Getting Started with the Business Process Management Extension

To create a new process in the object navigator click the Create button in the main menu and select the object type on the New Object side panel.

A new process will open in the Set Up Business Process dialog box in the edit mode.

To open ready process for edit in the object navigator select the process and execute one of the operations:

• Select the Edit item in the process's context menu.

• Select the Edit in a New Tab item in the process's context menu.

• Select the Edit in a New Window item in the process's context menu.

• Press F4.

After executing one of the operations the business process setup dialog box opens.

The users who have only object read permissions can open a ready process for edit without being able to save changes. For details see the Working in Object Navigator article.

To open a ready process for view and monitor process steps execution:

• In the object navigator select the process and execute one of the operations:

• 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 business process setup dialog box click the Go to Monitoring button in the main menu.

After executing one of the operations the process monitoring window opens.

• Main menu. It contains a box to edit process name and buttons to go back to the object navigator, process parameters settings, process save and startup, and to go to the process execution monitoring mode.

• Toolbar. It contains buttons to build a process.

• Working area. It is used to visually present elements of the process, subprocess and stage selected in the process tree.

• Side panel. It is used to set up process steps and events. The list of available parameters depends on the selected object in the working area.

• Main menu. It contains a box with process name and a button to go back to the object navigator.

• Toolbar. It contains buttons to finish or reject process steps, to stop or restart a process, and also to visually set up the working area.

• Control panel. It contains the list of all running processes/subprocesses and the button to select a group of settings displayed on the control panel in the process monitoring mode.

• Working area. Working area appearance depends on the display option:

• List of running process instances. It is available only in the full monitoring. It is used to display a list of running process or subprocess instances. A process or subprocess instance is a process or subprocess running with specific parameter values. Default value.

The list of running process instances contains a two-level hierarchy:

1. Process instances.

2. Subprocess instances.

If there are too many nested subprocesses, the list of running process instances displays only the first two hierarchy levels.

Name, parameter values, and start time are displayed for each process instance.

NOTE. To display in the working area process instances related to the selected subprocess step, open the process as a linked object.

• List of assigned process instances. It is available only in the custom monitoring. It is used to display the steps assigned to the user for execution.

• Process scheme. It is used to visually present elements of the selected process or subprocess instance. Color indication is used to display process element execution status.

To change display option:

• From the list of running instances to the process scheme, double-click the selected process instance in the list of running process/subprocess instances.

• From the list of steps to the process scheme, click the Open Instance Chart button nest to the selected process instance.

• From the process scheme to the list of running instances, or the list of assigned steps, click the Go Back to the List of Instances button on the toolbar.

• Process instances panel. It contains values of start parameters, start date and time of the selected process instance, and toggles between display options of process or subprocess instance elements. The panel is displayed if the working area displays elements of the selected process/subprocess instance, and the List of Active Instances button is clicked.

NOTE. If start parameters were not selected or deactivated, one process without parameters is started.