Figure 5 displays the process summary in PDF format. The generated process summary in Excel format includes the same information as that in the PDF format.
Figure 5. Process Summary Document in PDF Format
Note: Process summary files are saved directly under the application folder; for instance, if you generate a PDF summary for the Assignment application, the PDF file (summary.pdf) and the process diagram file (report.jpg) are located in the Workspace_Home\Assignment folder.
The first page displays a Process Properties section, including data on General properties, Attributes, and a History of the process (that is, when it was created, saved, checked in, etc.). From the Process Diagram section, you can click the Click here to view process diagram in a different window link to open the process diagram file.
Note: Process summary reports for Web applications do not include all the sections that are displayed for Business Processes. This is because features that are not supported in Web applications, such as the Simulation section, are not shown in process summary reports for Web applications.
1. The bookmarks on the left provides links to Worksteps, Links, Performers, and Dataslots sections. Alerts and Notes sections are also displayed, if Alerts or Notes are present in the process. Expand the bookmarks and then click each of these bookmarks to open the corresponding section for a specific workstep, or to view performers, dataslots, or alerts (if any) available in the process. You can view or print the process summary PDF document, select data in it, or copy data from it.
2. To view the process summary for a specific workstep, expand the Worksteps bookmark and then click the workstep name to display the following information:
Workstep details including its general properties (including Loop and Skippable conditions if present) in the General section.
Information about dataslots assigned to the workstep in the Fields section. Click the View All User Dataslot Properties link to navigate to the Dataslots section.
Information about workstep collaboration (if any) in the Collaboration section. This information is displayed only if you have selected the Collaboration checkbox in the Document Generation dialog box.
Information about custom presentation forms or rollback points assigned to the workstep in the Advanced section.
For Subprocess worksteps, click the Click here to view <AppName> subprocess document link under the Subprocess Document heading to open the process summary document for the nested process.
3. Click Links bookmark to view all the connectors in the process, along with the source and target worksteps for each connector, and associated conditions (if any).
4. Click Performers bookmark to open the Performers section, which lists information about all the performers assigned to the process.
5. You can also click Dataslots, Alerts (visible when the process contains alerts), or Notes (visible when the process contains notes) to view the respective data.
6. Click File > Exit or the Close button () to exit the process summary PDF document.
Workstep details including its general properties (including Loop and Skippable conditions if present) in the General section.
) to exit the process summary PDF document.