Initiating Process Instances in Process Workspace

4-2 Oracle Fusion Middleware Users Guide for Oracle Business Process Management Figure 4–1 Process Workspace Applications Panel To initiate a process: 1. In the Process Tracking page, in the Applications panel, click the process you want to initiate. The dialog box for that process instance appears. 2. Create any comments or add any attachments. To add a comment:

a. In the Comments section, click Create. The Create Comment dialog box

appears.

b. Enter your comment and click OK.

To add an attachment:

a. In the Attachments section, click Add. The Add Attachment dialog box

appears. b. Select the attachment type. If you select Desktop File, a dialog box enables you to enter the path name of the file or browse to find it. If you select URL, you are prompted for the name of the file and the URL.

c. After you have specified the attachment, click OK.

4.2 Searching for Process Instances in

Process Workspace You can perform either a basic search or an advanced search for process instances. Note: If your browser has pop-up blocking enabled, then enable pop-ups for task flow servers, otherwise the application does not launch and the dialog box does not appear. Working on Process Instances in Process Workspace 4-3

4.2.1 How to Perform a Basic Search for Process Instances

For a basic search, you enter all or part of the name of a process instance in the Search field. To perform a basic search for a process instance: Select the Process Tracking page and, in the Search field, enter all or part of the name of the instance for which you are searching. Note that the search results are based on the Description column of the Process Tracking page. To retrieve a list of all instances, enter . Search results are displayed as shown in the example in Figure 4–2 . Figure 4–2 Search Results The Details section displays the priority, process name, when the instance is due to complete, status, creation time, and the assignee. If the process instance has any gateways resulting in multiple threads paths that are still running, the Open Activities section display the status of each thread. The Audit Trail section displays audit information—in either tabular form or graphically depending on your selection.

4.2.2 How to Perform an Advanced Search for Process Instances

You can perform a search based on one or more conditions you specify. To perform an advanced search for a process instance: 1. In the Process Tracking page, click Advanced. The Advanced Search dialog box appears. 2. From the Processes list, select each of the processes you want to include in the view. 3. From the Assigned list, select one of the following: Anyone, at Any Role; Me, or Unassigned in my Roles; Me.