The Business Process Management extension window in the process monitoring mode displays all running process instances available for the user. A process instance is a process running with specific parameter values. The number of running instances is unlimited.
The list of process instances in process monitoring may be different depending on user access. If the user is assigned as owner for a specific step execution, the step will be displayed on executing in process monitoring.
NOTE. The repository administrator has access to all running process instances.
To monitor and execute a process:
Make sure that the process is started.
Open the process monitoring window. To do this, in the object navigator select the process and execute one of the operations:
In the web application:
Select the Open item in the process's context menu.
Select the Open in a New Tab item in the process's context menu.
Select the Open in a New Window item in the process's context menu.
Double-click the process.
Press the ENTER key.
In the desktop application:
Click the Open button in the Open group on the Home ribbon tab.
Select the Open item in the process's context menu.
Double-click the process.
The process monitoring window can also be opened in the business process setup window:
In the web application click the Go to Monitoring button in the main menu.
In the desktop application click the Go to Monitoring button on the Process ribbon tab.
After executing one of the operations the process monitoring window opens.
NOTE. process steps monitoring in the web application is also available in the Designer of Business Applications extension.
To open the monitoring window in the Designer of Business Applications extension in the web application:
Execute process steps depending on the step execution method:
Automatic. The step is started and executed automatically. The steps of the process with automatic execution method are marked with the icon.
Manual. The step is executed manually. When executing the step, dependent objects are available for edit and view that are set on creating the step on the Step Description page.
When executing process steps one can reject the active process step.
Browse the process stages or steps execution log if required. It is available only in the desktop application.
In the process monitoring working area:
Each stage or step is indicated with color.
Each step displays basic properties. It is available only in the web application.
NOTE. Displaying of basic properties is available for process manager and administrator if the administrator has full access to the process. The user has access to the basic properties of the step, for which he is an owner.
A step is given a status.
Available options of color indication of execution status:
Solid blue. The stage or step is being executed.
Solid green. The stage or step is executed on time.
Solid red. The stage or step is expired.
Solid yellow. The stage or step:
Rejected and is not expired.
Executed and expired.
Solid white. The step is not started.
Solid grey. The stage is not started or the step is disabled.
NOTE. To view color indication of process execution statuses, select the Legend main menu item. It is available only in the desktop application.
Available step status options:
Each step status is marked with an icon:
- step is available for execution.
- step is executed correctly.
- step is not started.
- step is rejected.
- step is executed and expired.
- step is active and expired.
- step is executed but with failure. For example:
If an algorithm that has an error in calculation formula is selected in the Calculation step, this step is executed but the Process Monitoring window indicates the step status as Finished with Error.
If subprocess instances have been force stopped, the Process Monitoring window indicates status of the Subprocess Call step as Finished with Error.
Expired. The executed step was expired with specified planned execution date:
Rejected. The step was rejected and was not expired.
Skip. If the step was disabled on process editing, after the current step is executed, the step following the skipped step is started, and the skipped step status is changed for Skipped:
Finished. The step is executed on time.
Steps of the process with automatic execution method are marked with the icon.
Additional functions are available during process monitoring:
Update the list of process instances in the web application
Search for process instances in the web application
See also:
Getting Started with the Business Process Management Extension | Executing Process Steps in Automatic Mode | Executing Process Steps in Manual Mode