Configuration Panel

Overview

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: 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 sync: Directory synchronization settings (e.g. logs, schedules)

• Integration: Integration settings (e.g. GraphQL, webhooks)

• Applications: Workflow application settings

• 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

Primary database

Type

This is the type of database that WorkflowGen is using (Microsoft SQL Server or PostgreSQL).

Connection string

To test if the master database connection string entered is valid, click the Test button.

📌 SQL server example

Data Source=DB_SERVER_1;Initial Catalog=WFGEN;User ID=WFGEN_USER;Password=admin123!;

Replica database

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.

Connection string

The read-only replica database connection string. To test if the connection string entered is valid, click the Test button.

📌 SQL server example

Data Source=DB_SERVER_2;Initial Catalog=WFGEN;User ID=WFGEN_USER;Password=admin123!;

Use the database for reading

Select the Enable checkbox to activate the database scaling feature.

Portal

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.

Modules

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.

Web server

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 the TCP port of the website. To test if the value entered is valid, click the Test button. 📌 URL example: http://www.mycompany.com/

Messaging

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.

• WorkflowGen: Authentication and user passwords are managed in WorkflowGen.

• Custom: Authentication and user passwords are managed using your own custom .NET HTTP module.

• OIDC - Azure v1: OIDC-compliant Microsoft Entra ID (formerly Azure AD) authentication.

• OIDC - Auth0: OIDC-compliant Auth0 authentication.

• OIDC - ADFS: OIDC-compliant Active Directory Federation Services 2016 authentication.

• OIDC - Okta: OIDC-compliant Okta authentication.

• OIDC - Microsoft Identity Platform v2: OIDC-compliant Microsoft Identity Platform v2.0 authentication.

• OIDC - Gardian: OIDC-compliant Gardian authentication.

• SAML - Azure: SAML v2.0 Microsoft Entra ID (formerly Azure AD) authentication.

• SAML - Auth0: SAML v2.0 Auth0 authentication.

• SAML - Okta: SAML v2.0 Okta authentication.

• SAML - PingFederate: SAML v2.0 PingFederate authentication.

• SAML - ADFS (experimental): SAML v2.0 Active Directory Federation Services 2016 authentication.

• SAML - Generic (experimental): SAML v2.0 generic provider authentication.

Password management mode

• 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.

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 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.

Encryption key

Password encryption key.

Workflow engine service default identity (required)

The Windows Service identity to use in order to run the WorkflowGen services.

Working days and hours

New user default time zone

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.

Weekdays off (optional)

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.

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 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.

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. 📌 Example: 18 specifies that deadlines are to stop being calculated at 6:00 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. 📌 Example: United States (English)

Special days off (d/m separated by comma (,)) (optional)

This value allows you to specify your custom days off. 📌 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

General

Application name (required)

Customizes the WorkflowGen word displayed in the User Portal. 📌 Example: Acme Flow

Application language

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.

Display code names

Uncheck this to display process and action descriptions instead of code names.

Process grouping

Enable this option to group processes by category in the drop-down list box used to switch to the single process view.

Link and email address formatting

Enable this option to display URLs and email addresses as clickable links.

Calling card

User calling cards are enabled by default. Uncheck this option to disable them.

Banner

Customized banner URL

URL of the banner displayed at the top of the User Portal. 📌 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. 📌 Example: 50

Dashboard

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

Maximum number of records in home page list (required)

Maximum number of records to display in lists on the User Portal home page before switching to multiple pages.

Dashboard pop-up view refresh rate (seconds)

Refresh rate (in seconds) of pop-up views displayed in the Dashboard.

Search

Search redirection

Specifies if the search result is redirected to the follow-up form when there is only one item found.

Lists

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

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

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.

Advanced view

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

Quick view

Activate Quick view

Enables or disables 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. 📌 Example: FORM_ARCHIVE

Display Quick view on mouse event

You can choose between two different mouse events to trigger the Quick view dialog box to open: Click (default) or Hover.

Behavior

When a request is launched

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

Request launching

If this option is checked, the user has to confirm the launch of a new request.

When clicking on an action to do

• Launch the action

• Display the follow-up form of 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

When an action is launched from a view is completed, return to the view

Enable this option to return to the view when an action launched from it is completed.

When team action is assigned to another member

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.

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.

Request

Follow-up of actions

Enable this option to display ongoing actions in request lists.

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. 📌 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. 📌 Example: 5

User notification

Email notification

This option enables or disables 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 option is enabled, email notifications are sent even if the sender and recipient email addresses are the same.

Notify the delegator

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.

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). 📌 Example: [email protected]

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. 📌 Example: 100

Maximum attachment size (MB) (required)

Maximum size of request attachments 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 email notification texts.

Link and email address formatting

If this option is enabled, URLs and email addresses will be displayed as clickable links.

Log level

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.

Delegation

Activate user delegation

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.

Host application

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.

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.

Assignment

Self-service: Throw an exception when a data 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.

Analytics

Number of processes displayed in report (required)

Number of processes displayed in analytics reports. 📌 Example: 10

Number of users displayed in report (required)

Number of users displayed in analytics reports. 📌 Example: 10

Number of actors displayed in report (required)

Number of actors displayed in analytics reports. 📌 Example: 10

Number of requesters displayed in report (required)

Number of requesters displayed in analytics reports. 📌 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:

• 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.

Comments

Activate portal comments

Enables or disables User Portal comments.

Maximum number of comments displayed on the home page (required)

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 (pixels) (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 Portal’s Cascading Style Sheet (\App_Themes\Default\portal\css\Default.css) when the pop-up width is changed:

• div.CommentsViewOpenedRightAlign

• div.CommentsViewSubOpenedRightAlign

• div.CommentsViewOpenedPopUpRightAlign

• div.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: 600

The following corresponding style heights must be updated separately in the Portal’s Cascading Style Sheet (\App_Themes\Default\portal\css\Default.css) when the pop-up height is changed:

• div.CommentsListBodyPopUp

• div.CommentsListBodyPopUpHidden

• div.CommentsListBodyPopUpReadOnly

• div.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

General

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.

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.

Lists

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 users’ lists. Default: 100

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

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.

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 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.

Even if this option is enabled, process managers cannot create new global participants.

Directory sync

General

Synchronize only group members that are associated with a participant

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.

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 enabled, the temporary XML files created by WorkflowGen are removed once the synchronization is complete.

Detailed report

If Display update entries in logs is enabled, 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. 📌 Example: 31

Warnings: Display warnings in logs

If this is enabled, 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. 📌 Example: Monday

Month date for the monthly synchronization

Date of the month to perform the automatic monthly synchronization. 📌 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:

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

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:

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

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:

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

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:

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

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.

Applications

DocuSign

• These parameters must be associated to a DocuSign account and application.

• It's necessary to have authorized your DocuSign application for use. To do this, go to the following address: <SERVER>/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=<CLIENT_ID>&redirect_uri=<REDIRECT_URI>

  • <SERVER>: https://account.docusign.com (production) or https://account-d.docusign.com (demo)

  • <CLIENT_ID>: Corresponds to the value of your DocuSign application's Integration Key

  • <REDIRECT_URI>: Redirect address (e.g. https://docusign.com)

Client ID

DocuSign user ID. Corresponds to your DocuSign application's Integration Key value.

User GUID

DocuSign user GUID. Corresponds to the API Username value in the DocuSign configuration panel.

Authentication server

DocuSign Auth server.

DocuSign values:

• account.docusign.com (production)

• account-d.docusign.com (demo)

Host server

DocuSign host server.

DocuSign values:

• https://docusign.net (production)

• https://demo.docusign.net (demo)

RSA key

DocuSign RSA key. Corresponds to your DocuSign application's Private Key.

Log level for DOCUSIGNSEND

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

Log level for DOCUSIGNCHECK

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

These settings must be associated with an Adobe Sign account and application.

Client ID

Adobe Sign client ID. Corresponds to your Adobe Sign application's Client ID value.

Client secret

Adobe Sign client secret. Corresponds your Adobe Sign application's Client secret value.

Host server

Adobe Sign host server. In general, the URL is composed as follows: https://api.naX.adobesign.com, where X is the server identifier.

Refresh token

Your application's refresh token (see the Obtaining the refresh token section).

Refresh URL

Your application's refresh URL. The default value is /oauth/v2/token.

ADOBESIGNSEND log level

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

ADOBESIGNCHECK log level

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

Docaposte

These parameters must be associated with a Docaposte - Contralia account.

Username

Your Docaposte - Contralia account username.

Password

Your Docaposte - Contralia account password.

Host server

Docaposte host server (e.g. https://test.contralia.fr:443).

Offer code

Offer code. Available in My account > API access.

Organizational unit code

Organizational unit code. Available in My account > API access.

DOCAPOSTESEND log level

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

DOCAPOSTECHECK log level

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

Yousign

API key

Yousign API key.

Host server

Yousign host server (e.g. https://api.yousign.app/v3).

YOUSIGNSEND log level

Sets the amount and type of information stored in the YOUSIGNSEND 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

YOUSIGNCHECK log level

Sets the amount and type of information stored in the YOUSIGNCHECK 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

Dropbox Sign

API key

Dropbox Sign API key.

Host server

Dropbox Sign host server (e.g. https://api.hellosign.com/v3)

DROPBOXSIGNSEND log level

Sets the amount and type of information stored in the DROPBOXSIGNSEND 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

DROPBOXSIGNCHECK log level

Sets the amount and type of information stored in the DROPBOXSIGNCHECK 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

OpenAI

API key

OpenAI API key.

OPENAICHAT API URL

API URL for the OPENAICHAT workflow application.

OPENAITRANSCRIPTION log level

Sets the amount and type of information stored in the OPENAITRANSCRIPTION 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

OPENAICHAT log level

Sets the amount and type of information stored in the OPENAICHAT 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

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 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

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 – 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)

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 section 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.

Expiration date

The number of days left until the license expires and the expiration date.

Assembly versions

The library versions used by the WorkflowGen application.