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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On this page
  • Views screen
  • Search filters
  • List
  • Editing a view
  • Getting the link to a view
  • Importing a view
  • Exporting a view
  • Deleting a view
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Views

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Last updated 3 months ago

Views screen

This page displays all of the views you've saved.

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

Search filters

Filter

Remarks

Screen

Filter by the screen used to save the view

Portal

Filter based on views that have links on the Dashboard

Shared

Filter based on views shared by other users

List

Columns

Remarks

Checkbox

Select view for export or deletion

Name

Name of the view

Screen

View’s screen type

Portal

Display (or don't display) the view on the Dashboard

Shared

View shared by other users (or not)

By

Owner of the shared view

Edit

Edit the view

Link

Display the view's URL and HTML

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

Editing a view

Click Edit to change the view's description, choose whether to include the view as a link available on the Dashboard, and share the view with other process participants.

Getting the link to a view

Click Links to display the view's URLs and HTML code, which you can use to embed the view in an external page.

URL will display the view within the User Portal. URL without navigation will display the view on its own, without User Portal menus.

Importing a view

To import a view, click the Import button above the list, select the view's previously exported .xml definition file, then click Import.

Exporting a view

To export a view, check the checkbox to the left of the view's name, then click the Export button that appears above the list.

Only one view can be exported at a time.

Deleting a view

To delete a view, check the checkbox to the left of the view's name, then click the Delete button that appears above the list.