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.
The Administration Perspective opens with a launch panel for:
Figure: Launch Panels
This launch panel is available only if you have administrator rights.
The following views are provided for administrative tasks:
The following views are provided for preference administration:
The following views are provided for workflow administration:
The following view is provided for Document repository administration:
The following views are provided for system 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.
The following management views are provided:
The launch panel in the Workflow Execution perspective provides options to view worklists, start processes and activities, search for activities and others.
Figure: Workflow Execution Launch Panel
The Overview section provides an overview over available workitems and a link to activities the logged-in user has been working on.
Figure: Overview Launch Panel
The first part of the Overview section displays available work items depending on some criteria.
the number of activities assigned directly to the logged-in user. It launches the user's personal worklist when clicked.
the number of open activities that the logged-in user is authorized to activate. It launches a personal worklist with these activities, providing the unified worklist.
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.
Figure: Direct Worklist
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:
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.
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.
Figure: The Startable Processes View
A process can be started by clicking on the process name. To refresh the view, click the Refresh icon in the upper right corner of the section.
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:
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:
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.
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.
Figure: Worklist by Role
To refresh the view, click the Refresh icon in the upper right corner of the section.
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.
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.
In case you prefer to see all worklists, also those having no items, select the Show empty Worklists checkbox.
Figure: Empty Worklists hidden.
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.
Figure: My Assignments - Deputies
Roles within departments are listed as follows:
Role Name (department.[parent department.[..]])
Figure: Worklist for roles within departments
Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])
Figure: Worklist for scoped organizations
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.
Figure: Tooltip for long worklist entries
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.
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.
Select the x item(s) link to get an overview of the according pending activities:
Figure: The Pending Activities of the selected Role
Please refer to the chapter Viewing Worklists for information about working in this overview.
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 in the upper right corner of the section.
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
Figure: Maximum Worklist Count
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.
Figure: Activity Search Launch Panel
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.
Figure: Search Activities for Resubmission
The number of activities awaiting for resubmission is displayed.
Figure: Number of resubmission activities
All activities waiting for resubmission are displayed in an overview, providing information on the search result activities.
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.
Figure: Resubmission Confirmation Dialog
To open the resulting worklist directly from the launch panel, click the items entry next to Activities for Resubmission.
Figure: Open the resulting worklist
If you like to see all activities select the All available activities option:
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:
Figure: All Available Activities Search Result.
Please note that the activity search retrieves the result from all the department scopes.
To filter for the worklist of a specific user, select 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.
Figure: Click to start the Search.
Now a list with users containing the search string in their name are listed below the launch entries.
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.
The Control Center Perspective provides the following launch panels:
Figure: Launch Panels for Control Center Views
The Management Views Launch Panel contains the following entries:
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:
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.
The My Favorite Reports launch panel provides a list of favorite reports determined by the logged-in user.
Figure: My Favorite Reports
You have the option to remove a report from the launch panel by clicking the Remove from Favorite Reports icon.
Figure: Remove Report From My Favorite Reports
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
Figure: Total workitems with maximum value