Processes screen (Modern)

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

Figure: Processes screen

Processes screen

Prerequisites

Good to Know

How to Start

  1. Click Work Center.

    Click Work Center
  2. In the left pane, click Inbox > Processes.

    Click Inbox Processes

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

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

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.