How to Enable the Workflow for the Portal

Once you created the Lode Data and Update Assigned Rights workflow you can assign it to the pages.

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Navigate to the Design ➤ Page and you will get the list of created pages. 

Now open the page in the Edit mode, for which you want to apply the workflow. 

Now click on the Configure Widget Icon and tickmark the Enable Workflow field. Select the Data Loading and Update Assign Rights Workflow, click on the Save button and Update the page to apply the workflow.  

Widget-wise workflow is added for these widgets.

  • Case Deflection
  • Chart
  • Counter
  • Data card
  • Form
  • Knowledge base
  • List
  • Recent Activity
  • Search

Some widgets will have the Load Data Workflow and some widgets will have both workflows. Here is their classification of them. 

Load Data  Both Workflows
Chart Widget List Widget
Counter Widget Data Card Widget
Knowledge Base Widget Recent Activity Widget
Search Widget  Form Widget
Case Deflection Widget


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