WorkflowGen Documentation
9.2
9.2
  • WorkflowGen User Portal Guide
  • User Portal Overview
  • Dashboard
  • New Request
  • Views
  • Requests
  • Actions
  • Assignments
  • Teams
  • Delegations
  • Request Information Form
  • Action Information Form
  • Search
  • Advanced View
  • Analytics
  • Help
  • Calling Card
  • Notifications
  • Error Messages
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  • New request screen
  • Search filter
  • List
  • Request form left menu
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New Request

PreviousDashboardNextViews

Last updated 4 months ago

New request screen

This screen lets you view all the processes you have access to and launch new requests.

To add a process to the My favorites list on your Dashboard, click the star outline. You can then open the process from either the My favorites or New request lists on your Dashboard. To remove a process from your favorites, click the star again.

Search filter

Filter

Remarks

Category

Filter by process category

List

Columns

Remarks

Description

Click the process icon to launch a new request form. If the Quick view functionality has been activated, the form will open in a pop-up window. Otherwise, click the process name to open the request form in its own window.

You can sort the list ascending or descending by any of the elements by clicking on the corresponding column header.

Request form left menu

When you launch a new request, a new left menu appears.

Icon

Description

Return to the Dashboard

Show the process data associated with the request

Display the graphical follow-up pop-up window

Open a pop-up panel that displays the list of comments on the request

A process participant’s associated users can view, refresh, or sort the comments list, post a new comment, delete an existing comment, and subscribe to the comment list RSS feeds.

Process icon and process name (or process description):   identifies processes with In test status   identifies processes with Active status

Click on the right-hand side of the row to open a pop-up help window.

Open the

Open the

Display the pop-up window

request information form
action information form
help