AgilePoint Process Model List Window

Refresh

Function:

Refreshes the Web Part window's content. Use this button to manually refresh the Web Part window's content to see if changes have occurred.

Filter

Function:

Displays the Web Part's content based on the values entered.

When you click the Filter button, a section is displayed with all Web Part fields. In the fields list, select the appropriate values to set the filter criteria to display the required Web Part's content.

For example, in the Template list, if you select Budget Request, only the tasks related to Budget Request template are displayed.

Sort By

Definition:

Arranges the Web Part window's content based on the field name you selected.

Allowed Values:

The field name you want.

Default Value:

None

Group By

Definition:

Specifies the field name you want to group the Web Part window's content.

Allowed Values:

The name of your field.

Default Value:

None

Template

Definition:

Specifies the name of the AgilePoint process template deployed on the AgilePoint Server.

Allowed Values:

Read only.

However, if you click the process template name, the Web Part displays a list of the following actions that can be performed on the selected process template:

• Initiate New Process - Initiates a new process.

  If you have a process template associated to more than one SharePoint library, or if you have more than one content type associated with the SharePoint library, you can choose the correct option for each library or content type from the action menu.

• View Process Model - Displays the process model of the selected process template on a Process Viewer page.

Applications

Definition:

Displays the application name associated with the process template.

Allowed Values:

Read only.

Description

Definition:

Displays the optional free text description about the process template deployed on the AgilePoint Server.

Allowed Values:

Read only.