Process Search

Description

A process is a series of actions, connected by transitions. An action could be either an automatic action or a manual task.

Soffid console is concerned about task delegation and workflow management. Any user is capable of creating new processes or can be assigned as an actor for a task belonging to a process.

Process Search page allows users to search process by different criteria, to view the process details and to perform the proper actions depending on the user roles.

In order to view a task, a security constraint must be accomplished. The user must have granted the observer or administrator role on the specific project version or has been assigned as a potential actor of it at some time.

Custom attributes

Search attributes

The search can be performed by setting certain parameters, which are as follows:

  • Search text: search by a certain text, as user name or application, etc.
  • Process ID: all the processes have an assigned an identifier ID.
  • Start date: allows you to establish a date range when the process was started.
  • Include completed: by default, tasks that have not yet been completed are displayed. By marking this flag, those who have concluded will also be shown. If you marck this flag, you could select a date range about the End date of the process.

Process attributes

Each process has commons attributes and specific attributes depending on the business process definition.

You can find documentation about the business processes on BPM Editor Book

Commons process attributes
  • Proces Id: each proces has an unique identifier.
  • Name: shows process name and the versión of the addon you are using.
Other process information
  • Specific process attributes: these attributes depend on the process definition.
  • Work in progress: details the specific point in which the process and associated tasks are. You can find information about the process ID, the job description for each one of them, the start date and time, and the current status. The users with the proper roles could view the task details, browse and perform actions by clicking on it.
  • Actions log: summary of all the successive phases through which the process has passed, providing information on the start date and time of the phase, the user (task manager) assigned, and the action that was done.Also when it is defined,  the diagram of the workflow is diplayed.
  • Attachments:  in some cases, for example in massive user upload processes using a CSV file, files are attached to the process so that it can be executed. These files can be consulted, by downloading or opening them directly, from this page. Additionally, if needed, it is possible to see the certificates used by the process owner.
  • Comments:  displays the comments added by the user who initializes or performs actions on the process.

    Actions

    Process query actions

    Actions to be performed on the process list:

    Search

    Allows you to query the processes with the indicated parameters.

    Download CSV file

    Allows you to download a CSV file with the list of processes. You can open the hamburger icon and Download CSV File.

    Table Filters

    Allows you to filter data in each column of the table.

    Process detail actions

    Each process has a specific action defined on the business process definition.

    You can find documentation about the business processes on BPM Editor Book

    The most commons actions are below:

    Close

    Allows you to close the process detail page and return to the previous page.

    Reload

    Allows you to reload all process data with the updated data.

    Take ownership

    Allows you to take the ownership to approve o deny the process.

    Approve

    Allows you to approve the process and perform the actions defined for that process.

    Deny

    Allows you to reject the process.

    Work in progress actions

    Edit task

    Allows you to edit a task by clicking on the record. When you click the task, you will browse to the task detail and it will be allowed to perform actions defined to users with the proper permissions.

    Attachments

    Download

    Allows you to download the available attached files.