Monitoring Processes Within the Process Modeler

In addition to building process applications, the Process Modeler can be used to monitor the execution of a process (as well as edit active processes).

Monitoring an Active Process Using the Process Modeler

  • In Appian, select a running process to view the Process Dashboard. In the Processes view, select Active Processes in the left navigation; then select the desired process from the list.
  • Click the Monitor Process button on the Process Dashboard toolbar. The Process Modeler opens, displaying a live view of process execution.
  • Click the Monitor Mode list box in the toolbar and select Edit Mode. The Process Modeler Palette appears (allowing you to edit the process and view process metrics).
  • Click the Toggle Node Statistics button Toggle Node Statistics on the toolbar. The process or process model metrics you have defined in the Default Process Optimization Metrics report or the Default Process Model Optimization Metrics report are displayed.

Monitor Mode Options

While viewing a process in Monitor mode the Process Modeler toolbar displays a limited set of options, listed in the following table.

To... Click Description
Create a new process model.
New Process
To create a new process model, click on the icon. If you have a process model that is open and has not been saved, a dialog box will appear stating that all changes will be lost. Clicking on "OK" will open a new canvas from which you can design your process model. Click on "Cancel" to return to the existing process model.
Open a process model.
Open Process
To open a process model, click on the folder icon. This will open a wizard entitled "Open" from which you can browse through all the folders beneath the "Process Models" folder. Selecting a process model and clicking on "OK" will open the process model on the designer canvas.
Print a process model.
Print
To print a process model, click on the printer icon. This will open the "Print" wizard which must then be configured before the process model can be printed.
Refresh or reload the process model onto the designer canvas.
Reload
Allows you to reload the process onto the designer canvas. All flows in a process will be updated with the most recent activity.
Open the Process Model Properties.
Properties
The Process Model Properties dialog box is used to configure the name and description of the process, the Process Start Form, Process Variables, attachments, and notes.
Zoom In/Out of the process designer canvas.
Zoom
To Zoom In/Out of the designer canvas, click on this icon and specify the magnitude of the zoom. You will be provided with 50%, 100% and 200% as your options.
Remove the message pane from the Process Modeler interface.
Toggle Message Window
To remove the message pane from the process modeler interface, click on the icon. The message pane is used to show all validation errors that are thrown during process validation.
Remove the grid from the designer canvas.
Toggle Gridlines
To remove the grid from the designer canvas, click on the icon.
Display process or process model metrics in the modeler.
Toggle Node Statistics
To display process or process model metrics in the modeler. All columns configured for the Default Process Optimization Metrics report, and the columns configured for the Default Process Model Optimization Metrics report, are displayed within the process modeler when editing a running process. A maximum of 20 metrics can be displayed on the modeler. Therefore, if there are more than 20 columns configured, the first 20 columns will appear in the modeler.
View the process history.
All actions that have taken place in a process will be recorded and displayed as process history. Selecting this option will open a new window in which the process history will be displayed.

Once you have completed monitoring or editing a process, you can save your changes and exit the process modeler interface by clicking x on the top-right corner of the tab.


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