Monitor Process

Viewing a Process in Monitor Mode

The Process Modeler allows you to display, monitor, and administer active instances of a process by viewing the process in Monitor Mode.

To access Monitor Mode for a process, complete the following:

  1. From the Designer interface, select the Processes tab.
  2. Select a process from the Active Processes list to display its dashboard.
  3. From the toolbar, click Monitor.

A real-time report showing the current status of the process as it is executing appears in the Process Modeler view.

Process flows and flow objects that have completed execution appear with a blue border.

Image:Ifm_monitor_completed_node.gif

Active flow objects appear with a green border, while they are executing.

Image:Ifm_monitor_active_node_sm.gif

Paused flow objects appear with a red border.

Image:Ifm_monitor_paused_node_sm.gif

Exception Flows

When viewing process models with exception flows, all exception flows appear in red before they have been executed. Upon execution, the flow color changes to purple as shown below:

Image:exception_flow_taken_diagram.gif

When a node is skipped due to an exception flow, it appears shaded with diagonal lines. This is shown in the Team Information node above.

Nodes that are completed in an exception flow display an aqua color border, which indicates that the nodes are associated with the exception flow. See the exception flow's End Event in the process model shown above.

Managing an Active Sequence Flow

In Monitor Mode you can perform the actions below on an active sequence flow.

View Activities Canceled by Exception

If a flow activity encounters an error that causes it to enter a canceled by exception status, it displays a red border with a slash through the activity.

Image:Canceled_by_exception.gif If the activity is attended, right-click it and select View Form to display the current form entries. Each activity can be activated multiple times (either at design time or at runtime).

For runtime options available in Monitor Mode, see below: View Activated Instances

Restart Activities Canceled by Exception

To resume an activity that was canceled by exception, right-click the activity and select Start.

Pause a Process

To pause a process, select Modify > Pause on the toolbar.

When a process is paused, the following occurs:

Active tasks assigned to a user no longer show up in the user's "My Tasks" list.

  • The task shows up with the "Paused" status in the "All Tasks" report.

Tasks submitted while the process is paused display an error upon submission.

  • The error displays the following:This task is part of a process that is paused. You will not be able to complete this task until the process is resumed.

Users can not save tasks related to the process.

  • If a user is actively working on a task when a process is paused, the user will not be able to save or submit the task. If the process resumes before the user clicks on either save or submit, the user can successfully submit the task.

Active receive message event nodes will not receive any messages while the process is paused, and the messages will not be queued.
Messages sent after the process resumes will be received.

Active timer event nodes and active nodes scheduled to execute while the process is paused only execute when the process is resumed.

  • For example, if the node is an unattended smart service, the smart service activity runs when the process resumes.
  • If the node is an unattended script task that stores a value into a process variable, the value is written to the process variable when the process is resumed.
  • If the node generates an attended task, the task is made available to the user when the process resumes.

Active timer event nodes and active nodes configured to recur at a certain interval continue to generate new instances of the activity while the process is paused.

  • They only execute when the process is no longer paused.
  • For example, if you pause a process for 10 minutes, and a node is configured to repeat every 1 minute, if the node is an unattended smart service, the smart service runs 10 times when the process is resumed.
  • If the node generates an attended task, 10 tasks are made available to the user when the process resumes.
  • If the node is an unattended script task that stores a value into a process variable, the value is written to the process variable 10 times when the process resumes.

Active synchronous sub-process nodes with Output Variable mappings write values from the sub-process to the parent process while the parent process is paused.

  • The PV in the parent is updated.
  • The output flow from the sub-process node will only be taken when the process resumes.
  • Any sub-processes do not pause with the parent process.
  • When the output flow of a sub-process node is configured to "keep process variables synchronized across this flow", the synchronization is preserved after the parent process resumes.

Resume a Paused Process

To resume a process, select Modify > Resume.

Pause a Flow Object

To pause a flow object, right-click an active node (indicated by a green border) and select Pause. When the process is paused at a node, it displays a red border. When a flow object within a process is paused, the process is still active. There can be more than one active flow in a process. When a sequence flow reaches a flow object that is paused, and there is only one active flow in the process, the entire process is paused. That flow object must be resumed for the process to continue.

Start a Flow Object

To start a new instance of a flow object, right-click the object and select Start.

A new instance of the flow object is started.

View Activated Instances

To view activated instances, right-click the activity in monitor mode to see an indicator of how many instances are activated.

Image:Monitor_mode_node_instances.gif Select Instances to display the Spawned Nodes dialog box.

Image:spawned_nodes_IFM.gif

The following details are listed for each activated instance of the flow object:

  • Node Name
  • Status
  • Owner
  • Priority
  • Date and Time when the instance was activated
  • The next scheduled activation (if any) Select an object instance to perform one of the following actions (toolbar options).
To. . . Click Description
View the Details of the selected flow object View_node_details_IFM.gif Selecting this option opens the properties dialog box for a selected activity. This dialog box includes a series of tabs that allow you to:
Pause the task generated by the selected flow object Pause_IFM.gif
Selecting this option allows users to pause the selected node instance.
Resume the task generated by the selected flow object Resume_IFM.gif
Selecting this option allows users to resume the selected node instance.
Cancel the selected node Cancel_IFM.gif Selecting this option allows users to cancel the selected node instance. Node instances that are canceled are displayed in the Spawned Nodes dialog box. Users cannot resume or pause these activities once they are canceled. (An administrator can start the activity again.)
Trigger the selected node immediately, if it is scheduled to start at a specific time Trigger_schedule_IFM.gif If the selected node has been set to execute at a specific date and time. Users may select the node and click this option to trigger the node immediately.

After making changes, click Close to exit the dialog.

Cancel Quick Tasks

Once a quick task has been activated, it can be disabled or canceled by selecting all active instances of the quick task that are active and clicking the Cancel button from the Spawned Nodes dialog box. Once a quick task is canceled, it can be enabled again by starting a new instance of the quick task.

Updating a Flow Object in Monitor Mode

The options below are possible for activated flow activities when viewing an active process in monitor mode.

View and Complete a Form

Right click a flow object and select View form to display the form. Users with the right to do so can complete the form.

Change the Task Assignment

Double-click an activity that displays a colored border (indicating that it is activated) to display its configuration dialog box and select the Assignment tab. The user currently assigned the task is listed. Type a user name or click the Browse button to select a new user or group as the task's assignee, then click Reassign

— OR —

Click Reassign Automatically to remove the current assignment and send the task back to all original assignees. This option is mainly used for tasks that were originally assigned to a group.

Change the Task Priority

Double-click an activity that displays a colored border (indicating that it is activated) to display its configuration dialog box, and then select the Change Priority tab.

The current priority level is listed. Select Low, Normal, or High from the Priority list.

Change the Task Deadlines

Double-click an activity that displays a colored border (indicating that it is activated) to display its configuration dialog box, and then select the Change Deadline tab.

Any current task deadline is listed.

  • Select the Set deadline checkbox to enable a deadline.
  • Type a future date for the task deadline or select a date using the calendar control.
  • Select a time of day from the times listed.

Clear the Set deadline checkbox to remove an existing task deadline.

Change the Task Escalations

Double-click an activity that displays a colored border (indicating that it is activated) to display its configuration dialog box, and then select the Escalations tab.

All current configured escalations are listed, with the configuration options disabled.

  • Each escalation lists the options to Skip Escalation — OR — Trigger Escalation
  • Skipped escalations are canceled.
  • Triggered escalations are executed immediately, using the settings listed.

Change the Process Variables

Process Variables of System Data Types

  1. From the toolbar, select the Process Model Properties icon to view the process variables.
  2. Select a process variable to update it.
  3. For a process variable of type multiple, insert the value with a comma separator. For example, to add an array of two values to a process variable of type Text, enter text string 1, text string 2.

Process Variables of Custom Data Types

  1. Edit the process, see Edit Process
  2. Drag and drop a script task onto the canvas
  3. Add a node input, and choose the custom data type as its type
  4. Set the new values
  5. Save the node input into the process variable that you want to update
  6. Save the process
  7. Close the process from edit mode, and go to monitor mode
  8. Right-click on the new script task and select Start

See Also

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