Creating and Managing Pages

Workflow Pages and Profile Pages are a collection of forms, text and other elements that define how information is presented to the end-user.

Workflow and Profile pages both support Liquid Template Language in text fields. Additional information about Liquid can be found here: http://shopify.github.io/liquid.

Workflow Pages

A workflow page is used to collect or display data during the execution of a workflow. These are the pages that users will fill out when creating or updating a new profile.

When creating a profile type a user is prompted to create supporting content, which would include a new page. If a page was already created for a profile type during this process, search for the profile type name and edit that page instead of creating a new page.

Creating a Workflow Page

To create a new workflow page, from the Admin Console:

1. Select Templates in the left navigation

2. Select pages

3. By default, the WORKFLOWS tab is presented

4. Select the + Workflow Page button

5. Enter the appropriate values for each field

   • Name: provide a name for the workflow page
   • Uid: is system generated unique identifier, it cannot be changed after the workflow page is created. During creation, Administrators can accept the default or choose to specify this value.
   • Description: enter text to describe the page

6. Select create

7. Select the content to be added to the page by dragging and dropping items from the right.

   • Forms: selecting this displays the available forms. Drag an existing form into the Page Content area to be displayed on the workflow page.
   • Read Only Forms: selecting this displays the available forms, however, the attributes on these forms will be read-only to an end user. This is often used in an approval action or review action.

   • Text: selecting this enables administrators to insert various types of text on the workflow page.

     • Header
     • Large Header
     • Medium Header
     • Small Header
     • Paragraph
     • HTML

   • Other: selecting this enables administrators to add owner information or progress bars on the workflow page

     • Owner: displays the profile owner on the workflow page
     • Progress Bar: displays a progress bar on the workflow page

8. Select save

9. Select preview to view the page.

Managing Existing Workflow Pages

To view existing workflow pages, from the Admin Console:

1. Select Templates in the left navigation

2. Select pages

3. By default, the WORKFLOWS tab is presented

4. The tabs at the top of the workflow pages table are:

   • Active: (default) displays all active pages
   • Archived: displays all archived pages

   Selecting the checkbox next to an individual workflow page enables the Actions functionality. Selecting the checkbox next to the WORKFLOW PAGES header selects all pages in that status.

   Once a workflow page or multiple workflow pages are selected, perform an action by:

5. Selecting the ellipsis next to Actions header to display the available actions

   • Archive: deactivates the selected workflow pages. Once this option is chosen, the selected pages are immediately archived. These will appear on the Archived tab. Note: workflow pages currently in use cannot be archived until they are removed from the item where it is being used.
   • Unarchive: activates the selected workflow pages. Once this option is chosen, the selected pages are immediately activated. These will appear on the Active tab
   • Clone: makes a copy of the workflow pages(s) selected
   • Export: exports the selected workflow pages into a .json file that can be saved locally. Once this option is selected, administrators are prompted to download. Select the download and choose a location to save the file.

Updating Existing Workflow Pages

To modify an existing workflow page, from the Admin Console:

1. Select Templates in the left navigation

2. Select pages

3. By default, the WORKFLOWS tab is presented

4. In the bottom table, select the workflow page to view/edit

5. The following tabs are displayed

   • LAYOUT Tab - The LAYOUT tab is the default view on the Workflows Page. Here administrators can view and update the workflow pages settings.

   • INFO Tab - The INFO tab is where administrators can view and update the name and description of the workflow page.

Profile Pages

Profile pages are displayed on an individual profile. In some cases, they are read-only. However, if a user has a role that allows them to edit the attributes on the profile, or if they're an owner or contributor to the profile, they'll be able to edit the values within the profile page.

Profile pages are automatically created when a profile type is created.

Managing Existing Profile Pages

A profile page is used to control data displayed when viewing corresponding profile types.

To view existing profile pages, from the Admin Console:

1. Select Templates in the left navigation

2. Select pages

3. Select the PROFILES tab

4. The tabs at the top of the profile pages table are:

   • Active: (default) displays all active pages
   • Archived: displays all archived pages

   Selecting the checkbox next to an individual profile page enables the Actions functionality. Selecting the checkbox next to the PROFILE PAGES header, selects all pages in that status

   Once a profile page or multiple profile pages are selected, perform an action by selecting the ellipsis next to Actions header to display the available action

   • Export: exports the selected profile pages into a .json file that can be saved locally. Once this option is selected, administrators are prompted to download. Select the download and choose a location to save the file.

Updating Existing Profile Pages

To modify an existing profile page, from the Admin Console:

1. Select Templates in the left navigation

2. Select pages

3. Select the PROFILES tab

4. In the bottom table, select the profile page to view/edit

5. The current page content is displayed

   To modify the current Page Content:

   • Select the edit icon to edit the current permission form
   • Select the delete icon to delete the current permission form owner
   • Edit the text that appears inside gray text fields.

   a. Select save

   b. Select preview to view the page

   To add new Page Content:

   1. Select the content to be added to the page by dragging and dropping items from the right.

      • Permission Form: selecting this displays the available forms. Drag an existing form into the Page Content area to be displayed on the profile page.

      • Text: selecting this enables administrators to insert various types of text on the profile page.

        • Header
        • Large Header
        • Medium Header
        • Small Header
        • Paragraph
        • HTML

      • Other: selecting this enables administrators to add owner information to the profile page

        • Owner: displays the profile owner on the workflow page

   2. Select save

   3. Select preview to view the page.