Create a new process instance.
A new process instance can be created from a process definition by clicking the Actions - Create menu option.
The “Create Instance” popup is displayed for configuration.
Generate instance name
The generate functionality generates a name for the new instance based on the definition name and the following incremented index for the selected definition from the pull-down menu, as shown below:
Select a process definition from the pull-down menu list and click the “Generate” button to create the new instance name. Click the “Create & Execute” button to create the newly generated instance. Once the instance is created, the workflow instance will have a status of “executing,” as shown below:
Reset process instance
A started workflow can be reset back to its original design by selecting a process instance from the list and clicking the “Actions -> Reset -> Selected” button. This is useful after executing an example if the design of the process changes. A new instance based on the definition does not have to be created to re-test the definition. A workflow instance can also be reset to any given execution point, an executed step within the Instance. This is useful when debugging an Instance.
Note: All the relevant data of the execution shall be removed for the selected instance.
A started workflow can be reset to a selected workflow step by choosing a process instance from the list and clicking the Actions—Reset—To Step menu option.
Select the desired step from the popup window and confirm.
NOTE: Please remove all the relevant data to execute the selected instance.
Remove process instance
A process instance can be permanently removed by selecting it from the list and clicking the “Remove” menu option. When an instance is removed, all associated data—items such as sub-workflows, tasks, and any other associated data—will also be removed.
Mark process instance as favorite
Each user can maintain a list of favorite process instances. If you are working on or monitoring a large workflow, you can quickly access it by adding it to your favorite list.
Add process instance to favorites.
Add to favorites will add the selected process instance to the favorites section.
Remove process instance from favorites.
You can just navigate to the Favorites tab.
Select the process instance from the table and navigate to Actions - Favorites - Remove menu option.
Abort process instance
A workflow instance that is sleeping or waiting can be aborted by selecting it from the list and clicking the “Abort” menu option. The abort menu item is enabled only when the instance is in “Sleeping” status.
Execute process instance
This function starts the execution of a process instance that has not started yet. To create process instances that can be executed later, uncheck the Execute checkbox on the Create Instance box.
Select the process instance from the table and navigate to the Execute - Selected menu option.
Click OK to confirm the execution of the process instance.
Select the process instance from the table and navigate to the Execute - Selected in Test Mode menu option.
Click OK to confirm the process instance execution in test mode.
Select the user from the drop-down list and click on Execute to proceed.
Execute process instance with input parameters.
This function provides a UI to input values to the variables/globals before execution.
On the Process Instance page, select Execute - With Params menu option as shown below.
An input parameter UI will be generated based on the variables defined for the Instance. The UI may look as follows: Provide the variable values and select Execute or Execute in Test mode as required. The process instance is thus executed with parameters.
Render process instance
Select the process instance from the list and click the View—Render menu item. The process instance will be rendered in a new tab, displaying the process workflow from the start step to the current process step (for sleeping status) or until the last process step (for completed status).
Select the Items - Tasks menu option to view the tasks created by the process instance. The task list is displayed as a table on the same page.
Select the Items—Forms menu option to view the form task created by the process instance. The form task list is displayed as a table with a navigable link on the same page. This list also includes forms from sub-workflows.
You can search within the process instance for tasks, steps, forms, and reports by their names, if you don't mind. Type in the information in the Search textbox and press enter. The search result is displayed in the popup window as navigable links. Click on the search item, and the background workflow aligns correctly with the result.
Navigate to Items - Variables - Select the Start / Latest variables menu option to search the rendered process instance for variables by their names.
You may type in the information in the Search textbox and press enter. Likewise, the Globals can be searched by their names within the rendered process instance.
Navigate to Items—Variables. Select the Change Tracking menu option to track variable changes within the process instance. The process instance displays the "Test User" information.
Select the variable from the dropdown list to view the changes with the datetime stamp.
