Get an overview of business processes within your tenant via a graphical user interface.

Table of Contents

Introduction

The Process management (BPM) tile is available on the dashboard for users with the YUUVIS_TENANT_ADMIN role.

Processes/Tasks List View

Select the corresponding tab to display either the Processes list view or the Tasks list view (as of 2023 Autumn).

The lists can be sorted by the values of those properties by clicking the corresponding column header. Furthermore, it is possible to filter by specific values for the individual process properties. The value can be specified

via input field for string properties
via calendar for datetime properties or
via selection list for the Status.

It is possible to specify filter values for multiple properties. Internally, the conditions will be concatenated via a logical AND operator.

Processes Tab

All processes within in the currently active tenant are listed. For each process, the properties ID, Process definition key, Name, Started by, Start time, End time, Status and Business key are displayed.

Tasks Tab

As of 2023 Autumn: All tasks within the currently active tenant are listed. For each task, the properties ID, Name, Status, Editor, Owner, Creation time and End time are displayed.

Process Details View

Click a specific process instance in the processes list to display the corresponding process details. Multi-selection is possible.

The details of the selected process are displayed in the aspects Summary, Tasks and Progress.

As of 2023 Summer, the process details view's top bar contains the Delete process and Refresh buttons.

Summary Aspect Area

The Summary aspect area contains the metadata of the selected process instance:

Status (Running or Completed)
ID
Process definition key
Name
Started by
Start time
End time (if already completed)
Business key
Process variables (if available) in a table with the columns Name, Type and Value

Tasks Aspect Area

All tasks belonging to the selected process instances are listed. To sort the list by their individual values for the task properties, click the corresponding column header.

Progress Aspect Area

This aspect area displays the history of the selected process instance.

Read on

Localization

Customize the labels describing the different metadata properties displayed in your client for different languages. Keep reading

Form Scripting

If you configure custom forms for objects, you can additionally use executable scripts to, e.g., validate data, change data, change field properties - such as "read-only" or "mandatory" - and show context-related messages. Form-related scripts enhance your options by adding further functionalities to support your use cases and processes the best. Keep reading

Custom Client Build with Libraries

Documentation of the client core and framework libraries, as usable for custom client development. Keep reading

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