描述
Prerequisites
This app requires WorkflowGen server version 7.9.0 or later; the Quick Approval feature requires WorkflowGen server version 7.10.0 or later. The OIDC-compliant Azure Active Directory v2, AD FS 2016, and Auth0 authentication methods require WorkflowGen server v7.11.2 or later. The OIDC-compliant Okta authentication methods require WorkflowGen server v7.13.1 or later. For earlier versions of WorkflowGen, use the WorkflowGen Mobile app.
Requests screen
Display requests you can launch sorted by category
Launch a new request
Display your ongoing and closed requests
Go to a request's follow-up to access all request information in its current status: request data, actions history, actions to do, associated actions, attachments, web form static view, chat-style comments, workflow view, graphical follow-up, help, etc.
Display portal view
Cancel and delete requests via pop-up menu
Search your ongoing or closed requests filtering by process, category, or requester
Filter by request
Actions screen
Display your to-do or closed actions
Launch an action
Go to an action's follow-up to access all action information in its current status: request data, actions history, actions to do, associated actions, attachments, web form static view, workflow view, graphical follow-up, help, etc.
Search your ongoing or closed actions filtering by process, category, or requester
Filter by action
Assign or unassign actions
Access an action's request
Launch or relaunch actions
Display workflow or portal view
Quickly perform approvals with one tap
Teams screen
Similar to Actions screen but with specific filters for team
Assignments screen
Similar to Actions screen but with specific filters for assignment
Dashboard
Overview of your ongoing requests and actions in charts
Views
Display your saved views of search results and charts
Search screen
Search ongoing or closed requests by entering the request number
Display the details of the request searched
Delegations screen
Delegate actions associated with a request to another person for a defined period of time
Delegate users via search
Notify delegated users
Date picker
Display and manage the active delegations and all the delegations created
"All / Active" filter
Delete delegations (including via swipe left)
Delegation mode
Act on delegator's behalf to access delegated requests and actions
Optimized web forms layout
Users can fill out and submit the forms related to their actions via their iOS devices
Web form layout is automatically optimized at runtime according to the device resolution (smartphones, tablets)
Authentication
OIDC-compliant authentication with Azure AD v2, AD FS, Okta, or Auth0.
Important notes:
WorkflowGen must be installed on a web server that can be accessed via a VPN or extranet (publicly accessible).
This application is currently not compatible with WorkflowGen configured with Form authentication security mode.
If you are not using WorkflowGen or need help using this application please visit https://www.workflowgen.com
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