Integration Using WorkflowGen URLs

Overview

Integrations with external systems using WorkflowGen are possible through the use of WorkflowGen applications, RSS feeds, and the WorkflowGen Web Service API. As well, integrations with WorkflowGen can be performed through the use of URLs to perform the following types of functions:

• Launching requests and actions from any external site, with or without WorkflowGen frames and menus.

• Launching an action in a non-WorkflowGen window and redirecting to another (non-WorkflowGen) website.

• Viewing a follow-up form disconnected from the WorkflowGen User Portal.

• Viewing a graphical follow-up disconnected from the WorkflowGen User Portal.

Use cases could include permitting the seamless integration of WorkflowGen into an external portal, such as Microsoft SharePoint, SAP Portal, DotNetNuke, or other web-based portals. Filling out and submitting web forms as well as following up activities could then be performed without the use of the default WorkflowGen web portal if desired.

To enforce the appropriate security in WorkflowGen, these URL launches require users to authenticate themselves, and therefore work best with Integrated Authentication.

Launch a new request and start the first action

• This starts a new request and launches the first action.

• Participant security is enforced.

Parameters

The parameters the URL uses are as follows:

Parameter	Description
yoursite	The site where WorkflowGen is installed
process	The process name that WorkflowGen will attempt to run, e.g. CLUB_CS_LEAVE (name)
process_id	The process ID that WorkflowGen will attempt to run, e.g. 7 (ID)
test	Set to Y to launch the process in Test mode or to N to launch the process in Active mode ✏️ Note: This parameter is only compatible with process.
backurl_submit	The URL that the user will be returned to when submitting the completed form, e.g. https://www.advantys.com ✏️ Note: As of version 7.15.5, this parameter ONLY supports absolute URLs (starting with http:// or https://), relative URLs (starting with /), or URLs defined in the PortalRedirectAllowedHttpUrls configuration parameter (e.g. value='blank.htm, myPage.htm')
backtarget_submit	Name of the frame or iFrame to show the redirect page result as defined in the backurl_submit parameter after the webform action is submitted By default, it uses the parentframe. For example, to show the page in the current frame, you would specify this like so: backtarget_submit=this ✏️ Note: To be used with and requires backurl_submit only.
backurl_cancel	The URL that the user will be returned to when selecting the Back button (or a link in v9.1 and below) generated on the top left of the form page, e.g. https://www.workflowgen.com ✏️ Note: As of version 7.15.5, this parameter ONLY supports absolute URLs (starting with http:// or https://), relative URLs (starting with /), or URLs defined in the PortalRedirectAllowedHttpUrls configuration parameter (e.g. value='blank.htm, myPage.htm')
backtarget_cancel	Name of the frame or iFrame to show the redirect page result as defined in the backurl_cancel parameter after the webform action is cancelled By default, it uses the parentframe. For example, to show the page in the current frame, you would specify this like so: backtarget_cancel=this ✏️ Note: To be used with and requires backurl_cancel only.
QUERY	(Deprecated) The task WorkflowGen will attempt to run, e.g. START
P	(Deprecated) The process name or ID that WorkflowGen will attempt to run, e.g. CLUB_CS_LEAVE (name); 7 (ID)
FORM_BGCOLOR	(Deprecated) The background color to use when displaying the forms border, e.g. white

From within the WorkflowGen portal

• WorkflowGen menus and banners are visible.

To launch a process directly from a link or URL, use one of the examples below based on your version of WorkflowGen:

Versions 9.2 and later:

https://yoursite/wfgen/requests/new?process=CLUB_CS_LEAVE
https://yoursite/wfgen/requests/new?process_id=7

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=START&P=CLUB_CS_LEAVE
https://yoursite/wfgen/show.aspx?QUERY=START&P=7

From within another website

• WorkflowGen menus and banners are hidden.

• A Back button (or a link in versions 9.1 and earlier) is displayed in the top left corner.

• Redirection will be performed upon form submit.

To launch a process directly from a link or URL and redirect back to a website other than WorkflowGen, use one of the examples below based on your version of WorkflowGen:

Versions 9.2 and later:

https://yoursite/wfgen/requests/new?process=CLUB_CS_LEAVE&backurl_submit=https://www.advantys.com&backurl_cancel=https://www.workflowgen.com

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=START&P=CLUB_CS_LEAVE&BACKURL_SUBMIT=https://www.advantys.com&BACKURL_CANCEL=https://www.workflowgen.com

Launch a new request and start the first action without the WorkflowGen portal

Parameters

The parameters the URL uses are as follows:

Parameter	Description
yoursite	The site where WorkflowGen is installed
process	The process name that WorkflowGen will attempt to run, e.g. CLUB_CS_LEAVE (name)
process_id	The process ID that WorkflowGen will attempt to run, e.g. 7 (ID)
test	Set to Y to launch the process in Test mode or to N to launch the process in Active mode ✏️ Note: This parameter is only compatible with process.
backurl_submit	The URL that the user will be returned to when submitting the completed form, e.g. https://www.advantys.com ✏️ Note: As of version 7.15.5, this parameter ONLY supports absolute URLs (starting with http:// or https://), relative URLs (starting with /), or URLs defined in the PortalRedirectAllowedHttpUrls configuration parameter (e.g. value='blank.htm, myPage.htm')
backtarget_submit	Name of the frame or iFrame to show the redirect page result as defined in the backurl_submit parameter after the webform action is submitted By default, it uses the parentframe. For example, to show the page in the current frame, you would specify this like so: backtarget_submit=this ✏️ Note: To be used with and requires backurl_submit only.
QUERY	(Deprecated) The task WorkflowGen will attempt to run, e.g. PROCESS_START
ID_PROCESS	(Deprecated) The process ID that WorkflowGen will attempt to run, e.g. 7 ✏️ Note: If process is also set (process name), it will take precedence over ID_PROCESS (process ID).

To launch a process directly from a link or URL without the WorkflowGen portal, use one of the examples below based on your version of WorkflowGen:

Versions 9.2 and later:

https://yoursite/wfgen/requests/new?process=CLUB_CS_LEAVE&backurl_submit=https://www.advantys.com
https://yoursite/wfgen/requests/new?process_id=7&backurl_submit=https://www.advantys.com

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=PROCESS_START&PROCESS=CLUB_CS_LEAVE&BACKURL_SUBMIT=https://www.advantys.com
https://yoursite/wfgen/show.aspx?QUERY=PROCESS_START&ID_PROCESS=7&BACKURL_SUBMIT=https://www.advantys.com

Start an existing action

• This launches any workflow action that has been created. It can be the first, second, or later action of a workflow.

• Participant security is enforced.

Parameters

The parameters the URL uses are as follows:

Parameter	Description
yoursite	The site where WorkflowGen is installed
backurl_submit	The URL that the user will be returned to when submitting the completed form, e.g. https://www.advantys.com ✏️ Notes: If no backurl_submit is defined, WorkflowGen will use the selected redirection behavior from the Configuration Panel (e.g. return to home page, show follow-up form, etc.). As of version 7.15.5, this parameter ONLY supports absolute URLs (starting with http:// or https://), relative URLs (starting with /), or URLs defined in the PortalRedirectAllowedHttpUrls configuration parameter (e.g. value='blank.htm, myPage.htm')
backtarget_submit	Name of the frame or iFrame to show the redirect page result as defined in the backurl_submit parameter after the webform action is submitted By default, it uses the parent frame. For example, to show the page in the current frame, you would specify this like so: backtarget_submit=this ✏️ Note: To be used with and requires backurl_submit only.
nav	Set to false to hide the WorkflowGen menus and banners
QUERY	(Deprecated) The task WorkflowGen will attempt to run, e.g. APPLICATION_START or CONTEXT Use APPLICATION_START when hiding the WorkflowGen menus and banners Use CONTEXT with REQUEST_QUERY=APPLICATION_START when displaying the WorkflowGen menus and banners
REQUEST_QUERY (deprecated)	To be used with QUERY=CONTEXT to control the portal mode when starting an action. In this case, specify APPLICATION_START
NO_REDIR (deprecated)	Ensure no redirection after form submit, e.g. Y
ID_PROCESS_INST (deprecated)	The request ID that WorkflowGen will attempt to run, e.g. 192
ID_ACTIVITY_INST (deprecated)	The action ID that WorkflowGen will attempt to run, e.g. 2

Without the WorkflowGen portal

• WorkflowGen menus and banners are hidden.

To launch an action (second) directly from a link or URL, use one of the examples below based on your version of WorkflowGen:

Versions 9.2 and later:

https://yoursite/wfgen/requests/192/actions/2/start?backurl_submit=https://www.advantys.com&nav=false

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=APPLICATION_START&ID_PROCESS_INST=192&ID_ACTIVITY_INST=2&BACKURL_SUBMIT=https://www.advantys.com

Within the WorkflowGen portal

• WorkflowGen menus and banners are visible.

To launch an action (second) directly from a link or URL with visible menus, use one of the examples below based on your version of WorkflowGen:

Versions 9.2 and later:

https://yoursite/wfgen/requests/192/actions/2/start

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=CONTEXT&REQUEST_QUERY=APPLICATION_START&NO_REDIR=Y&ID_PROCESS_INST=192&ID_ACTIVITY_INST=2

Display a request follow-up form

• This displays the request follow-up form.

• Participant security is enforced.

Parameters

The parameters the URL uses are as follows:

Parameter	Description
yoursite	The site where WorkflowGen is installed.
superuser	The security mode for accessing the follow-up form. Set to Y to show the request follow-up form in manager/supervisor mode.
nav	Set to false to hide the WorkflowGen menus and banners
QUERY (deprecated)	The task WorkflowGen will attempt to run, e.g. PROCESS_INSTANCE_FORM
ID_PROCESS_INST (deprecated)	The request ID that WorkflowGen will attempt to show, e.g. 192

Without the WorkflowGen portal

• WorkflowGen menus and banners are hidden.

To display a request follow-up form directly from a link or URL, use one of the examples below based on your version of WorkflowGen:

Versions 9.2 and later:

https://yoursite/wfgen/requests/192?nav=false

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=PROCESS_INSTANCE_FORM&ID_PROCESS_INST=192

Within the WorkflowGen portal

• WorkflowGen menus and banners are visible.

To display a request follow-up form directly from a link or URL with visible menus, use one of the examples below based on your version of WorkflowGen:

Versions 9.2 and later:

https://yoursite/wfgen/requests/192

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=CONTEXT&REQUEST_QUERY=PROCESS_INSTANCE_FORM&ID_PROCESS_INST=192

Display a graphical follow-up form without the WorkflowGen portal

• This displays the graphical follow-up form disconnected from the WorkflowGen User Portal.

• Participant security is enforced.

• WorkflowGen menus and banner are hidden.

• Drill-down to activities is disabled.

Parameters

The parameters the URL uses are as follows:

Parameter	Description
yoursite	The site where WorkflowGen is installed
QUERY	(Deprecated) The task WorkflowGen will attempt to run, e.g. WFCANVAS_PROCESS_INSTANCE
ID_PROCESS_INST	(Deprecated) The request ID that WorkflowGen will attempt to show, e.g. 192

To display the disconnected graphical follow-up form, use one of the examples below based on your version of WorkflowGen:

Version 9.2 and later:

https://yoursite/wfgen/requests/192/graph

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=WFCANVAS_PROCESS_INSTANCE&ID_PROCESS_INST=192

Download file data of a specific request or action using a WorkflowGen URL

The following examples show how to download file data from specific requests or actions using WorkflowGen URLs.

📌 Download the latest form archive of request #192

Versions 9.2 and later:

https://yoursite/wfgen/requests/192/data/files/FORM_ARCHIVE

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=DOWNLOAD&DATA_NAME=FORM_ARCHIVE&ID_PROCESS_INST=192

📌 Download the form archive of the first action of request #192

Versions 9.2 and later:

https://yoursite/wfgen/requests/192/actions/1/data/files/FORM_ARCHIVE

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=DOWNLOAD&DATA_NAME=FORM_ARCHIVE&ID_PROCESS_INST=192&ID_ACTIVITY_INST=1

📌 Download the form archive of the second action of request #192

Versions 9.2 and later:

https://yoursite/wfgen/requests/192/actions/2/data/files/FORM_ARCHIVE

Versions 9.1 and earlier (deprecated):

https://yoursite/wfgen/show.aspx?QUERY=DOWNLOAD&DATA_NAME=FORM_ARCHIVE&ID_PROCESS_INST=192&ID_ACTIVITY_INST=2

Display the User 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

Possible errors

Error	Description
Invalid request: Process NAME or ID is required	The name or the identifier of the process (process_id or process parameter) was not found.
DbConnect	The database is not available.
GetUserInfos	Unable to retrieve the information about the user specified by the REQUESTER_USERNAME parameter.
Invalid user: User not found	The username passed through the REQUESTER_USERNAME parameter does not correspond to a WorkflowGen user.
Incorrect request: The request cannot be found	The specified process was not found or its status does not allow the system to instantiate it.
Incorrect request: The action cannot be found	The specified action was not found of its status does not allow the system to instantiate it.
This process cannot be launched by an external application	The process was not declared as a public sub-process.
Security: You are not authorized to launch this request	The specified requester is not associated to the requester participant of the process.
CONTEXT Invalid XML	The XML content is not a valid XML string.
CONTEXT Invalid recordset	The XML content does not represent a valid ADODB recordset object.