Working with interactive Activity Panels

When working on an interactive activity, the activity definition with the corresponding application definition determines the panel that will be shown. The defined panel is loaded into the Activity view and initialized with process data. The user can now work on the activity.

Activity Panel Presentation

If the activity has an in-data-mapping to the data, according input fields are provided.

You can configure the way these fields are displayed in the Portal Configuration view. Refer to chapter Setting Preferences for Activity Panel Presentation for details.

Activities
Figure: Activity View

If the data is of type Structured Data, several fields for all attributes and levels are provided.

Activity Panel with Structured Data fields
Figure: Activity Panel with Structured Data fields

An arbitrary number of activities can be activated in separate Activity Execution views in parallel.

Enumeration types provide a drop-down list, where you can select one of the available values.

Drop-down list for an Enumeration Type
Figure: Drop-down list for an Enumeration Type

Restrictions

For the time being, the following restrictions apply to manual activities with structured data:

Maxlength Attributes for Data in Input Fields

The following maxlength attributes apply to input fields according to the input data type:

Data Type Maxlength
Int 10 digits + 1
Short 5 + 1
Byte 3 + 1
Long 19 + 1
Float 39 + 1
Double No maxlength

Using Document Data in Manual Activity Panel

Behavior with mapped Document Data

If Document data is mapped to a manual activity, the following scenarios can be considered:

In-and-Out Data Mapping with Document Data

If an in-and-out Data Mapping exists for the activity, the document data is editable. You can upload a document to the Document data and delete the uploaded document.

If the document is null, the manual activity UI displays the name of the document mapping and the icon that launches the File Upload dialog box. Perform the following steps to upload a document to Document data:

  1. Start the manual activity which has in and out data mapping to the document data
  2. Click the empty document data icon.

    Click Upload Document

  3. From the File Upload dialog box, browse to the document to upload.

    File Upload Dialog

The document view displays the uploaded document. You can perform all the Document Operations on the attached document. Please refer to the chapter Viewing and Editing Documents for more information.

Deleting Document Data

To remove Document Data from an in- and out-data mapping in the manual activity panel, right-click the Document data and click Delete.

Delete

Please refer to section Deleting uploaded Documents for details on the deleting process.

In Data Mapping with Document Data

An in-data mapping with Document Data to the activity provides a read-only option of the Document data. You cannot perform any operation on the Document data.

A separate document viewer opens for each document on the activation of activity. Documents are loaded in the order in which the In Data Mappings are configured. The manual activity panel displays the name of the document mapping and document data icon.

Click the document icon
Figure: Document Icon

Out Data Mapping with Document Data

In case only an out- data mapping with Document data to the activity exists, the Document data does not display in the activity panel.

Uploading associated Documents from Process Documents View

Note that in case Document data is already associated with some Document and you upload a Document from the Process Documents pane of the Process Details view, the document uploaded from the Process Details view will override the document uploaded from the Activity panel.

Also, the changes from Process Details view are immediately reflected to the Activity panel but changes on Activity panel are not reflected to Process Details view until the activity is completed or saved and suspended and Process Details view is refreshed.

Deleting uploaded Documents

When choosing the Delete option on an uploaded document, a confirmation dialog opens to ask whether to remove the document permanently from the process.

Delete Confirmation
Figure: Delete confirmation

In case the current process supports process attachments, you can decide whether to move the document to Process Attachments or to remove it permanently from the process:

Delete Confirmation
Figure: Delete confirmation with move option

If the document is moved to Process Attachments, and this document already exist there, the document to be moved will be appended with a timestamp. For example moving Document.txt and this document already exists, results in the following naming:

Delete Confirmation
Figure: Document name with appended timestamp

Example scenarios

The following behavior applies to the different scenarios:

Saving Changes to uploaded Documents

You can save changes to an uploaded document in the Document Viewer. In case a document with this name already exists, the document name of the document to be saved will be appended with a timestamp. For example saving License.tif and this document already exists, results in the following naming:

Delete Confirmation
Figure: Document name with appended timestamp

If you do not save changes to the uploaded document and try to perform the operation Complete or Suspend and Save on the manual activity with document data; the following warning message is displayed.

Warning
Figure: Warning Message

The Complete and Suspend and Save operation saves the changes to the document mappings but it does not save the changes to the uploaded document and document meta-data. The changes must be saved on the individual document view. When you select the check box Do not show this message again, the checkbox under the Messages option of the Activity Panel configuration gets cleared. Also, the warning message is never displayed again and the changes to the document do not get saved. For more information, please refer to the section Setting Preferences for Activity Panel Presentation.

Activity Panels for Multi-Cardinality of Structured Data

When a 1:N cardinality is defined for a field of a structured data, this field is displayed as row in the activity panel with icons to add a new row or delete one or more row(s). For example, a structured data using a field of type Country with cardinality 1:N is displayed in the following way:

Activity Panel for Structured Data with multiple cardinality
Figure: Activity Panel for Structured Data with 1:N cardinality for type Country

In case a 1:N cardinality is defined for a structured data, the table displays one row by default. If the data is editable, an Edit link is displayed. For nested fields, also having multi-cardinality structured fields, the number of existing data entries is displayed in parentheses after the Edit link.

Multiple Entries
Figure: Field with multiple entries

In case the data is not editable, a View link is displayed instead.

Adding Entries

To add a row, click the Add icon. A new row with the according entry fields is added.

Added Rows
Figure: Added Rows

Editing Data Entries

To edit editable data click the Edit link.

Click to Edit Data
Figure: Click to Edit Data

The Edit Data dialog opens. On top of the Edit Data dialog, you find a navigation line to show the number of the entry of the parent structured type and the current structured type in the format Number of entry of parent structure / current structure.

Edit Data Dialog
Figure: Edit Data Dialog

To add new data in the Edit Data dialog, click the Add icon.

To delete one or more row(s), select them in the table and click the Delete icon.

Viewing Data Entries

Click the View link to view non-editable data.


Figure: View Data - Link

The View Data dialog displays the data.


Figure: View Data - Dialog

You can change the number of columns used to be displayed in the table layout for multiple cardinality structured data in the Configuration Panel. Refer to section Setting Preferences for Activity Panel Presentation for details.

Error Handling in Activity Panel

Whenever a wrong value is entered in any field of the activity panel, an error is shown in the form. A warning message is displayed at the top of the form.

Activity Panel - Form Error Message
Figure: Activity Panel - Form Error Message

For the table structure, the error message is displayed under the cell value.

Activity - Table Error Message
Figure: Activity Panel - Table Error Message

Activity Panel for Structured Data with Field Level Properties

If field level properties are set for a structured data type, then the activity panel is displayed according to set properties. In the following example, these field level properties are set for a structured data field:

Structure Data Field Level Properties
Figure: Structure Data Field Level Properties

With these properties set, the activity panel is displayed as in the following screenshot:

Structure Data Field Level Properties
Figure: Structure Data Field Level properties result

For detailed information and examples, please refer to chapter Structured Data Annotation Properties in the Infinity Process Platform Documentation - Modeling Guide Structured Data Annotation Properties of the Modeling Guide.

Activity Panel for Primitive Data with Required flag

If the Required checkbox is selected for primitive data mapping, then the following validation warning is displayed in case no data is entered.


Figure: Primitive Data - Mandatory Field

For input and output primitive data mappings, default values are displayed at run time for the fields.