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.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.

Screen overview

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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: establish the date the process was started.
• End date: establish the date the process was finished.
• 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.

Process attributes

• Process detail: information about the process.
• Work in progress: details the specific point in which the process and associated tasks are. You can find information about the process ID and the task ID, the job description for each one of them, the start date and time,time and the current statusstatus. andThe whichusers user is assigned towith the task.proper Youroles cancould also browseview 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.
• View Diagram:  shows a flow chart with the tasks performed.
• 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 initialize the process.

Actions

Process Listquery actions

Actions to be performed on the process list:

Search	Performs process search with the indicated parameters
Download CSV file	Allows download a csv file with the list of all tasks. You can open the hamburger icon and Download CSV File.
Table Filters	It is allowed to filter data in each column of the table.

Process detail actions

Actions to be performed on a specific process:

Search	Performs process search with the indicated parameters
Cancel process	StopAllows you to stop and erase the process.
Update process definition	When a process had been started and the process definition (workflow) had been changed, with this option you can upgrade the process with the new changes.
Close	Close process detail page and return to previous page
Reload	Allows you to reload all process data

Work in progess actions

Edit task

Allows you to edit a task by clicking on the record.

 

Action logs actions