12
Using and Customizing a Process Instance Space in Process Spaces 12-1
12
Using and Customizing a Process Instance Space in Process Spaces
A process instance space is created on an ad hoc basis for long-running instances. It displays specific instances that require a high level of collaboration over time. This
chapter tells you how to create, manage, and customize a process instance space for collaborating on long-running instances.
Because Process Spaces is tightly integrated with both Process Workspace and WebCenter, using and customizing a work space sometimes involves performing tasks
that are unique to Process Spaces. At other times, the tasks are performed by using either Process Workspace or WebCenter.
This chapter contains these topics:
■
Section 12.1, The Process Instance Space in Process Spaces
■
Section 12.2, Adding Comments and Attachments to a Process Instance in Process Spaces
■
Section 12.3, Tracking a Process Instance in Process Spaces
■
Section 12.4, Creating a Calendar for a Process Instance in Process Spaces
■
Section 12.5, Adding a Document to a Process Instance Space in Process Spaces
■
Section 12.6, Participating in a Discussion in a Process Instance Space in Process Spaces
■
Section 12.7, Customizing a Process Instance Space in Process Spaces
12.1 The Process Instance Space in Process Spaces
Figure 12–1 shows an example of a process instance space.
12-2 Oracle Fusion Middleware Users Guide for Oracle Business Process Management
Figure 12–1 Process Spaces Process Instance Page
Table 12–1 describes the elements in the process instance page shown in
Figure 12–1 .
12.2 Adding Comments and Attachments to a Process Instance in Process Spaces
In Process Spaces, you add comments and attachments to a process instance by using the Process Workspace portlet on the Process Spaces home page.
For instructions on adding comments and attachments to a process instance, see Section 4.4, Associating Comments and Attachments with a Process Instance in
Process Workspace .
12.3 Tracking a Process Instance in Process Spaces
In Process Spaces, you a track a process instance by using the Process Workspace portlet on the Process Spaces Home page.
Table 12–1 Panels in the Process Instance Space
Panel Description
Stakeholders Lists any user who has acted on the process, including the
initiator Recent Documents
Lists the most recently created or modified files in the entire root folder of the active content repository connection to the page
Recent Topics Lists recent discussion topics, popular topics, watched topics,
and watched forums Audit Trail
Shows the details for this instance including any open instances. Enables you to add comments and attachments.
Process Calendar Shows different dates associated with a process—for example:
activity start date, activity end date, and human task dates such as assigned date, expiration date, and due date.
Using and Customizing a Process Instance Space in Process Spaces 12-3
For instructions about tracking a process instance, see Section 4.3, Viewing the Details
of a Process Instance in Process Workspace .
12.4 Creating a Calendar for a Process Instance in Process Spaces
If you are an administrator or a user with permissions to edit the group space, you can add a calendar taskflow. This taskflow shows different activities—for example,
assigned date, expiration date, due date for a task, activity start date, and activity end date for the process instance.
12.5 Adding a Document to a Process Instance Space in Process Spaces
For instructions about adding documents to a process instance space, see Oracle Fusion Middleware Users Guide for Oracle WebCenter Spaces.
12.6 Participating in a Discussion in a Process Instance Space in Process Spaces
For instructions about participating in discussion, see Oracle Fusion Middleware Users Guide for Oracle WebCenter Spaces.
12.7 Customizing a Process Instance Space in
Process Spaces
Like other templates, the process instance template can be customized. Unlike other templates, the process instance template cannot be used to create other group spaces
manually. It is used by the system to create a group space that is connected to a specific process instance.
The created group space can be customized just like any other Oracle WebCenter group space. However, because there is instance-specific data—namely, a process
instance identifier link—you should not modify the group space attribute that is added as part of its creation.
Note: Do not confuse this calendar with the one in Process
Workspace. At the moment, you cannot create a calendar for an organizational unit in Process Spaces.
Note: If you have imported a group space and want to create or
select a forum, you must do so manually from the services page of the imported group space.
For information about choosing or creating a forum in a group space imported into Oracle WebCenter, see Oracle Fusion Middleware
Administrators Guide for Oracle WebCenter.