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Settings

Invent Workflows can be configured through widget settings. These settings control which features are visible, default filter values, and UI appearance.

SettingDefaultDescription
showHeadertrueShow or hide the entire header navigation bar
showDashboardtrueShow or hide the Dashboard link in navigation
showMyTaskstrueShow or hide the My Tasks link in navigation
showMyDocumentstrueShow or hide the My Documents link in navigation
showDesignertrueShow or hide the Designer dropdown (admin/manager only)
defaultModule"dashboard"The page shown when the app first loads. Options: dashboard, my-tasks, my-documents, designer

Dashboard Settings

SettingDefaultDescription
showDashboardStatusFiltertrueShow or hide the status filter dropdown
showDashboardUserFiltertrueShow or hide the assignee filter dropdown
showDashboardTagsFiltertrueShow or hide the tag filter bar
defaultStatusFilter"all"Pre-selected status filter when the Dashboard loads
showQuickAccesstrueShow or hide the Quick Access (popular templates) section
showLaunchSteppertrueShow or hide the step indicator in the Launch Workflow wizard

Dashboard Design

When the Dashboard uses the Modern design variant, additional layout settings become available:

SettingDefaultDescription
headerVariant"stats"Header style. Options: classic, stats, compact, hero, merged
cardVariant"standard"How workflow instances are displayed. Options: standard, compact, row
filterVariant"card"Filter layout. Options: toolbar, card

See Dashboard Layout Variants for screenshots and descriptions of each option.

Dashboard design settings

My Tasks Settings

SettingDefaultDescription
headerVariant"cards"Header style. Options: cards, pills, ribbon, progress
tableDensity"default"Row height in the task table. Options: compact, default, comfortable, spacious
defaultShowFilterstrueWhether the filter sidebar is open by default
defaultPageSize5Number of tasks per page
defaultSortField"createdAt"Default sort column. Options: name, status, createdAt
defaultSortDirection"desc"Default sort direction. Options: asc, desc
defaultStatusFilter[]Pre-selected status filters (array of statuses)

Due Date & Reminders

SettingDefaultDescription
dueDateTimezoneTimezone for due date calculations. When set, reminders are sent based on the configured timezone rather than UTC.

INFO

Due dates are stored as full date-time values with timezone offset, enabling timezone-aware reminder notifications.

Page Headers

SettingDefaultDescription
showPageHeadersOn[]Array of page names where page headers are shown (e.g., ["dashboard", "my-tasks"])

Display

SettingDefaultDescription
showLogotrueShow or hide the logo and title in the header
title"Workflow Hub"Custom title displayed in the header
titleTooltipHover text for the title

Fullscreen Mode

SettingDefaultDescription
fullscreenfalseWhen true, the widget expands to fill the entire viewport. Designed for portal embedding where the widget is the primary content.

AI Agent

SettingDefaultDescription
showAiChattrueShow or hide the AI Agent chat panel on workflow instance pages

See AI Agent for details on personas and agent configuration.

Audit Trail

Invent Workflows automatically logs all write operations (POST, PUT, PATCH, DELETE) performed through the API. Audit records capture who performed the action, what changed, and when.

Audit logs are queryable via the REST API using OData syntax for filtering and pagination. Accessing audit logs requires the AuditLog.ReadAll permission.

INFO

Audit Trail is a backend feature. There is currently no UI for browsing audit logs — access is API-only.

Live Preview

When editing settings, changes are previewed in real time on the widget behind the settings modal. As you change any setting — header variant, visibility toggles, design theme — the widget immediately reflects the new configuration.

  • Preview button — click the eye icon in the modal footer to peek at the widget with your live changes. Hover over it to temporarily fade the settings dialog and see the widget behind it.
  • Changes are not saved until you click Apply Changes. Click Cancel to discard all preview changes and revert to the previous configuration.

INFO

Settings are typically configured by your organization's administrator through the widget configuration system. Individual users cannot change these settings.

Invent Workflows Guide