Aborting and Joining Processes

This tutorial describes how to abort existing process instance and join it to the active process instance. Also, check whether the documents attached to the source process instance are copied in the target process instance.

In an organization process instances are document-centric. To complete each process instance, operators have to merge documents from one process instance to another process instance. This involves downloading the documents locally, uploading them to the appropriate process instances and aborting the existing process instances. So, the organization has requested an enhancement to the existing functionality. For detail scenario refer to the Common Usage Pattern section of the Aborting and Joining Processes chapter of the Concepts handbook.

For details on the abort and join functionality, refer to Aborting and Joining Processes chapter of the End User Handbook.

This tutorial covers the following:

So, let's abort Verification Check - 1 process and join it to another process instance. Also, we need to check that newly joined process instance contains the document and the linking is established after the abort and join operation.

Importing the Example Model

Use the provided AbortJoin example model which contains key descriptors named TaxID, LastName and Name, appropriate declarative security to abort the process instance and its processes also support attachments.

  1. Download the following ZIP file which contains the example model in folder managing-unstructured-workflow:

    all-tutorials.zip

  2. Create a dynamic Web project designed to deploy Infinity Process Platform models to run in the Infinity Process Platform Portal. For detailed information on creating dynamic Web projects for usage with the Infinity Process Platform Portal, please refer to the Rapid Application Development guide.
  3. Right-click the project and select Import > Process Manager Wizards > Process Model. Click Next and browse to the location of the example model extracted from the zip file.
  4. Create a model with a process Verification Check - 1.
  5. Open the Properties dialog box of the process Verification Check - 1. It contains the key descriptors named TaxID and LastName.

    Key Descriptor
    Figure: Key Descriptor of process Verification Check - 1

    For more information on key descriptors, please refer to the Key Descriptors section of the Working with Data Paths chapter of the Modeling Guide.

  6. Also, make sure that all the processes support attachments

Deploying and Running the Model

Perform the following steps to deploy the model and run the project in the Infinity Process Platform Portal:

  1. Start the server and deploy the model. For details on how to deploy a model, please refer to the chapter Deploying a Workflow Model of the Support Case Example.
  2. Start the Infinity Process Platform Portal as described in the chapter Logging in to the Infinity Portal of the End User Handbook. Login as administrator (motu/motu). You can use the Shift-F8 shortcut key.

Executing the Workflow

  1. In the Workflow Perspective, start the process Verification Check - 1
  2. Specify Tax ID and Last Name

    Enter Tax ID and Name
    Figure: Enter Tax ID and Name

  3. In the toolbar, click Process Documents icon.

    Upload Document
    Figure: Upload Document

  4. Choose Upload Document

    Upload Document
    Figure: Upload Document

  5. In the Upload File dialog, browse to the location of the document and click Upload
  6. In the toolbar, click the Suspend and Save icon

    Suspend and Save
    Figure: Suspend and Save

  7. Activate another instance of Verification Check - 1 process
  8. Specify same Tax ID and Last Name
  9. In the toolbar, click the Suspend and Save icon
  10. Activate another instance of Verification Check - 1 process
  11. Specify any other Tax ID and Last Name
  12. In the toolbar, click the Suspend and Save icon

Aborting and Joining Processes

  1. Open the Worklist of the user Administrator
  2. Activate the activity of which the Tax ID and Last Name matches with the another process

    Suspend and Save
    Figure: Worklist - Activate Activity with Same Tax ID and Last Name

  3. In the toolbar, click the down-arrow icon displayed next to the Abort icon and choose Abort Process and Join option.

    Suspend and Save
    Figure: Abort and Join

  4. The active process instances with matching key descriptors are displayed in the search.

    Active Processes Matching All Key Descriptors
    Figure: Active Processes Matching All Key Descriptors

  5. Select the process instance
  6. Specify an appropriate link comment and select Abort and Join.

    Abort and Join
    Figure: Abort and Join

  7. If you want to view the newly joined process, click Yes in the Confirmation dialog.

    Abort and Join - Confirmation Dialog
    Figure: Abort and Join - Confirmation Dialog

    The process details of the joined process instance get displayed.

    Process Details of Joined Process
    Figure: Process Details of Joined Process

  1. Expand the Linked Processes panel of the target process.

    Process Details of Joined Process
    Figure: Linked Process

  2. The link to the source process instance gets displayed.

    Linked Process - Source Process
    Figure: Linked Process - Source Process

  3. In the Linked Processes panel of the source process, click the process name in the Process Column. The target process details get displayed.
  4. Expand the Linked Processes panel of the source process. The link to the target process gets displayed.

    Linked Process - Target Process
    Figure: Linked Process - Target Process

Viewing the Data

Expand the Process Documents panel of the newly joined target process.

Process Document - Target Process
Figure: Process Document - Target Process

The document from the source process instance gets copied to the target process instance. For more information, please refer to the Data Copy Semantics section of the Aborting and Joining Processes chapter of the Concepts handbook.

Process Document - Target Process
Figure: Attached Document to Target Process

Viewing the Process History

Expand the Process History panel of the newly joined target process.

Process History - Target Process
Figure: Process History - Target Process

Note that in the process history of the target process, details of the source process are not displayed.

Target Process History
Figure: Target Process History

Similarly, if you open the process history of the source process, the process history of the target process is not shown.