In this case, you follow the process instance from the perspectives of the Supervisor
and then the Treasurer.
To run the process as Supervisor and Treasurer:
-
Let's go to the Supervisor's view of things. Log in to the WorkSpace as Paul Smith.
The WorkSpace session for Paul Smith appears. Note that the
Expense Report process instance you created as Peter Jones is listed in the
Work Items panel, though you set no filter. This
is because Paul, as supervisor, must now perform the Review Report activity. In
effect, the Peter Jones participant did the equivalent of sending the "Expense
Report" to Paul's inbox, and the inbox is the default view in the
Work Items panel.
-
As Paul, approve the imaginary expense report by clicking Send.
The process instance proceeds to the next activity, and
disappears from Paul Smith's
Work Items panel.
-
The next activity is Confirm Receipts. This is in the Treasurer role, so log out as Paul
Smith.
The re-login page appears.
-
You have defined the role of Treasurer, but have not yet created a participant with that
role who can actually log in. You need to go back to Studio to do that, so switch
to Studio but do not close the browser window.
-
You do not need to stop and restart the Studio process execution engine every time you
make a change. Instead, you can simply reload a running project. So do not
stop the process execution engine at this time. Instead, in the Project
Navigator, expand Organization.
-
Add a participant called Mary White, and assign Mary the role of
Treasurer. If you don't recall how to do this, follow steps 2 through 7 in
Creating
Participants.
-
Click the Reload button
(
).
Studio displays an "Operation in progress" message as
the project is reloaded.
Once it finishes reloading, Studio displays Mary White's name under Participants in the Project Navigator.
-
Go back to the browser, and log in to WorkSpace as Mary White
The WorkSpace session for Mary appears. The Expense Report
process instance you created as Peter Jones is now in Mary's inbox view,
because Mary has the Treasurer role.
-
To see the steps the instance has been through so far, in the Work
Items panel, click anywhere on the line of the Expense Report
instance, except the checkbox or Actions column.
The Expense Report instance will be highlighted in yellow,
and information about it appears in the
Work Item Detail panel.
-
In the Work Item Detail panel, click Process
Map.
A process diagram appears. The path the process
instance has followed so far is highlighted in red.
-
Once you have finished looking at the diagram, close the window.
-
In the Work Item Detail panel, click the rightmost tab,
Audit Trail.
The same activities highlighted in the diagram appear
listed in a table.
-
Acting as Mary, "confirm" the imaginary receipts by clicking Send
at the work item line in the Work Items panel.
The work item (instance) disappears from Mary's inbox and
moves to the Process Expense activity.
-
Our treasurer Mary has completed her task, so log out, close the browser window or tab
where WorkSpace is and, in Studio, stop the process engine.