Using Launch Panels

Each perspective in the Infinity Portal provides a default launch panel allowing to populate a worklist with content for different selection criteria. The launch panels consist of several sections, which can be expanded and collapsed. These section contain either information or links, which you can click to invoke functionality or open specific views.

Note that the launch panels only display links to views that you are allowed to access.

Using the Launch Panel in the Administration Perspective

The Administration Perspective opens with a launch panel for:

Administration Perspective
Figure: Launch Panels

This launch panel is available only if you have administrator rights.

User Administration

The following views are provided for administrative tasks:

Preference Administration

The following views are provided for preference administration:

Workflow Administration

The following views are provided for workflow administration:

Document Repository Administration

The following view is provided for Document repository administration:

System Administration

The following views are provided for system administration:

Database Administration

The Database Administration part provides the following functionality:

Please refer to chapters Recovering the Runtime Environment and Cleaning up the Audit Trail Database for details.

Management Views

The following management views are provided:

Using the Launch Panel in the Workflow Perspective

The launch panel in the Workflow Execution perspective provides options to view worklists, start processes and activities, search for activities and others.

Workflow Execution Launch Panel
Figure: Workflow Execution Launch Panel

Overview

The Overview section provides an overview over available workitems and a link to activities the logged-in user has been working on.

Overview
Figure: Overview Launch Panel

Workitems

The first part of the Overview section displays available work items depending on some criteria.

Clicking on the items opens the general Worklist view displaying the resulting activities. For details on working on in the general worklist view, refer to chapter Viewing Worklists.

Overview
Figure: Direct Worklist

Activities you have been working on

In second part of the Overview section provides a list, in which the logged-in user can select a time frame to display all completed activity instances he has been working on. In the select box he can choose one of the following:

Overview
Figure: Select Time Frame

Choosing a time frame opens the General Worklist View displaying the resulting activities. Note that as the displayed activities are already completed, actions for completing, delegating and aborting are disabled in the table.

My Startable Processes

In the My Startable Processes launch panel, you can see the list of processes you are allowed to start. This list will show all processes having a manual trigger with a role that is assigned to the currently logged-in user. Note that in case a process does not appear in your startable process list as expected, a manual trigger might be missing in this process to trigger the process.

Startable Processes
Figure: The Startable Processes View

A process can be started by clicking on the process name. To refresh the view, click the Refresh icon Refresh in the upper right corner of the section.

Manually Triggering Process Instances on Behalf of Scoped Participants

Manually triggering process instances on behalf of scoped participants sets the department data accordingly in order to make sure that any follow-up activity instance is created in the correct target department. If the department cannot be uniquely determined during a process start, a dialog opens where you can select the participant in the department to be used. This happens in the following cases:

  1. Multiple manual triggers apply for the logged-in user. Hence, the participant to be assumed needs to be selected.
  2. The participant is granted to the logged-in user for multiple departments.

In those cases the dialog mentioned above opens with a list of all possible participant-department combinations, e.g. as displayed in the following screenshot:

Select participant.
Figure: Select the Participant.

Click the participant in the department to be used to continue the triggering process. Select Close to cancel the role/department selection.

My Assignments

The launch panel My Assignments displays all suspended activities that the logged-in user is able to activate. The items are bound to nodes in a hierarchical participant tree. It contains a list of:

the logged-in user is assigned to and which have at least one worklist item. The item entry is followed by a link listing the number of workitems of the specific node within the corresponding worklist.

Worklist by Role
Figure: Worklist by Role

To refresh the view, click the Refresh icon Refresh in the upper right corner of the section.

Profile Image

In case you have attached an image to the profile in the Configuration panel, the user picture is displayed next to the user and personal worklist. The image size is 16*16.

My Assignments - User Image
Figure: My Assignments - User Image

Refer to chapter Viewing and Editing your User Profile for details on how to attach an image to your profile.

Showing Empty Worklists

In case you prefer to see all worklists, also those having no items, select the Show empty Worklists checkbox.

Worklist by Role
Figure: Empty Worklists hidden.

Deputy Users

If the logged-in user is deputy of other users, these are displayed in the tree with their work items. You can see and edit the users you are deputy of or your assigned deputies in the configuration panel section My Deputies. Refer to chapter Managing your Deputies for details.

The worklist of the logged-in user is displayed on top, followed by the deputy users. For example in the following screenshot, Frank Cityman is the logged-in user, who has two deputies Daisy Duck and Robert Doodle.

My Assignments - Deputies
Figure: My Assignments - Deputies

Roles within Departments

Roles within departments are listed as follows:
Role Name (department.[parent department.[..]])

Worklist by Role/Department
Figure: Worklist for roles within departments

Scoped Organizations

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

Worklist scoped organizations
Figure: Worklist for scoped organizations

Using the tooltip for long worklist names

In case the name of the worklist entry is too long to be displayed, a tooltip is displayed with the whole name in case you hover your mouse over the entry.

Worklist Tooltip
Figure: Tooltip for long worklist entries

Assembly Line

Participants can be configured for assembly line mode in their modeler property pages by setting the task assignment mode to Assign Automatically. For information on how to set this property, please refer to section Task Assignment of chapter Modeling the Organizational Structure in the Infinity Process Platform Documentation - Eclipse Modeling Guide Task Assignment of chapter Modeling the Organizational Structure in the Eclipse Modeling Guide and to section Viewing Role Properties of chapter Modeling the Organizational Structure in the Business Process Modeling Handbook respectively.

In case the assembly line mode is supported and the logged-in user is assigned to roles or organizations that are configured for assembly line mode, entries for the logged-in user with Assembly Line mode are displayed at the top of the entries list. Please refer to chapter Working in Assembly Line Mode for details on the assembly line mode configuration.

The Assembly Line entry displays a link with the number of live activities in the user's assembly line worklist.

Assembly Line
Figure: Assembly Line Entries

Clicking the link gets the next activity from the assembler, activates the activity and sets the Infinity Process Platform Portal in Assembly Line mode.

Open the General Worklist View

Select the x item(s) link to get an overview of the according pending activities:

Pending Activities
Figure: The Pending Activities of the selected Role

Please refer to the chapter Viewing Worklists for information about working in this overview.

My Processes

The launch panel My Processes provides a list of all process definitions the logged-in user participates in one of the following ways:


Figure: My Processes

In case you have the ability to start an activity in a process definition, the x item(s) entry on the right side of the process definition is enabled. To get an overview of the according pending activities, click on the according item entry.

To refresh the view, click the Refresh icon Refresh in the upper right corner of the section.

Limiting the maximum Worklist Count

If the processes contain excluding users event handlers, you have the option to set a maximum worklist count in your carnot.properties file, as described in section Setting a Limited Maximum Worklist Count for Workitems in the Overview section.

For example, if you set the following properties in your carnot.properties file, the workitems count for the processes you participate in will be displayed as More than 8 total worklist item(s) if it exceeds 8.

Stardust.Engine.Tuning.Query.ExcludeUser.Evaluation = true
Stardust.Engine.Tuning.Query.ExcludeUser.MaximumWorklistCount = 8

Maximum Worklist Count
Figure: Maximum Worklist Count

Documents

The Documents section provides the option to launch the following views:


Figure: Documents Launch Panel

The Infinity Process Platform Workflow Execution Perspective provides predefined search filters for:

To start a search, select one of the provided search filters in the Activity Search section.

Note that only activities are taken in account the user has the declarative security permissions Read Process Instance Data and Read Activity Instance Data for. These permissions are defined in the modeler for the process definition and the activity accordingly. Please refer to section Authorization of chapter Specifying Activity Properties and section Authorization of chapter Working with Process Definitions in the Business Process Modeling Handbook for detailed information on the Read Activity Instance Data and Read Process Instance Data permissions accordingly.

Activity Search
Figure: Activity Search Launch Panel

Activities for Resubmission

Select this search to filter activity instances waiting for resubmission. Please refer to chapter Resubmitting Activities for details on how to set an activity for resubmission.

Search Activities for Resubmission
Figure: Search Activities for Resubmission

The number of activities awaiting for resubmission is displayed.

Number of resubmission activities
Figure: Number of resubmission activities

All activities waiting for resubmission are displayed in an overview, providing information on the search result activities.

Search Result
Figure: Pending Activities for Search Result Pane

You can view the resubmission time of the activities in column Resubmission Time. Please refer to chapter Activity Tables for a detailed description on the other columns and functionality of the table.

You can re-activate a workitem by clicking on the activity. A confirmation dialog opens to confirm that this activity should be removed from hibernation.

Resumbission Confirmation Dialog
Figure: Resubmission Confirmation Dialog

To open the resulting worklist directly from the launch panel, click the items entry next to Activities for Resubmission.

Open the resulting worklist
Figure: Open the resulting worklist

All available activities

If you like to see all activities select the All available activities option:

Search Available Activities
Figure: Search for all available Activities.

An All available activities pane opens, displaying:

In case a displayed activity instance belongs to a foreign worklist, a direct performing is not possible. To perform the activity, the user has to delegate it to himself first. However the following functionalities can be invoked for such activity instances:


Search Available Activities
Figure: All Available Activities Search Result.

Please note that the activity search retrieves the result from all the department scopes.

User worklist

To filter for the worklist of a specific user, select User worklist.

Search User Worklist
Figure: Search for User Worklist.

An entry field opens where you can choose the user. In the First Name or Last Name field type in a pattern by using the wildcard *. To show all available user names, leave the field empty. Click the Search button to display appropriate users. Note that the search is case-sensitive.

Choose User
Figure: Click to start the Search.

Now a list with users containing the search string in their name are listed below the launch entries.

Apply
Figure: Resulting Users.

All the activities of logged in user are displayed. Click on the user name to open the worklist.

Note that it is not possible to activate an item of a foreign worklist. To work on an item from this list, the user has to delegate it to himself first.

Using the Launch Panel in the Control Center Perspective

The Control Center Perspective provides the following launch panels:

Launch Panels
Figure: Launch Panels for Control Center Views

Management Views Launch Panel

The Management Views Launch Panel contains the following entries:

My Favorite Views

The My Favorite Views launch panel contains links the five last management views opened by the logged-in user. The following views are the default views entered here:

Business Object Management

The Business Object Management section is only available for users with administrator rights. From this section you can launch the Business Object Management view. Please refer to chapter Managing Business Objects for details on this view.

My Favorite Reports

The My Favorite Reports launch panel provides a list of favorite reports determined by the logged-in user.

Launch Panels
Figure: My Favorite Reports

You have the option to remove a report from the launch panel by clicking the Remove from Favorite Reports icon.

Remove Report
Figure: Remove Report From My Favorite Reports

Customizing Launch Panels

Setting a Limited Maximum Worklist Count

In case the property Stardust.Engine.Tuning.Query.ExcludeUser.Evaluation is set to true and activities have ExcludeUser actions applied, you can set a maximum worklist count in your carnot.properties file. The property Stardust.Engine.Tuning.Query.ExcludeUser.MaximumWorklistCount determines the maximum number of worklist items, that is displayed in the worklist counts. Refer to section Tuning of chapter Server Side Properties in the Operation Guide Tuning of chapter Server Side Properties in the Documentation - Operation Guide for details.

For example, if you set the following properties in your carnot.properties file, the total worklist count will be displayed as More than 10 total worklist item(s) if it exceeds 10.

Stardust.Engine.Tuning.Query.ExcludeUser.Evaluation = true
Stardust.Engine.Tuning.Query.ExcludeUser.MaximumWorklistCount = 10

Maximum Worklist Size
Figure: Total workitems with maximum value