Users with at Least One Process in the Inbox
When you click the 'Users with at least one process in the inbox' icon in the main menu, the submenu that opens displays the users of the organization that was selected in the
Organization area and that have at least one process in their inbox.
Depending on the user selected in the submenu, the user’s current processes are listed in the process overview table in the workspace.
|
Column |
Description |
|---|---|
|
Process |
Process name |
|
Status |
Process status |
|
Creator |
Name of the user who created the process |
|
Creation time |
Time when the process was created |
| Subject | Subject line defined for the model |
|
Activity |
Current work item of the process |
|
Activity status |
Status of the current work item |
|
Time |
Time when the activity was created |
|
Personalized |
Time of personalization |
|
Dunning period |
Shows a specified dunning period for the activity |
The header of the process overview table displays the total number of listed or selected processes. In addition, the header section displays the number of all running, suspended, personalized, and overdue processes in the table in the form of filter buttons (see Filtering tables).
Selected processes can be suspended ( Suspend), resumed (
Continue), canceled (
Cancel), and deleted (
Delete) using the buttons above the process overview table. After resuming a suspended process, the activity status may temporarily change to “Unknown.” Refresh the page using the
Reload function or your browser’s refresh function to view the current activity status.
The Properties button opens the details view of a process selected in the table, displaying information about individual activities, the history of activities, and the variables of a selected activity. Alternatively, you can open the details view by double-clicking a process entry in the process overview table or by using the
Properties function in the context menu of the selected process.
The details view also provides a graphical representation of the selected process. For a detailed description of the details view, see Model Details View.
The Report button generates and exports a report of all selected processes in the csv or in xml file format with and without variable values.
Context Menu
When you select an entry in the process overview table, you can right-click to open the context menu for that process. The following functions are available in the context menu:
| Icon | Name | Description |
|---|---|---|
|
|
Reload | Updates the process overview table. |
|
|
Suspend |
Stops a running process. |
|
|
Continue | Resumes a suspended process. |
|
|
Cancel | Cancels a running or suspended process. |
|
|
Delete |
Deletes a running or suspended process. |
|
|
Create report... | Generates and exports a report of all selected processes in the *.csv or in the *.xml file format, with or without variable values. |
|
|
Assign editor |
Assigns one or more agents or roles to one or more selected processes. If a process has already been personalized, the personalization is removed. |
|
|
Show editor | Displays the assignees of the selected process. |
|
|
Clear personalization | Cancels the personalization of the selected process. |
|
|
Personalize work item | Personalizes the work item in one or more selected processes for the current user. |
|
|
Properties | Opens the details view of the selected process (see Active Models Area – Details View). |
Customizing Tables
You can customize the process overview table to suit your needs. Hovering your mouse pointer over an action row or clicking it will highlight it. You can select multiple lines.
You can sort the tables in any order by clicking a column header. The column header by which the table is sorted is highlighted in color and marked with a /
Sorting icon. Clicking the column header again reverses the sorting or clears it. The sorting is saved and remains available even if you switch models or close and reopen the application.
You can adjust the column width to your liking. To do this, move your mouse pointer over a column divider in the table header until the mouse pointer changes to a Cross with two arrows icon. Press and hold the left mouse button, and drag the column divider to the desired position. Column widths are not saved when you exit the view.
You can filter the process overview table using the filter buttons and the input field in the table header. When you click a filter button, the button is highlighted in color, and the table displays only the processes that match the filter criteria. Clicking a highlighted button again removes the filter. You can enable multiple filters at the same time.
Use the filter input field to filter the process overview table by process name. The filter input field also accepts partial terms and is not case-sensitive. Placeholders and operators are not supported.
You can undo any changes you have made to the tables using the 'Reset layout' function in the
More actions menu.
areas. Use the toolbar to show all hidden areas at once:
