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Business Process Portal Manager's Guide
Using the Instance Manager : Updating Worksteps

Updating Worksteps

You can now update data at the workstep level. The bulk update feature for worksteps allows you to enter search criteria for instances, select specific worksteps and choose which dataslot attributes are displayed.
To update one workstep, a selected batch of worksteps, or all worksteps:
1. In the Management module, click Instance Manager > Worksteps.
The Search Worksteps page appears and contains three tabs: Search Criteria, where you can select one or more instances; Display Attributes, where you can choose which dataslot attributes will be displayed; and Worksteps, where you can select one or more worksteps.
2. Select an application from the Application drop-down list, and click Go.
3. The Search Worksteps page has a format similar to the Search Instances page. Please refer to the procedures described in Updating Process Instances.
4. Use the Search Criteria tab to specify search criteria that locates and display worksteps of the selected application that meet the search criteria. Ensure that you have selected Activity from the Workstep Type drop-down list.
5. Open the Display Attributes tab to display a list of workstep attributes. Select the check boxes for the workstep attributes that you want to change.
6. Open the Worksteps tab to specify the worksteps you want to locate.
7. Click Search to retrieve all work items that meet the search criteria you have specified.
8. The search results are presented in the Workstep List page.
This page contains two frames: the top frame displays all worksteps selected in step 5, and identifies their associated instance as well as workstep attributes that you had selected for display in step 6. The bottom frame allows you to apply common values to selected workstep attributes.
Only for the following workstep attributes you can change the value:
*Next Activation Performer
*Due Date
As seen in the top frame, worksteps are presented in a tabular format, with each row representing a workstep. Workstep values are represented as columns.
If your search has retrieved many worksteps, 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 worksteps that are displayed on a single page by modifying the bpmportal.conf file.
9. To modify data for the selected worksteps, click the link in the Instance column. The details of the selected workstep are displayed in the bottom frame.
a. Enter new information about the displayed dataslots in the corresponding value boxes for the workstep(s).
If you change the performer from the Workstep List page, then this change is effective only when that workstep is reactivated. Therefore, it is recommended not to change the performer from this page. You should do this change from the Performer List page. For more information, see Reassigning Assigned Tasks.
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 (see ), 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.
10. 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 ensure all information is correct. Click OK and a Confirmation message appears, indicating the update was successful. Click OK to return to the Workstep List page.
11. To reset the form and remove the information you just entered, click Reset. To cancel the action and exit the current page, click Cancel.