# App interface
This section of the App tab allows you to manage pages, assign pages to each of your workflow stages, add tabs for related but standalone content, and manage how columns display in your app.
App interface
# Manage pages
Workato displays a preview of the pages assigned to each workflow stage.
Preview assigned pages
# Assigned page(s)
To edit an assigned page, simply click the page displayed in the preview to open the page editor.
To manage an assigned page:
Click the ... (ellipsis).
From here, you can perform the following actions:
- Unassign page from this stage
- Rename page
- Clone page
- Delete page
# Unassigned pages
To view pages not assigned to any step of your Workflow App:
Click Pages not in use.
From here, select a page to edit it.
Alternatively, click the ... (ellipsis) to perform the following action(s):
- Rename page
- Clone page
- Delete page
# Assign pages to workflow stages
Workflow stages define how the request transitions through the workflow. They are controlled by a recipe using the App Workflows by Workato connector. You can apply stages to each step of your workflow using recipes.
Additionally, you can assign your pages to specific workflow stages using this interface.
For example, in a customer onboarding workflow, you might assign a submission page named "Submit requests in Customer onboarding" to the New request stage, and an approval form named "Process requests" to the In progress stage.
PAGES AND STAGES
Users access one or more pages when they are assigned a task on a certain stage (assigned with a page).
In other words, if you do not plan to assign a particular workflow stage to users, it does not make sense to add a page to that stage.
For example, if you do not plan to use the "canceled" stage in your workflow, assigning a page to this stage serves no practical purpose.
To assign a page to a specific workflow stage:
Select a stage.
In the right panel, choose to Create a page or Assign an existing page to this stage.
Assign a workflow stage to your page
If you decide to create a new page, Workato redirects you to the page editor.
If using an existing page, Workato prompts you to select the page from the list:
Assign an existing page
Click Save changes.
Workato previews the page you selected in the right panel.
DESIGN PAGES
See our Pages guide for information on how to design pages.
# Create and customize workflow stages
By default, Workato creates the following stages automatically when you create a Workflow App:
- New request
- In progress
- Canceled
- Done
NEW REQUEST STAGE
The "New request" stage is a special pre-request stage designed to handle new requests. In the portal, this stage displays as "New".
You cannot make changes to this stage.
You can create additional workflow stages or customize existing workflow stages by assigning them a unique Stage name and Label color.
Create a new workflow stage
# Reorganize workflow stages
You can reorganize workflow stages by dragging and dropping them into an alternate order.
# Tabs
You can add additional tabs to your Workflow app to include related but standalone content. These tabs can contain static information or alternate submission request forms.
TAB NAMES
Tab names do not support support special characters, including parentheses (()).
How to add tabs to your pages:
Click + (plus) to add additional tabs to each of your workflow stages.
Add tabs to your workflow stages
Complete the following fields:
Tab name
Provide a descriptive name for your tab.
Display tab to
Determine who can view this tab in the Workflow apps portal. Available options include:
All
Display this tab to user groups with the Member or Manager role.
Managers
Display this tab to user groups with the Manager role only.
Nobody
Do not display this tab to user groups.
Create a new tab
# Manage displayed columns
This section allows you to determine how the columns in your Workflow App's corresponding data table display in the App. You can configure the columns to display to all users, only users with the manager role, or to nobody.
In some situations, you may decide to allow only users with the Manager role to view specific columns. For example, you may have a use case where end users upload sensitive information to the File column type. These permissions allow you to decide which users can access this information.
Control how columns display in your Workflow App
Nobody
Select this option to prevent all users from viewing this column. This is useful to hide system-generated columns from view.
Manager
Select this option to allow only Managers to view this column in your Workflow App.
Everyone
Select this option to allow all users to view this column in your Workflow App, as Workato adds all users to the Everyone group by default.
You can also reorganize the columns by dragging and dropping them into an alternate order.
Last updated: 12/16/2024, 1:44:05 AM