Specifying Activity Properties

To view and modify the properties of an activity, select it in the swim lane. The properties window opens in the top right corner of the pane.


Figure: Activity - General Properties

On the left side of the properties pane, you find icons to select the specific property type you like to view or edit.

Setting General Properties

To view and edit general properties of the activity, click the General Properties General Properties button.

The General Properties section opens with the following entries:

In case you switch to the Integrator profile, UUID and ID options are displayed additionally.


Figure: UUID and UI Properties

Implementing the Task as Subprocess

In case select the option Subprocess, the activity acts as a subprocess and the activity icon changes to the subprocess icon with a plus sign in the center-bottom of the activity. The adjacent drop-down list displays all the processes defined in all the models displayed under the My Process Models panel.

If you are working with the Integrator profile, an Execution option is available. This provides the facility to decide whether process can be executed synchronously or asynchronously. By default, the Synchronous/Shared Data option is selected. The drop-down list contains following options:

The Copy All Data option is disabled for the Synchronous/Shared Data option, by default.


Figure: Activity - Subprocess

For details on working with subprocess activities, please refer to chapter Configuring Subprocess Activities Configuring Subprocess Activities of the Modeling Guide. Modeling Guide in the Infinity Process Platform Documentation.

Selecting the Processing Type

The Processing Type drop list is enabled in case the subprocess is a Process Interface or an Application Activity type is specified...

The following processing types are available:

Processing Type
Figure: Processing Type

Selecting Multiple Instance parallel or Multi-instance sequential enables multi-instance processing for the activity and adds the appropriate symbol to the activity in the model diagram.

Note
Please use the sequential processing type with care. In some cases it might lead to uncompleted processes.

Symbol
Figure: Activity symbol for parallel multiple instances

Symbol
Figure: Activity symbol for sequential multiple instances

For details on the concept of using multi instances activities refer to chapter Using Multiple Instance Activities of the Concepts handbook. Using Multiple Instance Activities of the Concepts handbook.

For Multi-instance processing types you can navigate directly to the Processing settings page by clicking the Go to Implementation icon on the right side of the Processing Type selection.

Select Task Type
Figure: Navigate to the Processing settings page

Setting Processing Type Properties

Click the Go to Processing Page Icon icon to navigate to the Processing type settings page.

Processing properties page
Figure: Setting processing properties

The Processing Type selection field works as described in section Selecting the Processing Type.

In case Multi-instance Parallel or Multi-instance Sequential are selected, the following fields are enabled:

For details on supported parameter data types refer to section Supported Parameter Data Types of chapter Using Multiple Instance Activities of the Concepts Supported Parameter Data Types of chapter Using Multiple Instance Activities of the Concepts handbook.

Input Parameter

The Input Parameter specifies the in data parameter definitions used for multi-instance processing. All IN data parameters defined for the application or process interface are available in the list, for example the parameter definition pointing to the list data element that you want to use to create activity instances from. The list element from the list data used for the multi-instance iteration will be mapped to this parameter. The parameter is required.

Select the parameter definition pointing to the list data that you want to use to create activity instances from.

Select Input Parameter
Figure: Select Input Parameter

The specified input parameters appear as Input Access Point in Data Flow properties with (List) appended.

Index Parameter

The Index Parameter is an optional parameter. It allows to map the access point into which the current list iteration index will be passed.

Select Index Parameter
Figure: Select Index Parameter

Output Parameter

The Output Parameter specifies the out data parameter definitions used for multi-instance processing. All OUT data parameters defined for the application or process interface are available in the list, for example the parameter definition pointing to the list data element used to capture data from each activity instance. This parameter is optional.

Select the parameter definition pointing to the data element used to capture data from each activity instance.

Select Output Parameter
Figure: Select Output Parameter

The specified output parameters appear as Output Access Point in Data Flow properties with (List) appended.

Limiting the Transaction Batch Size

By default, during sequential execution, all instances are processed in one transaction. For large numbers of instances, this can lead to processing times exceeding the transaction timeout and hence in rollbacks of the transaction. In order to prevent this from happening, you can set a maximum batch size. This is especially helpful if the number of instances can vary strongly and very large numbers of instances (thousands and more) are possible.

If you specify a batch size, the transaction will be committed after processing the specified number of instances. New transactions will be started for batch-wise processing of the remaining instances thus limiting the transaction duration and preventing rollbacks. Please note however, that in case of exceptions, individual batches could roll back individually. In this case, a recovery will be required to restart processing for the remaining instances. Hence, batch processing is not advisable in situations where all instances are absolutely required to be processed within a short timeframe or where temporary states of partial processing would lead to major issues.

To configure the number of instances to process in one transaction, select the check box Limit Transaction Batch Size. The Maximum Batch Size entry field will be enabled containing the default value 1. Enter a batch size, which should be an integer value specifying the concrete limit.

Limiting Transaction Batch Size
Figure: Limiting the Transaction Batch Size

Note that if the activity is an interactive activity, setting the batch size has no effect, since the inherent implementations of the interactive activities are causing a transaction commit after each activity create or suspend action, thus interactive multi-instance activities are always behaving as if the batch size is set to 1.

The three most common examples for batch size settings are the following:

  1. No batch size: process all in one transaction
  2. Batch size of x: for very large lists to avoid transaction timeouts
  3. Batch size of 1: to commit every iteration, e.g. for subprocesses to only roll back the last subprocess in case of an error and not affect the previous iterations

Setting Display Properties

Click the Display Display Property icon.

Select the Is Auxiliary Activity checkbox to mark activity as auxiliary from business perspective.


Figure: Is Auxiliary Activity

Setting Implementation Properties

This option is available only when you switch to the Integrator profile. Click the Implementation Implementation Properties icon to open the Implementation properties pane. Using this option, you can select the application which is implementing the logic for the task.

Implementation - Application
Figure: Implementation - Application

Manual task implementation

For the Manual task, auto-generated screen defines the underlying logic.

Implementation - Manual Task
Figure: Implementation - Manual Task

Rule task implementation

In the implementation part for Rule tasks you can select a Rule set that has been created or imported in the Rules Manager. Click the drop-down list for the Rule Set field and choose one of the provided rule sets. Only one Rule Set can be selected per Rule Task.

Implementation - Rule Task
Figure: Implementation - Rule Task

For details on creating or importing rule sets and requirements for using the Rules Manager, please refer to section Managing Business Rules in the Infinity Portal documentation.

During execution, the activity invokes the rules and decision tables pertaining to the rule set. Data Access Points for the Rule Tasks are computed from the selected Rule Set and exposed in the Data Flow. For details refer to section Setting Data Access Points for Rule Tasks of chapter Specifying Data Flows.

Rule Sets do not appear under the Applications node in the outline.

Other implementations

For all the other tasks, excluding Manual, None and Rule tasks, you need to select the defined application from the Application drop-down list. It lists the applications from the current model and other models displayed under the My Process Models panel, according to the selected task.


Figure: Implementation - Other

Opening the Application View

In case you like to view application properties on the selected application, click the arrow on the right side of the Application field. The appropriate application view opens with details.

Open the application properties view
Figure: Open the application properties view

Adding Excluded Users

Click the Exclude User Excluded Users Properties icon.

The Excluded Users property pane opens. To add exclude user details, click the Add icon.

Specify the following details:


Figure: Exclude User

To delete an excluded user from the list, click the Delete icon.

For more information, please refer to section Multiple on assignment event handlers of chapter Compatibility and Analogy of Models.

Quality Assurance Codes

Click the Quality Assurance Codes Quality Assurance Codes Properties icon to open the property pane for setting Quality Assurance codes. You can select a subset of codes you will use for this Quality Assurance activity.

The codes listed here are defined in the model properties. Please refer to section Quality Assurance Codes in chapter Model Properties for details on how to add, delete and modify Quality Assurance Codes.

Selecting Quality Assurance Code
Figure: Selecting Quality Assurance Code

The codes can be selected when the QA operator passes or fails the Quality Assurance activity, for example:

Selecting Quality Assurance Code
Figure: Selecting Quality Assurance Code for a failed activity

For details on using Quality Assurance codes for passing or failing activities, please refer to chapter Executing Quality Assurance Activities in the End User Handbook.

Resubmission

Resubmission of an activity removes an interactive activity instance from a worklist and puts it back later, based on some criterion. Click the Resubmission Resubmission icon to open the Resubmission property pane.

Select Enable Resubmission checkbox to expand the pane with resubmission properties.

Enable Resubmission
Figure: Enable Resubmission

For details on how to resubmit an interactive activity in the Workflow Execution perspective, please refer to chapter Resubmitting Activities in the End User Handbook.

Delegating to the Default Performers Worklist

In case you don't like the activity to go back into the worklist of the user but to the default performer worklist, select Delegate to Default Performer.

Delegating to Default Performer
Figure: Delegating to Default Performer

Authorization

In the Authorization property page you can manage permissions for the activity. You can assign or remove participants from specific activity permissions.

Please refer to chapter Setting Authorization in Model Element Properties for details on how to use the Authorization pane.

Authorization
Figure: Authorization

Adding Comments

To add comments for activities, perform the following steps:

  1. Click the Comments Comments icon.
  2. Add comment in the text box and click Submit


    Figure: Activity - Add Comment

  3. The newest comment gets displayed at the top of the table.

    Submitted comment
    Figure: Submitted comment

  4. To delete the comment, select the comment and click the Delete Delete icon. Note that only the user, who has submitted the comment, can delete the comment. If another user selects the comment or no comment is selected, the Delete icon remains in disabled state.

Setting Controlling Properties

Click the Controlling Parameters Controlling Properties icon.

The following controlling parameters are available for activities:


Figure: Controlling

Setting Quality Assurance

In the property page of interactive activities marked for quality assurance, quality assurance criteria can be specified to determine during runtime if the activity instance requires quality assurance or not.

Click the Quality Assurance Quality Assurance icon to open the properties pane for setting and editing Quality Assurance properties.

Marking Interactive Activities for Quality Assurance

To mark interactive activities for quality assurance, select the checkbox Quality Assurance Activity in the property page.


Figure: Mark activity for quality assurance.

Note that a performer must be set for this activity and the performer should not be a conditional performer. In this case, selecting the checkbox results in an inconsistency error.

Inconsistency Error
Figure: Error Message if no performer or a conditional performer is set

Quality Assurance Criteria

The following criteria for quality assurance can be entered in the activity property page, in case the activity is marked for quality assurance:


Figure: Quality Assurance

For details on how probability value and formula are used to determine quality assurance, refer to chapter Quality Assurance Quality Assurance in the Concepts Concepts section for Infinity Process Platform.

Quality Assurance Performer

In the QA Participant drop-down list you can choose the participant for quality assurance. All scoped and unscoped roles and organizations are available except conditional performers.


Figure: Select Quality Assurance Participant.

Probability

The probability determines the percentage for quality assurance performed on activities. The default probability has to be an Integer value between 0 and 100. For example:

The default value is 100. You can enter the value directly in the field or use the up- and down-arrows, which appear when hovering over the field entry.

Entering a Probability Value
Figure: Entering a Probability Value

Formula

The Formula section provides a JavaScript editor, where you can enter a formula that will be evaluated during runtime to check if this activity needs quality assurance. The default value is true. For details on how this formula is evaluated, refer to section JavaScript Expression JavaScript Expression of chapter Quality Assurance Quality Assurance in the Concepts Concepts section for Infinity Process Platform.


Figure: Quality Assurance Criteria