Process Details Page

Introduction

To go to Process Details page just go to Processes Tab (1) of Work-Relay application, click to necessary folder and then click to process name (2):

The Process Details page shows a lot of important information about the process and allows to do many actions.

The Process Details page top contains the following information:

  • Path to the current process through the folder structure of all processes (1)
  • Process name (2)
  • Name of the object used as Data Source  for the current process (3)
  • Process start type (4)
  • Link to process author profile (5)
  • Link to process manager profile (6)
  • Process status (7)
  • Process creation date (8)

Buttons at the top of Process Details page allow to do the following actions:

  • Open Process Diagram in the Process Builder (9)
  • Open Gantt chart for the current process (10) in template mode
  • Start (11) a new instance of the current process (for processes with manual start type only)
  • Edit proccess name and manager (12)
  • Delete the current process (13)
  • Clone the current process (14)

Process Details page has several subtabs under the top data:

"Records" Subtab (15)

This subtab is open by default. It shows a list of records (16), Process Progress Component (17), and several controls (18-22):

Note: Record Name in the list of records displays Name of the Record by default. But user is able to specify another field to be shown here in Data Source settings section of Process settings.

Process Progress Component is described in the articles of proper chapter.

The controls over the Records List are used to change which records to show:

  • Started Records (18) and Planned Records (19) buttons are switching between started and planned records correspondingly.
  • Status picklist (20) allows to filter which instances should be shown:
    • All
    • Active only
    • Completed only
    • Inactive only
    • Only instances that are Active and Completed at the same time
  • Search button (21) allows to show instances whose names contain text typed in Search input (20).

The Records List (16) shows all current process instances information:

  • Record Name as a link that makes Progress Component load data for this instance (23)
  • Name of process version (24) which this instance has been started at
  • Date and time when this instance has been started (25)
  • Total duration of the instance (26)
  • Number of branches in this process instance (27)
  • Checkbox indicating if this instance is completed (28)
  • Checkbox indicating if this instance is active (29)

Also each instance entry has a menu that allows to to following actions:

  • View Process (30) makes Progress Component load data for this instance (like link 23 does)
  • Open Gantt (31) shows the Gantt chart for this instance
  • View Record (32) goes to the proper record page
  • Delete (33) deletes this instance
"Versions" Subtab

This subtab shows a list of process versions (34) and allows managing of them. Versions list shows:

  • Version name (35)
  • Version precedence (36)
  • Number of started instances (37)
  • Status (38)
  • Last modification data (39)

Versions list allows the following actions for each entry:

Non-primary versions also have these abilities:

  • Make primary (44) makes selected version primary (started by default) and, correspondingly, de-primarizes current primary version
  • Delete (45) fully deletes selected version

Note: deleting the process version also deletes all instances started on it.

"Issues" Subtab

This subtab shows a list of tasks and issues created for any step of any started instance of the current process. The data in this list are:

  • Record name (46) which instance has been started at. This is a link going to proper record page
  • Type of the entry (47) - "Task" or "Problem" (issue)
  • Step name (48) which task or issue is related to
  • Issue or task header (49)
  • Name of parent issue (50, if any)
  • Assignee name (51) as a link to proper profile
  • Priority flag (52)
  • Creation and estimated finish dates (53)
  • Issue / task status (54)
"Notes and Attachments" Subtab

This subtab allows to add and manage notes and file attachments related to current process. It contains:

  • Combined list of notes and attachments, that shows:
    • Entry type (55)
    • Entry title (56) link
    • Last modified date & time (57)
    • Author (58)
  • Control buttons (59):
    • "New note"
    • "Attach File"
    • "View All"

Also, each entry of list has a submenu (60), that allows do some actions with entries. Working with notes and attachments is described in the proper article.

"Overall Information" subtab

This subtab shows a statistics for all process instances:

  • Basic information (61):
    • Total amount of instances
    • Amount of completed instances
    • Amount of active (started but not completed) instances
    • Quantity of steps in process (not including subprocesses)
    • Number of branches in the current process
    • Number of responsibilities in the current process
  • Steps Summary (62):
    • Step name
    • Execute Frequency
    • Late Frequency
    • Minimal Duration through all instances
    • Average Duration through all instances
    • Maximal Duration through all instances
    • Planned Duration (if set)
  • Progress of Completion (63):
    • Record name which instance has been started at (as a link to proper record)
    • Progress bar representing process steps proceeding percentage
  • Instances Risk Summary (64):
    • Record name which instance has been started at (as a link to proper record)
    • Risk estimate indicator

Each section (except Basic Information one) has "Refresh"  button (65) that allows to load actual data from the server.

"Dashboard" Subtab

This subtab contains an automatically generated Progress Dashboard for the current process.

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