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:
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.
Active flow objects appear with a green border, while they are executing.
Paused flow objects appear with a red border.
If you are looking to make updates to the process instance's process model as a result of what you've found during viewing the instance in Monitoring mode, follow the instructions in the Navigation in the Process Modeler section to open the model while viewing the process.
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:
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.
In Monitor Mode you can perform the actions below on an active sequence flow.
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.
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
To resume an activity that was canceled by exception, right-click the activity and select Start.
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.
Tasks submitted while the process is paused display an error upon submission.
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.
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.
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.
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.
To resume a process, select Modify > Resume.
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.
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.
To view activated instances, right-click the activity in monitor mode to see an indicator of how many instances are activated.
Select Instances to display the Spawned Nodes dialog box.
The following details are listed for each activated instance of the flow object:
|To. . .||Click||Description|
|View the Details of the selected flow object||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||Selecting this option allows users to pause the selected node instance.|
|Resume the task generated by the selected flow object||Selecting this option allows users to resume the selected node instance.|
|Cancel the selected node||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||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.
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.
The options below are possible for activated flow activities when viewing an active process in monitor mode.
Right click a flow object and select View form to display the form. Users with the right to do so can complete the form.
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.
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.
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.
Clear the Set deadline checkbox to remove an existing task deadline.
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.
Process Variables of System Data Types
text string 1, text string 2.
Process Variables of Custom Data Types
When viewing a process instance in the process modeler, you can easily navigate to the process instance's parent process or its process model
To navigate to the process instance's parent process:
To navigate to the process instance's process model: