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Process Reference  
Process Tracker
Getting started
  How Process Tracker is organized
  Process Tracker toolbars
  Symbols used in Process Tracker
  Summary of step properties
View workflow
Edit workflow
Manage workflow
   

Process Tracker toolbars

Process Tracker main toolbar

View History: Show or hide the history pane.

View Properties: Show or hide the properties pane.

Refresh: Update the information displayed for the current workflow.

Lock Selected Step(s): Lock the work items associated with the steps currently selected on the map pane.

Unlock Selected Step(s): Unlock the work items associated with the steps currently selected on the map pane.

Unlock All: Unlock all work items that you have locked for this workflow.

Save All Changes: Save all changes you have made to work items in this workflow.

Cancel All Changes: Cancel all changes you have made to work items in this workflow.

Manage Trackers: Add or remove trackers for this workflow.

Complete Work Item: Manually complete a work item in someone else's place.

Assign/Reassign Work: Assign unassigned work, or reassign work to a new participant.

Terminate Work at a Step: Terminate work items for the selected step.

Open Work Item: Open the selected work item in the associated step processor.

Help: Display the online help system.

Map toolbar

 

<Map name>: Select the workflow map to display.

Caller maps: Select from a list of workflow maps that call the current map.

Status bar

  

Show/Hide step names: On the map, show or hide step names.

Show/Hide route names: On the map, show or hide route names.

Show/Hide milestone attributes: On the map, show or hide milestone symbols.

Show/Hide route condition attributes: On the map, show or hide route condition symbols.

Show/Hide collector attributes: On the map, show or hide the collector step symbols.

Attachments toolbar

Assign: Assign a target (for example, a document, folder, or URL) to an attachment that is currently unassigned, or change the attachment's current assignment.

Unassign: Remove the currently assigned target from the attachment.

Open: Open the assigned target.

Assigned Item Properties: View or modify the properties of the target that is assigned to the attachment.

Workflow Groups toolbar

Manage Workflow Groups: Add or remove participants in a workflow group.