Processes screen (Modern)

Shows a summary of processes you started in Modern Work Center.

Processes screen

Lets you view and manage the processes you started or to which you are connected in Modern Work Center.

Figure: Processes screen

Processes screen

Fields

Field Name Definition

Process Type

Function:
Configures the processes to show in the process list.
Accepted Values:
  • Processes I Started - Shows a list of processes for which you are the process initiator.
  • Processes I've Worked - Shows a list of processes for which you are connected.
Default Value:
Processes I Started

Grid View

Function:
Specifies whether to show the processes in a grid view.
Accepted Values:
  • On - Shows the processes in a grid view.
  • Off - Shows the processes in a card view.
Default Value:
Off

Search By

Function:
Specifies the creteria to search the processes.
Accepted Values:
  • Process Model Name - Does a search of the processes based on the process model name.
  • Process Instance Name - Does a search of the processes based on the process instance name.
Default Value:
None

Filter Filter icon

Opens this Screen:
Filters screen
Function:
Specifies the types of processes to show.
Limitations:

This field is available in these releases:

Save Custom View Custom View icon

Opens this Screen:
Custom View screen
Function:
Creates a custom view in Modern Work Center.
Limitations:

This field is available in these releases:

Actions

Function:
Specifies an operation to perform on the process.
Accepted Values:
  • 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.
  • eForms Report View eForms Report View icon - Shows an eForm you specify with the current data from the process instance.
Default Value:
None

Summary Fields

Function:
Shows the list of summary fields that are configured for an app.

App designers can add a summary field on the Summary Fields screen in App Builder.

To Open this Field:
  1. On the process list, click Expand Expand icon.
Accepted Values:
Read only.
Limitations:

This field is available in these releases:

Process Model

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

Process Instance Name

Function:
Shows the process instance name.
Accepted Values:
Read only.

Started Date

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

Status

Function:
Shows the status of the process.
To Open this Field:
  1. Turn on the Grid View field.
Accepted Values:
  • Running - Specifies that process is running.
  • Completed - Specifies that process is Completed.
  • Suspended - Specifies that process is Suspended.
  • Cancelled - Specifies that process is Cancelled.

Initiator

Function:
Shows the name of the user who started the process.
To Open this Field:
  1. On the Processes screen, do one of these
    • In the View field, select Processes I've Worked.
    • Turn on the Grid View field.
Accepted Values:
Read only.

Category

Function:
Shows the category for the process.
To Open this Field:
  1. Turn on the Grid View field.
Accepted Values:
Read only.
Refresh Refresh icon
Function:
Shows a new view of the screen content, with new changes.

Filters screen

Specifies the types of processes to show.

Figure: Filters screen

Filters screen

Prerequisites

Fields

Field Name Definition

Search By

Function:
Specifies the creteria to search the processes.
Accepted Values:
  • App Name - Does a search of the processes based on the app names.
  • Process Model Name - Does a search of the processes based on the process model names.
  • Dates - Does a search of the processes based on the date or in the range of dates.
Default Value:
App Name

App Name

Function:
Specifies the names of the apps to show on the Processes tab in Modern Work Center.
To Open this Field:
  1. On the Filters screen, in the Search By field, select App Name.
Accepted Values:
One or more app names from the list.
Default Value:
None

Process Model Name

Function:
Specifies the names of the process models to show on the Processes tab in Modern Work Center.
To Open this Field:
  1. On the Filters screen, in the Search By field, select one of these:
    • App Name
    • Process Model Name
Accepted Values:
One or more process model names from the list.
Default Value:
None

Date Type

Function:
Specifies how to filter the processes based on the date the processes reach the configured statuses.
To Open this Field:
  1. On the Filters screen, in the Search By field, select Dates.
Accepted Values:
  • Overdue - Shows the processes on the Processes tab with a due date in the specified date range.
  • Completed Date - Shows the processes on the Processes tab with a completed date in the specified date range.
  • Started Date - Shows the processes on the Processes tab with a started date in the specified date range.
Default Value:
None

Date Range

Function:
Specifies the duration in days to filter the processes to show on the Processes tab in Modern Work Center.
To Open this Field:
  1. On the Filters screen, in the Search By field, select Dates.
  2. In the Date Type field, select the type of date.
Accepted Values:
  • Today - Shows the processes for the present day on the Processes tab.
  • Last 7 Days - Shows the processes for the last 7 days on the Processes tab.
  • Last 15 Days - Shows the processes for the last 15 days on the Processes tab.
  • Last 30 Days - Shows the processes for the last 30 days on the Processes tab.
  • In Last No of Days - Shows the processes for the days specified in the Since Last No of Days field.
  • In Next No of Days - Shows the processes for the days specified in the Next No of Days field.
  • Between - Shows the processes between the specified start and end date.
Default Value:
None

Since Last No of Days

Function:
Specifies the duration in days to filter the processes so that the Processes tab shows the processes that reached the status in the specified days.
To Open this Field:
  1. On the Filters screen, in the Search By field, select Dates.
  2. In the Date Type field, select the type of date.
  3. In the Date Range field, select In Last No of Days.
Accepted Values:
An integer.
Default Value:
1

Next No of Days

Function:
Specifies the duration in days to filter the processes so that the Processes tab shows the processes that reach the Overdue status in the next specified days.
To Open this Field:
  1. On the Filters screen, in the Search By field, select Dates.
  2. In the Date Type field, select Overdue.
  3. In the Date Range field, select In Next No of Days.
Accepted Values:
An integer.
Default Value:
1

From

Function:
Specifies the start date to search the processes in the range of dates to show on the Processes tab in Modern Work Center.
To Open this Field:
  1. On the Filters screen, in the Search By field, select Dates.
  2. In the Date Type field, select the type of date.
  3. In the Date Range field, select Between.
Accepted Values:
A date from the calendar.
Default Value:
None

To

Function:
Specifies the end date to search the processes in the range of dates to show on the Processes tab in Modern Work Center.
To Open this Field:
  1. On the Filters screen, in the Search By field, select Dates.
  2. In the Date Type field, select the type of date.
  3. In the Date Range field, select Between.
Accepted Values:
A date from the calendar.
Default Value:
None

Statuses

Function:
Specifies the statuses to filter of the processes.
Accepted Values:
One or more statuses from the list.
Default Value:
Running

Sort By

Function:
Specifies how to sort the processes.
Accepted Values:
  • Started Date - Sorts the processes by started date.
  • Due Date - Sorts the processes by due date.
  • Completed Date - Sorts the processes by completed date.
Default Value:
None

Apply

Function:
Saves your changes on the Filters screen.

Cancel

Function:
Closes the Filters screen.

Clear

Function:
Deletes the values you selected on the Filters screen and sets the default values.

Save Custom View screen

Creates a custom view in Modern Work Center.

Figure: Save Custom View screen

Custom View screen

Prerequisites

Fields

Field Name Definition

View Name

Function:
Specifies the name that shows for the custom view on the Views tab.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Show View For These Groups

Function:
Specifies a list of groups to whom to show the custom view on the Views tab.

This setting can also be used to limit access to the custom view that do not apply to the groups in Modern Work Center.

Accepted Values:
One or more group names from the list.
Default Value:
None

Show Filters In View

Function:
Specifies whether to show the Filters option on the custom view so that you can specify a condition to filter the tasks or processes show.
Accepted Values:
  • On - Shows the Filters option on the custom view to filter the tasks or processes.
  • Off - The user cannot filter the tasks or processes and does not show the Filters option on the custom view.
Default Value:
On

Show View Only In Page Builder Widget

Function:
Specifies whether to show the custom view only on the Work Center (Modern) widget in Page Builder.
Accepted Values:
  • On - The custom view shows only in the Work Center (Modern) widget.

    For more information, refer to Work Center (Modern) Widget screen.

  • Off - The custom view shows in both the Work Center (Modern) widget and Modern Work Center.
Default Value:
Off

Active

Function:
Specifies whether the custom view can be used on the Views tab in Modern Work Center and the Work Center (Modern) widget in Page Builder.
Accepted Values:
  • On - The custom view can be used in Modern Work Center and Page Builder.
  • Off - Hides the custom view in Modern Work Center and Page Builder, and it can not be used.
Default Value:
On

Save

Function:
Creates the custom view.