Try OpenEdge Now
skip to main content
Business Process Portal User's Guide
Working with My Instances : Printing Tabular view : Viewing workstep status in Flow view : Updating worksteps and workitems in Flow view
Updating worksteps and workitems in Flow view
You can dynamically update worksteps and workitems of a process instance.
To update worksteps and workitems of a process instance:
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.
Note: The Workstep Details window for a completed or a skipped workstep displays only read-only data. You cannot perform any action other than sending an e-mail to the workstep performer.
Active worksteps display the Workstep Details window with editable fields, where you can update certain workstep and work item properties.
2. To send an e-mail to the performer(s), click the Performer link.
Business Process Portal launches your default e-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 Portal enters individual e-mail addresses of those users and group members.
Note: If a group contains users and another group, then Business Process Portal enters e-mail addresses of only the users but does not enter e-mail addresses of the nested group's members.
3. To dynamically modify an active workstep or a work item during run-time:
*From the Details tab, select the priority from the Priority list to update the workstep’s priority.
*Click the Workitem(s) tab. Update the workstep performer in the Performer box or click to open the User List page, where you can select a valid user from the list of application users. Update Action information by selecting an option from the provided list in the Action column.
*Click the Dataslots tab. Type comments in the Comments box. You can also change the default due date in the DueDate box.
*Click the Audit History tab to view the audit history information of this workstep.
You can also view the audit history information of all the worksteps in the process instance. For more details, refer to Viewing instance history using audit trail.
4. Additionally, depending on the workstep status, you can perform the following operations:
*To suspend an active workstep, click Suspend Workstep. This action 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.
*To resume a suspended workstep, click Resume Workstep. This action changes the workstep color back to orange, and reactivates the workstep.
*To complete an active workstep, click Complete Workstep. This action changes the workstep color to green. Business Process Portal takes a while to mark the workstep as completed and change its color. Therefore, you must refresh the screen more than once to reflect the color change.
If the Completed workstep has been designated as a Rollback Point (that is, then it is the workstep from which the work flow is restarted if the process fails during execution), a Rollback button is displayed in the Workstep Details window. Click Rollback to roll back the process to the rollback point. For more information on rollback, see "Using the Rollback Process" in the OpenEdge Getting Started: Developing BPM Applications with Developer Studio..
5. Click Save to save any changes you made in the Workstep Details page.
Business Process Portal automatically reloads the Flow View.
Click Reset to discard the changes and return to the original settings. Click Cancel to cancel the operation and close the current window.