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FlowWright User Manual

Last published at: May 30th, 2024

1. Welcome

Welcome to the FlowWright Configuration Manager user guide for the new version v10.3. This guide describes using the FlowWright user interface to interact with the product's features.  This guide is one of many guides provided by FlowWright.  All documentation is available within the product under the “Help” menu. This help documentation now points to documentation.FlowWright.com

Refer to the Tenant Manager user guide in the help section for multi-tenant environments. This guide applies to standard installations and features/functions within each tenant.

 

2. Login

The user login screen lets you log in to the FlowWright Configuration Manager.  The default login information for FlowWright is as follows, with a new application Logo.

Username: admin

Password: admin

Each user's last login date/time is tracked. A history entry is also made against the user for any UI or REST API login. Any failed user logins are logged to the system log.

 

The FlowWright website uses cookies to ensure the best user experience. The user provides their consent by clicking on the "Got it, I agree" button on the login screen. The "Learn More" link connects to the privacy policy on the FlowWright website.  

Cookie consent

 

2.2 Change language

FlowWright supports multiple languages; if globalization is configured and available, then the login screen will have the following drop-down to change the language of the login screen:

 

2.3   Forgot your password

Users can reset their passwords by clicking the “forgot your password” link.  After clicking the link, the user must enter the “email address” and confirm RESET.

 

Password reset sends a link to change the password instead of emailing the new password. 

 

This reset link is valid for 1 hour duration only.   

password reset email

 

2.4   User access request

Users can request access to FlowWright through the new login screen by clicking on the following link:

 

The following dialog will be displayed to the user:

 

2.5  After login

Once you log in, the user interface is rendered based on the type of user account. By default, the dashboard is rendered with the FlowWright menu on the left side of the user interface. The new menu is influenced by the life cycle of business process management. The Workflow Management and Configuration options are categorized mainly into “Engage, Create, Run, Analytics, Integration, Administration, Dashboard, Status, and Help." 

 

2.6   Workflow / Process Management  

All users see the menu items for Workflow management, where you manage workflow processes, forms, tasks, reports, and business intelligence.  The workflow management menu structure looks as follows:

 

2.7   Workflow/Process Configuration

Only the administrative users have access to the Workflow configuration.  Workflow configuration lets you manage all the configuration of FlowWright building blocks, building blocks such as steps required to build workflow definitions.  Form widgets help build form documents and form instances.  Also, all FlowWright configuration is managed through this user interface:

 

3. Dashboards

After logging into FlowWright, the UI will direct you to the dashboard screen by default. The dashboard UI provides a high-level view of many areas of FlowWright, such as the number of open tasks, workflow definitions, workflow instances, form definitions, form instances, and users. The UI also displays many graphs showing the week's statistics.

 

4. Header Panel

The header panel includes the application logo, information items, the currently logged-in user’s name, help, notifications, tasks, a user menu, and language selection menu options.

 

 

4.1   User Tasks

The header displays the tasks assigned to the current user, including the top 10 tasks.

 

4.2  User Notifications

The header displays user notifications created by the current user, by other users, or through workflows for the current user within the notifications area.

 

4.3  Language Selection

If multiple languages are supported, the language switcher can change the language.  FlowWright UI will completely switch to display information using the selected language.

 

5. My profile

My profile lets you manage your profile information, such as name, email, and role information.

 

The profile information is rendered on the same page.  

 

You can use the following screen to change the account password. The strength meter indicates the password strength.  

 

You can use the following screen to view assigned roles for the current user within FlowWright:

 

5.1   Product review

Click on the product review menu to review FlowWright. 

 

The Product Review page is rendered on a new tab as shown below. 

 

Click the “G2 Crowd” icon and submit a survey of the product as shown below:

 

5.2 My Time Zone

User Interface allows the user to change the time zone.

 

The user selects a different time zone from the drop-down list and clicks the SET button to confirm. The user can reset by selecting the SET BROWSER TIME ZONE button and confirming with the local time zone. 

NOTE

Web browsers are designed to detect time zone changes automatically. In the newer application version, the user notification alert to change the browser time zone has been disabled. This helps users log in quickly without delays. 

 

 

5.3 About

Click on About to check the application version.