Processes I Started tab

Lets you view and manage the processes you started.

Figure: Processes I Started screen

Processes I Started screen

Video: Consume Your App

Video: Show Process and App Data

Examples

How to Start

  1. Sign in to AgilePoint NX.
  2. Do one of these
    • Click Work Center Work Center icon.
    • Click Inbox Inbox icon.
  3. Click the Processes I Started tab.

Fields

Field Name Definition

Process Model

Function:
Shows the name of the process model.
Accepted Values:
Read only.

Status

Function:

Shows the status of the process.

Accepted Values:
  • Running Running icon - Specifies that process is running.
  • Completed Completed icon - Specifies that process is Completed.
  • Suspended Suspended icon - Specifies that process is Suspended.
  • Cancelled Cancelled icon - Specifies that process is Cancelled.

Process Instance Name

Function:
Shows the process instance name.
Accepted Values:
If you click the process name, it shows a list of options for the selected process:
  • View Process View Process icon - Opens the Process Viewer that shows the current status of the process.
  • Cancel Process Cancel Process icon - Cancels the process. You must have access rights to cancel the process, if the process is a subprocess.
  • View Parent Process View Parent Process icon - Opens the Process Viewer with the current status for the parent process.
  • eForms Report View eForms Report View icon - Shows an eForm you specify with the current data from the process instance.
Example:
Refer to:

Started Date

Function:
Shows the date the process started.
Accepted Values:
Read only.

Initiator

Function:
Shows the name of the user who started the process.
Accepted Values:
Read only.

Process Model Name

Function:
Shows only process instances in the list for a specified process model.
To Open this Field:
Click Filter Filter icon.
Accepted Values:
A valid process model name.
Default Value:
None

Process Instance Name

Function:
Shows only process instances in the list that match the text you specify.
To Open this Field:
Click Filter Filter icon.
Accepted Values:

One line of text that can have spaces that represents all or part of a process instance name. Usually this value is the name of your process model. However, you can use part of a process model name, or other text that can be added automatically to a process instance name, such as the date.

For more information, refer to Customize Your Process Instance Name Format.

Default Value:
None
Example:
  • Leave Absence Request-2016-02-02T21:16:05
  • budget
  • ad

Status

Function:
Specifies whether to show only items in the list with a specified status.
To Open this Field:
Click Filter Filter icon.
Accepted Values:
Default Value:
None

Filter By

Function:
Shows only process instances in the list that falls on the date or in the range of dates.
To Open this Field:
Click Filter Filter icon.
Accepted Values:
  • Start Date - Shows the items in the list with the start date that falls on the date or in the range of dates.
Default Value:
None
Refresh Refresh icon
Function:
Shows a new view of the screen content, with new changes.
Export CSV Export CSV icon
Function:
Downloads the contents of a tab to your local machine as a .csv file.
Limitations:

This field is available in these releases:

View

Function:
Configures the processes to show in the process list.
Accepted Values:
  • All Processes - Shows all the processes for all users in your tenant.

    The processes that show in the All Processes view depends upon various settings. It shows a combination of the processes that show in the My Processes, My Direct Team, My Direct Team and Sub, My Department, My Groups, and My Group Peers views. However, if you are assigned the Administrator role, the All Processes view also shows the processes for users that are not related to you in any other view.

  • My Processes - Shows the processes where you are a participant, either as an individual user, a group member, or a member of a role..
  • My Direct Team - Shows your processes, and the processes for any users for whom you are listed as the manager.

    Processes show in the My Direct Team view because your name is specified in the Manager field on a user's profile in the Manage Center. For more information, refer to Edit Profile > Basic Information tab.

  • My Department - Shows your processes and the processes for all the users in your department.

    Processes show in the My Department view because the value of the Department field in your user profile in the Manage Center is the same as the value of the Department field in another user's profile For more information, refer to Edit Profile > Basic Information tab.

  • My Team And Sub - Shows processes for you, the members of your direct team, and the members of their direct teams. This is typically used by higher level managers.

    Processes show in the My Team And Sub view because either your name is specified in the Manager field on a user's profile, or you are the manager of the user's manager. You can change the value of the Manager field in the Manage Center. For more information, refer to Edit Profile > Basic Information tab.

  • My Groups - Shows your processes and the processes for all members of all groups for which you are the group lead.

    Processes show in My Groups because a user is a member of a group where your name specified in the Group Lead field. You can change the members of a group or change the group lead in Manage Center. For more information, refer to Edit Group > Basic Information tab.

  • My Group Peers - Shows your processes and the processes for all members of all groups for which you are a member.

    Processes show in the My Group Peers view because you are a member of a group with another user. You can add users to groups in the Manage Center. For more information, refer to Add Group screen.

  • Application I Own - Shows your processes, and the processes for any users for whom you are listed as the application owner.

    On the Tenant Settings screen, set Enable Application Permission Control to Yes to view this option.

    Processes show in the Application I Own view because either your name is specified in the Assigned Members field on a Permission Settings screen, or you are the owner of the application. For more information, refer to:

Limitations:

The All Processes view is available in these releases:

Filter Filter icon
Function:
Shows the items in the list based on the values you enter.
  1. Click Filter Filter icon.
  2. On the filter screen, select your operator.
  3. Enter the values to show in your list.
Accepted Values:
  • Is equal to
  • Is not equal to
  • Starts with
  • Contains
  • Does not contain
  • Ends with
Default Value:
Is equal to
Cancel Process Cancel Process icon
Function:
Cancels the selected processes, or the processes associated with the selected tasks.