K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
SharePoint View Flow Workflow

View Flow - Workflow

The Workflow tab of the View Flow represents the steps of the process and which route has been taken.

To interpret a View Flow diagram remember:

  • Line Rules that evaluated to true, and were successful are colored green
  • Lines Rules that evaluated to false, and were not successful are colored red
  • Skipped lines or not yet evaluated lines remain clear

Process Summary

When clicking on the Start activity, the Process Summary dialog opens which contains the Overview and Process Data tabs.

The Overview tab contains the details of the Process.

Fig. 2. Process Overview

Feature What it is
Name This is the Name of the Process as configured in the process designer
Description This is the Description as configured in the process designer
Version This is the version of the Process for which a Process instance was started
Status This is the status of the Process instance e.g. completed, active, error etc
Start Date

This is the date that a Process instance was started

Finish Date

This is the date that the Process instance was finished

Running Duration

This is the actual duration of the Process instance from the start until the present or until completed. The dot next to the Running Duration represents whether it was completed within the expected duration or not.

  • Green - The item completed within the expected duration OR expected duration not exceeded yet and will not exceed within the next 24 hours
  • Yellow - The item is not yet completed and the current running duration plus 24 hours exceeds expected duration
  • Red - The running duration exceeds the expected duration
Expected Duration This is the expected duration of the Process instance configured in the process designer
Originator This is the person where the Process instance originated from, i.e. the person who started the Process instance
Folio This is the Folio used when the Process instance was started

The Process Data tab contains the details of the Process Data Fields. Columns can be resized by dragging the column lines as required.

Fig. 3. Process Data

Feature What it is
Name The name of the data field
Value The value of the data field
Last Change If the current value is different from the initial (default) value, this field will be populated with the date it was changed.
By If the current value is different from the initial (default) value, this field will be populated with the person who last changed the data field

If the value of a Data Field or XML Field has changed in the process, an Audit Trail link will be displayed. Click on the link to view the changes

Fig. 4. Audit Trail

Activity Summary

When clicking on an Activity, the Activity Summary dialog opens which contains the Overview, Participants, Activity Data and Events tabs.

The Overview tab contains the details of the specific Activity

Fig. 5. Activity Overview

Feature What it is
Name This is the Name of the Activity as configured in the process designer
Description This is the Description as configured in the process designer
Status This is the status of the Activity instance e.g. completed, active, error etc
Start Date

This is the date that an Activity instance of the workflow Process was started

Finish Date

This is the date that an Activity instance of the workflow Process was finished

Running Duration

This is the actual duration of the activity from the start until the present or until completed. The dot next to the Running Duration represents whether it was completed within the expected duration or not.

  • Green - The item completed within the expected duration OR expected duration not exceeded yet and will not exceed within the next 24 hours
  • Yellow - The item is not yet completed and the current running duration plus 24 hours exceeds expected duration
  • Red - The running duration exceeds the expected duration
Expected Duration This is the expected duration of the Activity instance configured in the process designer
Outcome This is the Outcome as configured in the client event wizard of the process designer.

The Participants tab contains the details of the participants of the activity. Columns can be resized by dragging the column lines as required.

Fig. 6. Activity Participants

Feature What it is
User The user who participated in the Activity instance of the workflow Process
Date Started

This is the date that an Activity instance of the workflow Process was started

Date Finished

This is the date that an Activity instance of the workflow Process was finished

Status This is the status of the Activity instance e.g. completed, active, error etc
Action This is the Action performed by the participant. The available actions are related to the Outcomes as configured by the process designer

The Activity Data tab contains the details of the Activity Data Fields. Columns can be resized by dragging the column lines as required.

Fig. 7. Activity Data

Feature What it is
Name The name of the Data Field
Value The value of the Data Field
Last Change If the current value is different from the initial (default) value, this field will be populated with the date it was changed.
By If the current value is different from the initial (default) value, this field will be populated with the person who last changed the value

The Events tab contains the details of the Events of the Activity. Columns can be resized by dragging the column lines as required.

Fig. 8. Events

Feature What it is
Name The name of the Event
Start Time The start time of the Event
End Time The end time of the Event

Event Details

 To access the Event Details, open the Activity Summary as mentioned above, select the Events tab and double click on the Event. The Event Details dialog will open.

Fig. 9. Event Details

Feature What it is
Name This is the Name of the Event as configured in the process designer
Description This is the Description of the Event as configured in the process designer
Status This is the status of the Event e.g. completed, active, error etc
Start Date

This is the date that this Event instance was started

Finish Date

This is the date that this Event instance was finished

Running Duration

This is the actual duration of the Event instance from the start until the present or until completed. The dot next to the Running Duration represents whether it was completed within the expected duration or not.

  • Green - The item completed within the expected duration OR expected duration not exceeded yet and will not exceed within the next 24 hours
  • Yellow - The item is not yet completed and the current running duration plus 24 hours exceeds expected duration
  • Red - The running duration exceeds the expected duration
Expected Duration This is the expected duration of the Event instance configured in the process designer

IPC Event

 If an IPC Event is used, a link is available to open the View Flow of the sub process. Click on the link to open the sub process.

Fig. 10. IPC Event

 The View Flow of the sub process is opened. From here, the Process and Charts tabs of the sub process can be accessed . 

Fig. 11. Sub Process

 Should you wish to return to the main process' View Flow, click on the link in the heading.

Fig. 12. Main process link

See Also

 

 


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