Starting a Process

Supports starting process instances for selected business object instances and applying their data. It displays the processes that are configured to use the selected Business Object are listed in the Startable Processes table.

Starting a Process for Business Object Instances

To start a process for business object instances, perform the following steps:

  1. In the My Processes panel, click the Start Process for Business Object option


    Figure: Start Process

  2. Select Business Object from the drop-down list


    Figure: Select Business Object

  3. Once a Business Object is selected, a table with available instances of the selected Business Object populates.

    Business Object Instances Table
    Figure: Table with Business Object Instances

    Note that the Business Object instances table is filtered based on the user's permissions, which also depends on department grants. Please refer to section Restricted Visibility of Business Objects depending on Department Grants Restricted Visibility of Business Objects depending on Department Grants of chapter Managing Business Objects Managing Business Objects and section Read and Write Access of Business Object Instances of chapter Business Objects in the Concepts handbook Read and Write Access of Business Object Instances of chapter Business Objects in the Concepts Handbook of the Infinity Process Platform Documentation for details.

  4. Select the business object instance for which you want to start the process. The startable processes for the selected business object instance get displayed.


    Figure: Startable Processes

  5. Click Start Process to start Process Instances in that Process. The confirmation message gets displayed.


    Figure: Confirmation Message - Process Start

Note that you can start a process without benchmark, if no benchmark is configured.

Process Start Behavior and same Business Object Instance + Process Definition + Business Day

Note that you cannot start a process, if it is already started for a specific:

These three parameters should be unique for each process to start. This check is performed at the time of process start in following three scenarios:

Viewing Implementation of the Checklist Panel at Runtime

The checklist panel is displayed for user tasks with Implementation set as Checklist panel.


Figure: User Task - Checklist Panel Implementation

In the Worklist Execution perspective, click on the checklist panel process to view the implementation.


Figure: Checklist Panel

Following details are displayed:

Viewing Process Summary

Displays a summary of the tasks completed so far for this process instance.

The process summary includes:

Summary Table Rows

Each row represents either a process or sub-process or an activity. The following information is displayed for each row.

Clicking a row expands the node to display:

Summary Toolbar

Icon Description
Expand All Expands all rows to display the associated documents, notes and checklist data.
Collapse All Collapses all rows.
Show/Hide Notes Toggles visibility of notes. By default, notes are displayed.
Show/Hide Documents Toggles visibility of documents. By default, documents are displayed.
Refresh Refreshes the process summary table.

Color Bar

The color bar provides a way to represent parent nodes and their child nodes for processes with many nested sub-processes. The color bar includes an expand/collapse icon for each parent node. When a parent node is expanded, the color bar for it and its children is changed to a different color to indicate their relationship. When a parent node is collapsed, the color for the parent reverts back to the color of its parent-sibling group.

Viewing Summary of a Process having an Interactive Activity

The Process Summary is displayed for an interactive activity and the checklist panel. The following details of an interactivity activity and a checklist are displayed in the process summary:


Figure: Interactive Activity - Process Summary

Viewing Summary of a Process having a Service Task

The following details of the service task or non-interactive activity are displayed in the Process Summary tab.


Figure: Process Summary - Service Task

Viewing Summary of a Sub-process Activity

To view the sub-process activity process summary, click the Expand icon displayed in the side bar of the Process Summary table.


Figure: Process Summary - Click Expand icon

The following details of the sub-process activity are displayed:


Figure: Sub-process Summary

Viewing Implementation of the Checklist Panel Header at Runtime

The checklist panel header helps you to identify processes and view informational messages about checklist. You can also use it to give instructions to the current user about how the activity should be performed. To view the checklist panel header, you need to add description for checklist panel in the Configuration tab of the model. For more information, please refer the section Configure of the Configuring and Modeling the Processes chapter.

Checklist Panel Header with Simple Description

To add the checklist panel header with simple description, do the following:

  1. In the Model & Go! perspective, create a new model
  2. Open the Configure tab and specify following description in the Description text box


    Figure: Configure - Description

  3. Go to the Model tab
  4. Drag and drop the user task to the process diagram canvas
  5. Select the Checklist Panel option from the Implementation drop-down list


    Figure: User Task - Implementation - Checklist Panel

  6. Add input type
  7. Deploy the model
  8. Switch to the Workflow Execution perspective and start the process deployed from the Model & Go! perspective. The top part of the checklist panel displays the description.


    Figure: Checklist Panel - Simple Header

Checklist Panel Header with Token

We are using the $businessObject and $businessDate tokens. The $businessObject.<attributename> token gets replaced by the value provided for that business object field. For more information, please refer the section Configure of the Configuring and Modeling the Processes chapter.

  1. Assume that the business object named Vendor is created with field VendorID and VendorName. For details on Business Objects, please refer to the chapter Business Objects Business Objects of the IPP Concepts Concepts . handbook in the Infinity Process Platform Documentation.
  2. In the Model & Go! perspective, create a new model
  3. Open the Configure tab
  4. Select Vendor from the Business Object drop-down list


    Figure: Business Object - Vendor

  5. Specify following description in the Description text box


    Figure: Configure - Description

  6. Go to the Model tab
  7. Drag and drop the user task to the process diagram canvas
  8. Select Vendor Entry Screen (Read/Write) option from the Implementation drop-down list


    Figure: User Task - Implementation

  9. Drag and drop another user task to the process diagram canvas
  10. Select the Checklist Panel option from the Implementation drop-down list


    Figure: User Task - Implementation - Checklist Panel

  11. Deploy the model
  12. Switch to the Workflow Execution perspective and start the process deployed from the Model & Go! perspective.
  13. Specify Vendor ID and Vendor Name in the User Task 1


    Figure: Specify Vendor Details

  14. Note that in the next user task the token $businessObject.VendorID is replaced with the provided VendorID in the User Task 1. In this case, we have provided VedorID as 123. Also, the token $businessDate is replaced with the current date.


    Figure: Checklist Panel Header with replaced Tokens

Viewing Implementation of the Checklist Panel Mandatory Fields at Runtime

If the checklist panel field is marked as Required then the checklist panel would be displayed as shown in the following screenshot:


Figure: Checklist Panel - Mandatory Fields

Viewing Notes of the Checklist Panel

You can add notes at process-level and activity-level for the Checklist panel. To view the Notes panel, execute a Model & Go! checklist panel process from the Workflow Execution perspective. The Notes panel is displayed in the right side of the Checklist panel.


Figure: Checklist Panel - Notes

The panel to add process-level notes is displayed under the Process heading and activity-level notes panel is displayed under the Activity heading. The side bar of the notes panel displays the following icons:

You can view the added notes for the process and its activities in the Notes panel, as well. For more information, please refer the chapter Viewing and Editing Notes Viewing and Editing Notesof the Enduser Handbook Enduser Handbook in the Infinity Process Platform Documentation.

Adding Process-level Notes

To add a process-level note, perform the following:

  1. Specify the note details in the notes text box displayed under the process name


    Figure: Specify Note Text

  2. Click the Add Note icon in the Notes panel of the process


    Figure: Add Note - Process-level

  3. The Notes panel displays the note under the process heading with the following details:


    Figure: Process-level Note

Adding Activity-level Notes

To add an activity-level note, perform the following:

  1. Specify the note details in the notes text box displayed under the activity name


    Figure: Specify Note Text

  2. Click the Add Note icon in the Notes panel of an activity


    Figure: Add Note - Activity-level

  3. The Notes panel displays the note under the activity heading with the following details:


    Figure: Activity-level Note

Note: When a checklist panel opens for a subsequent user, only process-level notes are displayed. As activity-level notes get added only for that activity instance.

Viewing Documents of the Checklist Panel

You can add documents at process-level and activity-level for the Checklist panel. You can view the uploaded documents in the Process Attachments panel of Process Details. To view the Documents panel, execute a Model & Go! checklist panel process from the Workflow Execution perspective. Click the Switch to Documents Panel option displayed in the right side of the Checklist panel.


Figure: Checklist Panel - Switch to Documents Panel

The Documents panel gets displayed in the right side of the Checklist panel. The panel to add process-level documents is displayed under the Process heading and activity-level documents panel is displayed under the Activity heading.


Figure: Checklist Panel - Documents

The side bar of the documents panel displays the following icons:

Adding or Uploading Documents to the Document Panel

You can add or upload a document, using two options:

Dragging and Dropping a Document

Drag the document from the specific folder and drop it on the documents panel at process or activity level.


Figure: Drag-and-drop on Documents panel

Uploading a Process or an Activity Attachments

Click the Upload Process or Activity Attachment icon displayed at the bottom of the document panel at process-level and activity-level.


Figure: Upload Process or Activity Attachment

Click the Upload File icon and select a document to upload

Click Upload in the Upload New File dialog box. The document gets uploaded.

Document Operations

Once the document is uploaded, the Action Menu is displayed for each document.


Figure: Document - Actions Menu

You can perform following operations on the uploaded document:


Figure: Document - Actions

For more information, please refer the chapter Working with Documents Working with Documents of the Enduser Handbook Enduser Handbook in the Infinity Process Platform Documentation.

Viewing Implementation of Quality Assurance Activities in the Checklist Panel

To see the quality assurance activities, make sure that the Checker is selected for the user task. The quality assurance activity gets assigned to the selected Checker at the time of execution. Note that if the Performer of the same activity is different then the activity gets assigned to the performer first, when the performer completes this activity then it gets assigned to the checker for QA purpose.


Figure: User Task - Checker

Checklist Panel - Quality Assurance

The checklist panel displays the following icons for quality assurance activities.


Figure: Checklist Panel - Quality Assurance - Pass - Fail

Please refer the example for more information.