When you select a process instance and click the Instance View button from within the Process Instance search results page, the system displays the process diagram and associated tasks for the instance that you have selected. The instance view gives you a window into the running workflow and enables you to administer tasks for that workflow.
If the browser does not display the instance view, you may need to download and install the Adobe Scalable Vector Graphics plugin. The plugin is available on the Adobe SVG Viewer download site.
You can click the individual activities within the process flow and the system highlights the associated task enabling you to see which tasks are associated with that activity. The instance view also shows icons that indicate the state of a particular activity within the instance. To see information about files that are attached to the workflow, select Attachments.
The Documentum TaskSpace User Guide contains more information on tasks.
Table 20.4. Task properties
| Field | Description |
|---|---|
Task Name | The name of the activity or the name of the sub-process associated with the instance. |
Status | Displays the current status of the task. |
Action | The type of action that was performed on the task. For example, if the workitem was forwarded to another user, the action is Forward. |
Performer(s) | The name of the performer for the task. If the performer is based on a process parameter, the name is preceded and followed by a dollar sign ($), for example $Reviewer$. |
Comment(s) | Any comment or notations associated with the task. |
Receive Date | The date the task was received by the task processor. |
Complete Date | The date the task was completed by the processor. |
When you right-click a task in the process instance view, you have the following options:
Selecting History displays a list of events that have occurred to the item, such as checkout, checkin, and promote.
Selecting View displays the Task Manager tabs which usually include the Info, Comments, and Progress tabs.
The Info tab enables you administrator to take action on a process instance and task.
Table 20.5. Administrative actions
| Field | Description |
|---|---|
Previous | Displays the previous tab of the Task Info page. |
Next | Displays the next tab of the Task Info page. |
Get Task | Assigns the task to you and refreshes the page, enabling you to work on the task immediately. |
Assign | Assigns the task to another user to complete. |
Finish | Completes the task and sends it to the next step of the activity. |
Delegate | Assigns another user the responsibility of performing a task that originally had been assigned to you. |
Repeat | Sends the task to another user or group to repeat a task that you have just completed. |
Perform | Executes the task. |
Close | Closes the task. |
Complete | Finishes the task and sends it to the next user or activity in the workflow. |
Rerun | Runs automatic activities that have failed. |
Reject | Sends the task to another step as defined in the template. |
Suspend | Pauses the task in order to wait for some other supporting document or task to take place. |
Unsuspend | Removes the task from the suspended state and enables the performer to acquire the task. |
Unassign | Returns the task to the work queue and the status of the task appears as dormant until reassigned to another user. |
Assign | Enables you to select the next performers for the task. |
Reassign | Enables you to assign the task to a performer again. |
Depending on the type of activity, you can also perform management functions such as changing the performer, halting the workflow, editing timers, and so on.
Table 20.6. Task properties
| Field | Description |
|---|---|
Task Name | The name of the activity or the name of the sub-process associated with the instance. |
Status | Displays the current status of the task. |
Action | The type of action that was performed on the task. For example, if the workitem was forwarded to another user, the action is Forward. |
Performer(s) | The name of the performer for the task. If the performer is based on a process parameter, the name is preceded and followed by a dollar sign ($), for example $Reviewer$. |
Comment(s) | Any comment or notations associated with the task. |
Receive Date | The date the task was received by the task processor. |
Complete Date | The date the task was completed by the processor. |
The Process Variables tab enables Administrator to provide values to the process variables added to a process, in xCP designer or Process Builder.
Process variables can be of either Simple Data Type or Structured Data Type (SDT) and they can be either single-valued or multi-valued (repeating). In Documentum Administrator 7.0, support has been provided to render multi-valued simple process variables under the Process Variables tab.
Values for multi-valued (repeating) process variables should be entered in new lines, which is used as a delimiter. For example, if you want to enter three values 10, 20, and 30 to a multi-valued process variable, it should be entered this way:
10 20 30