Configuring Process Control Items

Process control items are predefined actions that enable you to manage process instances at runtime.

For example, the Guided Procedures framework provides the following items:

• Change Deadlines

  This item enables the assigned users to change the due dates of the current process instance and its notification.

• Complete Step

  This item enables the assigned users to manually complete a process action.

• Delegate Role

  This item enables the assigned users to delegate all process roles to other users at runtime. This implies that the work items for the relevant roles also appear in the inbox of the additionally assigned users and they can complete the work items as well. This process control item is very convenient for enabling team collaboration. For example, you can assign a single person to a role, and enable him or her to delegate the tasks to other co-workers.

• Rename Process

  When starting a process, the process initiator can define a process instance name. This item enables the assigned users to rename the process instance at runtime. For example, if you automatically start multiple process instances using the same process template but different input parameters, you can use this item to rename the process instances later on, so that you can distinguish between them.

• Terminate Process

  This item enables the assigned users to terminate the process instance.

  Tip

  At runtime, you can see the available process control items in the Overview process runtime view under Process Control.

1. In the gallery, select the required process template, and choose Open.
2. To switch to edit mode, choose (Edit).
3. Open the Control Items tab page.
4. Select a role from the table Process Control Items, and then select a role from the table Available Roles.
5. Choose Add Role. The selected role is assigned to the relevant process control item.
6. To assign more roles, repeat steps 3 and 4.
   Note

   We recommend that you assign the Owner role in addition to the other process roles that you configure for any of the process control items.

7. Finally, choose (Save).

At runtime, users authorized for a role that you have assigned to process control item, can see and execute this item from the Overview screen.