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Work with processes

Once a business process is created, you can open, unlock, delete, copy, and modify a process. You can open a process version, revert to a version, delete a version, and compare between two versions of a process.

You can also view process associations. To work with processes, navigate to Workflow > Business processes. The business processes list page appears. Locate the business process.

Modify a process

  1. On the list of processes, click the process to modify.
    The process opens in the Design view in a new browser tab.
  2. Make changes as needed.
  3. Save the process.

Copy a process

Create a copy of the process instead of creating it from scratch.

  1. In the business processes list, on the context menu of the process to copy, click Copy.
    A copy of the process prefixed with "Copy 1 of" to the <process name> appears on the Business processes page.
  2. Open the copy of the new process.
    The process opens in a new browser tab.
  3. Make changes, such as renaming the process.
  4. Click Save.

    Once a copy is created, you can modify it to customize it to your requirement.

Unlock a process

Whenever a process is released, it is locked by default so that other resources cannot modify it. You can unlock a process to allow modification.

In the business process list, on the context menu of the process to unlock, click Unlock. On confirmation, the process is unlocked and is available for modification.

You can lock a process again. When you open an unlocked process, a message appears to confirm whether to lock the process. On confirmation, the process is locked.

Delete a process

In the business processes list, on the context menu of the process to delete, click Delete. On confirmation, the process and all previous versions are deleted.

If a live job exists on a process, it cannot be deleted.

Modify a process in TotalAgility on Azure tenant

You can open TotalAgility on Azure tenant and further expand your process created in TotalAgility on Integration Server.

When you modify a process in Azure, the nodes configured to execute on the integration server will be read-only. You cannot configure those nodes in Azure. (The Configuration tab is not available.)

You can add more nodes; however, the following node types are not available for the process in Azure:

  • Exchange

  • SharePoint

  • Micro Focus Content Manager

  • CRM

  • Export

For any nodes added to a process in Azure, the Run on integration server property appear read-only.

Open a process version

You can open a process version in a read-only mode. For each version you can view the resource that modified it, the last modified date, and comments (if any). You can also revert to a previous version if it is not the latest version, and delete a version.

View a process version

  1. In the business processes list, on the context menu of the process to view versions, click Versions.
  2. On the list of versions, click the row for the version to view.

    The selected process version opens in a read-only mode.

Revert to a process version

Revert a process map to create a new version of the map based on an earlier version. All the items including variables, activities, resources, properties, and skin rules of the selected version are available in the newer version. For example, in a management scenario, as part of the company's project plan, you might have altered the organization's hierarchical structure, resource managerial levels, their categories, and also the process map design. Then saved and released to create a new version of the map and immediately put it to use. However, after a few days of implementation, management analyses the performance and opts to revert to the previous resource hierarchy and process flow. You might then want to pick the earlier map version and quickly replace the current version.

When you want to revert to a process version, make sure that the process is not open.

  1. In the business processes list, on the context menu of the process to open the versions list, click Versions.
  2. On the context menu of the version of the process to revert to, click Revert.
  3. On confirmation, the process version is reverted to the selected version.
  4. Release the process. A new version of the process map is created. The Versions list is updated to include the new version.

Delete a process version

You can delete a redundant version of a process.

  1. In the business processes list, on the context menu of the process to open the versions list, click Versions.
  2. On the context menu of the version of the process to delete, click Delete.
    Once you confirm the deletion, the selected version and all previous versions are deleted. For example, if you delete version 3, version 1 and version 2 are also deleted.

Compare process versions

You can visually compare the workflow along with details of various items that have been added, deleted, or updated between the two selected versions of the same process.

  1. In the business processes list, on the context menu of the process to compare the versions, click Compare.

    A new browser window opens with the process name.

  2. On the Compare versions lists, select the versions to compare.

    By default, the current version appears in the first list and the previous version appears in the second list. You can also view the details such as process name, version, resource that last modified it, and the last modified date.

  3. Click the following tabs to see the comparison between the two process versions. The newly added items appear in green, updated items in blue, removed in red, and matching (that is, no changes) appear as is.

    Tabs

    Description

    Design

    Use this tab to visually compare the workflow. You can zoom the workflow in and out if needed (default: 100%) and view the color legend.

    You can also compare the properties of a node.

    1. Double-click a node on any side of the map.

      The Node properties window appears displaying the properties updated for the two selected versions.

    2. Click to close the pop-up window.

    Properties updated

    Use this tab to view comparison between the process properties which also includes document set.

    If there is more than one change or any complex changes such as SLA, the updated property is displayed as "(Value updated)".

    Document set is included only when the document set is turned on or off, that is when changed.

    Milestones

    Use this tab to view comparison between the milestones such as the name of the milestone and its associated state.

    Variables

    Use this tab to view the comparison between the variables such as the ID, name, type, value, and the initialization of the variables.

    The total count and the count of changed, new, removed, and unchanged variables is displayed in the footer.

    Process events

    Use this tab to view the comparison between the process events such as the name, and the description.

    States

    Use this tab to view the comparison between the states such as the name of the state, and percentage complete.

    The total count and the count of changed, new, removed, and unchanged variables is displayed in the footer.

    Data models

    Use this tab to view the comparison between the data models such as the name, and the last modified date.

  4. Click Close.

    The browser window is closed.

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