Skip navigation FileNet logo
Glossary  |  Help Directory  
  Help for Process Tracker
  Search  |  Index
Process Reference  
Process Tracker
Getting started
View workflow
Edit workflow
  Select work
  Lock work items
  Unlock work items
  About step properties
    General steps
    Launch steps
    Submap steps
    System steps
    Component steps
    General information
    Data fields
    Attachments
    Workflow groups
    Step assignments and milestones
    Step routing properties
  View route properties
Manage workflow
   

About editing a workflow

You can use Process Tracker to change the values of data fields, assign documents or other files to attachments, and specify workflow groups and trackers. You cannot change the workflow definition itself.

You can only make changes to the work items associated with one step at a time. Before making changes, Process Tracker must lock the work items you wish to change. You cannot make changes to work items that are currently locked by other users. When you are done making changes to work items, you must save the changes.

NOTE If you open Process Tracker using the Status button on a work item page, the Properties pane displays only if you are assigned as a tracker for this workflow. If you are a tracker for this workflow, any changes that you make when you access Process Tracker by this method will not be reflected in the work item page.

The table below shows what you can change in each state.

Step state What you can change

Visited step—one or more work items for this step have already been completed.

You cannot change information for visited steps.

Active step with access privileges—work items are currently at the step, and the user has access privileges to the associated queue.

You can make changes to active steps that are not locked by other users.

Active step with no access privileges—work items are currently at the step, but the user does not have access privileges to the associated queue.

You cannot change this information because you don't have access privileges. For information about how your logon affects your ability to complete various tasks, see About workflow security.

Unvisited step—has never had work items in the associated queue.

You cannot change the properties of unvisited steps.

Steps can combine more than one state. Steps that have more than one participant can be a combination of active and completed. A step can be revisited more than once, so a step can have one or more occurrences that are complete as well as an active occurrence.

TIP If you use File > Exit to close a Process application (Process Administrator, Configuration Console, Designer, or Tracker), the application will prompt you to save any unsaved changes before it closes. However, if you click the Close button [X] in the upper right corner of the window, one of the following will occur:

  • If the program is running as an application, it will prompt you to save any changes.
  • If the program is running as an applet inside a browser window (the name of the browser displays in the title bar), the program will close immediately and any unsaved changes will be lost.

Related information

About workflow properties

About step properties