Configuration Panel
Overview
The Configuration Panel is used to configure the main settings for the WorkflowGen application. It can be accessed from the home page of the Administration Module or from 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 the \wfgen directory of your site. To add administrators, add their user names (separated by commas) to the ApplicationConfigAllowedUsersLogin parameter. (The users must first have administrator profiles.)
The Configuration Panel is divided into the following tabs:
General: General WorkflowGen settings (e.g. database connection string)
Portal: User Portal settings (e.g. behavior, banner settings, etc.)
Administration: Administration Module settings (e.g. language settings)
Directory synchronization: Directory synchronization settings (e.g. logs, schedules)
Integration: Integration settings (e.g. GraphQL, webhooks)
Remote Approval: Remote Approval settings (e.g. log file trace level, mail server)
Diagnostic: File size usage and request-related errors
Product information: Product installation information page
General
Database
Type
This is the type of database that WorkflowGen is using (Microsoft SQL Server).
Master database connection string
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 master.
To test if the master database connection string entered is valid, click the Test button.
š SQL server example
Read-only database connection string
The read-only replica database connection string. To test if the connection string entered is valid, click the Test button.
š SQL server example
Multi-database
Select the Enable checkbox to activate the database scaling feature.
Portal
If the multi-database option is enabled, the checkboxes of the different Portal components will be activated. If checked, the different components will use the read-only replica database. Otherwise, if left unchecked, it will use the primary database.
Modules
If the multi-database option is enabled, the different Portal modules will be activated. If checked, the different modules will use the read-only replica database. Otherwise, if left unchecked, it will use the primary database.
Address
Web application URL (required)
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/or the TCP port of the website. To test if the value entered is valid, click the Test button.
š URL example: http://www.mycompany.com/
SMTP
SMTP server
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.
Instant messaging
See the SENDMESSAGE workflow application section for information on how to configure instant messaging in WorkflowGen.
Provider
The SMS provider (Twilio).
API URL
The Twilio API URL.
Account SID
The Twilio account security identifier.
Auth token
The Twilio authorization token.
Sender phone number
The telephone number of the instant message sender to display.
Logs
Enables instant messaging logs.
Authentication
Mode
Select the authentication mode used to log in to WorkflowGen:
IIS: Users are authenticated by IIS.
Windows: Authentication and user passwords are managed in Windows.
WorkflowGen: Authentication and user passwords are managed in WorkflowGen.
Custom: Authentication and user passwords are managed using your own custom .NET HTTP module.
Microsoft Identity Platform: OIDC-compliant Microsoft Identity Platform v2.0 authentication.
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.
Password management mode
Version 5 (Legacy) uses the same password management mode as earlier versions of WorkflowGen.
One-way Hashing (SHA256) stores hashed account passwords in the WorkflowGen database.
One-way Hashing (SHA256 FIPS compliant) stores hashed account passwords in the WorkflowGen database, compatible with Windows FIPS enabled mode.
Maximum login attempts
Sets the maximum number of user login attempts before the account is locked. Enter 0 for unlimited attempts.
Minimum password length
Sets the minimum length of user passwords.
Remove domain name prefix from the username (required)
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.
Security
Configuration password management mode
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.
Web apps secure mode
Enables data encoding in the communication between WorkflowGen and the web form (.NET ASPX). This feature has been available for the built-in form designer, as well as any web forms using the WorkflowGen.My and WorkflowFileUpload libraries.
Workflow engine service default identity (required)
The Windows Service identity to use in order to run the WorkflowGen services.
System operations allowed users (usernames separated by commas)
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.
Working days and hours
New user default time zone
Sets what time zone is selected by default on the userās home page on the Portal module. This is used when creating a new user account, whether manually or by directory synchronization. Since it is used only for account creation, it will not override the current userās selected time zone.
Weekdays off (optional)
Specifies which weekdays are normally off. This is used by WorkflowGen to calculate process and action deadlines.
š Example: Selecting Saturday, Sunday will exclude these days from deadline calculations.
Working hours begin (required)
Specifies at which hour the workday begins (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.
š Example: 8 specifies that deadlines are to start being calculated at 8:00 a.m. every day.
Working hours end (required)
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.
š Example: 19 specifies that deadlines are to stop being calculated at 7:00 p.m. every day.
Working hours time zone
Specifies the time zone in which working hours begin and end.
Days off country (required)
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.
š Example: United States (English)
Special days off (d/m separated by comma (,)) (optional)
This value allows you to specify your custom days off.
š Example: 2/1, 11/1 specifies January 2nd and January 11th as holidays.
Skin
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.
Portal
Display
Application name (required)
Customizes the WorkflowGen word that is displayed in the User Portal.
š Example: Acme Flow
Application language
Defines the 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 Portal User settings panel.
Display code names
Uncheck this to display process and action descriptions instead of code names.
Number of records per page displayed in lists (required)
Number of records displayed in different lists of the User Portal. Default: 10
Number of pages displayed in lists (required)
Number of pages displayed in different lists of the User Portal. Default: 10
Maximum number of records displayed in lists (required)
Limits the number of records displayed in a search or statistics (data) result list. Default: 1000
Maximum number of users in a list before filtering by name (required)
You can specify the maximum limit before a filter appears in user lists. Default: 100
Display new request in the home page
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
When a request is launched
When a new request is launched, you can choose how WorkflowGen behaves from the following:
Display the request follow-up form
Start the first action
Display the follow-up form of the first action
Request launching
If this parameter is checked, the user has to confirm the launch of the new request.
When clicking on an action to do
Display the follow-up form of the action
Launch the action
When an action is completed
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
Action completion mode
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.
Maximum number of records in home page list (required)
Maximum number of records in lists on the User Portal home page before showing pages.
Customized banner URL
URL of the banner displayed at the top of the User Portal.
š Example: http://www.mycompany.com/welcome.htm
Customized banner height (optional)
Height of the banner (in pixels) displayed at the top of the User Portal.
š Example: 50
Search redirection
Specifies if the search result is redirected to the follow-up form when there is only one item found.
Advanced view
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
Link and email address formatting
Displays URLs and email addresses as clickable links.
Process grouping
Specifies if the processes are grouped by category in the drop-down list box used to switch to the single process view.
Default process data column size (required)
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
Quick View: Activate Quick View
Allows you to enable or disable the Quick View functionality in the User Portal.
Quick View data name
Specifies the process data value to display within the Quick View dialog box.
š Example: FORM_ARCHIVE
Display Quick View on mouse event
You can choose between two different events to trigger the Quick View dialog box to open: Click (Default) or Hover.
Common process data name list
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.
When entering multiple data types in this parameter, each data type must be separated by a comma.
Calling card
User calling cards are enabled by default. Uncheck this to disable calling cards.
Request
Delete ghost requests that are older than (required)
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
Maximum number of simultaneous instance creations per action (required)
The maximum number of simultaneous launches of the same process action. This parameter allows you to avoid simple loops at runtime.
š Example: 100
Request deletion
When this is selected, managers and supervisors can delete requests even if the process status is set to Active.
Associated data
Uncheck this to hide data with empty values in the follow-up form.
Request data lock timeout for concurrent applications (minutes) (required)
Request data will be locked during the time period specified in order to avoid "competition" for access to the same data.
š Example: 5
User notification
Email notification
Activate email notification: This parameter allows you to enable or disable email notifications. This will affect all processes regardless of their status.
Notify the user when they are both the sender and recipient of the notification: If this parameter is enabled, email notifications are sent even if the sender and recipient email addresses are the same.
Default sender name (optional)
Sets the default sender name for email notifications. If not set, the default sender email address will be displayed as the sender name.
Default sender email (required)
Sets the default email sender for email notifications. This is only used if a notification is sent by the system.
š Example: workflowgen@mycompany.com
Default reply-to email (required)
Default email address for replies to email notifications.
Maximum number of users to notify per notification (required)
Maximum number of users to send email notifications to per notification.
š Example: 100
Maximum attachment size (MB) (required)
Maximum size of attachments to requests in megabytes.
Notification default language
If the user has no default or preferred language selected, this parameter is used to specify which language to use for the email notification texts.
Link and email address formatting
Displays URLs and email addresses as clickable links.
Log level
This sets the type of information stored in the notification log file.
0 ā Disabled: No log file will be created.
1 ā Errors only: The log file will display only information pertaining to errors.
2 ā All notifications: The log file will contain information pertaining to errors and notifications, such as the time stamp and the recipientās email address.
Delegation
Activate user delegation
If this parameter is checked, end-users can delegate their tasks to other WorkflowGen users. Otherwise, only administrators are able to manage the delegation rules from the Administration Module.
Host application
This is used to specify the URL of the host application. For example, in SharePoint, you can create a webpart 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.
CORS configuration is required to use the host application feature. See the Cross-origin resource sharing (CORS) section in the WorkflowGen Technical Guide for instructions on how to enable it.
Security
Throw an exception when a self service assignment error occurs
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.
Statistics
Number of processes displayed in report (required)
Number of processes displayed in statistic reports.
š Example: 10
Number of users displayed in report (required)
Number of users displayed in statistic reports.
š Example: 10
Number of actors displayed in report (required)
Number of actors displayed in statistic reports.
š Example: 10
Number of requesters displayed in report (required)
Number of requesters displayed in statistic reports.
š Example: 10
Link and email address formatting
Displays URLs and email addresses as clickable links.
Export format
You can choose between two different formats when exporting the results generated from a data statistics report. The available formats are:
CSV (comma-separated values): This format does not support Unicode characters. āļø Note: You can configure different separators for certain languages and/or cultures by modifying the
CSVFieldDelimitervalue in the language's\wfgen\App_GlobalResources\Advantys.Workflow.Web.UI.Portal.*.resxfile.Unicode text (tab separator): The values are separated by tab characters but the Unicode character range is supported.
Comments
Activate portal comments
Enables or disables User Portal comments.
Maximum number of comments displayed on the home page
Sets the total number of comments that can be displayed on the home page.
Auto-refresh frequency (required)
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)
Window pop-up width (required)
Sets the action runtime menu comments list window pop-up width size in pixels. Default: 380
The following corresponding style widths must be updated separately in the Portalās Cascading Style Sheet (\App_Themes\Default\portal\css\Default.css) when the pop-up width is changed:
div.CommentsViewOpenedRightAligndiv.CommentsViewSubOpenedRightAligndiv.CommentsViewOpenedPopUpRightAligndiv.CommentsViewSubOpenedPopUpRightAlign.CommentsListHeader .ListRow .CellOpenedRightAlign.CommentsList .ListRow .ListCell .Comment .Row .CellHeader.CommentsListInput .ListRow .ListCell .NewComment .Row .Cell .TextArea
Window pop-up height (pixels) (required)
Sets the action runtime menu comments list window pop-up height size in pixels. Default: 550
The following corresponding style heights must be updated separately in the Portalās Cascading Style Sheet (\App_Themes\Default\portal\css\Default.css) when the pop-up height is changed.
div.CommentsListBodyPopUpdiv.CommentsListBodyPopUpHiddendiv.CommentsListBodyPopUpReadOnlydiv.CommentsListBodyPopUpReadOnlyHidden
Default sort field
Sets the default comment list sort by field. Default: date
Default sort order
Sets the default comment list sort order. Default: ascending
Default display mode
Expand the comments view displays the comment list the first time the follow-up form is displayed. Default: unchecked (hidden)
Administration
Display
Application language
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.
Number of records displayed in lists (required)
Number of records displayed in lists of the Administration Module. Default: 100
Number of pages displayed in lists (required)
Number of pages displayed in lists of the Administration Module. Default: 10
Maximum number of users in a list before filtering by name (required)
You can specify a maximum limit before a filter appears in the usersā lists. Default: 100
Name encoding restriction (required)
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.
Workflow
Associate actions with participants in swim lanes
Enable this option to keep actions in their respective participants' swim lanes in the workflow designer.
Default condition language
Sets the default language for conditions: JavaScript or VBScript.
Form
Databind data providers
The databind data providers, separated by commas (,).
Maximum number of undo operations (required)
Sets the maximum number of undo operations in the form designer. Default: 30
User
New user default language
When a new user is created, the language selected here will be applied to their profile as their default language.
Check deletion rules when displaying users, groups, and directories
Enables the deletion rules check for users, groups, and directories. Disable this option to improve list and form response times.
Security
Restrict process managers from editing global participants
Disables process managersā permissions to modify a global participantās information (either via the process participants or while importing a process) such as name, description, and user/group/directory associations.
Even if this option is enabled, process managers cannot create new global participants.
Directory synchronization
General
Synchronize only group members that are associated with a participant
If this option is enabled, the directory synchronization will synchronize the groupās members only if the group is associated to at least one participant. This option is useful to reduce synchronization run time by skipping a groupās member synchronization when the group is not used in a participant.
Maximum number of users to delete per synchronization cycle (required)
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).
Logs
Remove temporary files
If Automatically delete old log files is selected, the temporary XML files created by WorkflowGen are removed once the synchronization is complete.
Detailed report
If Display Update entries in logs is selected, the synchronization logs each action performed on the directory data.
Keep log files history for (days) (required)
Number of days before deleting the log files.
š Example: 31
Display warnings in logs
If this is selected, warnings will be displayed in the log files.
Automatic synchronization
Week day for the weekly synchronization
Day of the week to perform the automatic weekly synchronization.
š Example: Monday
Month date for the monthly synchronization
Date of the month to perform the automatic monthly synchronization.
š Example: 1 for the 1st of the month
Start synchronization at
Hour of the day to perform the automatic monthly synchronization (in 24-hour format).
Integration
GraphQL
Maximum page size
Maximum page size for page number based pagination (default: 30; maximum: 100).
Default page number
Default page number for page number based pagination (default: 1).
Default page size
Default page size for page number based pagination (default: 30).
GraphiQL
Enable GraphiQL (default: disabled).
Data caching
Enable data caching.
Debug mode
Enable debug mode.
Query timeout (ms)
The query execution timeout in milliseconds.
Operation timeout (ms)
The operation execution timeout in milliseconds.
Maximum operations per query
The maximum number of operations per query.
Maximum input file size (kB)
The maximum file size to send in FILE type parameter URLs in kilobytes.
Maximum input file content size (kB)
The maximum content size of FILE type parameters encoded in base64 (only recommended for small files, e.g. under 1 MB).
Input file allowed folders (comma separated values)
The local or remote folders where files used by FILE type parameters are stored.
When using file uploads, you don't need to add the original file folder to this setting.
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:
Input file allowed HTTP URLs
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:
Webhooks
Debug mode
Enable debug mode.
Operation timeout (ms)
The operation execution timeout in milliseconds.
Maximum input file size (kB)
The maximum file size limit for FILE type parameters.
Maximum input file content size (kB)
The maximum content size of FILE type parameters encoded in base64 (only recommended for small files, e.g. under 1 MB).
Input file allowed folders (comma separated values)
The local or remote folders where files used by FILE type parameters are stored.
When using file uploads, you don't need to add the original file folder to this setting.
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:
Input file allowed HTTP URLs
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:
Security
System operations allowed users (usernames separated by commas)
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.
Remote Approval
See the Remote Approval section for information on setting up Remote Approval, such as approval emails, actions, and questions.
Remote Approval
Activate
Enable Remote Approval.
Refresh interval (seconds) (required)
Refresh interval for Remote Approval email (in seconds). Default: 180
Quick mode
Enables Quick 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
Subject line validation
Enable this mode to use the action reference code in the subject line for validation. Default: disabled (recommended for greater security)
Case sensitive answer
Enable this to enforce case sensitivity on email answers. Default: disabled
Log file trace level
Sets the amount and type of information stored in the notification log file:
0 ā Disabled: None (no log file will be created)
1 ā General messages: Execution summary messages only
2 ā Error messages: Exception error messages only
3 ā General and error messages: Execution summary messages and exception error messages
4 ā Full details for debugging (including Event Viewer): Execution summary messages and full detail exception messages (including Event Viewer information logs)
Log file life span (days)
Sets the life span for temporary log files. Default: 1 day
Incoming mail server
Type
Type of email server: POP, IMAP, Exchange 2007, Exchange 2010 and later (Exchange 2013, 2016, and 2019 are supported), or Exchange Online - Modern Authentication.
Exchange Online - Modern Authentication is supported as of WorkflowGen version 7.22.5.
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 Exchange Online: Modern Authentication for Remote Approval chapter in the WorkflowGen for Azure guide.
Server address (required)
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.
Port
The port number for an IMAP or POP connection (not required for Exchange 2007+ or Exchange Online).
Security
Enables SSL (use SSL for Exchange 2007+). Default: SSL
Default reply-to email (required)
Email address for Remote Approval to send and receive approval emails. For Exchange Online, use the email address of the Remote Approval Office user.
Username (required)
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 (required)
Password used to log in to the POP, IMAP, or Exchange 2007+ server.
Domain
Domain name of the incoming Exchange 2007+ account.
Application (client) ID (required for Exchange Online)
Application (client) ID from the Azure Portal.
Client secret (required for Exchange Online)
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 (required for Exchange Online)
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.
Access token URI (required for Exchange Online)
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.
Diagnostic
File size
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.
Stuck requests
This refers to a request that is open, but with no follow-up action associated with it. It is an irregular request.
Automatic actions in timeout
Displays a list of actions that have timed out.
Unexpected errors
Displays a list of errors that are not timeout errors.
Product information
License information
Version
The current version of the WorkflowGen installation.
Serial number
The activation serial number of the WorkflowGen installation, and copyright information.
Assembly versions
The various library versions used by the WorkflowGen application.
Last updated