Chapter 11. Monitoring the MortgageApprovalProcess process application

The following chapter shows how different bank employees, such as a system administrator or a knowledge worker, might use some of the monitoring capabilities to track an instance of the mortgage approval process.

Prerequisites

The Process Server is deployed and connected to the Business Central.

Procedure

  1. Log in to Red Hat Process Automation Manager and click MenuManageProcess Instances.
  2. In the Manage Process Instances window, you can set filters, such as State, Errors, Id, and so on.
  3. Select Completed in the State filter to view all completed MortgageApprovalProcess instances.
  4. Click on each of the following tabs to get a feel for what type of information is available to monitor a specific process instance:

    • Instance Details
    • Process Variables
    • Documents
    • Logs
    • Diagram
  5. Click MenuTrackProcess Reports. This view contains a variety of charts that can help a senior process manager to gain an overview of all processes based on Type, Start Date, Running Time, and so on to assist with task reporting.

11.1. Filtering process instances using default or advanced filters

Business Central now provides you with default and advanced filters to help you filter and search through running process instances. You can also create custom filters using the Advanced Filters option.

11.1.1. Filtering process instances using default filters

Filter processes instances by attributes such as State, Errors, Filter By, Name, Start Date, and Last update.

Procedure

  1. In Business Central, go to MenuManageProcess Instances.
  2. On the Manage Process Instances page, click the filter icon on the left of the page to expand the Filters pane.

    This pane lists the following process attributes which you can use to filter process instances:

    • State: Filter process instances based on their state (Active, Aborted, Completed, Pending, and Suspended).
    • Errors: Filter process instances by errors.
    • Filter By: Filter process instances based on Id, Initiator, Correlation Key, or Description attribute.

      1. Select the required attribute.
      2. Enter the search query in the text field below.
      3. Click Apply.
    • Name: Filter process instances based on process definition name.
    • Start Date: Filter process instances based on their creation date.
    • Last update: Filter process instances based on their last modified date.

You can also use the Advanced Filters option to create custom filters in Business Central.

11.1.2. Filtering process instances using advanced filters

Use the Advanced Filters option to create custom process instance filters. The newly created custom filter is added to the Saved Filters pane, which is accessible by clicking on the star icon on the left of the Manage Process Instances page.

Procedure

  1. In Business Central, go to MenuManageProcess Instances.
  2. On the Manage Process Instances page, click Advanced Filters icon.
  3. In the Advanced Filters pane, enter the name and description of the filter, and click Add New.
  4. Select an attribute from the Select column drop-down list, for example, processName. The content of the drop-down changes to processName != value1.
  5. Click the drop-down again and choose the required logical query. For the processName attribute, choose equals to.
  6. Change the value of the text field to the name of the process you want to filter.

    Note

    The name must match the value defined in the business process of the project.

  7. Click Save and the processes are filtered according to the filter definition.
  8. Click on the star icon to open the Saved Filters pane.

    In the Saved Filters pane, you can view all the saved advanced filters.