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Process Tracker
Getting started
View workflow
  View workflow maps
  About the Properties pane
  About workflow properties
  View workflow history
  View milestones
  About system functions
Edit workflow
Manage workflow
   

View workflow maps

A workflow definition contains a main workflow map and possibly one or more submaps with the steps and routes defined for the current workflow.

To display a map, select the name of the map from the map toolbar.

Components on the workflow map

Each step on a map represents a specific activity or task in the workflow. The following types of steps represent different types of activities:

  • A General step represents an activity assigned to a participant or to a work queue. A general step includes instructions for the participants, the data fields and attachments that will be accessible at the step, responses that the participants can select, and other options. Process Tracker uses symbols to indicate which General steps are active, which are locked, and which are completed.

    To view the properties associated with a step, click on the step or route on the workflow map.

    • For all steps, including a step that is completed or has not been visited, design information is available—parameters, assignments, and milestones display in the properties area.
    • For a step with active work items, the current values of the fields, workflow groups, and attachments display.
  • A System step represents one or more activities performed by the Process Engine. The FileNet-provided system functions perform logic-control and other functionality in the workflow, including setting time limits at specific points in the workflow, and setting up check points where data can be preserved in the event that you need to roll back to a known condition. See About system functions for additional information.

    To view the name and parameters of the system function, select the system step and view the information in the Properties pane.

  • A Submap step represents a call to another workflow map in the workflow definition. Use of submaps makes the workflow definition more modular and easier to understand.

    To view another map in this workflow, select from the list of maps on the map toolbar.

Each route on the map defines the path from one step to the next. There can be one or more routes from a step. A route can be defined with an expression that must be satisfied for that route to be taken, or it can be defined as "true". Select the route in the workflow map to view the condition, if any.

For additional information about the symbols used on the map, see Symbols used in Process Tracker.

To view the properties of the workflow, click the Workflow tab in the Properties pane.

TIP While a workflow is running, the information changes as participants open and complete their work. To see the most current information available, click the Refresh Refresh toolbar button on the toolbar.