User Portal Overview
The WorkflowGen User Portal is a web application that allows users to:
- Launch and follow up on requests
- Perform and follow up on actions
- Assign actions
- Perform searches on actions and requests
- Save searches as custom views, and place the saved views on the home page as floating dashboard panels if desired
- Delegate actions
- View statistics
- Access the Administration Module (if permitted)
Access to the User Portal is available through the URL
According to the authentication method chosen by the WorkflowGen administrators, you may have to specify a username and a password when you log in to WorkflowGen. For Windows users, these are typically the same as those used to log in to Windows.
Your administrator can set a maximum number of failed connection attempts due to an incorrect password, after which the account will be locked. If this happens, you will be redirected to a password reset page, where you will be prompted to enter an email address to which an email will be sent with a link to reset your password.
You can also change your password at any time by clicking the gear icon at the top right of the User Portal screen, which opens the User settings panel where you can set a new password.
If you have forgotten your password, you can access the password reset page via the URL
To select a language and, if desired, a language culture, click the gear icon at the top right of the User Portal screen to open the User settings panel. If the list is not displayed, the application has been configured to use a single specific language. The language culture (indicated by country) shown beside the language defines the regional settings used in WorkflowGen, in particular when displaying dates and numerical values.
- English (United Kingdom) corresponds to English with United Kingdom regional settings (date format
- English (United States) corresponds to English with United States regional settings (date format
You can select from the following list of languages:
- English (Australia)
- English (Canada)
- English (United Kingdom)
- English (United States)
- Français (Canada)
- Français (France)
- Français (Suisse)
- Deutsch (Deutschland)
- Deutsch (Schweiz)
- Italiano (Italia)
- Português (Portugal)
- Español (España)
The User Portal consists of 10 main screens.
- Home displays the User Portal home page.
- New request displays the list of processes the user has access to and can launch.
- Views displays the list of views the user has saved.
- Requests displays the list of ongoing and closed requests the user has launched.
- Actions displays the list of the user’s actions to do and the actions the user has closed.
- Assignments displays the list of the user’s actions to assign or already assigned.
- Team displays the list of team actions the user has to do or has closed. These actions are defined with the Self-service assignment method.
- Delegations displays participant delegations on active processes.
- Search displays a form to search requests and actions.
- Statistics lets the user produce detailed reports on ongoing and closed requests.
- If the user has Administrator permissions, the banner will display Admin, which opens the Administration Module in a separate browser window.
In the User Portal, access to information is personalized based on users’ profiles and roles in processes.
You can switch from the default multi-process mode to single-process mode by selecting a process from drop-down list at the top left of the WorkflowGen application banner.
The list is filtered based on the user’s WorkflowGen profile and process role.
In all single-process screens, the associated process data are displayed to the right of the request number and creation date columns, as shown in the screenshot below. The process data that are displayed are determined by the visibility and security options set within the process design in the Administration Module.
You can always search for workflows using the request number (Request #). However, the Portal common process data feature also allows you to display process data that have the same name and data type, such as first or last name, depending on the parameters that have been set in the Administration Module.
If the user has an active delegation defined, a user list is displayed in the WorkflowGen application header. You can switch from one user to another using this list.
In delegation mode, the user plays the role of another user on delegated process participants. The process list is filtered by the process for which the user has a delegation assigned by the selected user.
Clicking the name of a user displays their Calling card, which contains information defined in the user profile.
This gives access to the search function for a user’s own requests and actions. If the user is given the role of requester for a process, access is given to the following functions:
- New request
- Current requests
If the user is an actor in a process, access is given to the following functions:
- Actions to do
- Team actions to do
- Actions to assign as coordinator to someone
- Views created for themselves or shared views (if the user belongs to one or more participants granted access to shared view)
This gives access to follow-up functions for the requests of the process the user manages.
This gives access to follow-up functions for all processes.