(Example) Mark an Activity as Complete in Manage Center

Prerequisites

• A running process.
• These access rights:
  • Enable Manage Center Access

  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 Sales Invoice app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

Good to Know

• As a best practice, if you mark an activity as complete, it is recommended to search by process instance name so that you do not mark an activity as complete 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 Sales Invoice-2023-07-28T09:53:30:732.

• The Sales Invoice app creates an invoice for products sold by an organization. This app provides a form to enter information for the invoice. The invoice request is then routed for escalating approvals from the finance manager.

  For the use case in this example, after the form submits, the invoice request is routed for approval from the finance manager. If the finance manager is away, a user with the necessary access rights marks the Finance Manager Approval activity as complete to move the process forward.

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 make complete.

   In this example, the process instance name is Sales Invoice-2023-07-28T09:53:30:732.

   
   
   

6. Click Apply.

1. On the Tasks screen, select the Finance Manager Approval activity.

   
   
   

2. Click Complete.

   
   
   

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.

Procedure

1. Click App Store.

   
   
   

2. In the CATEGORY section, click Sales.

   
   
   

3. Click the Sales Invoice app.

   
   
   

4. On the Sales Invoice screen, click Add.

   
   
   

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