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XMPro WorkFlow
XMPro WorkFlow
  • What is XMPro WorkFlow?
  • Getting Started
    • Browser Requirements
    • Features
  • Resources
    • What's New in 7.0
    • Security
    • Connectors
    • FAQs
      • Integration
      • Configuration
      • Troubleshooting
      • WorkFlow Monitor
  • Concepts
    • WorkFlow
    • WorkFlow Designer
    • WorkFlow Monitor
    • Administrator Model
    • Process Model
    • Activities
    • Activity Fields
    • Visio Basics
    • Activity Configuration Wizard
    • Integration Wizard
    • Report Designer Wizard
    • Dashboard Designer Wizard
  • How-To Guides
    • Business Group Management
      • Business Group Management in WorkFlow Designer
      • Business Group Management in WorkFlow
    • Role Management
      • Role Management in WorkFlow Designer
      • Role Management in WorkFlow
    • User Management
      • User Management in WorkFlow Designer
      • User Management in WorkFlow
    • Site Settings Management
      • Using Site Settings in WorkFlow Designer
      • Using Site Settings in WorkFlow
    • Meta Data Management
      • Meta Data Management in WorkFlow Designer
      • Meta Data Management in WorkFlow
    • Working with Process Groups
    • Working with Processes
    • Working with Activities
    • Working with Fields
    • Importing and Exporting Visio Diagram
    • Using Fast Fields
    • Using the Designer Wizards
      • Activity Configuration Wizard
      • Object Configuration Wizard
      • Integration Wizard
    • Configuring Landing Pages
    • Using the Report Designer
    • Using the Dashboard Designer
    • Using the Site Styles in WorkFlow
    • Transfer Manager
    • WorkFlow Connectors Administration
    • Creating WorkFlow Connector Plugins
  • Administration
    • Applying License
    • Manage Options
  • Installation
    • 1. Preparation
    • 2. Install WorkFlow
    • Upgrading Existing Installations
  • Release Notes
    • v7.0
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On this page
  • The Login Page
  • The Home Page
  • The Menu Bar
  • Dashboard
  • Home
  • Report
  • Manage

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  1. Concepts

WorkFlow

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Last updated 8 months ago

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The XMPro WorkFlow is the interface that the general employee is going to work in. It is a browser-based interface that employees in your company use to start processes, and to take action on assigned tasks. Processes available in the WorkFlow will differ from company to company and user to user. Processes are custom built to suit your company’s needs.

The Login Page

If the site uses XMPro Authentication, the user will have to log in to the XMPro WorkFlow using a username and password.

Providing a valid username and password will allow the user to access the home page of the site.

If the user provides an invalid username and password or the organization license has expired, he/she will be prompted to try again.

If the site is using Windows Authentication Mode, the user will not be required to provide valid login information. XMPro will authenticate the user against the Active Directory. When the user has logged in successfully the user will be logged authenticated as valid user in WorkFlow.

If the site is using SAML Authentication mode, the user will be redirected to the single sign-on URL configured in application settings. When the user has logged in successfully the user will be logged authenticated as valid user in WorkFlow.

Note: The authentication mode to use can be set in the application/site settings.

The Home Page

On the home page the user will view and access the tasks assigned to the user or the business groups that the user belongs to, start new processes, and track processes in progress or completed.

The look and feel is customizable. The images, colors, fonts, and layout can be modified to fit the company's profile. These are called skins, and can be configured in the application settings. XMPro also use themes to help standardize the look and feel throughout the site.

Note: To get to the home page simply click on the logo at the top left of the page above the menu bar.

The Menu Bar

The XMPro WorkFlow has a collapsible vertical menu bar on the left of the page. The menu bar consist of four sections with submenus.

Dashboard

The Dashboard displays all configured dashboards available to the current user. It also allows the user to configure dashboard within WorkFlow.

Home

The Home menu option contains three sub options.

To-Do

To-Do is where logged in user can view the tasks or activities to which the user has to respond or can take action on. If processes and activities are setup correctly, users can view To-Do item by "All Tasks", "Overdue", "Current", "Upcoming" and "Unscheduled".

In Progress

There are three views for the user to choose from “Own”, “Follow” and “Involved”. “Own” allows the current user to view their own pending tasks, those processes which the user started themselves. “Follow” allows the user to view processes that the current user has tracking rights on. “Involved” allows the user to view those processes in which the current user has been involved with, i.e. The current user has completed an activity which he/she did not start the process as well as does not have tracking rights on.

Completed

There are three views for the user to choose from “Own”, “Follow” and “Involved”. “Own” allows the current user to view their own completed tasks, those processes which the user started themselves. “Follow” allows the user to view completed processes that the current user has tracking rights on. “Involved” allows the user to view those completed processes in which the current user has been involved with, i.e. The current user has completed an activity which he/she did not start the process as well as does not have tracking rights on.

Report

The Report allows current user to display all reports configured in WorkFlow Designer.

Manage

The Manage functionality within XMPro is available to Super Admin users of XMPro such as site administration. The manage functionality allows the super admin user to manage following:

  • Users

  • Roles

  • Business Groups

  • Meta Data

  • Site Settings

  • Site Styles

  • Dashboard

Using the Site Styles management functionality, administrators can change the styling inside WorkFlow for their company without the need to resort to changing CSS or themes. For more information, click .

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Fig 1. WorkFlow login page using XMPro authentication
Fig 2. Standard Home / Landing page
Fig 3. Home Page with Side Menu Bar opened