Using Launch Panels

Each perspective in the Stardust Portal provides a default launch panel allowing to populate a worklist with content for different selection criteria. The launch panels consist of several sections, which can be expanded and collapsed. These section contain either information or links, which you can click to invoke functionality or open specific views.

Using the Launch Panel in the Administration Perspective

The Administration Perspective opens with a launch panel for:

Administration Perspective
Figure: Launch Panels

Administrative Actions

The Administrative Actions part provides the following functionality:

Please refer to chapters Recovering the Runtime Environment and Cleaning up the Audit Trail Database for details.

Administrative Views

The following views are provided for administrative tasks:

Using the Launch Panel in the Workflow Perspective

The launch panel in the Workflow Execution perspective provides options to view worklists, start processes and activities, search for activities and others.

Workflow Execution Launch Panel
Figure: Workflow Execution Launch Panel

Overview

The Overview section provides an overview over available workitems and a link to activities the logged-in user has been working on.

Overview
Figure: Overview Launch Panel

Workitems

The first part of the Overview section displays available work items depending on some criteria. Clicking on the items general Worklist view displaying the resulting activities. For details on working on in the general worklist view, refer to chapter Viewing Worklists.

Overview
Figure: Direct Worklist

Activities you have been working on

In second part of the Overview section provides a list, in which the logged-in user can select a time frame to display activity instances he has been working on. In the select box he can choose one of the following:

Overview
Figure: Select Time Frame

Choosing a time frame opens the General Worklist View displaying the resulting activities.

My Startable Processes

In the My Startable Processes launch panel, you can see the list of processes you are allowed to start. This list will show all processes having a manual trigger with a role that is assigned to the currently logged-in user. Note that in case a process does not appear in your startable process list as expected, a manual trigger might be missing in this process to trigger the process.

Startable Processes
Figure: The Startable Processes View

A process can be started by clicking on the process name. To refresh the view, click the Refresh icon Refresh Icon in the upper right corner of the section.

If the Description is added in the Properties page for the process in modeler, then it is displayed as tooltip text in the portal when you hover the mouse over the process name.

Process Tooltip Text
Figure: Tooltip Text of a Process

Manually Triggering Process Instances on Behalf of Scoped Participants

Manually triggering process instances on behalf of scoped participants sets the department data accordingly in order to make sure that any follow-up activity instance is created in the correct target department. If the department cannot be uniquely determined during a process start, a dialog opens where you can select the participant in the department to be used. This happens in the following cases:

  1. Multiple manual triggers apply for the logged-in user. Hence, the participant to be assumed needs to be selected.
  2. The participant is granted to the logged-in user for multiple departments.

In those cases the dialog mentioned above opens with a list of all possible participant-department combinations, e.g. as displayed in the following screenshot:

Select participant.
Figure: Select the Participant.

Click the participant in the department to be used to continue the triggering process. Select Close to cancel the role/department selection.

My Assignments

The launch panel My Assignments displays all the items being bound to nodes in a hierarchical participant tree. It contains a list of:

the logged-in user is assigned to and which have at least one worklist item. The item entry is followed by a link listing the number of workitems of the specific node within the corresponding worklist.

Worklist by Role
Figure: Worklist by Role

To refresh the view, click the Refresh icon Refresh Icon in the upper right corner of the section.

Profile Image

In case you have attached an image to the profile in the Configuration panel, the user picture is displayed next to the user and personal worklist. The image size is 16*16.

My Assignments - User Image
Figure: My Assignments - User Image

Refer to chapter Viewing and Editing your User Profile for details on how to attach an image to your profile.

Showing Empty Worklists

In case you prefer to see all worklists, also those having no items, select the Show empty Worklists checkbox.

Worklist by Role
Figure: Empty Worklists hidden.

Deputy Users

If the logged-in user is deputy of other users, these are displayed in the tree with their work items. You can see and edit the users you are deputy of or your assigned deputies in the configuration panel section My Deputies. Refer to chapter Managing your Deputies for details.

The worklist of the logged-in user is displayed on top, followed by the deputy users. For example in the following screenshot, Frank Cityman is the logged-in user, who has two deputies Robert Doodle and Lara Croft.

My Assignments - Deputies
Figure: My Assignments - Deputies

Roles within Departments

Roles within departments are listed as follows:
Role Name (department.[parent department.[..]])

Worklist by Role/Department
Figure: Worklist for roles within departments

Scoped Organizations

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

Worklist scoped organizations
Figure: Worklist for scoped organizations

Using the tooltip for long worklist names

In case the name of the worklist entry is too long to be displayed, a tooltip is displayed with the whole name in case you hover your mouse over the entry.

Worklist Tooltip
Figure: Tooltip for long worklist entries

Assembly Line

Participants can be configured for assembly line mode in their modeler property pages by setting the task assignment mode to Assign Automatically. For information on how to set this property, please refer to the section Task Assignment of the chapter Modeling the Organizational Structure in the Stardust Documentation - Modeling Guide Task Assignment of the chapter Modeling the Organizational Structure in the Modeling Guide.

In case the assembly line mode is supported (please see section Assembly line mode support) and the logged-in user is assigned to roles or organizations that are configured for assembly line mode, entries for the logged-in user with Assembly Line mode are displayed at the top of the entries list.

The Assembly Line entry displays a link with the number of live activities in the user's assembly line worklist.

Assembly Line
Figure: Assembly Line Entries

Clicking the link gets the next activity from the assembler, activates the activity and sets the Stardust Portal in Assembly Line mode.

Open the General Worklist View

Select the x item(s) link to get an overview of the according pending activities:

Pending Activities
Figure: The Pending Activities of the selected Role

Please refer to the chapter Viewing Worklists for information about working in this overview.

My Processes

The launch panel My Processes provides a list of all process definitions the logged-in user participates in one of the following ways:


Figure: My Processes

In case you have the ability to start an activity in a process definition, the x item(s) entry on the right side of the process definition is enabled. To get an overview of the according pending activities, click on the according item entry.

To refresh the view, click the Refresh icon Refresh Icon in the upper right corner of the section.

Limiting the maximum Worklist Count

If the processes contain excluding users event handlers, you have the option to set a maximum worklist count in your carnot.properties file, as described in section Setting a Limited Maximum Worklist Count for Workitems in the Overview section.

For example, if you set the following properties in your carnot.properties file, the workitems count for the processes you participate in will be displayed as More than 10 total worklist item(s) if it exceeds 10.

Stardust.Engine.Tuning.Query.ExcludeUser.Evaluation = true
Stardust.Engine.Tuning.Query.ExcludeUser.MaximumWorklistCount = 10

Maximum Worklist Count
Figure: Maximum Worklist Count

Displaying Process Descriptions

If the Description is added in the Properties page for the process in modeler, then it is displayed as tooltip text in the portal when you hover the mouse over the process name in My Processes panel.


Figure: My Processes

Documents

The Documents section provides the option to launch the following views:


Figure: Documents Launch Panel

The Stardust Workflow Execution Perspective provides predefined search filters for:

To start a search, select one of the provided search filters in the Activity Search section.

Note that only activities are taken in account the user has the declarative security permissions Read Process Instance Data and Read Activity Instance Data for. These permissions are defined in the modeler for the process definition and the activity accordingly. Please refer to the section Authorization for Activities Authorization for Activities for detailed information on the Read Activity Instance Data permission and the section Authorization for Process Definitions of the chapter Authorization in the Stardust Online Documentation - Modeling Guide Authorization for Process Definitions of the Authorization chapter in the Modeling Guide for detailed information on the Read Process Instance Data permission accordingly.

Activity Search
Figure: Activity Search Launch Panel

Activities for Resubmission

Select this search to filter activity instances waiting for resubmission. Please refer to chapter Resubmitting Activities for details on how to set an activity for resubmission.

Search Activities for Resubmission
Figure: Search Activities for Resubmission

Now all activities waiting for resubmission are displayed in an overview, providing information on the search result activities.

Search Result
Figure: Pending Activities for Search Result Pane

You can re-activate a workitem by clicking on the activity. A confirmation dialog opens to confirm that this activity should be removed from hibernation.

Resumbission Confirmation Dialog
Figure: Resumbission Confirmation Dialog

All available activities

If you like to see all activities select the All available activities option:

Search Available Activities
Figure: Search for all available Activities.

An All available activities pane opens, displaying:

In case a displayed activity instance belongs to a foreign worklist, a direct performing is not possible. To perform the activity, the user has to delegate it to himself first. However the following functionalities can be invoked for such activity instances:


Search Available Activities
Figure: All Available Activities Search Result.

Search Available Activities
Figure: Search for all available Activities.

Please note that the activity search retrieves the result from all the department scopes.

User worklist

To filter for the worklist of a specific user, select User worklist.

Search User Worklist
Figure: Search for User Worklist.

An entry field opens where you can choose the user. In the Pattern field type in a pattern the listed user names should contain or leave the field empty to show all the available user names. Click the Search button to display appropriate users.

Choose User
Figure: Click to start the Search.

Now a list with users containing the search string in their name are listed below the launch entries.

Apply
Figure: Resulting Users.

All the activities of logged in user are displayed. Click on the user name to open the worklist.

Worklist for filtered User
Figure: Worklist of Users.

Note that it is not possible to activate an item of a foreign worklist. To work on an item from this list, the user has to delegate it to himself first.

Using the Launch Panel in the Business Control Center Perspective

The Business Control Center Perspective provides the following launch panels:

Launch Panels
Figure: Launch Panels for Business Control Center Views

Management Views Launch Panel

The Management Views Launch Panel contains the following entries:

My Favorite Views

The My Favorite Views launch panel contains links the five last management views opened by the logged-in user. The following views are the default views entered here:

My Favorite Reports

The My Favorite Reports launch panel provides a list of favorite reports determined by the logged-in user.

Launch Panels
Figure: My Favorite Reports

You have the option to remove a report from the launch panel by clicking the Remove from Favorite Reports icon.

Remove Report
Figure: Remove Report From My Favorite Reports

Customizing Launch Panels

Setting a Limited Maximum Worklist Count

In case the property Stardust.Engine.Tuning.Query.ExcludeUser.Evaluation is set to true and activities have ExcludeUser actions applied, you can set a maximum worklist count in your carnot.properties file. The property Stardust.Engine.Tuning.Query.ExcludeUser.MaximumWorklistCount determines the maximum number of worklist items, that is displayed in the worklist counts. Refer to section Tuning of chapter Server Side Properties in the Operation Guide Tuning of chapter Server Side Properties in the Online Documentation - Operation Guide for details.

For example, if you set the following properties in your carnot.properties file, the total worklist count will be displayed as More than 10 total worklist item(s) if it exceeds 10.

Stardust.Engine.Tuning.Query.ExcludeUser.Evaluation = true
Stardust.Engine.Tuning.Query.ExcludeUser.MaximumWorklistCount = 10

Maximum Worklist Size
Figure: Total workitems with maximum value

Assembly Line Settings

Determining Assembly line mode support

You can determine if the assembly line mode is supported by adding the property Carnot.BpmClient.Features.AssemblyLineTaskAssignment to your carnot.properties file, residing in the ipp-resources folder of your Web application. If set to false, the assembly line mode is not supported and no assembly line entries are displayed in the My Assignments section.

Carnot.BpmClient.Features.AssemblyLineTaskAssignment = false

Setting the property to true, which is the default value, the assembly line mode will be supported again.

Deciding about next assembly line to activate

The logic to decide which assembly line has to be activated next is implemented via an assembly line activity provider class, which has to implement the interface IAssemblyLineActivityProvider. The property Carnot.ProcessPortal.AssemblyLineActivityProvider determines the provider class to use. Per default, this is set to:

Carnot.ProcessPortal.AssemblyLineActivityProvider = 
    org.eclipse.stardust.ui.web.processportal.common.DefaultAssemblyLineActivityProvider

In case you created a custom implementation class, change the value accordingly. Please refer to chapter Implementing an Assembly Line Activity Provider of the section Implementing Interfaces for Portal Configurations in the Stardust Documentation - Modeling Guide Implementing an Assembly Line Activity Provider of the section Implementing Interfaces for Portal Configurations in the Modeling Guide for detailed information on the interface.

Setting the Assembly Line provider for activity criticality

In case activity criticality is set, the assembly line provider reduces the top element from an activity list for the relevant participant.

To implement the activity criticality, the assembly line provider should point to the class org.eclipse.stardust.ui.web.processportal.common.CriticalityAwareAssemblyLineActivityProvider instead of DefaultAssemblyLineActivityProvider class.

For details on activity criticality, refer to chapter Activity Criticality of the Stardust Concepts section. Activity Criticality of the Stardust Concepts section.