Pausing and Starting Processes

This tutorial describes how to pause the current process instance and start a new process instance. Also, check whether the documents attached to the current process instance are copied in the new process instance.

In an organization, the loan application process instances are started but the approval is pending for these loan processes. This resulted into incorrect workflow of the processes. Hence, the organization has requested an enhancement to the existing functionality. For detail scenario, refer to the Common Usage Pattern section of the Pausing and Starting a new Process chapter of the Concepts handbook.

For details on the pause and start functionality, refer to the Pausing a Process and Starting a new Process chapter of the End User Handbook.

This tutorial covers the following:

Importing the Example Model

The example model contains the following:

These activities have the structured data named Customer Data and the document data named CustomerDocument associated with it.

Perform the following steps to download the example model named Loan Application. Note that this example model is created in the Modeling perspective.

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

    all-tutorials.zip

Deploying and Running the Model

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

  1. Make sure that the server is up and running
  2. Start the Infinity Process Platform Portal as described in the chapter Logging in the Infinity Portal of the End User Handbook. Login as administrator (motu/motu). You can use the Shift-F8 shortcut key.
  3. Switch to the Modeling perspective
  4. Import the Loan Application model in the Modeling perspective as described in the section Importing a Model of the chapter Model Operations of the Business Process Modeling Handbook.
  5. Deploy the model in the Modeling perspective as described in the section Deploying a Model of the chapter Model Operations of the Business Process Modeling Handbook.

Pausing and Starting the Activity and Process

Let's pause the Loan Application Process and start the Approve Loan Application process. After pausing, the Loan Application Process and its activities would achieve the Halted state. Once the Approve Loan Application process is completed, the Loan Application Process would become Active and the workflow would resume.

  1. Switch to the Workflow Execution perspective
  2. From the My Startable Processes panel, start the Loan Application Process

    Loan Application Process
    Figure: Loan Application Process

  3. Enter the loan details and upload a document to the Customer Application Activity

    Customer Application Activity
    Figure: Customer Application Activity

  4. Complete the Customer Application Activity. The Customer Application Review activity gets displayed along with the uploaded document in the new tab.
  5. Review and close the uploaded document tab
  6. In the toolbar, click the Suspend and Save icon to suspend the Customer Application Review activity

    Customer Application Review
    Figure: Customer Application Review - Suspend and Save

  7. Switch to the Administration perspective and open the Activity Overview view


    Figure: Administration - Activity Overview

  8. Select the suspended Customer Application Review activity from the Activities view
  9. In the toolbar, click the down arrow displayed next to the Abort Menu icon and choose the Pause Process and Start option

    Customer Application Review
    Figure: Pause Process and Start - Customer Application Review

  10. In the Pause Process and Start dialog, select the Approve Loan Application from the Select Process drop-down list and click Ok.

    Customer Application Review
    Figure: Pause Process and Start - Approve Loan Application

  11. Click No in the Information dialog
  12. In the Activity Overview table, note the status of the Customer Application Review activity is displayed as Halted.

    Customer Application Review
    Figure: Customer Application Review - Halted

  13. Open the Process Overview table from the Workflow Administration panel and note the status of the Loan Application Process is displayed as Halted.

    Worklist - My Assignments
    Figure: Process Overview - Loan Application Process - Halted

  14. Switch to the Workflow Execution perspective
  15. Open the worklist from the My Assignments panel

    Worklist - My Assignments
    Figure: Worklist - My Assignments

  16. Note the status of the Review Loan Application activity is displayed as Suspended

    Review Loan Application - Suspended
    Figure: Review Loan Application - Suspended

  17. Activate the Review Loan Application activity
  18. Review and close the document copied to this activity
  19. In the toolbar, click the Complete icon to complete the Review Loan Application activity

    Complete - Review Loan Application
    Figure: Complete - Review Loan Application

  20. Similarly, complete Finalize the Loan Amount activity

    Complete - Finalize the Loan Amount
    Figure: Complete - Finalize the Loan Amount

  21. Switch to the Process Overview and note that the Loan Application Process has achieved the status Active as soon as Finalize the Loan Amount activity is completed.

    Halted to Active
    Figure: Process Overview - Loan Application Process - Active

  22. Switch to the Workflow Execution perspective and open the worklist
  23. Activate and complete the Customer Application Review activity
  24. Complete the Approve Loan activity
  25. Switch to the Process Overview and note the status of the Loan Application Process and Approve Loan Application processes.

    Halted to Active
    Figure: Processes - Completed

In this case, the current process is Loan Application Process and the newly started process is Approve Loan Application. The link type would be displayed for these processes:

  1. In the Process Overview, click on the Loan Application Process

    Halted to Active
    Figure: Process Overview - Loan Application Process

  2. Open the Linked Processes panel and note the Link Type is displayed as Inserted

    Halted to Active
    Figure: Link Type - Inserted

  3. In the Linked Processes panel, click on the Approve Loan Application process. The process details of the Approve Loan Application process gets displayed.
  4. Open the Linked Processes panel and note the Link Type is displayed as Inserted Into

    Halted to Active
    Figure: Link Type - Inserted Into

Viewing the Process History

Open the Process Details view of the Loan Application Process to view the process history.

Halted to Active
Figure: Process History - Loan Application Process