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Column view for showing process instances
Column | Description |
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Name | Process instance name. |
Actor | The responsible person for the current task of this process instance. |
Group | The group that is responsible for the current task of this process instance |
Remaining time | If a task has a time constraint in which it needs to be finished, the time until the time runs out is displayed here. |
Start | The Start time of the process instance |
End | The End time of the process instance on the condition that it is finished. |
Process | Process definition name. |
Calculated End | The 'Calculated End' is calculated from the start date of the process instance and the sum of the prescribed (or if available the actual) processing time of each task. Please refer to CPM for further details on this topic. |
Scheduled End | If a 'Scheduled End' date is specified, it will be displayed here. |
Index 1 - 20 | These columns contain special information that can be individually defined for each process. |
Creation user | The user who started the instance. |
Creation group | The group which started the instance (optional). |
Documents | Clicking on this symbol opens the menu through which uploaded documents can be accessed. Additional documents may also be uploaded by the user. Please refer to Documents for further details on this topic. |
Notes | This symbol grants access to related notes. |
Form | This symbol opens the |
Form. | |
Status | This shows a light-symbol, which indicates the current temporal progress of an instance. Please refer to Critical Path Method (CPM) for further details on this topic. |
Column view for showing tasks
Column | Description |
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Task Name | In this column, the name/description of the task is displayed. |
Actor | If the task is assigned to a user it will be displayed here. |
Group | If the task is assigned to a group it will be displayed here. |
AdHoc Task | This column indicates whether or not the task is an AdHoc task If so, the value is 'Yes'. |
Process | This column shows the process definition to which the task belongs. |
Process Instance | This column shows the process instance name to which the task belongs. |
Activity | This column shows the activity name to which the task belongs. |
Index 1 - 20 | These columns contain special information that can be individually defined for each process. |
Due date | This is the date on which the task should be completed. It is calculated from the start date (or if available from the desired start time) and the processing time (considering Business Calendar). |
Creation time | Here, the date and time at which the task was issued are displayed. |
Remaining time | If a task has a time constraint in which it needs to be finished, the time until the time runs out is displayed here (considering Business Calendar). |
Elapsed time | Here the time since the creation of the task is displayed (considering Business Calendar). |
Links | Clicking on this symbol opens the menu in which task-relevant links are displayed. |
Documents | Clicking on this symbol opens the menu through which uploaded documents can be accessed. Additional documents may also be uploaded by the user. Please refer to Documents for further details on this topic. |
Notes | This symbol grants access to related notes. |
Form | This symbol opens the |
Status bar | This shows a colored progress bar, which indicates the timely progress of an task. |
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Export task and process instance views
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task name
assigned actor
assigned group
whether it is an AdHoc Task or not
process definition name
process instance name
activity
index fields
creation time
remaining time
elapsed time
amount of attached links
amount of attached documents
amount of notes
whether there is a smartform aorm available or not
status
To create an task overview export to Excel, do the following:
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process instance name
start date
end date, if available
process definition name
calculated end
scheduled end
index fields
amount of attached documents
amount of notes
whether there is a smartform form available or not
status
To create an instance overview Excel export, do the following:
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Click on the button 'Automate' in the Side-menu and select the option 'My tasks' or 'My process instances'.
For deleting a filter, click on the 'configure saved filters' icon in the left side menu in the lower-left corner.
Click on the corresponding filter name and the input area is displayed on the right hand side. Click on the button 'Delete' and confirm the query by clicking on the mark. A short message confirms the deletion. The filter name is immediately removed from the filter list and is no longer available as a menu item below the Saved Filter option.
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Please note that a deletion cannot be undone. |