, etc.)
: Administration Module settings (e.g. language settings)
: Directory synchronization settings (e.g. logs, schedules)
: Integration settings (e.g. GraphQL, webhooks)
: Workflow application settings
: Remote approval settings (e.g. log file trace level, mail server)
: File size usage and request-related errors
: Product installation information page
This is the type of database that WorkflowGen is using (Microsoft SQL Server).
To test if the master database connection string entered is valid, click the Test button.
📌 SQL server example
The database scaling feature allows for the addition of database servers to significantly improve server performance and response times. The additional read-only replica database server can be used as a dedicated read-only server (SELECT SQL queries). The read-only database server is replicated from the existing primary database server.
The read-only replica database connection string. To test if the connection string entered is valid, click the Test button.
📌 SQL server example
Select the Enable checkbox to activate the database scaling feature.
If the Use the database for reading option is enabled, the checkboxes of the different Portal components will be activated. If checked, the components will use the read-only replica database. Otherwise, if left unchecked, they'll use the primary database.
If the Use the database for reading option is enabled, the checkboxes of the different Portal modules will be activated. If checked, the modules will use the read-only replica database. Otherwise, if left unchecked, they'll use the primary database.
The base URL of the web application. You can specify the protocol to use (HTTP or HTTPS), the IP or DNS name of the web server, and the TCP port of the website. To test if the value entered is valid, click the Test button.
📌 URL example: http://www.mycompany.com/
You can choose between two delivery methods: Server, which will use your SMTP server to send email notifications, and Pickup directory, which will save email notifications in a pickup folder.
Server:
Host name: The SMTP server address
Port: The SMTP server port; if not set, the SMTP connection will use the default SMTP port (25)
Use SSL/TLS: Check to enable SSL/TLS
Username: The username used for the SMTP connection
Password: The password used for the SMTP connection
Connection timeout (seconds): The time in seconds allowed before server connection timeout (default: 3)
Pickup directory: Specify the path of the pickup folder. This option requires that you set up an SMTP gateway or external SMTP service to retrieve and send email notifications.
To test the SMTP configuration, click the Test button and enter sender and recipient email addresses. An email will be sent to the address you entered.
The SMS provider (Twilio).
The Twilio API URL.
The Twilio account security identifier.
The Twilio authorization token.
The telephone number of the instant message sender to display.
Enables instant messaging logs.
Select the authentication mode used to log in to WorkflowGen:
IIS: Users are authenticated by IIS.
WorkflowGen: Authentication and user passwords are managed in WorkflowGen.
Custom: Authentication and user passwords are managed using your own custom .NET HTTP module.
Azure v1: OIDC-compliant Microsoft Entra ID (formerly Azure AD) authentication.
Auth0: OIDC-compliant Auth0 authentication.
ADFS: OIDC-compliant Active Directory Federation Services 2016 authentication.
Okta: OIDC-compliant Okta authentication.
Microsoft Identity Platform v2: OIDC-compliant Microsoft Identity Platform v2.0 authentication.
Gardian: OIDC-compliant Gardian authentication.
One-way Hashing (SHA256 FIPS Compliant) stores hashed account passwords in the WorkflowGen database, compatible with Windows FIPS enabled mode.
One-way Hashing (SHA256) stores hashed account passwords in the WorkflowGen database.
Version 5 (Legacy) uses the same password management mode as earlier versions of WorkflowGen.
Sets the maximum number of user login attempts before the account is locked. Enter 0 for unlimited attempts.
Sets the minimum length of user passwords.
You can specify a domain to remove from users' usernames when they log in to WorkflowGen. If this value is set to All, any domain name will be removed from the value.
The password management mode for directories, applications, SMTP server, and the Remote approval incoming mail server.
AES (FIPS Compliant) mode uses symmetric password encryption, compatible with Windows FIPS enabled mode.
Version 5 (Legacy) uses the legacy symmetric password management mode.
Password encryption key.
The Windows Service identity to use in order to run the WorkflowGen services.
Sets what time zone is selected by default on the user’s User Portal home page. This is used when creating a new user account, whether manually or by directory synchronization. Since it's used only for account creation, it won't override the current user’s selected time zone.
Specifies which weekdays are normally off. This is used by WorkflowGen to calculate process and action deadlines.
📌 Example: Selecting Saturday, Sunday will exclude these days from deadline calculations.
Specifies at which hour the workday begins (based on the current server time zone). This value is used by WorkflowGen to calculate process and action deadlines. It will be converted to GMT for calculations.
📌 Example: 8 specifies that deadlines are to start being calculated at 8:00 a.m. every day.
Specifies at which hour the workday ends (based on the current server time zone). This value is used by WorkflowGen to calculate the process and action deadlines. It will be converted to GMT for calculations.
📌 Example: 18 specifies that deadlines are to stop being calculated at 6:00 p.m. every day.
Specifies the time zone in which working hours begin and end.
Selects the country to be used to calculate the legal public holidays. This value is used by WorkflowGen to calculate the process and action deadlines, based on one of the DaysOff.*.resx files located in \wfgen\App_GlobalResources. These files can be updated and new ones can be created based on their regional settings. By default, it uses the DaysOff.en-US.resx resource file, which is based on the value of the EngineCountryDaysOff configuration setting in the WorkflowGen web.config file.
📌 Example: United States (English)
This value allows you to specify your custom days off.
📌 Example: 2/1, 11/1 specifies January 2nd and January 11th as holidays.
Defines the look and feel of the UI, including colors, margins, etc. The Administrator can use the default skin or manually edit the CSS files to create a different look.
Customizes the WorkflowGen word displayed in the User Portal.
📌 Example: Acme Flow
Defines the User Portal language. Selecting User preference allows the user to choose their language, but you can impose one by selecting it in the list, in which case the language selection option will be hidden in the User Portal user settings panel.
Uncheck this to display process and action descriptions instead of code names.
Enable this option to group processes by category in the drop-down list box used to switch to the single process view.
Enable this option to display URLs and email addresses as clickable links.
User calling cards are enabled by default. Uncheck this option to disable them.
URL of the banner displayed at the top of the User Portal.
📌 Example: http://www.mycompany.com/welcome.htm
Height of the banner (in pixels) displayed at the top of the User Portal.
📌 Example: 50
Display mode of the New request link on the User Portal home page. You can choose between:
Display requests
Display requests grouped by category
Display categories and hide processes
Maximum number of records to display in lists on the User Portal home page before switching to multiple pages.
Refresh rate (in seconds) of pop-up views displayed in the Dashboard.
Specifies if the search result is redirected to the follow-up form when there is only one item found.
Number of records displayed in different lists of the User Portal. Default: 10
Number of pages displayed in different lists of the User Portal. Default: 10
Limits the number of records displayed in a search or statistics (data) result list. Default: 1000
You can specify the maximum limit before a filter appears in user lists. Default: 100
Specifies the default width (in pixels) of the columns that display the associated data when the end-user UI is switched to the single-process view. Default: 150
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 a process data called CUSTOMER (TEXT) that is used in most of your processes, you can define it as Portal common process data by entering it in the Common process data name list field.
The following options are available for the Advanced view feature:
Display the result as a customizable report by default
Enable Quick approval by default: Enables the Display Quick approval buttons option in the Search form by default.
Enable custom column editing for process managers and supervisors
Enable custom column editing for standard users
Enable custom chart editing for process managers and supervisors
Enable custom chart editing for standard users
Enables or disables the Quick view functionality in the User Portal.
Specifies the process data value to display within the Quick view dialog box.
📌 Example: FORM_ARCHIVE
You can choose between two different mouse events to trigger the Quick view dialog box to open: Click (default) or Hover.
When a new request is launched, you can choose how WorkflowGen behaves from the following options:
Display the request follow-up form
Display the follow-up form of the first action
Start the first action
If this option is checked, the user has to confirm the launch of a new request.
Launch the action
Display the follow-up form of the action
Display the follow-up form of the request
Display the follow-up form of the request or the next action
Display the follow-up form of the request (except if action to assign)
Display the follow-up form of the request (except if action to do)
Display the list of actions to do
Display the list of actions to do or the next action
Display the list of actions to do (except if action to assign)
Display the list of actions to do (except if action to do)
Display the homepage
Display the homepage or the next action
Display the homepage (except if action to assign)
Display the homepage (except if action to do)
Display the homepage and expand the actions to do
Display the homepage and expand the actions to do or the next action
Display the homepage and expand the actions to do (except if action to assign)
Display the homepage and expand the actions to do (except if action to do)
Display the homepage and expand my requests in progress
Enable this option to return to the view when an action launched from it is completed.
Enable this option to display the action in the team actions list and allow it to be relaunched by another member from the follow-up form.
Specifies if the action completion treatment is processed in the background (threading). This option can sometimes improve the response time to the end user or prevent timeout issues, especially if there are large amounts of processing after a web form submission.
Enable this option to display ongoing actions in request lists.
Specifies the maximum number of days, hours, or minutes before deleting requests in progress that contain only one action that is not yet completed and assigned to the requester only. Defaults: 3 and days
The maximum number of simultaneous launches of the same process action. This parameter allows you to avoid simple loops at runtime.
📌 Example: 100
When this is selected, managers and supervisors can delete requests even if the process status is set to Active.
Uncheck this to hide data with empty values in the follow-up form.
Request data will be locked during the time period specified in order to avoid "competition" for access to the same data.
📌 Example: 5
This option enables or disables email notifications. This will affect all processes regardless of their status.
If this option is enabled, email notifications are sent even if the sender and recipient email addresses are the same.
If this parameter is enabled, email notifications are sent to the delegator and all the delegatees concerned. Otherwise, notifications are sent only to the delegatees.
Sets the default sender name for email notifications. If not set, the default sender email address will be displayed as the sender name.
Sets the default email sender for email notifications (this is only used if a notification is sent by the system).
📌 Example: workflowgen@mycompany.com
Default email address for replies to email notifications.
Maximum number of users to send email notifications to per notification.
📌 Example: 100
Maximum size of request attachments in megabytes.
If the user has no default or preferred language selected, this parameter is used to specify which language to use for email notification texts.
If this option is enabled, URLs and email addresses will be displayed as clickable links.
This sets the type of information stored in the notification log file:
0 – Disabled: No log file will be created.
1 – Errors only: The log file will display only information pertaining to errors.
2 – All notifications: The log file will contain information pertaining to errors and notifications, such as the time stamp and the recipient’s email address.
If this option is enabled, end-users can delegate their tasks to other WorkflowGen users. Otherwise, only Administrators are able to manage the delegation rules from the Administration Module.
This is used to specify the URL of the host application. For example, in SharePoint, you can create a web part to display and use the WorkflowGen User Portal or Administration Module in the same way as a stand-alone web browser. This way, a user can remain in the SharePoint portal and use WorkflowGen at the same time without having to work in separate windows.
In this case, you have to specify the host URL in order for WorkflowGen to function properly inside the SharePoint webpart.
This option will force WorkflowGen to throw an assignment exception error when a self-service action is assigned to an invalid user. You should design your process to handle assignment exceptions, otherwise it will halt your workflow.
Number of processes displayed in analytics reports.
📌 Example: 10
Number of users displayed in analytics reports.
📌 Example: 10
Number of actors displayed in analytics reports.
📌 Example: 10
Number of requesters displayed in analytics reports.
📌 Example: 10
Displays URLs and email addresses as clickable links.
You can choose between two different formats when exporting the results generated from a data statistics report. The available formats are:
Unicode text (tab separator): The values are separated by tab characters but the Unicode character range is supported.
CSV (comma-separated values): This format does not support Unicode characters.
✏️ Note: You can configure different separators for certain languages and/or cultures by modifying the CSVFieldDelimiter value in the language's \wfgen\App_GlobalResources\Advantys.Workflow.Web.UI.Portal.*.resx file.
Enables or disables User Portal comments.
Sets the total number of comments that can be displayed on the home page.
Sets the follow-up form comments list auto-refresh rate in milliseconds. Use the value 0 to disable the auto-refresh feature. Default: 300000 (5 minutes)
Sets the action runtime menu comments list window pop-up width size in pixels. Default: 380
Sets the action runtime menu comments list window pop-up height size in pixels. Default: 550
Sets the default comment list sort by field. Default: Date
Sets the default comment list sort order. Default: Ascending
Expand the comments view displays the comment list the first time the follow-up form is displayed. Default: unchecked (hidden)
Allows you to define the application language for the Administration Module. Selecting User preference allows users to choose their own language, but you can impose one by selecting a language from the list.
If Restrict name encoding to ANSI character set is checked, only ANSI characters are permitted in the "Name" fields. If this parameter is not checked, only special characters (', ", tab, space, %, /, \, *) are discarded.
Number of records displayed in lists of the Administration Module. Default: 100
Number of pages displayed in lists of the Administration Module. Default: 10
You can specify a maximum limit before a filter appears in the users’ lists. Default: 100
The databind data providers, separated by commas (,).
Sets the maximum number of undo operations in the form designer. Default: 30
Enable this option to keep actions in their respective participants' swim lanes in the workflow designer.
Sets the default language for conditions: JavaScript or VBScript.
When a new user is created, the language selected here will be applied to their profile as their default language.
Enables the deletion rules check for users, groups, and directories. Disable this option to improve list and form response times.
Disables process managers’ permissions to modify a global participant’s information (either via the process participants or while importing a process) such as name, description, and user/group/directory associations.
If this option is enabled, the directory synchronization will synchronize the group’s members only if the group is associated to at least one participant. This option is useful to reduce synchronization run time by skipping a group’s member synchronization when the group isn't used in a participant.
Defines the maximum number of account deletions per synchronization run. This option is useful for batch account deletion in order to optimize synchronization performance. The default is 0 (unlimited).
If Automatically delete old log files is enabled, the temporary XML files created by WorkflowGen are removed once the synchronization is complete.
If Display update entries in logs is enabled, the synchronization logs each action performed on the directory data.
Number of days before deleting the log files.
📌 Example: 31
If this is enabled, warnings will be displayed in the log files.
Day of the week to perform the automatic weekly synchronization.
📌 Example: Monday
Date of the month to perform the automatic monthly synchronization.
📌 Example: 1 for the 1st of the month)
Hour of the day to perform the automatic monthly synchronization (in 24-hour format).
Maximum page size for page number based pagination (default: 30; maximum: 100).
Default page number for page number based pagination (default: 1).
Default page size for page number based pagination (default: 30).
Enable GraphiQL (default: disabled).
Enable data caching.
Enable debug mode.
The query execution timeout in milliseconds.
The operation execution timeout in milliseconds.
The maximum number of operations per query.
The maximum file size to send in FILE type parameter URLs in kilobytes.
The maximum content size of FILE type parameters encoded in base64 (only recommended for small files, e.g. under 1 MB).
The local or remote folders where files used by FILE type parameters are stored.
You can disallow input file allowed folders by leaving this field empty, or allow certain folders only by entering comma-separated values according to the table below:
Value
Description
Empty
No folders allowed
*
All folders allowed
c:\*
All folders on drive c:
c:\Inetpub\*
All subfolders in a specific folder
c:\Inetpub\folder*
All c:\Inetpub folders whose names start with folder
📌 Examples:
c:\Inetpub\folder1
c:\Inetpub\folder1\abc
c:\Inetpub\folder2
c:\Inetpub\folder2\abc\def
Specific folder only
You can disallow file uploads using HTTP and/or HTTPS URLs by leaving this field empty, or allow certain URLs only by entering comma-separated values according to the table below:
Value
Description
Empty
No HTTP or HTTPS URLs allowed
*
All HTTP and HTTPS URLs allowed
https://*
HTTPS URLs only
http://*
HTTP URLs only
http://mydomain/*
HTTP from a specific domain only
http://mydomain/folder/*
HTTP from a specific folder only
http://mydomain/folder*
All files and folders whose names start with folder
📌 Examples:
http://mydomain/folderfile.jpg
http://mydomain/folder/file.jpg
http://mydomain/folder2/file.jpg
http://mydomain/folder/file.jpg
Specific file only
Enable debug mode.
The operation execution timeout in milliseconds.
The maximum file size limit for FILE type parameters.
The maximum content size of FILE type parameters encoded in base64 (only recommended for small files, e.g. under 1 MB).
The local or remote folders where files used by FILE type parameters are stored.
You can disallow input file allowed folders by leaving this field empty, or allow certain folders only by entering comma-separated values according to the table below:
Value
Description
Empty
No folders allowed
*
All folders allowed
c:\*
All folders on drive c:
c:\Inetpub\*
All subfolders in a specific folder
c:\Inetpub\folder*
All c:\Inetpub folders whose names start with folder
📌 Examples:
c:\Inetpub\folder1
c:\Inetpub\folder1\abc
c:\Inetpub\folder2
c:\Inetpub\folder2\abc\def
Specific folder only
You can disallow file uploads using HTTP and/or HTTPS URLs by leaving this field empty, or allow certain URLs only by entering comma-separated values according to the table below:
Value
Description
Empty
No HTTP or HTTPS URLs allowed
*
All HTTP and HTTPS URLs allowed
https://*
HTTPS URLs only
http://*
HTTP URLs only
http://mydomain/*
HTTP from a specific domain only
http://mydomain/folder/*
HTTP from a specific folder only
http://mydomain/folder*
All files and folders whose names start with folder
📌 Examples:
http://mydomain/folderfile.jpg
http://mydomain/folder/file.jpg
http://mydomain/folder2/file.jpg
http://mydomain/folder/file.jpg
Specific file only
Usernames (separated by commas) of users who have permissions to perform system or sensitive administration operations through the API, such as process management and deployment, participant management, user management, group management, raise exception, complete activity instance, or other regular API operations through impersonation.
DocuSign user ID. Corresponds to your DocuSign application's Integration Key value.
DocuSign user GUID. Corresponds to the API Username value in the DocuSign configuration panel.
DocuSign Auth server.
DocuSign values:
account.docusign.com (production)
account-d.docusign.com (demo)
DocuSign host server.
DocuSign values:
https://docusign.net (production)
https://demo.docusign.net (demo)
DocuSign RSA key. Corresponds to your DocuSign application's Private Key.
Sets the amount and type of information stored in the DOCUSIGNSEND notification log file:
0 – Disabled: None (no log file will be created)
1 – Error messages: Exception error messages only
2 – Information and error messages: Execution summary messages and exception error messages
3 – Full details for debugging: Execution summary messages and full detail exception messages
Sets the amount and type of information stored in the DOCUSIGNCHECK notification log file:
0 – Disabled: None (no log file will be created)
1 – Error messages: Exception error messages only
2 – Information and error messages: Execution summary messages and exception error messages
3 – Full details for debugging: Execution summary messages and full detail exception messages
Adobe Sign client ID. Corresponds to your Adobe Sign application's Client ID value.
Adobe Sign client secret. Corresponds your Adobe Sign application's Client secret value.
Adobe Sign host server. In general, the URL is composed as follows: https://api.naX.adobesign.com, where X is the server identifier.
Your application's refresh URL. The default value is /oauth/v2/token.
Sets the amount and type of information stored in the ADOBESIGNSEND notification log file:
0 – Disabled: None (no log file will be created)
1 – Error messages: Exception error messages only
2 – Information and error messages: Execution summary messages and exception error messages
3 – Full details for debugging: Execution summary messages and full detail exception messages
Sets the amount and type of information stored in the ADOBESIGNCHECK notification log file:
0 – Disabled: None (no log file will be created)
1 – Error messages: Exception error messages only
2 – Information and error messages: Execution summary messages and exception error messages
3 – Full details for debugging: Execution summary messages and full detail exception messages
Your Docaposte - Contralia account username.
Your Docaposte - Contralia account password.
Docaposte host server (e.g. https://test.contralia.fr:443).
Offer code. Available in My account > API access.
Organizational unit code. Available in My account > API access.
Sets the amount and type of information stored in the DOCAPOSTESEND notification log file:
0 – Disabled: None (no log file will be created)
1 – Error messages: Exception error messages only
2 – Information and error messages: Execution summary messages and exception error messages
3 – Full details for debugging: Execution summary messages and full detail exception messages
Sets the amount and type of information stored in the DOCAPOSTECHECK notification log file:
0 – Disabled: None (no log file will be created)
1 – Error messages: Exception error messages only
2 – Information and error messages: Execution summary messages and exception error messages
3 – Full details for debugging: Execution summary messages and full detail exception messages
Enable Remote approval.
Refresh interval for Remote approval email (in seconds). Default: 180
Enables Quick approval mode, which lets the user reply to approval emails on one line, without any other formatting necessary (the user can still leave an optional comment on the second line). Default: disabled
Enable this mode to use the action reference code in the subject line for validation. Default: disabled (recommended for greater security)
Enable this to enforce case sensitivity on email answers. Default: disabled
Sets the amount and type of information stored in the notification log file:
0 – Disabled: None (no log file will be created)
1 – General messages: Execution summary messages only
2 – Error messages: Exception error messages only
3 – General and error messages: Execution summary messages and exception error messages
4 – Full details for debugging (including Event Viewer): Execution summary messages and full detail exception messages (including Event Viewer information logs)
Sets the life span for temporary log files. Default: 1 day
Type of email server: POP, IMAP, Exchange 2007, Exchange 2010 and later (Exchange 2013, 2016, and 2019 are supported), or Exchange Online - Modern Authentication.
The address (or, if using Exchange 2007+, the name) of the server to receive emails. For Exchange Online, use outlook.office365.com or your own Exchange Online domain name.
The port number for an IMAP or POP connection (not required for Exchange 2007+ or Exchange Online).
Enables SSL (use SSL for Exchange 2007+). Default: SSL
Email address for Remote Approval to send and receive approval emails. For Exchange Online, use the email address of the Remote Approval Office user.
The username used to log in to the POP, IMAP, or Exchange 2007+ server. For Exchange Online, use the username of the Remote Approval Office user.
Password used to log in to the POP, IMAP, or Exchange 2007+ server.
Domain name of the incoming Exchange 2007+ account.
Application (client) ID from the Azure Portal.
A secret string that the application uses to prove its identity when requesting a token; can also be referred to as an application password.
Scope of the application, e.g. https://outlook.office365.com/.default&grant_type=client_credentials. Replace outlook.office365.com with your own Exchange Online domain name if needed.
Endpoint where the access token is provided, e.g. https://login.microsoftonline.com/{directory_tenant_ID}/oauth2/v2.0/token. Replace {directory_tenant_ID} with your own directory (tenant) ID from the Azure Portal.
The total size refers to the combined size of all the files on the server. The average size refers to the average size of the files on the server. The maximum size refers to the largest filerev on the server.
This refers to a request that is open, but with no follow-up action associated with it. It is an irregular request.
Displays a list of actions that have timed out.
Displays a list of errors that are not timeout errors.
The current version of the WorkflowGen installation.
The number of days left until the license expires and the expiration date.
The library versions used by the WorkflowGen application.
See the section for information on how to configure instant messaging in WorkflowGen.
CORS configuration is required to use the host application feature. See the section in the WorkflowGen Technical Guide for instructions on how to enable it.
Your application's refresh token (see the section).
See the section for information on setting up Remote approval, such as approval emails, actions, and questions.
This email server type supports authorization via the industry-standard OAuth 2.0 protocol for Exchange Online EWS servers. For the setup procedure, see the chapter in the guide.
