Instance Detail Panel

The Instance Detail panel provides detailed information about an instance that you have selected in the Work List panel.

It also contains a panel with tabs that allow you to perform different operations over the selected instance.

The Instance Detail provides information about the selected instance and about the activity task in the process where the instance is sitting.

Instance Information

The following table describes the information about the selected instance that you can view in the Instance Detail panel:

Field Description
Instance Shows the description of the selected instance.
Priority

Indicates the priority of the selected instance.

Possible values are:
  • lowest
  • low
  • normal
  • high
  • highest
Process Shows the description of the process to which the selected instance belongs to.
Status

Indicates the status of the selected instance.

Possible values are:
  • None
  • Running
  • Exception
  • Instance suspended
  • Grabbed
  • Completed
  • Aborted
  • Activity completed
Participant Specifies the participant who is currently assigned to this instance. If the instance is not assigned the value of this field is Unassigned.
Received Specifies the date when the selected instance arrived to the current activity.

Activity Information

The following table describes the information about the activity in the process where the selected instance is curently located:

Field Description
Activity Shows the description of the activity in the process where the selected instance is currently located.
Status

Specifies the status of the main task of this activity.

Possible values are:
  • Pending
  • Failed
  • Completed
  • Selected
  • Running
  • Activity completed
  • Instance routed
  • Already completed
Mandatory Specifies if you must run the main task of this activity before sending the instance to the next activity in the process.
Repeatable Specifies if you can run the main task of this activity multiple times.
Last Run Specifies the date when the main task of this activity was run. This field is relevant only if the main task is repeatable.
Note: If the activity does not have a main task defined, the properties status, mandatory and repeatable do not appear.
  1. Executing Tasks
    Instances are processed by completing tasks. Some tasks are mandatory while others are optional. You can execute both optional and mandatory tasks from the Instance Details panel.
  2. Adding Notes
    Participants can add text notes to an instance. Participants who work with the item later in the process can read the notes and add notes of their own if necessary.
  3. Viewing Notes
    Participants can add notes to an instance to maintain additional information about it for later reference.
  4. Adding Attachments
    You can attach files to an instance in order to provide additional information or documentation about it. Participants with proper permission can view, edit, and update the attached files.
  5. Opening Attachments
    Explains how to open an attachment
  6. Sending Consultations
    When processing an instance, you may need to ask other participants about the work item. To ask a question about the work item, you can send a consultation.
  7. Viewing Consultations
    You can view instances with consultations sent to you using the Consultations view. Then, you can select an instance with a consultation and read it in the Instance Detail panel
  8. Viewing an Audit Trail
    Audit trails display the activity history of an instance, so you can determine how it reached its current status.
  9. Querying and Viewing Audit Records in WorkSpace
  10. Viewing the Business Process
    You can view an image of the business process the instance belongs to. The image shows the process and displays a flag on the current activity of the instance.
Parent topic: Panels Overview
Previous topic: Work List Panel