Working with Activity Tables

Activity tables in the Infinity Process Platform portal display available information on activities in the Infinity Process Platform runtime environment.
 


Figure: Activity Table in the Activity Overview

Toolbar Actions

In the toolbar for activities selected in the table, the following actions are available depending on the view the activity table is displayed in.

Selecting Activities for Toolbar Actions

Selecting one or more activity(ies) in the table is done by clicking directly on the according row(s). For details on selecting rows in tables, refer to chapter Selecting Rows in a Table.

Behavior in case of selecting several activities including a Case activity

Please refer the section Restrictions for Case Activity Instances for more information.

Column Selection and Reordering

You have the option to select the columns to be displayed in the table and reorder them. Click the Select Columns icon to open the Select Columns dialog, which is described in detail in chapter Selecting and Reordering Columns in Tables.

The column selection preferences set for an activity table applies to all newly opened activity views except the Process Search view. The Process Search view Activities table has its independent column selection.

Activity View Column Selection
Figure: Activity View Column Selection

Exporting Process Tables as CSV

You can export Activity tables to a CSV file. Click one of the Export / Export icons in the toolbar. Please refer to chapter Exporting Table Content for details on exporting table content.

Saving Filters and Sort Order

If you like to save the filter and ordering settings you have performed on the activity table, click the Save Filter icon in the toolbar of your table. The settings will persist across Portal sessions.

A filled star icon Save Option indicates that the current filter and order settings will be saved. To disable the save option, click the star icon again.

Please refer to section Saving Filter and Sort Order Settings of chapter Filtering and Sorting Data Entries for details.

Delegating Activities

In case you have the permission to delegate the selected activities to other users, the Delegate icon in the toolbar is enabled. Please refer to section Authorization of chapter Specifying Activity Properties in the Business Process Modeling Handbook for detailed information on this permission.

To delegate the selected activities, click the Delegate button. This will open the Delegation Dialog, where you can choose the user(s) or role(s) you want to delegate the activity to.

Delegate Selected Activities.
Figure: Delegate Selected Activities

For details on delegating activities, refer to chapter Delegating Activities.

Aborting Activities

To abort activities, select them in the Select part and click the abort icon on top of the Activities table.

Abort Activity
Figure: Abort Activity Button

Refer to chapter Aborting Activities for details about the aborting functionality and on authorization requirements.

To abort multiple activities, press Ctrl and select the activities in the table.

Aborting Menu

To open the Abort menu with the different abort options, click the Abort Menu icons next to the Abort icon in the toolbar.

Abort Activity Menu
Figure: Abort Activity Menu

The available options are described in detail in section Aborting Activities from an Activity Table in chapter Aborting Activities.

Modifying Activity Priorities

In case you have the permission to modify activity instances, you can change the priorities for activity instances in activity tables. Please refer to section Authorization of chapter Specifying Activity Properties in the Business Process Modeling Handbook for detailed information on setting security permission for modifying activity instances.

To modify the priority, click the arrow on the right side of the priority and select one of the predefined priorities High, Normal and Low.

Set the Priority of a Process Instance
Figure: Set the Priority of an Activity Instance.

It is also possible to select more than one activity, the actions invoked in the toolbar will then be applied to all activities.

To save the changed priorities, select the Save Priority Changes icon in the toolbar.

A notification dialog opens to list the priority modifications.

Priority Save Notification
Figure: Priority save notification

Table Entries

Activity tables display details about activity instances and provides actions on those.

Table Content

The following details are available depending on the view, in which the table is opened:

ColumnDescription
ActivityName of the activity. Note that the name of the default case activity is displayed as the case name itself. For more information on Cases, please refer to chapter Case - Grouping Processes of the Infinity Process Platform Concepts Case - Grouping Processes of the Concepts handbook.
Activity OIDActivity OID
PriorityPriority of the activity
CriticalityThe criticality category of the activity instance
DescriptorsDescriptors of the process the activity belongs to
Resubmission TimeResubmission time for the according activity instance
Start TimeStart time of the activity
Last ModifiedLast modification time
DurationDuration of the activity in days, hours, minutes and seconds
Assigned ToThe role the activity is assigned to
ActionsAvailable actions
StatusStatus of the activity (completed, suspended etc.)
Completed ByUser, role or organization the activity is completed by
ProcessName of according process
Process OIDOID of according process
Participant PerformerParticipant performer (role, organization) of the activity
Business DateSelectable column to display the Business Date if available
<custom descriptor>You can add a separate column for each available descriptor. The column uses the name of the according descriptor. Refer to section Selecting a separate column for a specific descriptor for details.
Case DescriptionDescription of the case
Case NameName of the case
Event DetailsDetails about activity events (see section Viewing Event Details of chapter Viewing the Tree of Activities in a specific Process for details on this column)
Event PerformerPerformer of the activity event
Benchmarks If benchmarks are defined for activities then you can view the benchmark category flag for each activity instance in the Activities table.

Some columns are displayed by default, some additional columns can be added via the Select Column filter, described in the section Column Selection and Reordering.

Sorting and Filtering

Activity tables provide sorting and filtering as described in the following sections.

Sorting

The table may be sorted by any sortable column by clicking the sort icon in the column header. The table data can be toggled between ascending and descending order when the sort icon is clicked.

Please refer to section Sorting Table Content of chapter Filtering and Sorting Data Entries for detailed information.

Filtering Data Entries

If the is available for a column, you can set a filter on this column. Select the filter icon to open the filter dialog, as described in section Filtering Data Entries of chapter Filtering and Sorting Data Entries.

Sorting and Filtering on Descriptor Values

A special case are the <custom descriptor> columns. Worklists can be sorted and filtered on descriptors, if they either contain only activity instances from one process definition or process definitions with descriptors based on the same data. Please note that these columns cannot be sorted or filtered on descriptor values, in case the descriptor for all listed process definitions or activities pertaining to process instances is based on different data or attributes.

Saving the filter and order settings

Note that you can save your filtering and sorting settings for your next Portal sessions. You can do this via the Save Filter icon in the toolbar of your table as described in section Saving Filters and Sort Order.

Getting Activity Details

To view the details about an activity and its according process instance, click on the activity name.

Open the Process Details View
Figure: Open the Process Details View.

A separate view, the Process Details View opens, displaying the process instance details:

Process Details View
Figure: Process Details view of the activity

Please refer to chapter Viewing Process Details for detailed information on this view.

Criticality

This column displays the criticality category of the activity instance as icon. By default, criticality is of three types and it is indicated in colored flags:

To view the criticality value, move the mouse over the criticality flag in the Criticality column. The criticality category and value get displayed as tooltip text for the selected criticality.

Criticality - Tooltip
Figure: Criticality Value - Tooltip

Refer to chapter Configuring Criticality Settings for details on criticality categories and what the meaning of the icons. For general details on criticality calculation, refer to chapter Activity Criticality of the Infinity Process Platform Concepts. Activity Criticality of the Infinity Process Platform Concepts section. In case the criticality contains an invalid value for category, the following icon is displayed: .

Descriptors

In the Descriptors column, all descriptors of the process the activity belongs to, with the exception of descriptors based on Document data, are displayed.

For details on descriptors, please refer to section Using Descriptors of chapter Configuring Data Paths in the Business Process Modeling Handbook.

Selecting a separate column for a specific descriptor

You can add a separate column for each available descriptor. Open the column selector dialog as described in chapter Selecting and Reordering Columns in Tables and select the descriptor. The column uses the name of the according descriptor.

For example select a descriptor named ProductName in the column selector.

Select specific Descriptor
Figure: Select a specific Descriptor

A separate column named ProductName is displayed.

Separate Column
Figure: A separate column for specific Descriptor is displayed.

Descriptors based on Document Data

Descriptors that are based on Document Data, which could be specific documents or process attachments configured as descriptors, are displayed in separate columns. The according descriptor name appears as the column header. The column entry displays the Document name preceeded by the appropriate MIME type icon.

Document Descriptors
Figure: Separate Columns for example Document Descriptors

Clicking on the Document entry opens the Document in the Document Viewer.

Open the Document in the Document Viewer
Figure: Open the Document in the Document Viewer

Suppress the display of blank Descriptors

You have the option to determine that descriptors, which have no values should not be displayed. This option can be set in the Configuration View. Please refer to chapter Configuring Workflow Execution for details.

Business Date

The Business Date descriptor is created implicitly when a process or an activity of the Model & Go! perspective is initialized. It displays for processes of the Model & Go! perspective only. You find this descriptor in the general Descriptors column.

Business Date Descriptors
Figure: Business Date displayed in Descriptor column

If you like the business date to display in a separate column, select Business Date from the Select Column dialog.

Business Date Column
Figure: Business Date Descriptor Column

Benchmarks

Select the Benchmark column, from the Select Column dialog, if not displayed in the activities table. It displays a benchmark category flag for each activity instance, if benchmarks are defined.

Benchmark Column
Figure: Activity Table - Benchmark Column

To view the benchmark category tooltip, hover the mouse over the benchmark flag in the Benchmark column.

Benchmark Column
Figure: Benchmark Category - Tooltip

Click the sort icon to sort the benchmarks. Benchmarks are sorted by value and not by color across all benchmarks. For more information, please refer to chapter Filtering and Sorting Data Entries.

For more information on benchmarks, please refer to the chapter Managing Benchmark Definitions.

Activity Table Actions

The Actions column provides actions for the according activity instance.

Actions column
Figure: Actions column

Apart from the actions for viewing notes and process documents, a menu is available where you can select other actions from. To open this menu, click the ... entry.

Actions Menu
Figure: Actions menu

The following actions are available depending on the according view the table is displayed in:

Section Restrictions for Case Activity Instances describes restrictions on actions for Case activity instances.

Viewing Process Details

To invoke the Process Details view for an activity instance, select the Process Context Process Details entry in the Actions column drop-down list.

Please refer to chapter Viewing Process Details for detailed information on this view.

Activate

To activate an activity, select the Activate the Activity Activate entry in the Actions column drop-down list.

Delegating an Activity

In case you have the permission to delegate the according activity to other users, the Delegate option is enabled in the menu of the Actions column. Please refer to section Authorization of chapter Specifying Activity Properties in the Business Process Modeling Handbook for detailed information on this permission.

To delegate an activity, select the Delegate Delegate entry in the Actions column menu.

The Delegation Dialog opens, where you can choose a user. Please refer to chapter Delegating Activities for detailed information on delegating activities.

Aborting an Activity

To abort an activity, click the Abort entry in the Actions column drop-down list.

Refer to chapter Aborting Activities for details about the aborting functionality and on authorization requirements.

Using the Abort Menu

To open the Abort Menu click the Abort Menu icon next to the Abort entry. The menu provides the following options:

Abort Process and Start

In case you want to abort the process instance the activity belongs to and start another process, click the Abort Menu entry in the Actions column drop-down list and select Abort Process and Start. Please refer to chapter Aborting a Process and Starting a new Instance for details.

Abort Process and Start
Figure: Abort Process and Start

Abort Process and Join

In case you want to abort the process instance the activity belongs to and join another process, click the Abort Menu entry in the Actions column drop-down list and select Abort Process and Join. Please refer to chapter Aborting and Joining Processes for details.

Abort Process and Join
Figure: Abort Process and Join

Pause Process and Start

In case you want to pause the process instance the activity belongs to and start another process, click the Abort Menu entry in the Actions column drop-down list and select Pause Process and Start. Please refer to chapter Pausing a Process and Starting a new Process for details on this option.

Pause Process and Start
Figure: Pause Process and Start

Relocating an Activity

To relocate an activity, select the Relocate Relocate entry in the Actions column drop-down list.

Please refer to chapter Relocating Activities for details on activity relocation.

Viewing and Editing Notes

To view or add new notes pertaining to the according activity, click the Notes icon Notes in the Actions column.

Please refer to chapter Adding and Viewing Notes for detailed information on adding and viewing notes.

Viewing Process Documents

To view which documents belong to the process of an activity, click the View Process Documents icon.

A list opens, which displays all process attachments, specific documents and correspondence of the process the activity belongs to.

Viewing Process Documents
Figure: Viewing Process Documents

Process Attachments

If the process supports process attachments, the Process Attachments folder displays at the top of the menu. Process Attachments are listed under this folder starting with the oldest document at the top and the newest at the bottom.

Clicking a document opens it in the appropriate Document viewer.

Viewing Process Attachments
Figure: Viewing Process Attachments

Specific Documents

If specific documents are configured, the Specific Documents node displays below the process attachments. For details on specific documents, please refer to section Specific Documents of chapter Viewing and Managing Process Documents.

Specific Documents are listed under this folder in the order in which they are set up in the model, for example the data path sequence.

Clicking a document opens it in the appropriate Document viewer.

Viewing Process Attachments
Figure: Viewing Process Attachments

Correspondence

In case correspondence has been created for the process the activity belongs to, a Correspondence folder is displayed containing the correspondence documents.

Correspondence Documents
Figure: Correspondence Documents

To view a correspondence, click its node. A viewer opens, which displays the correspondence in read-only mode.

Please refer to chapter Viewing Correspondence Artifacts for details.

Opening all documents

To open each document in its own viewer, click the Open all Documents option.

Open all Documents
Figure: Open all Documents

Restrictions for Case Activity Instances

Note that the following actions are not allowed on a default case activity instance:

Activity state change is initiated internally only.

Note: Case activities do not appear in assembly line mode. For the default case activity the following message gets displayed in that case.

In case the default case activity is in assembly line mode, the following message dialog opens:


Figure: Action - Default Case Activity

The action icons are disabled for default case activity instance.