Working on Process Instances in Process Workspace 4-7
4.7 Customizing the Presentation of Process Instances in Process Workspace
A presentation is a column arrangement to use when viewing instances in the Work Items panel. When looking at a view, you can use an existing presentation or create a
new one to be associated with that view.
You can choose the columns that are presented in any view displayed in the Work Items panel.
To customize the presentation of a process instance: 1.
From the Views panel, select the view whose presentation you want to customize. The view is displayed in the Work Items panel.
2. From the Work Items toolbar, click Edit Presentation. This displays the
Presentation dialog box in which you can select and sort the columns in your presentation.
3.
From the Available Columns list, select the columns you want to include in your view and move them to the Presentation Columns list by clicking the right arrow.
4.
To sort the columns:
a.
Select an individual item in the Presentation Columns list.
b.
Move it into place by using the vertical arrows to the right of the list.
c.
Repeat for each column you want to sort.
5. Click OK.
4-8 Oracle Fusion Middleware Users Guide for Oracle Business Process Management
5
Creating and Editing Custom Pages in Process Workspace 5-1
5
Creating and Editing Custom Pages in Process Workspace
A layout is a set of pages. It contains information about the pages it contains and the panels each page contains.
Process Workspace provides its own default layout, but an end user can customize that layout by adding new pages and panels.
In addition to customizing the default layout, process designers and administrators can also create new layouts and associate them with different sets of roles. This enables
them to define the experience for the various kinds of users of each project.
You can select which page you are currently viewing by clicking the page. You can choose which pages to hide or show by selecting from the Hide Tabs list in the toolbar.
Depending on your roles, you may see several layouts at the same time. This chapter contains these topics:
■
Section 5.1, Creating Custom Pages in Process Workspace
■
Section 5.2, Establishing Communication Between Panels
■
Section 5.3, Editing Custom Pages and Panels in Process Workspace
5.1 Creating Custom Pages in Process Workspace
You can design and add new pages and panels to customize your layout. This section contains these topics:
■
Section 5.1.1, How to Create a Custom Page
■
Section 5.1.2, How to Add an Applications Panel to a Customized Page
■
Section 5.1.3, How to Add a Dashboards Panel to a Customized Page
■
Section 5.1.4, How to Add a Process Instance Panel to a Customized Page
5.1.1 How to Create a Custom Page
To create a custom page: 1.
In the upper right corner of Process Workspace, click Add Page, as shown in
Figure 5–1 .
5-2 Oracle Fusion Middleware Users Guide for Oracle Business Process Management
Figure 5–1 Adding a Page
The new page appears.
2. In the upper right corner of the new page, click Add Panel. The Add Panel dialog
box appears with the Applications item selected, as shown in Figure 5–2
.
Figure 5–2 Adding an Applications Panel
You can choose the type of application panel to add: application, dashboard, or process instance.
5.1.2 How to Add an Applications Panel to a Customized Page
To add an Applications panel to a customized page: 1.
From the Add Panel dialog box, select Applications, then click Ok. The Applications panel appears on the page.
2.
Specify the name of the Applications panel and any configurable properties.
3. Click Apply.
5.1.3 How to Add a Dashboards Panel to a Customized Page
From the Add Panel dialog box, you can also select Dashboards Charts, as shown in Figure 5–3
.
Figure 5–3 Adding a Dashboards Charts Panel
This dialog box enables you to include either charts or a chart selector in your new page. Choosing either one provides you with the corresponding preview image.
To add a Dashboards panel to a customized page: 1.
From the Add Panel dialog box, select Dashboards Charts, then click Ok. The Dashboards panel appears on the page.
2. In the Panel label section, specify the name of the Dashboards panel.
