Process Search

Description

This page allows to search process. Here users can search for processes by different criteria

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.

A process is the composition of one or more actions, connected by transitions. An action is either an automatic action or a manual task.

 

A process can be user-initiated using the New process menu , or can be created automatically due to external systems integration o event based actions. 

Screen overview

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Relates objects

Custom objects

Custom attributes 

Process detail

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Work in progress

Details the specific point in which the process is.

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, the current status and which user is assigned to the task.  You can also browse to the task.

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.

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 ID. Knowing that, you can search for that information.
• 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.

Actions

Cancel process	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.