Processes

The Processes page displays various attributes about the process objects contained in your repository. It is useful for viewing important details about your processes, such as name, repository location, creation date, last modified date, last run date and result of last run. You can sort the list of processes based on a specific attribute or apply filters to narrow the list based on certain qualifying criteria. The Processes page also contains preferences for managing and monitoring your processes, such as the option to disable, enable or immediately run one or more processes.

Getting there: In the navigation pane, clicktap Processes under the Automate menu.

Things to Know and Do

  • The total number of records will appear in the title bar. This number may be dependent on the filter applied. See Sorting & Filtering Processes for more details.

  • If records span to multiple pages, click the next arrow to go to the next page or the previous arrow to return to the previous page. To jump to a specific page, click the page number drop-down button and select the desired page.
  • To display records for only certain processes that belong to a specific folder or sub-folder, click the drop-down button and drill down to the desired folder.

  • ClickTap Refresh The Refresh button. to refresh the information in the display.

  • ClickTap Print The Print Jobs button. to view the processes list in HTML format. You can then select all the records (Ctrl+A) and copy it (Ctrl+C) to paste it into a spreadsheet.

    NOTE: You may have to disable pop-up blockers in your browser to view the list.

  • Use the Search dialog to enter all or part of a key word associated to a process and view only those records with key words that contain matching text. Found records may be dependent on the search filter applied. See Sorting & Filtering Processes for more details.

Actions to Perform on Individual Processes

Click Show Actions The Show Actions button. for the desired process entry to display various options for monitoring and managing it.

The following actions will appear:

  • Disable/Enable - Disables or enables the process. For more details, see Disabling/Enabling Processes.
  • Run Now - Immediately runs the process. For more details, see Running Processes.
  • History - Displays execution history of the process. For more details, see Process History.
  • Where Used - Displays the workflows that use the process. For more details, see Processes Where Used.
  • Close - Closes the actions list pop-up window.

Actions to Perform on Multiple Processes

For convenience, certain actions can be performed sequentially on two or more processes, such as Enable, Disable and Run Now. Click the checkbox located at the very left of each process entry you wish to perform the action on. To select all entries, click the top-most Select All checkbox. The total number of selected items and available options will appear in the title bar.

 

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