K2 Process Portals - Instance Management View

Watch a short video on how to Repair processes that have encountered an error using Process Portal (Length 3 minutes)

The Instance Management default view presents the user with summaries for each process added to the process portal.

The Instance Management menu presents options showing process instances in specific states: All, Running/Active, Stopped, and in Error. The options within these views allows a process instance to be Started, Stopped, Redirected, and Retried (if in error).

Actions

To start a new process instance click on Actions and select Start New.

The Start New Process Instance dialogue screen will then display. Select the required process from the Processes list, configure the folio and the synchronization options and click Start.

Clicking on the folio of a process instance will present an actions drop-down which may contain any of the following options:

To re-start a stopped process instance click on the Folio property of the process instance and select Start from the drop-down
To stop an active process instance click on the Folio property of the process instance and select Stop from the drop-down
To delete a process instance click on the Folio property of the process instance and select Delete from the drop-down
To retry a process instance in error click on the Folio property of the process instance and select Retry from the drop-down
To advance the process instance to a particular Activity click on the Folio property of the process instance and select GoTo Activity from the drop-down