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Business Process Portal Manager's Guide
Using Management overview features : Viewing Instances Overview page : Instances Overview page
 

Instances Overview page

The Instances Overview page displays information about the application instances you are currently using. By default, it displays all instances and the following information about each instance:
Table 8. Instance Overview Information
Column
Description
Attributes
Select this option to search based on any attribute.
Instance Id
Select this option to search based on a specific attribute.
Application
A unique identifier for the application instance.
Instance
The name of the process instance.
Status
The status of the filtered instance.
Creator
The name of the user who created the instance.
Details
Click the PSV Tabular View icon in this column to display the tabular view of the process instance.Click the PSV Flow View icon in this column to display the process instance flowchart at the point of the active task. (See Table 9 for color coding)Click the Audit History icon in this column to display the audit history of the process instance.
Priority
Priority level as determined by the user initiating the process instance. It can be Low, Medium, High, or Critical.
Estimated Duration
Estimated duration to complete the process instance as determined by the application developer.
Start Date
The date the process instance was initiated.
Due Date
The date by when the process instance should be completed as determined by the application developer.
End Date
The date on which the process instance was completed.
In addition to the default columns, you can add dataslots as columns using the New Dataslot dialog box in the Progress Developer Studio for OpenEdge. For more information, see OpenEdge Getting Started: Developing BPM Applications with Developer Studio. These dataslot columns are sortable; that means, you can sort the contents of this page based on this column header. For more information, see Sorting a column. This helps to quickly locate instance(s) based on the application specific dataslot values.
Note: Specify the date format for the reports using the DateFormat parameter in bpmportal.properties. See "Chapter 2, Customizing Properties Files" in the Customization Guide for more information about the date format syntax. Business Process Server displays a warning message when you specify an invalid format for a Date field.
To manage the contents of the list, you can filter and/or sort them. To navigate through the pages, you can use the paging controls. For more details about these operations, see Exploring Business Process Portal.
The Instances Overview page enables you to:
*Search based on Attributes or Instance Id.
*Search for an specific instance by providing the Instance Id.
*Use the attributes Filter bar to search through all applications, or a selected application, for specific process instances.
*Check the status of the specified process instances.
*Open the Tabular View to see the properties of each workstep displayed in a tabular format that presents data in a unified view.
*Open the Flow View to see the process flow (i.e., the flow of work from one workstep to the next). From the Flow View, you can also see the instance’s information flow (i.e., the flow of data from one workstep to the next), as shown in the Dataslots View.
*Open the Audit History to view the audit history information of the process instance, as described in ViewingInstance History.
Note: This page is also the Management module’s default page, and the user can return to this page at any time by clicking the Management tab in the Business Process Portal.