This page lets you view and work with a running workflow task or process. The Process View pages always display some general information about a process. These pages also usually include the actions that you can take. The Process View page is one of the most important pages in Process Manager
The Process View page appears when a user clicks on a link to a running process in Process Manager. Users typically access this link in the task list on the Workflow tab. Users can also access this link in the process list or in a report.
The Process View page displays information about how a process is configured. By using certain special components (such as the Set Process State/Status component) in your process, you can communicate process information to Process Manager. This process information (such as process status) appears on the Process View page.
You can configure a workflow project so that its Process View page displays the process history that identifies what has been done in the process. You can also configure the project so that the Process View page displays actions and the permissions that are associated with the process.
In a Process View page, process metadata appears in the top section. The process description and history appear under the metadata on the left side. All of this information can come from various sources within the process. For example, the description may come from a textbox in a Web form that a user has filled out. A developer may also hard-code the description. The process components in Workflow Designer identify where this information comes from.
The right side of a Process View page usually contains a number of actions. The Page Selector lets you choose from all of the Process View page layouts that are available. Other Actions are listed under the page selector. In this case, only the respond action is available for the user.
Table: Default sections on the Process View page
Top section (unlabeled)
Provides a quick view of the task's details and statistics.
This section also contains the following action links:
Opens the Add Comment to Process dialog box.
Opens the Edit Process dialog box, which lets you edit some of the process details that appear in the top section.
Lets you switch between the Full Process View and the Basic Process View.
Open Chat on Process
Lets you initiate an instant messenger-type conversation with a process contact or other worker. The chat function provides a real-time setting in which to perform troubleshooting.
(Read only) Displays the description that was entered during the task's initial creation.
Displays any documents that are attached to the process or task and lets you attach additional documents.
Displays a record for each action that has occurred within the process. For example, a record can represent a status change, a task, or a user comment.
Within the History section, you can view information about each record.
Lists the actions that you can take to effectively work the task. The actions that appear depend on the type of task that you open. For example, when a support technician opens an incident, the available actions include resolving the incident, escalating the incident, and suggesting a self-service resolution.
Some of the actions are common to all of the tasks. For example, most types of tasks let you send an email or search the knowledge base.
Imported Document ID: HOWTO61920
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