(Example) Cancel an Activity from Manage Center

Prerequisites

• An activity in any status other than Completed or Cancelled.
• These access rights:
  • Enable Manage Center Access
  • Cancel a Task

  For more information, refer to:

  • Roles
  • (Example) Add a Role
• For human task activities, on the Properties for Human Task Activities screen, in the Advanced tab, the value for the Wait Work Performed property must be set to False.

  For more information, refer to Properties - Human Tasks Activity screen

• This example uses the Expense Report app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

Good to Know

• As a best practice, cancelling an activity in Manage Center is used for exception cases that are not handled in the configuration for an app.
• If you cancel an activity:
  • The process instance moves forward to the next activity.
  • If the activity is associated with an eForm, data from the eForm is not submitted.
  • If the cancelled activity retrieves data from a data source, the data is not retrieved.
  • Data that has been entered in eForms for other activties is not changed or deleted.
• As a best practice, if you cancel an activity, it is recommended to search by process instance name so that you do not cancel an activity from the wrong process instance.

  To search by process instance name, you can retrieve it from Work Center. For more information, refer to:

  • Process Details screen (Modern)
  • Task Details screen (Modern)

  In this example, the process instance name is Expense Report-2023-07-28T06:24:56:942.

• In the Expense Report app, an employee enters their expenses and submits the report for manager review. A manager or director can approve the expenses. Once the expenses are approved, the report is sent to accounting for payment.

  For the use case in this example, after the employee submits the expense report, the manager review is not required for an unexpected reason. A user with the necessary access rights cancels the Manager Review activity to move the process to the director review task.

How to Start

1. Click Manage.

   
   
   

2. In Manage Center, click Runtime Management > Tasks.

   
   
   

3. On the Tasks screen, click Filter.

   
   
   

4. On the Filters screen, in the Search By field, select Process Instance Name.

   
   
   

5. In the Process Instance Name field, enter the name of the process instance for the activity to cancel.

   In this example, the process instance name is Expense Report-2023-07-28T06:24:56:942.

   
   
   

6. Click Apply.

1. On the Tasks screen, select the Manager Review activity.

   
   
   

2. Click Cancel.

   
   
   

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

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.

   
   
   

2. In the CATEGORY section, click Marketing.

   
   
   

3. Click the Expense Report app.

   
   
   

4. On the Expense Report screen, click Add.

   
   
   

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