Process Tracker toolbars

Main toolbar

View history

View History: Show or hide the history pane.

View properties

View Properties: Show or hide the properties pane.

Refresh

Refresh: Update the information displayed for the current workflow.

Lock selected steps

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

Unlock selected steps

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

Unlock all

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

Save all changes

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

Cancel all changes

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

Manage trackers

Manage Trackers: Add or remove trackers for this workflow.

Complete work item

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

Assign or reassign work

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

Terminate work at a step

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

Open work item

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

Help

Help: Display the online help system.

Map toolbar

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

Caller maps

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

Status bar

Show or hide step names  

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

Show or hide route names

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

Show or hide milestone

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

Show or hide route condition

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

Show or hide collector

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

Attachments toolbar

Assign a target

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 a target

Unassign: Remove the currently assigned target from the attachment.

Open assigned target

Open: Open the assigned target.

Assign item properties

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

Workflow Groups toolbar

Manage workflow gorups

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