The Process Summary document, whether generated in PDF format or Excel format, contains the same information of the process summary.
The first page displays a Process Properties section, including data on General properties, Attributes, and a History of the process (that is, when it was created, saved, checked in, etc.). From the Process Diagram section, you can click the Click here to view process diagram in a different window link to open the process diagram file.
Note: Process Summary reports for Web applications do not contain all the sections that are displayed for process models. This is because features that are unsupported in Web applications, such as the Simulation section, are not shown in Process Summary reports for Web applications.
To explore the process summary:
1. Use the bookmarks in the left pane to open a section for a specific workstep, or to view performers, dataslots, alerts, or notes (if notes are present in the process).
2. To see the process summary for a specific workstep, expand the Worksteps bookmark and then click the workstep name to display the following information:
Workstep details including its general properties (including Loop and skippable conditions if present) in the General section.
Information about dataslots in the Fields section. Click the View All User Dataslot Properties link to open the Dataslots section.
Information regarding workstep collaboration (if any) in the Collaboration section. This information is displayed only if you have selected the Collaboration check box in the Document Generation dialog box.
For Subprocess worksteps, click the Click here to view <AppName> subprocess document link under the Subprocess Document heading to open the Process Summary document for the nested process.
3. Click Links bookmark to view all the links in the process, along with the source and target worksteps for each link, and associated conditions (if any).
4. Click Performers bookmark to open the Performers section, which lists information about all the performers available to the process.
5. You can also click Dataslots, Alerts (visible when the process contains alerts), or Notes (visible when the process contains notes).
6. Click File > Exit or the Close button () to exit the Process Summary PDF.
Workstep details including its general properties (including Loop and skippable conditions if present) in the General section.
) to exit the Process Summary PDF.