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Defining Runtime ViewsLocate this document in the navigation structure

Use

Guided Procedures (GP) enables process contributors to check different aspects of a process at runtime by means of different views.

You can configure the available runtime views when designing the process template. You can also specify the visibility of screen panels at runtime.

Procedure

Define Runtime Generic and Custom Views

  1. In the gallery, select the relevant process template, and open its design time.
  2. To switch to edit mode, choose (Edit).
  3. Open the Runtime View tab page.
  4. You can add the following view types:
    • Generic views

      The GP framework provides a set of predefined runtime views, which you can use. The following table provides an overview of the available generic views and the information they provide.

Generic Views

View Description Comments

Additional Resources

Additional Resources (with You Can Navigator)

Enables you to see:

  • attachments added to the process in the design time Attachments can also be added at runtime.
  • process activities you can execute
  • info callable objects added to the process (if any)
  • ad hoc items (if any)

For more information, see

Attachments

Overview

Overview (with Process Control Navigator)

Enables you to see:

  • overview information about the process steps and status
  • process control elements (if any)

Process Activities

Process Activities (with Activity Navigator)

Enables you to see:

  • current activity
  • process steps

Process Activities

Process Activities (with Activity Navigator and You Can Navigator)

Enables you to see:

  • process steps
  • info callable objects added to the process (if any)
  • ad hoc items (if any)

This is the default view that is added to the process template initially.

Process Activities

Process Activities (with Activity Navigator by You Can Navigator)

Enables you to see:

  • current activity
  • process steps
  • info callable objects added to the process (if any)
  • ad hoc items (if any)

Process Activities

Process Activities (with Activity Navigator, Process Control Navigator and You Can Navigator)

Enables you to see:

  • current activity
  • process steps
  • info callable objects added to the process (if any)
  • ad hoc items (if any)

Process Activities

Process Activities (with Mini Phase Navigator, Activity Navigator and You Can Navigator)

Enables you to see:

  • current activity
  • process phases
  • process steps in each phase
  • info callable objects added to the process (if any)
  • ad hoc items (if any)

Process Information

Process Information (with You Can Navigator)

Enables you to see:

  • information about the process, blocks, and action, such as processors, deliverables, and so on
  • info callable objects added to the process (if any)
  • ad hoc items (if any)

More information:

Info Callable Objects

Ad-Hoc Items

  • Custom views

    Additional views can be implemented as well. You can add them using Add Custom Views.

  1. Select the default view that to be displayed initially when the process is started.
    Note

    You can remove a view by selecting it and choosing Remove View.

    However, at least one view must be defined for a process.

Define the Visibility of Runtime Panels

If you want to further customize the way your process template looks at runtime, you can hide specific panels of the screen. You can only do this in the design time on process level.

  1. In the Runtime View tab page, select one or more of the following checkboxes:
    • Title Bar
    • Phase Navigator
    • Contextual Panel
    • Activity Status Bar

A user with an Overseer role can see all panels at runtime, no matter which checkboxes the designer of the process has selected in the design time.

For more information on the runtime work center structure, see Getting Familiar with the GP Runtime .

  1. Choose (Save).
Result

At runtime, only certain runtime elements are visible to process contributors and they may switch between the predefined views.