My Processes - Settings

The following Settings can be configured to customize the My Processes web part:

Process Filter

Feature	Description	How to use it
Use Process Portal Settings	Inherits the Process Portal settings when selected	Click on the radio button to select the option
Use the following processes	Specify which process/es should be included	Click on the radio button to select the option. When selected, the available processes will be listed. More than one process can be selected
Filter	Filters the processes listed	Type text to specify the criteria to filter on. The screen will refresh and display the results
Processes I've started	Includes process started by the user	Click on the radio button to select the option
Process I've been involved in	Includes process where the user has been involved	Click on the radio button to select the option
Show completed process instances	When selected, all process instances will be reflected. Those who are complete and those who are still in progress.	Tick the check box to select the option

Duration

Feature	Description	How to use it
Started today	Includes all process instances started on current date	Click on the radio button to select the option. Only one option can be selected at a time
This week	Includes all process instances started in current week, starting Monday ending Sunday	Click on the radio button to select the option. Only one option can be selected at a time
This month	Includes all process instances started in current month, starting 1st and ending end of the month	Click on the radio button to select the option. Only one option can be selected at a time
This quarter	Includes all process instances started in current quarter. Quarters represent: 1 January to 31 March - both dates inclusive 1 April to 30 June - both dates inclusive 1 July to 30 September - both dates inclusive 1 October to1 December - both dates inclusive	Click on the radio button to select the option. Only one option can be selected at a time
This year	Includes all process instances started in current year, starting 1st January ending 31st December	Click on the radio button to select the option. Only one option can be selected at a time
All	Includes all process instances, no exclusions	Click on the radio button to select the option. Only one option can be selected at a time

Sorting

Feature	Description	How to use it
Sort by default	The default sorting is done by using the Start Date. Un check the check box if no sorting is required.	Tick or un check the check box to affect the required option.
Folio	The folio used when starting the process instance	Select the option from the drop down list
Process Name	The Name of the Process to which the process instance belong	Select the option from the drop down list
Start Date	The date the process instance was started	Select the option from the drop down list
Status	The status of the process instance	Select the option from the drop down list

Paging

Feature	Description	How to use it
Use paging	Enables paging if selected	Tick the check box to select the option
Number of items on the page	Represents the number of items which will be displayed on the page	Tick the check box to select the option

Grouping

Feature	Description	How to use it
Group by default	Grouping is not enabled by default. Tick the check box and select and option from the drop down list if grouping is required.	Tick the check box to select the option
Folio	The folio used when starting the process instance	Select the option from the drop down list
Process Name	The Name of the Process to which the process instance belong	Select the option from the drop down list
Status	The status of the process instance	Select the option from the drop down list

If the My Processes web part is added to a site which is not a K2 Process Portal site, all processes will be displayed and the K2 Process Portal Settings won’t apply. See Process Portal Settings Inheritance for more information related to the My Processes web part.