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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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  • WorkFlow
  • WorkFlow Designer
  • WorkFlow Connectors
  • WorkFlow Monitor

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  1. Getting Started

Features

This section provides guidance in using XMPro WorkFlow features as follows:

WorkFlow

Site Settings

Allows administrators access to edit application settings in WorkFlow.

Landing Page

Allows administrators to specify site-wide landing page for users.

Site Styles

Allows administrators to change the styles of WorkFlow for the company.

Role Management

Business Group Management

User Management

WorkFlow Designer

Process Hierarchy

Allows administrators and creators to create a process hierarchy in the Process Explorer area.

Activity Controls

Activity Configuration Wizard

A tool that will help you to set up the primary properties.

Object Configuration Wizard

A configuration Wizard to set the properties of a Field or Object on an Activity.

XMPro Integration Wizard

Integration to systems or databases or files or devices set on Activity Level.

Fast Fields

Used to set the value of Fields or Objects on your Activity.

Transfer Manager

Allows administrators to export and import processes from one site to another.

Report Designer

Allows creators to create web-based reports for use in WorkFlow.

WorkFlow Connectors Administration

An administration function to manage the WorkFlow Connectors or plugins for your site.

Dashboard Designer

WorkFlow Connectors

A plugin Framework that provides a standard way to connect WorkFlow tasks with third party systems, for example, CRM, Database, and Microsoft Word, etc.

WorkFlow Monitor

WorkFlow Monitor, formerly known as Business Activity Monitor (BAM) is primarily a service which can perform time-based jobs.

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Allows administrators to manage Roles. For more information, click .

Allows administrators to manage Business Groups. For more information, click .

Allows administrators to manage Users. For more information, click .

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Allows creators to create web-based dashboards for use in WorkFlow. For more information, click .

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