Use the Processes List widget to work with
processes that you can access. If you own
the page that the widget is on or if you have permission to edit the page,
you can also configure this widget.
Using Processes
List
In the Processes List widget,
you can view processes that are running. Depending on how the business space
owner configured the page, the processes are displayed in a table or a list.
- Initially you see the default list of processes, for example, the list
of all processes. If other lists have been defined and are available to you,
you can use the drop-down list to select a different list to display.
- To filter the displayed processes further, perform the following:
- Select the property that you want to filter by:
- If your processes are displayed in a table, move the mouse over the column
header for the property that you want to filter by, and click the search icon
that appears on the left.
- If your processes are displayed in a list, use the Set Filter box
to select which property you want to filter by.
- For the property that you selected, specify filter criteria that are appropriate
for the property type.
- For a text property, enter the text that the displayed processes must
contain in that property.
- For a date property, you either can select
one of the predefined standard filters such as Until now, Yesterday, Today, Tomorrow, or From now. Select Date.... to
specify a particular date, or select Date range.... to
be able to specify dates for Since, or Until,
or both.
- For a numerical property, you can enter
a number and select the comparison operator, for example "<", ">", or the
default value "=".
- For an enumerated property that has a
limited set of predefined valid values, you can directly select one of the
possible values.
- For a Boolean
property, you can select whether the value must be true, or clear the option
to specify that the value must be false.
- Click the search icon to display the processes that match the filter criteria.
The filter criteria are displayed above the processes list with two icons: You
can click the pin icon to save the filter for the current list, the icon changes
to indicate that it has been saved, clicking the icon again removes the filter.
If you click the eraser icon the list will be displayed without any filtering,
but all saved filters remain available.
If
you save the filter, it is added to the first drop-down list in the actions
bar for the current processes list. Selecting the saved filter from the list
of saved filters also resets the processes list and the authorization filter
to the same filters that were selected when the filter was saved. When you
clear the saved filter, it is removed from the list of saved filters. All
saved filters are lost when you log off.
- You can restrict the filtering further by selecting and specifying filter
criteria for one or more other properties. The new filter criteria are added
to the existing criteria shown in the widget's actions bar.
- To sort the processes that are displayed:
- If your processes are displayed in a table, move the mouse over the header
for the column that you want to sort by, and click the sort icon to change
the sort order.
- If your processes are displayed in a list, use Sort By to
select the property you want to sort by. To change the sort direction, click
the sort icon.
- To open one or more of the displayed processes, select them and then click Open.
Depending on how the owner of your business space has configured the connections
between the widgets, the results of performing the open action are displayed
in another widget. For example, displaying in a tasks list widget the tasks
that belong to the selected processes.
Configuring Processes List
To
configure this widget, open the widget menu and select
Configure to
see the following configuration tabs. If the configure option is not available
to you, you are not authorized to configure the widget.
- On the Content tab is the Select processes
list to display
field, which contains a list of all process lists that you can make available
to the user of the widget. You can use this tab to perform the following:
- To make more lists available to the widget user, change the default list,
or to make available lists unavailable, click Add process lists,
then in the window that opens, you can select a process list to add, optionally
set the list as the default, and then select which properties are displayed
in that view.
- To configure which properties are displayed in a particular processes
list, select the list, then check the boxes for the properties for the information
that you want the widget to display, and clear any that you do not want displayed.
To change the order in which the information is displayed in the widget, select
a property, then click one of the arrows to move the property up or down in
the list. When the List View layout is used, the first
property in the list is used as the title for the entries in the process list.
- On the Display tab, you can select how the processes
list is presented.
- Select Table View to display the processes list
as a table, with one process per row, and one column for each displayed property.
Then choose a navigation style.
- Fit to view (Multiple pages) provides
a pagination bar at the bottom of the table.
- View all (Scroll bar) provides
a vertical scroll-bar for the list.
For this option, you can also specify how many list items are displayed, the
default is 100.
- Select List View to display the processes in a
list. Then for each property you can select whether the information labels
are displayed or not. The default is that the labels are not shown, which
minimizes the screen space used to display the processes in the widget. You
can also change the number of processes displayed, which has a default value
of 100.
- On the Refresh tab, you can select how the contents
of the widget are refreshed.
- Select Manually if the widget user must cause a
refresh by selecting Refresh from the widget menu.
- If the widget content should be refreshed automatically, select Automatically and
specify the refresh interval in minutes, or use the default interval of one
minute. If there are a large number of users, you should avoid using a short
automated refresh interval because of the extra load that it will cause on
the backend-systems.