Working with Process Tables

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


Figure: Process Table in the Process Overview

The following sections describe the functionality provided in the process table:

Table Content

They following details about the process instance and case process instance are displayed by default or can be selected via filter in a process table:

Column Description
Process Name of the process instance
Process OID OID of the process instance
Priority Priority of the process (high, normal or low)
Descriptors Descriptors belonging to the process
Starting User User who started the process
Start time Start time of the process instance
Duration Duration of the process in days, hours, minutes and seconds
Benchmarks If benchmarks are defined for processes then you can view the benchmark category flag for each process instance in the Process table.
Case Owner Name of the case owner is displayed if the selected process instance is case process instance
Actions Available actions
Status Status
Root Process OID OID of Root Process
End Time End time of the process instance
<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.
Business Date Selectable column to display the Business Date if available
Case Description Description of the case is displayed if the selected process instance is case process instance
Case Name Name of the case is displayed if the selected process instance is case process instance

Descriptors

In the Descriptor column, all descriptors of the process, with the exception of descriptors based on Document data, are displayed.

Descriptor Column
Figure: Descriptors column

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 ProductID in the column selector.

Select specific Descriptor
Figure: Select a specific Descriptor

A separate column named ProductID 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

Editing Descriptor Values

In case a descriptor has an out data path with the same Id as the descriptor's in data path, you can edit its value in the Process Details view of the according process. Please refer to section Editing Descriptor Values of chapter Viewing Details on Descriptors for details.

Business Date Descriptor

The Business Date descriptor is created implicitly when a process 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.

Descriptor Column
Figure: Business Date in general Descriptors 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 process table. It displays a benchmark category flag for each process instance, if benchmarks are defined.

Benchmark Column
Figure: Process 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 on benchmarks, please refer to the chapter Managing Benchmark Definitions.

Toolbar Actions

The following actions are available in the toolbar for processes selected in the table:

Exporting Process Tables as CSV

You can export Process 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 process 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.

Aborting Processes

In case you have the permission to abort the according process, the Abort Process icon in the toolbar is enabled.

To abort one or more process(es), select them and click the abort button () on top of the table.

For details on aborting process instances, refer to chapter Aborting Process Instances.

Abort Process and Start

In case you want to abort an existing process instance and start another process, click the down arrow icon and select Abort Process and Start option from the toolbar.

To abort multiple processes, press Ctrl and select the processes. Then, click on the down arrow icon and select the Abort Process and Start option from the Toolbar. 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 an existing process instance and join another process, click the down-arrow icon displayed next to the Abort icon and choose Abort Process and Join option from the toolbar. Please refer to chapter Aborting and Joining Processes for detail information.

Abort Process and Join
Figure: Abort Process and Join

Pause Process and Start

In case you want to pause an existing process instance and start another process, click the down arrow icon and select Pause Process and Start option from the toolbar. 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

Recovering Process Instances

On top of the table you also find a button to recover processes selected in the table. In the Select part, select all processes you like to recover and click the button. Refer to chapter Recovering Process Instances for details on the recover action.

Modifying Process Priorities

In case you have the permission to modify process instances, the entries for the priorities provide a drop-down list with the predefined priorities High, Normal and Low. To modify the priority, click the arrow on the right side of the priority and select one of the provided priorities.

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

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

Refer to chapter Modifying Process Priorities for details on changing priorities and required authorization.

Case Menu

You can group related processes in a case using the Case Menu. Click the Case Menu icon to open the menu.

The Case Menu contains two options:

Case Menu
Figure: Case Menu - Options

Please refer to chapter Grouping Root Process Instances under a new Case Process for detailed information.

Actions Column

The Actions column provides actions for the according process 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:

Viewing Process Details

To view process details of a process 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.

Aborting a Process

In case you have the permission to abort the according process (Abort Process Instances), the Abort option is available. For details on this permission please refer to section Authorization of chapter Working with Process Definitions in the Business Process Modeling Handbook.

To abort a process, click the Abort entry in the Actions column drop-down list.

For details on terminating process instances, refer to chapter Aborting Process Instances.

Using the Abort Menu

The Abort Menu provides the following options:

Abort Process and Start

In case you want to abort an existing process instance 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 an existing process instance 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 an existing process instance 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

Recovering a Process

Click the Recover Recover Process option in the Actions column drop-down list to recover a process.

Please refer to chapter Recovering Process Instances for details on the recover action.

Viewing the Process Gantt Chart

Select the Open Gantt Chart View Gantt Chart option in the Actions column drop-down list to open the Gantt Chart View.

Please refer to chapter Viewing the Gantt Chart of a Process Instance for details on this view.

Viewing and Editing Notes

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

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

Viewing Process Documents

To view documents attached to a process, click the View Process Documents icon.

A list opens, which displays all process attachments and specific documents.

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 folder 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

Opening all documents

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

Open all Documents
Figure: Open all Documents

Sorting and Filtering Data Entries

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

Filtering Data Entries

You have the option to filter the data in the following columns:

Select the filter icon to open the filter dialog, which is described for the different filter types in section Filtering Data Entries of chapter Filtering and Sorting Data Entries.

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.

Sorting and Filtering on Descriptor Values

A special case for sorting is the <descriptors> 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.

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 a process table applies to all newly opened process views except the Process Search view. The Process Search view Processes table has its independent column selection.

Select Columns
Figure: Select Columns Dialog

Inspecting Process Details

Detailed information on a process instance, including data on all activity instances belonging to this process and all log entries created during their execution, can be requested by inspecting the process log entries. To view the process details, click on the Process Context Process Details options in the Actions column drop-down list as described in section Viewing Process Details or directly click on the process name in the Process column.

Open the Process Details View
Figure: Open the Process Details view by clicking the process name.

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

Viewing Process Details
Figure: Process Details View

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

Restrictions for Case Process Instances

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


Figure: Case Process Instance - Actions not allowed

The action icons are disabled for default case process instance.