Handling Instances

Depending on the design of the process, there are a number of actions you can take when working with an instance. Usually you can execute a task on the instance, or you can perform an operation on the instance.

Executing tasks

Tasks may be optional or required. Optional tasks can be executed from the Instance Detail panel, while mandatory tasks can be executed from both the Instance Detail panel and the Work List panel.

Performing Operations

Operations are performed from the Work List panel, and are available in the Operations menu. This menu is only enabled when instances are selected (checkbox) in the Work List, and the options in the panel also vary as a function of the operations available in the process.

  1. Viewing Instances
    You can view a list of instances by selecting a view. Views, which are listed in the Views panel, display collections of instances that meet the search conditions defined in the view.
  2. Sending Instances to the Next Activity
    Some instances require that you send them to the next activity after performing a task, while others are sent automatically. This depends on the design of the process. You can use the Send or Send To operation to send an instance to the next activity.
  3. Sending Instances to Participants
    You can send a work item to the next activity and assign it to a specific participant.
  4. Sending Instances Back
    If an exception occurs for a work item, you can send it back to the activity were it occurred, and continue processing it from that point.