To update one process instance, a selected batch of process instances, or all process instances:
1. In the Management module, click Instance Manager > Instances, to view the Search Instances page.
2. Select an application from the Application drop-down list at the top of the Search Instances page. To further define your search on a specific attribute, select the Attributes option, and click Go.
The Search Instances page, contains the Search Criteria, and Display Attributes tabs. It enables you to refine your search.
3. Click the Search Criteria tab, and enter relevant data in the Instance Name, Creator, Priority, Start Date and Due Date boxes.
a. In the Instance Name box, enter the name of the instance that you want to retrieve. Note that the search engine is case sensitive.
By default, an asterisk (*) is entered, which means that all instances are displayed.
b. In the Creator box, enter the name of the creator that you want to retrieve in the text box. Note that the search engine is case sensitive. By default, an asterisk (*) is entered, which means that all creators are displayed. Alternatively, click the Edit Creator icon to open the Search Users page (for more information, see Searching Users).
c. In the Priority box, select an option from the drop-down list. The option "All" is selected by default.
d. In Start Date and Due Date boxes, specify a time period from the options in the corresponding drop-down list. Alternatively, click the Select Date icon ( ) to set the respective start date or due date. For more details, see Specifying a Date. By default, all dates are specified.
If you use the defaults and make no entries on the Search Instances page, then a list of all active instances for the selected application is returned by default.
4. Click the Display Attributes tab. It displays a list of dataslots. Select the check boxes for the dataslots that you want to change.
Note: Dataslots of type Object, Map, and List are not displayed in the Display Attributes tab.
5. Click Search to retrieve all instances that meet the search criteria you have specified.
6. The search results are displayed in the Instance List page.
This page contains two frames: the top frame displays all instances you had selected in step 3 and dataslots that you had selected for display in step 4; and the bottom frame allows you to apply common values to selected dataslots. As seen in the top frame, instances are presented in a tabular format, with each row representing an instance. Instance name and dataslots are displayed in columns.
If no attributes are selected, then the Instance List page displays all the instances you have selected excluding the dataslot. It displays only Remove, Remove All and Cancel options.
If your search has retrieved many instances, then they are presented in multiple pages. To manage the contents of the list, you can sort them. To navigate through the pages, you can use the paging controls. For more details about these operations, see Exploring Business Process Portal.
Note: You can customize the number of instances that are displayed on a single page by modifying the bpmportal.page.size property in bpmportal.conf file.
7. To modify data for specific instances, click the link in the Instance column. The details of the selected instance are displayed in the bottom frame.
a. Enter new information about the displayed dataslots in the corresponding value boxes for the instance(s).
b. To apply common values to selected instances and/or clicked instance displayed in the top frame, make modifications to the dataslot values displayed in the bottom frame, and click Apply. You can also apply common values to all instances displayed on the page by selecting the checkbox in the heading of the table in the top frame.
c. Click Save to save the new data after your confirmation.
To reset the form and remove the information you just entered, click Reset. To cancel the action and exit the current page, click Cancel.
8. Click Update All to apply common values to all instances displayed on all pages. A Warning appears, stating that all instances for the selected application is updated and asks do you want to continue. You cannot undo this operation, so make sure all information is correct. Click OK and a Confirmation message appears, indicating the update was successful. Click OK to return to the Instance List page.
To reset the form and remove the information you just entered, click Reset. To cancel the action and exit the current page, click Cancel.
) to set the respective start date or due date. For more details, see Specifying a Date. By default, all dates are specified.