Preface
About this documentation
User types
Information on documentation
Conventions used in this manual
Product support contact information
OpenEdge Business Process Server overview
Business Process Server components
How Business Process Server works
Business Process Server user types
Getting started
Logging in to Business Process Portal
Enabling multi-tab support
Using themes
Exploring Business Process Portal
Business Process Portal page layout
Business Process Portal keyboard shortcuts
Using filter bars
Global filters
Sorting a column
Grid Search
Rearranging column order
Navigating through the list
Drilling down
Selecting and clearing rows
Printing
Getting support
Accessing help
Finding Business Process Server details
Logging out of Business Process Portal
Basic Operations
Specifying a Date
Searching Users
Searching Group
Working with attachments
Introduction to the Home Module
Home Module features
Applications with TempTable or ProDataset dataslot
Managing your Tasks
Task List page
Filtering tasks
Using the Search Tasks pane
Using the Advanced pane
Understanding tasks
Assigned tasks
Searching for assigned tasks
Available tasks
Searching for available tasks
Delegated tasks
Delegated (Assigned)
Searching for Delegated (Assigned) tasks
Delegated (Available)
Searching for Delegated (Available) tasks
Collaborative tasks
Searching for collaborative tasks
Completed tasks
Managing assigned tasks
Viewing assigned task details
Task Details page
Updating tasks
Reassigning tasks
Reassigning tasks from the Task List page
Reassigning tasks from the Task Details page
Skipping tasks
Completing tasks
Completing tasks from the Task List page
Completing tasks from the Task Details page
Collaborating tasks
Create collaboration
View collaboration status
Adding notes
Sending e-mail to collaborator
Making tasks re-available
Managing available tasks
Viewing available task details
Assigning tasks to self
Managing collaborative tasks
Viewing collaborative task details
Adding notes
Getting the next available task
Getting the next available task of an application
Managing notes
Using Applications
Viewing the application
Viewing the application details
Creating an application instance
Working with My Instances
Viewing instances
Viewing process status
Viewing workstep status in Tabular view
Printing Tabular view
Viewing workstep status in Flow view
Updating worksteps and workitems in Flow view
Using Event Playback
Printing Flow View
Exporting Flow View
Managing dataslots
Managing notes
Managing worksteps
Updating process instance template in Flow view
Updating worksteps and workitems in Tabular view
Updating an activated workstep
Updating work item details
Suspending a workstep
Resuming a workstep
Completing a workstep
Viewing instance history using audit trail
From the Basic view
From the Advanced view
View Notes/Comments log
Exporting instance history information
Removing your instances
Managing Alerts
Viewing alerts
Notifying users
E-mailing the alert message
Viewing Process Status in Flow View
Managing alert subscription
Removing alerts
Alerts from external application
Connecting to a Business Process Server to send alert message
Using Dashboards
Managing your dashboard
Accessing the dashboard
Dashboard page
Refreshing dashboard components
Selecting your dashboard
Customizing your dashboard
Restoring default dashboard
Viewing the details of a component
Managing Profile and Favorites
Viewing user profile
User profile
Updating profile
Changing user password
Updating Business Process Server details for LDAP user
Using favorites
Setting Preferences
Filters
Viewing filters
Managing filters
Adding My Filters
Copying My Filters
Modifying My Filters
Deleting My Filters
Delegate tasks
Delegating tasks
Managing your calendar
Selecting your calendar
Viewing your calendar
Editing your calendar
From the Calendar View page
Marking holidays
Unmarking holidays
From the Calendar Details page
Managing working time
Managing non-working time
ACL manager
Activity workstep
Adapter
Administration
Application
Balanced scorecard
BAM
BPM Events
BPM Webflow
BPEL
BPMN
BP Server
Business calendar
Business flow
Business logic
Business object
Business process
Business Process Server application
Business Process Server Web services
Business Process Portal
Business process management
Business Process Modeler
Business rule
Control flow
Dashboard
Dataslot
Expression editor
Group
Heatmap
Home
Infopad
Instance
KPI
Managed Adapter
Management
Migration
Performer
Presentation flow
Process engine
Process refresh
Process template
Progress Developer Studio for OpenEdge
Role
Rollback
Rule wizard
Swim lanes
Task
User
Workflow
Preface
Workflow
intro_home
filtering_tasks
bpmportal_viewing-alerts
viewing_alerts
bpmportal_selecting-your-dashboard
bpmportal_adding-my-filters
bpmportal_modifying-my-filters
bpmportal_delegating-tasks