You can dynamically update worksteps and work items in the Management module by performing the following procedure:
1. From the Flow View page, click any completed (green), active (orange) or suspended (red) workstep from the flowchart to open the Workstep Details window.
2. The Workstep Details window for a completed workstep displays read-only data that cannot be modified.
Active or suspended worksteps display a dialog window with editable fields, where you can update certain workstep and work item properties.
3. To send an e-mail to the performer(s), click the Performer link. Business Process Server launches your default mail client and enters the e-mail addresses of the performer(s). If there are multiple performers comprising any combination of, list of users and list of groups, then Business Process Server enters individual e-mail addresses of those users and group members. However, if a group contains users and another group, then Business Process Server enters e-mail addresses of only the users but does not enter e-mail addresses of the nested group's members.
4. To dynamically modify an active or suspended workstep or a work item during run-time:
a. In the Workstep Details section, select an option from the Priority drop-down list to update the workstep’s priority.
b. In the Work item(s) section, update information about the Performer by entering data in the Performer box or by clicking to open the User List page, where you can select a valid user from the list of Application users.
c. In the Work item(s) section, update Action information by selecting an option from the drop-down list in the Action column.
d. If you want to suspend the workstep, then click Suspend Workstep. The SuspendWorkstep option changes the workstep color to red, and temporarily stops the process at the suspended workstep until the issue causing the suspension is resolved or you resume workstep execution.
e. If you want to complete the workstep, then click Complete Workstep. The CompleteWorkstep option changes the workstep color to green. Business Process Server takes a while to mark the workstep as completed and change its color. Therefore, you may must refresh the page more than once to reflect the color change.
f. If the Completed workstep has been designated as a Rollback Point (i.e., it is the workstep from which the workflow is restarted when a process fails during execution), then a Rollback button is displayed in the Workstep Details window. Select Rollback to "roll back" the process to the rollback point.
g. The Dataslots section displays a list of dataslots used for the selected workstep. If you have permissions to update the dataslots, then you can update individual dataslot values.
h. The Audit History section displays the audit history details of the selected workstep.
5. Click Save to save any changes you made in the Workstep Details page. Business Process Server automatically reloads the Flow View.
Click Reset to clear any data you entered and return to the original settings. Click Cancel to delete any updates, and return to the Flow View page.
Note: Completed worksteps and work items cannot be modified. Removed instances also cannot be modified.
to open the User List page, where you can select a valid user from the list of Application users.