Defining a Custom Web Page Workflow Step

Workflow Manager 2020

A workflow step with type Custom Web Page launches an operator-specified web page in a new browser window, where the person completing the workflow request needs to enter or process custom information. When you select this option, the Custom Site URL field appears, and you specify the URL of the custom web page.

Note:You must enter an absolute URL (beginning with http:// or https://).

Important:By default, the value of the Custom Site URL field begins with either localhost or an IP address. In order for this workflow step to work, this value must be modified to point to your Workflow Manager server.

When the person completing the workflow request has finished working with the custom web page, data will be sent back to Workflow Manager causing it to automatically mark the step as complete and advance the workflow.

Tip:By default, the Custom Site URL field points to a custom web page shipped with Workflow Manager named TestCustomWorkflow.aspx. Use this page for testing, before providing the URL of your own web page:

http://SITE_IP_ADDRESS/CustomWorkFlow/TestCustomWorkFlow.aspx

When you create your custom web page, you are responsible for ensuring that it implements the methods necessary to pass data back to Workflow Manager:

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The AdvanceWFMinorStep method is used to mark the workflow step as complete.

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The EditWFMinorStep method is used if you want to be able to update data collected during this step without having to roll the step back.

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The RollbackWFMinorStep defines the actions which need to be taken to roll back the step.

See Configuring a Custom Web Page for detailed instructions.

See Also

Defining a Database-Driven Data Element

Defining Specialized Data Elements, Workflow Phases, and Workflow Steps