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  • General
  • Advanced settings
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  1. Development
  2. Portal 2
  3. Portlets
  4. Workflow

Workflow

PreviousInboxNextKPI

Last updated 1 year ago

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With the Workflow portlet, it's possible to select workflows and assign them to buttons directly. Data source can be set up for the portlet as well to utilize input parameters but is not needed for running workflows.

General

General data is required for all portlets.

Advanced settings

Display as list: if checked, the workflows in the portlet will be displayed as a list. If not checked, the workflows will be displayed as cards. The end user can override this setting and select to have the workflow portlet displayed as either a list or as cards. End-user changes will be saved in local browser storage for the user.

Listeners

The portlet can listen to the following events:

  • On Row Selection

  • On Point Selection

  • On Tree Node Selection

The portlet can send the following events:

  • On Refresh

Data

The portlet data source configuration enables the portlet to execute specified queries towards the chosen database connector to fetch data, or fetch data from a workflow.

  • Database: uses a flow connector to retrieve data from a database

  • Workflow: runs a workflow to retrieve data

Data source columns

Manage: the columns can be configured as a grid view as well as the list view. This view can help for a better overview and quicker configuration when a lot of columns are in use.

Click Execute in the data source section to fetch the columns. Each column can be configured with:

  • display name

  • column type

There are a number of column types to choose from. The default column type is text.

  • Text: use to display column as a text fields

  • Number: use for number fields where the number is an integer

  • Decimal: use for numbers with decimals

  • Date: will display the column as a date with no time

  • Date & Time: use to display date and time

Interactions

Click Add to add a new workflow button

  • Name: the name that is displayed on the button

  • Triggered workflow: the workflow that is to be started when the button is pressed

  • Always enabled: if true the workflow button will always be available to be clicked, if false, configure the condition which must be true to enable the button.

  • Background / Foreground: select the icons to be displayed on the workflow button

Style

Change the header text color and add a header stripe by configuring style.

💡
General configuration
Data source configuration
Workflow source configuration
Style configuration