Customizing Workflow Manager for Your Organization

Workflow Manager 2016

You can customize the following aspects of Workflow Manager for your enterprise:

References panel—You can add custom links to the Workflow Manager user interface, which are accessible to users from any Workflow Manager page on a slide-out panel. See Adding Custom Links to References Panel.
Step completion dialog boxes—You can display your company's logo on the completion dialog boxes that appear when workflow steps are completed. See Changing the Instruction Tab of the Step Completion Dialog Boxes.
Email templates—You can customize the email templates that are used whenever Workflow Manager sends a notification email. See Customizing Email Templates.

Note • Any modifications that you make to Workflow Manager files could be overwritten if you upgrade or reinstall Workflow Manager. Make notes of any changes that you make so that you can customize Workflow Manager again if necessary.