Processes I Started tab

Lets you view and manage the processes you started.

Video

Screen



How to Start

  1. Log in to AgilePoint NX.
  2. Do one of these
    • Click Work Center .
    • Click Inbox .
  3. Click the Processes I Started tab.

Fields

Field Name Definition

Process Model

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

Status

Function:

Shows the status of the process.

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.

Process Instance Name

Function:
Shows the process instance name.
Accepted Values:
If you click the process name, it shows a list of options for the selected process:
  • View Process - Opens the Process Viewer that shows the current status of the process. .
  • Cancel Process - Cancels the process. You must have access rights to cancel the process, if the process is a subprocess. .
  • View Parent Process - Opens the Process Viewer with the current status for the parent process. .
  • eForms Report View - Shows an eForm you specify with the current data from the process instance. .

Started Date

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

Initiator

Function:
Shows the name of the user who started the process.
Accepted Values:
Read only.

Process Model Name

Function:
Shows only process instances in the list for a specified process model.
To Open this Field:
Click Filter .
Accepted Values:
A valid process model name.
Default Value:
None

Process Instance Name

Function:
Shows only process instances in the list that match the text you specify.
To Open this Field:
Click Filter .
Accepted Values:

One line of text that can have spaces that represents all or part of a process instance name. Usually this value is the name of your process model. However, you can use part of a process model name, or other text that can be added automatically to a process instance name, such as the date.

For more information, refer to Customize Your Process Instance Name Format.

Default Value:
None
Example:
  • Leave Absence Request-2016-02-02T21:16:05
  • budget
  • ad

Status

Function:
Specifies whether to show only items in the list with a specified status.
To Open this Field:
Click Filter .
Accepted Values:
Default Value:
None

Filter By

Function:
Shows only process instances in the list that falls on the date or in the range of dates.
To Open this Field:
Click Filter .
Accepted Values:
  • Start Date - Shows the items in the list with the start date that falls on the date or in the range of dates.
Default Value:
None
Refresh
Function:
Shows a new view of the screen content, with new changes.

View

Function:
Configures the processes to show in the process list.
Accepted Values:
  • My Processes - Shows the processes where you are a participant, either as an individual user, a group member, or a member of a role..
  • My Direct Team - Shows your processes, and the processes for any users for whom you are listed as the manager.

    Processes show in the My Direct Team view because your name is specified in the Manager field on a user's profile in the Manage Center. For more information, refer to Edit Profile > Basic Information tab.

  • My Department - Shows your processes and the processes for all the users in your department.

    Processes show in the My Department view because the value of the Department field in your user profile in the Manage Center is the same as the value of the Department field in another user's profile For more information, refer to Edit Profile > Basic Information tab.

  • My Team And Sub - Shows processes for you, the members of your direct team, and the members of their direct teams. This is typically used by higher level managers.

    Processes show in the My Team And Sub view because either your name is specified in the Manager field on a user's profile, or you are the manager of the user's manager. You can change the value of the Manager field in the Manage Center. For more information, refer to Edit Profile > Basic Information tab.

  • My Groups - Shows your processes and the processes for all members of all groups for which you are the group lead.

    Processes show in My Groups because a user is a member of a group where your name specified in the Group Lead field. You can change the members of a group or change the group lead in Manage Center. For more information, refer to Change a Group.

  • My Group Peers - Shows your processes and the processes for all members of all groups for which you are a member.

    Processes show in the My Group Peers view because you are a member of a group with another user. You can add users to groups in the Manage Center. For more information, refer to Create a Group.

  • Application I Own - Shows your processes, and the processes for any users for whom you are listed as the application owner.

    On the Tenant Settings screen, set Enable Application Permission Control to Yes to view this option.

    Processes show in the Application I Own view because either your name is specified in the Assigned Members field on a Permission Settings screen, or you are the owner of the application. For more information, refer to:

Filter
Function:
Shows the items in the list based on the values you enter.
  1. Click Filter .
  2. On the filter screen, select your operator.
  3. Enter the values to show in your list.
Accepted Values:
  • Is equal to
  • Is not equal to
  • Starts with
  • Contains
  • Does not contain
  • Ends with
Default Value:
Is equal to
Cancel Process
Function:
Cancels the selected processes, or the processes associated with the selected tasks.