Business processes list
Business Processes List (Business Processes > View All) is aimed to fulfill the following functions:
- give a quick overview of statuses, details, progress, possible issues for all Business Process instances;
- enable access to all the instances of a Business Process with a possibility to manage them, including changing the state (start, pause, resume or stop), creation of another instance (copy) and deletion of an instance.
- provide possibility to perform Business Process Actions including creation of New Business Process or import of a Business Process created in another Control Tower.
Overview
The Business Processes List consists of the following areas:
- List of Business Processes - in the list all BP instances are grouped under respective BP definition to enable a compact hierarchical view and quick recognition of their statuses.
- Actions - main operations with a Business Process, such as Create New and Import.
- Filters - using the filters you can narrow the overview to your needs with the help of predefined and custom criteria.
List of business processes
The list of Business Processes displays all processes available in Control Tower at the moment. A BP definition is represented as a box, where the name and date are displayed along with the states of all instances of Business Process. It provides a compact hierarchical view, especially for processes with a lot of instances.
Business Process name and date - name of the Business Process and the date, when the latest instance has been created.
The icons display the state of all instances of the Business Process. The icon is hidden, if there are no instances with the respective status.
| Icon | Description |
|---|---|
 | Draft |
 | Processing |
 | Paused |
 | Completed |
 | With Errors |
 | With Messages |
- Open in new tab - Click this icon to open the specific Business Process definition in a new tab. This function can be useful when you are working with one BP and want to view only it instances.
If a Business Process contains a Manual Task, which can be automated with a Machine Learning Model, its name will be indicated with the "A" sign:
BP instances
To expand a Business Process and view all its instances, click the arrow on the left side of the box.
- Definition UUID - the Definition ID, where the Business Process is executed.
- Status Tabs - click on a tab to view the instances with the respective status.
- Bulk Actions - tick the box to select specific instances to perform bulk actions, for example, Start, Stop, Delete or Repair.
You can remove the selection from an instance or instances to exclude it/them from the bulk action.
- Sorting - arrange Competed / Started instances in ascending / descending order.
BP instance steps
Click the arrow to expand an instance to view its steps.
- Instance details - the following details are displayed:
- who and when started the execution of the BP instance
- status of the execution, Worker Platform (for instances containing Manual steps) and environment.
| Icon | Description |
|---|---|
| Draft |
| Processing |
| Paused |
| Completed |
| With Errors |
| With Messages |
 | WorkSpace |
 | Started by Schedule. Click the icon to view the Schedule |
tip
Click the BP instance name to start editing this instance: changing process steps, scheme, input data, options, etc.
- Instance Progress Bar - progress bar displays the percentage of completion of the instance execution. Click the Event log icon near the progress bar to view the events logged during the execution of the instance.
If some errors occur, this icon will have a red background.
- Generate Snapshot - you can generate a Snapshot for the BP instance (for non-draft BPs).
- Actions Dropdown - a list of available Actions that can be performed on the instance:
- Copy
- Edit and Run
- Start/Stop, Pause/Resume
- View data
- Repair
- Download original data
- Delete
note
Note that available actions depend on the BP instance status (draft, processing, completed, with errors)
- BP Steps (Tasks) and Sub-Processes - under each BP Instance, you can see a hierarchical list of its Steps (Tasks) and Sub-Processes. This list contains only steps which have at least one active record, i.e., process execution reached these steps.
- Task Progress Bar - progress bar displays the percentage of the task execution completion and ratio of input/output records (documents).
- Generate Snapshot - you can generate a Task Snapshot – CSV or XLSX file containing step execution results.
- Actions Dropdown - view output data resulting from the task execution.
Click the arrow near the Task's progress bar to view Task details.
Task details contain:
- Launched on – date of the first execution of the current step
- Completed – date when the current step was completed
- Input records – number of records that reached the current step
- Workers – number of unique Workers who submitted answers to the particular Manual Task
- Bot Configuration – link to the Bot configuration
Automation available
If Automation with a ML model can be applied to a Manual Task in the Business Process, the instance is labelled with the Automation Available sign and the respective step is indicated with the "A" sign:
Actions
With the Action button you can create a new Business Process or import a Business Process Package.
Filters
Using the filters you can select the Business Processes to be displayed in the list. The filters are aimed to facilitate your work with the Business Processes List, as you have a rich set of criteria to define what instances are included to and excluded from the list. With the filters you can focus on the Business Processes, whose instances are in your scope at the moment.
Filter state – shows how many records are filtered. With this option you always know the exact number of items matching criteria of the filter applied.
Filter types
There are two types of the filters:
- predefined – the filter uses criteria for selection from a built-in set;
- advanced – in advanced filter you can set a number of criteria picked up from a list of options, such as state, time span and others.
Predefined filter
The predefined filter uses built-in set of criteria to select what Business Processes will be shown. In the predefined filter you can select Business Processes containing instances created by you, with a certain state, executed in one or another environment and created within the defined period of time.
Advanced filter
In advanced filter you can use the following options:
- Text filter for Tags, Author, Title and Process UUID. In the text filter you can define the match of results such as contains / does not contain or equals to / not equals to.
- Filter for date when the instance Created, Started, Ended or Due. In the date filter you can define the match of results such as equals to / not equals to, grater than / less than, grater than or equals to / less than or equals to and* period*,
- Filter for status – you can select the following states of instances in Business Processes: Completed, Active, Running, Answered, Paused, Errors, Draft, Has New Messages. The filter criterion is true.
Click Add Parameter to include and define an option for the filter. You can choose as many filter parameters as needed to create the required filter.
With the Match all parameters option you can define, if the filter should match to all the criteria specified or any of the parameters.
Save filter
You can save the filter for future use. Click the arrows and select Save Filter in the drop-down.
Key in the name for your filter and choose, if the filter is your private or it's available for the other users.
Clear or refine filter
If a filter is applied the yellow box is displayed in the filter area
You can remove or edit the filter by clicking Clear filter or Refine filter there respectively.