Viewing the Details of a Process Instance in

Working on Process Instances in Process Workspace 4-5 Figure 4–3 Work Item Details Panel The Details section displays the priority, process name, when the instance is due to complete, status, creation time, and the assignee if any. If the process instance has any gateways resulting in multiple threads paths that are still running, the Open Activities section displays the status of each thread. The Audit Trail section displays audit information—in either tabular form or graphically depending on your selection. Figure 4–4 shows a Work Items Details panel in which audit information is displayed graphically. Figure 4–4 Work Item Details Panel with Graphical Audit Trail 4-6 Oracle Fusion Middleware Users Guide for Oracle Business Process Management For more information about the Task Details page, see Section 2.3.2.2, The Process Workspace Process Audit Details Panel You can also use this panel to create comments and add attachments as described in Section 4.4, Associating Comments and Attachments with a Process Instance in Process Workspace

4.4 Associating Comments and Attachments with a Process Instance in Process Workspace

To associate a comment with a process instance: 1. From the worklist, select the process instance with which you want to associate a comment.

2. In the details panel, in the Comments section, click New.

3. Enter your comment and click OK.

To associate an attachment with a process instance: 1. From the worklist, select the process instance with which you want to associate an attachment.

2. In the details panel, in the Attachments section, click New. The Add Attachment

dialog box appears. 3. In the Description field, optionally enter a description for the attachment.

4. In the Filename field, enter the path to the file, or click Browse to navigate to it.

5. Click OK.

4.5 Performing a Bulk Operation in Process Workspace

In this release, the only available bulk operation you can perform is Cancel. To perform a bulk operation: 1. In the Process Tracking page, from the process instance list, select several instances. In the Instance Details panel, a message indicates how many instances are currently selected to be processed. Also, the Actions list is updated with the options that can be performed over the group of instances that were selected. 2. Select the operation in the Actions list. The selected operation is performed on the instances you specified.

4.6 Canceling a Process Instance in Process Workspace

Only process owners can cancel a process instance. To cancel a process instance: ■ From the Actions list at the end of the row for the instance you want to cancel, select Cancel. ■ Select the instance and, from the Actions list on the toolbar of the Process Tracking page, select Cancel 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.