(Example) Use a Different Version of a Process Model for a Running Process Instance (Migrate a Process)

This example shows how to migrate a running process instance to use a different version of the process model in Manage Center.

This procedure is often referred to as "migrating a process" or "process migration."

Background and Setup

Prerequisites

Good to Know

  • If you migrate a process instance:
    • The process instance changes process flow to the specified version of the process model.
    • Data that has been entered in eForms for other activties is not changed or deleted.
    • The AgilePoint Server analyzes the process and shows the process migration configuration on the Process Migration screen. If required, you can change the target activities to map with the current process version.
  • This example shows how to migrate a running process instance with version number 1.14 to version number 1.15 of the Sales Quotation process model.
  • The Sales Quotation app collects information to provide a sales quote. The sales quotation request is routed for escalating approvals.

    In this example, a new version of the app is published with the Sales Team Lead Approval activity added and the Sales Manager Approval activity deleted. A user with the necessary access rights migrates running process instances to the updated version of the app.

How to Start

  1. Click Manage.

    Click Manage
  2. In the Manage Center, click Runtime Management > Processes.

    Click Runtime Management Processes
  3. On the Process Search screen, select Search By Process Model Name.

    Select Search By Process Model Name
  4. In the Process Model Name field, select the name of the process model to migrate the process instance.

    In this example, the process model name is Sales Quotation.


    Enter Process Model Name Sales Quotation
  5. In the Status field, select Running and Suspended.

    Enter Process Instance Name Select Running Suspended
  6. Click Search.

Step 1: Pause the Process Instance

First, pause the running process instance in Manage Center.

Procedure

  1. On the Processes screen, select the process instance.

    In this example, the process model to migrate is Sales Quotation with the version number 1.14.


    Select Process Instance
  2. Click Suspend Suspend icon.

    Click Suspend
  3. In the Reason field, enter the information about the suspend action.

    In this example, the reason is Migrate the process instance to process model version 1.15.


    Enter Reason
  4. Click Ok.

    The Processes screen shows the process instance in Suspended status.


    Suspended Instance

Step 2: Migrate the Process Instance

Next, migrate the process instance to a different version of the process model in Manage Center.

Procedure

  1. On the Processes screen, expand the suspended process instance.

    Expand Process Instance
  2. Click Migrate Migrate Process Instance icon .

    Click Migrate
  3. On the MIGRATE PROCESS MODEL TO A DIFFERENT VERSION screen, in the Migrate to process model version field , select the version number of the process model.

    In this example, the version number is 1.15.


    Select Version
  4. Click Ok.

    The Process Migration screen shows how the AgilePoint NX system maps the activities in your source process version to the activities in the target process version. If required, you can change the target activities to map with the source process version.

    In this example, the Sales Manager Approval activity of the source process version maps by default with the Sales Team Lead activity of the target process version.


    Process Migration Shows
  5. On the Process Migration screen, click Migrate.

    Click Migrate

    The Processes screen shows the process instance with version number1.15.


    Migrated Process

Step 3: Start the Process Instance

Next, start the paused process instance in Manage Center.

Procedure

  1. On the Processes screen, select the process instance.

    Select Process Instance Process Search
  2. Click Resume Resume icon.

    Click Resume

How to Get the App

This example is based on the Sales Quotation app from the AgilePoint NX App Store. Use this procedure to get the app.

Prerequisites

Good to Know

  • This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
  • This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.

Get the App

  1. Click App Store App Store icon.

    App Store
  2. In the CATEGORY section, click Sales.

    App Store screen
  3. Click the Sales Quotation app.

    Sales screen
  4. On the Sales Quotation screen, click Add.

    Sales Quotation screen
  5. On the Trust App screen, click Trust it.
  6. Click Return to site.