Setup and Technical Configuration

This guide covers all of the procedures involved in the installation, setup, and maintenance of WorkflowGen. It is aimed at system administrators who will be required to install or carry out maintenance of the application.

Features and Technical Requirements

This guide provides a detailed list of WorkflowGen features and technical requirements, as well as information on configurations and scalability, and examples of usage metrics.

Process Design and Administration

This guide describes all the screens of the WorkflowGen Administration Module and provides instructions for the form designer, the workflow designer, and user and participant management, as well as a complete list of related operating rules. It also describes the built-in workflow applications and how to use them, and includes a list of possible errors along with their explanations.

User Portal

This guide provides instructions on how to use WorkflowGen Portal, including how to launch, handle, follow-up and delegate requests, perform searches using Advanced View, use the Quick Approval feature, generate real-time statistics, and create custom charts and dashboards. The guide also includes a list of possible errors along with their explanations. It is an important resource for process participants.

Upgrade

This guide describes the WorkflowGen upgrade procedure, including important notes before upgrading.

Integration

This guide provides instructions on WorkflowGen integrations, including how to use the WorkflowGen GraphQL and web services APIs, how to create incoming and outgoing webhooks, how to build applications for WorkflowGen using .NET Framework, how to customize the User Portal, and how to create custom authentication modules.

WorkflowGen for Azure

This guide provides instructions on integrating WorkflowGen with Microsoft Azure, including configuration instructions for Active Directory authentication and user provisioning, Azure SQL database, Azure Files, Azure Load Balancer, and SendGrid SMTP.

Web Services API Reference

This guide covers the Web Services API of WorkflowGen. It is aimed at developers who will be integrating WorkflowGen with third-party applications.

WorkflowGen.My Class Library Reference

This guide covers the WorkflowGen.My Class Library. It is aimed at developers who will be creating custom web forms and integrations.

Web Forms for Visual Studio Developers

This guide provides instructions on how to build web forms for WorkflowGen in Visual Studio using .NET Framework 4 and the WorkflowGen.My assembly.