Figure: Activity View
The activity execution view opens, when an interactive activity is started from the Launch Panels or the General Worklist View. It provides functionality like performing, delegating or re-submission of activities.
You have the option to configure Activity Panel settings like the way process attachments are displayed, pinning or the behavior of related views when closing activities, in the Portal Configuration view. Please refer to the section Activity Panel of chapter Portal Configuration for details.
When working on an activity, the activity definition with the corresponding application definition determines the panel that will be shown. The defined panel is loaded into the Activity view and initialized with process data. The user can now work on the activity. If the activity has an in-data-mapping to the data, according input fields are provided.
You can configure the way these fields are displayed in the Portal Configuration view. Refer to section Activity Panel of chapter Portal Configuration for details.
Figure: Activity View
If the data is of type Structured Data, several fields for all attributes and levels are provided.
Figure: Activity Panel with Structured Data fields
An arbitrary number of activities can be activated in separate Activity Execution views in parallel.
If the Description is added in the Properties page for the activity in modeler, then it is displayed as tooltip text when you hover the mouse over the activity name.
Figure: Tooltip Text of an Activity
For the time being, the following restrictions apply to manual activities with structured data:
The following maxlength attributes apply to input fields according to the input data type:
| Data Type | Maxlength |
|---|---|
| Int | 10 digits + 1 |
| Short | 5 + 1 |
| Byte | 3 + 1 |
| Long | 19 + 1 |
| Float | 39 + 1 |
| Double | No maxlength |
Once an activity is invoked, you can perform the following operations:
Please note that some of these options are only available in certain scenarios, which is described in the according sections.
Activities can be started in assembly line mode if they have the according configuration as described in the section Assembly Line of the chapter Launch Panels.
If running in assembly line mode and the property
Carnot.BpmClient.Features.AssemblyLinePushService is set
to true in your carnot.properties file, the Assembly Line
icon is available. Section Assembly Line Push Service
describes the usage of this property and its effect in detail. Note that the default value
is false. Clicking the
assembly line mode icon enables or
disables the assembly line mode: 
/
.
Figure: Enabled Assembly Line Mode
Figure: Click to Disable Assembly Line Mode
Figure: Disabled Assembly Line Mode
Figure: Click to Enable Assembly Line Mode
With the property Carnot.BpmClient.Features.AssemblyLinePushService, you can determine the behavior of the complete and suspend / suspend & save actions.
In case the value of this property is false, the actions to complete, suspend / suspend & save behave as follows:
In case the value of this property is true, the behavior of the complete, suspend and suspend & save actions depends on the enabled or disabled assembly mode:
Assembly line mode enabled:
Assembly line mode disabled:
The Workflow Execution Perspective will call the completion method as defined in the application definition. Click the Complete icon in the toolbar to start the completion.
Figure: Complete an Activity
After the activity is completed, the Process Portal will try to find a succeeding activity of the same process instance the currently logged-in user is allowed to work on. If such an activity is found, it will be presented to the user immediately. If not, the standard view will be returned.
With the suspend action, an activity instance is suspended to the participant and department that it was in prior to its activation. In cases where no previous suspended information is available from the activity instance history table, the activity is delegated to the default participant. Suspending activities can be done in two ways:
Figure: Suspend an Activity
Figure: Suspend and Save an Activity
Note that you need the permission Delegate to Other for an activity to be allowed to suspend it. Please refer to the section Authorization for Activities of the chapter Authorization in the Stardust Documentation - Modeling Guide Authorization for Activities of the chapter Authorization in the Modeling Guide for detailed information on this permission. In case you have no permission, an according error message dialog opens, e.g.:
Figure: Suspend Error Message
In case the activity has a timer event handler set up for re-submission, as explained in the section Timer Event Handlers for Re-submission of the chapter Working With Activity Event Handlers in the Stardust Online Documentation - Modeling Guide, Timer Event Handlers for Re-submission of the chapter Working With Activity Event Handlers, the Resubmission icon is enabled. Click the resubmission icon to open the Resubmission dialog.
Figure: Set Activity to Resubmission
In the resubmission dialog, you can choose a date when the activity should be resubmitted. Until that date the activity instance will be hidden. Click OK to apply the resubmission setting.
Figure: Resubmission Dialog
To choose a date you can use the provided calendar. Click the calendar
icon (
) to open the calendar dialog.
To add a note to the resubmission, enable the Add Note check box and enter your text in the entry field.
Figure: Add a Note to the Resubmission
The toolbar provides an abort button
(
)
if the following requirements are
fulfilled:
Figure: Abort an Activity.
For details on aborting activities, refer to section Aborting Activities of chapter Activity Tables.
In case you want to abort an existing process instance and start another process, click the down-arrow icon displayed next to the Abort icon and choose Abort Process and Start option from the toolbar. Please refer to the chapter The Abort Process and Start Dialog for detail information.
Figure: Abort Process and Start
In case you want to abort an existing process instance and join another process, click the down-arrow icon displayed next to the Abort icon and choose Abort Process and Join option from the toolbar. Please refer to the chapter The Abort Process and Join Dialog for detail information.
Figure: Abort Process and Join
You can group related processes in a case using the Case Menu.
Figure: Case Menu
The Case Menu contains two options:
Figure: Case Menu - Options
Please refer to the chapter The Case Menu for detail information.
To view the process history belonging to the current activity, click on the process details icon in the toolbar of the dialog.
Figure: Process History Option
This will open the Process Details View, showing details about the activity instance and its according process. Please refer to the chapter Process Details View for detailed information on this view.
Figure: Process Details View
Using the spawn process option, you can start the new process instance based on the process instance in scope. When you spawn the process the entire data associated with it also get copied. Please refer to the chapter The Spawn Process Dialog for detail information.
Figure: Spawn Process
In case you have the permission to delegate the according activity to other users, the Delegate icon in the Actions column is enabled. Please refer to the chapter Authorization in the Stardust Online Documentation - Modeling Guide Authorization of the Modeling Guide for detailed information on this permission.
To delegate an activity, click the Delegate icon in the toolbar:
Figure: Delegate an Activity
This opens the delegation dialog, where you can choose to whom you like to delegate the activity. Please refer to the chapter Delegation Dialog for detailed information on this dialog.
Note:
Please note that delegating to
departments is not supported from the activity execution view as the
activity is already activated.
To add or read a note pertaining to the activity instance, click the Notes icon in the toolbar.
To add a new note, select the Add New Note option to open the Notes Views, which is described in detail in the chapter Notes View.
Figure: Add a New Note
In case notes exist already for the current process, these are displayed with the first characters of their content. Click on the existing note, which you like to view. The Notes Views opens, where you can read the content.
Figure: Viewing a Note
The Notes Views is described in detail in the chapter Notes View.
Note that this functionality is only available in case the active process has enabled process attachments. Please refer to the section Process Attachments in the chapter Working with Process Definitions of the Stardust Online Documentation - Modeling Guide Process Attachments in the chapter Working with Process Definitions of the Modeling Guide for information on how to enable process attachments.
To upload, create or display process documents, click the Process Documents icon in the toolbar.
Figure: Process Documents
A drop-down panel opens, providing a menu with the following sections, which are separated via a horizontal separator:
Figure: Document menu sections
Specific documents that have no document uploaded to the process, are displayed
with icon
. In that case, clicking the
document opens the File Upload dialog. For
details on specific documents, refer to section
Specific Documents of chapter
Process Documents.
The following options are available in the menu:
Existing documents comprise process attachments and typed documents, displayed in a flat list.
Select Upload Document to open the File Upload dialog, where you can choose a file to upload.
Figure: Upload a Document.
Please refer to the section Uploading Documents of the chapter Document Operations for detailed information about this dialog.
Select Create New File to open a document view, where you can enter content for the new file.
Figure: Create a new Document.
Please refer to the section Creating Text Files of the chapter Document Operations for a detailed description of creating new documents.
Existing documents are displayed in the document pop-up panel. To edit or view a listed document, click on its entry to open the according document view.
Figure: Edit a Document.
Please refer to the chapter Viewing and Editing Documents for detailed information on the document view.
The process instances linked to the in-scope process by link type are displayed under Linked Processes icon. If the process is aborted and started, the link type would be Switched To or Switched From. If the process is aborted and joined, the link type would be Joined To or Joined From. To view the linked process instance, click the Linked Processes icon in the toolbar.
Figure: Linked Processes icon
The linked process gets displayed with its link type.
Figure: Linked Process - Joined From
Click the linked process instance to view the process details. For more information, please refer to the chapter Process Details View.
In case the active process has enabled process attachments, the Correspondence icon appears in the toolbar. Click it to add correspondence and open the Correspondence View.
Figure: Correspondence
Please refer to the chapter Correspondence View for detailed information on this view.
In case the active process has enabled process attachments, the Chat icon appears in the toolbar. Click it to open the Chat View and start a chat session.
Figure: Chat
Please refer to the chapter Chat View for detailed information on this view.
You can configure the number and delay behavior for retrieving next activity instances.
In your carnot.properties file, residing in in the
Indicates if the Portal should automatically launch follow up activities when the current activity instance gets completed. If this property is set to true and after completion of the current activity no synchronous activities could be started, it will attempt to find the next activity instance to activate by using a separate request to the engine. The default value is true.
The number of poll attempts when no synchronous follow up
activity instance is available for launching. The default value is 3.
In case you want to to only automatically launch synchronous follow up
activity instances, set this property to 0.
Specifies the time in milliseconds consecutive poll attempts are delayed. The default value is 100.
When the document data is mapped to any manual activity, following scenarios can be considered:
If the document is null, the manual activity UI displays the name of the document mapping and the icon that launches the File Upload dialog box. Perform the following steps to upload a document to document data:
Figure: Start Manual Activity
icon
Figure: Document Icon
In the manual activity panel, right-click the document data and click Delete.
Figure: Document Icon
In case document data is already associated with some document and user uploads a document from Process Documents pane of the Process Details view, the document uploaded from Process Details view will override the document uploaded from Activity panel.
Also, the changes from Process Details view are immediately reflected to the Activity panel but changes on Activity panel are not reflected to Process Details view until the activity is completed or saved and suspended and Process Details view is refreshed.
When choosing the Delete option on an uploaded document, a confirmation dialog opens to ask whether to remove the document permanently from the process.
Figure: Delete confirmation
In case the current process supports process attachments, you can decide whether to move the document to Process Attachments or to remove it permanently from the process:
Figure: Delete confirmation with move option
If the document is moved to Process Attachments, and this document already exist there, the document to be moved will be appended with a timestamp. For example moving Document.txt and this document already exists, results in the following naming:
Figure: Document name with appended timestamp
The following behaviour applies to the different scenarios:
You can save changes to an uploaded document in the Document Viewer. In case a document with this name already exists, the document name of the document to be saved will be appended with a timestamp. For example saving License.tif and this document already exists, results in the following naming:
Figure: Document name with appended timestamp
If you do not save changes to the uploaded document and try to perform the operation Complete or Suspend and Save on the manual activity with document data; the following warning message is displayed.
Figure: Warning Message
The Complete and Suspend and Save operation saves the changes to the document mappings but it does not save the changes to the uploaded document and document meta-data. The changes must be saved on the individual document view. When you select the check box Do not show this message again, the checkbox under the Messages option of the Activity Panel configuration gets cleared. Also, the warning message is never displayed again and the changes to the document do not get saved. For more information, please refer to the section Activity Panel of the chapter Portal Configuration.
The tooltip text is displayed for the following:
Note that the fields with only in-data mapping and value can also have tooltip text. If the value is not specified for the field then the tooltip text is not displayed.
The tooltip text is displayed if only the description is added. Also, if in-out data mapping between document data and activity exist then only the tooltip text is displayed.
To view the tooltip text for the document data, perform the following steps:
Figure: Tooltip Text for Document Data
The tooltip text is displayed if only the description is added.
To view the tooltip text for the primitive data, perform the following steps:
Figure: Tooltip Text for Primitive Data
The tooltip text is displayed if only the description is added.
To view the tooltip text for the structured data, perform the following steps:
Figure: Tooltip Text for Structured Data
When 1:N cardinality is defined for a field of a structured data, this field is displayed as row in the activity panel with icons to add a new row or delete one or more row(s). For example, a structured data using a field of type Address with cardinality 1:N is displayed in the following way:
Figure: Activity Panel for Structured Data with 1:N cardinality for type Address
Note that when 1:N cardinality is defined for structured data, the table displays one row by default.
To add a row, click the Add 
icon.
A new row with entry fields is added.
Figure: Multiple rows for Structured Data with cardinality 1:N
To delete one or more row(s), select them in the table and click the Delete 
icon.
You can change the number of columns used to be displayed in the table layout for multiple cardinality structured data in the Configuration Panel. Refer to section Activity Panel of chapter Portal Configuration for details.
Whenever a wrong value is entered in any field of the activity panel, an error is shown in the form. A warning message is displayed at the top of the form.
Figure: Activity Panel - Form Error Message
For the table structure, the error message is displayed under the cell value.
Figure: Activity Panel - Table Error Message
If field level properties are set for structured data, then the activity panel is displayed according to set properties. If the field level properties are set as Input Text Box for Name field, Suffix=KM and Prefix=Integer for Name and ID fields, respectively. Then the activity panel would like as shown in the following screenshot:
Figure: Activity Panel - Structure Data Field Level Properties
For more information, please refer to the section Defining Field Level Presentation for Structure Data in the chapter Structured Data Types of the Stardust Online Documentation - Modeling Guide Defining Field Level Presentation for Structure Data in the chapter Structured Data Types of the Modeling Guide.
In case an activity is in quality assurance state, this is indicated via an overlay icon:
For details on quality assurance refer to chapter Quality Assurance of the Stardust Concepts section. Quality Assurance of the Concepts section.
The toolbar provides the following three options instead of the Complete option depending on the quality assurance state:
Figure: Activity View for Quality Assurance Activities.
Click the option Display Quality Assurance Codes to see the quality assurance code(s) added to the quality assurance activity instance.
Figure: Display quality assurance codes added to the activity
instance.
Click the Pass Quality Assurance option to pass the activity.
Figure: Click to pass quality assurance activity.
The Pass Quality Assurance dialog opens.
Select whether you have performed corrections on the activity instance or not.
If no corrections were made, optionally enter an according note in the Notes section and click OK to complete the pass quality assurance action.
Figure: Pass Quality Assurance dialog.
In case corrections were made, you have to select quality assurance codes.
In case you like to search for a code having a specific pattern, click Search For Quality Assurance Codes:
To fail quality assurance for an activity:
