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My Process panel and push notifications

  • Updated

Article published on the 12th of July, 2023.

Contents

1. Introduction

2. My Process panel

   2.1. How to enable the My Process panel

   2.2. My Process panel settings

   2.3. My Process panel filtering

   2.4. Resuming a process

3. Push notifications

   3.1. Enabling push notifications

   3.2. Push notification settings

   3.3. Resuming a process from a push notification

Note that the My Process panel and push notifications are only available from WorkPoint 365 Version 4.7 onwards.

1. Introduction

In the My Process panel, previously and currently running process are displayed as list elements. It can be used to view which processes has run on a given WorkPoint solution, what their finishing status was (succeeded, failed, etc.), or processes which are currently awaiting user input can be resumed and completed.

This means that if you e.g., closed a process while it was running an action step which could take a while, you can view the status of the process in the My Process panel.

Using push notifications also enables the system to send users notifications when processes finish or reaches a point at which it requires input from the user.

In this article, we will describe how to enable the My Process panel, and also how to enable push notifications.

We will also take a look at the various configuration options there are for the panel and notifications, as well as a couple of examples of use.

2. My Process panel

This section concerns specifically the My Process panel.

2.1. How to enable the My Process panel

Please note that WorkPoint is currently working on implementing a new Administration experience which means some pages look different from the traditional WorkPoint 365 administration pages.

The My Process panel can be enabled from the WorkPoint Administration.

To access the specific page for setup of User Experience, including the My Process panel inside the Express panel, please use the following link:

https://admin.workpoint365.com/configure/UserExperience?spHostUrl=[Your WorkPoint solution URL]
Click to copy

Note that you need to substitute [Your WorkPoint solution URL] with the URL of your WorkPoint solution.

This link should open the following page in your WorkPoint solution:

  1. In the User Experience page, click "Express panel".
  1. To enable the My Process panel inside the Express panel, switch the "Enable process panel" on.
  2. In the "Process panel audience" field you can define which users or groups should be able to see and use the My Process panel. If the field is left blank, all users will see the My Process panel in their Express panels. If at least one person or group is set in the field, only that personnel will see the My Process panel in their Express panel.
  3. So save the settings, click the "Save" button.

Next, we need to clear the WorkPoint 365 browser cache:

  1. In the WorkPoint solution, click the "Home" icon.
  2. In the bottom of the Home panel, click "Need help?" followed by "Clear WorkPoint 365 browser cache".

After the WorkPoint 365 browser cache has been cleared, the "My Process" panel should appear in the Express panel:

2.2. My Process panel settings

Individual users can configure how far back in time they want to see process instances in the My Process panel:

  1. To configure individual user settings for the My Process panel, click the gear icon in the top right of the panel.
  1. In the "Processes"  selector, select how far back in time you want the My Process panel to display process instances.
  2. To save the settings, click the "Save changes" button.

The My Process panel will now allow you to scroll through process instances from the time period you selected in the settings.

2.3. My Process panel filtering

Process instances in the My Process panel can  be filtered by their statuses:

  1. The filters for the different process statuses can be enabled or disabled by clicking them in the filter selectors.

In the example shown in the image above the filters "Awaiting Input" and "Completed" are enabled and the My Process panel displays only process instances in these statuses.

The filters work as follows:

  • Awaiting input - shows process instances in the "AwaitingUserInput status, whose current step index is larger than 0 (meaning that the process window was not closed before the first step of the process was loaded completely). The step index of a process instance is displayed after the process status, e.g., "Step 1/3".
  • Processing - shows process instances in the "Running" status.
  • Failed - shows process instances in the "Failed" status.
  • Completed - shows process instances in the "Succeeded" status.

2.4. Resuming a process

Resuming a process refers to picking up a and continuing a process which awaits user input.

This can be done from the My Process panel if such process instances are enabled in the filter:

  1. In this example, in the My Process panel, we have a process which is currently awaiting user input, and which is at step 3 out of 5. To resume this process, we simply click it in the panel.

The process is now opened and we can input the information necessary in the current step:

  1. When all information has been provided, we can click the "Continue" button.

The process now processes the "Create item" step, which places the process in the "Processing" status:

Once the process has finished, it is (hopefully) in the "Completed" status:

3. Push notifications

Push notifications enables the WorkPoint system to notify users when a process requires their attention - typically because it has reaches a point where it requires the user's input. It could also be a notification about process completion or failure.

The WorkPoint 365 system operates with three types of push notifications:

  • Completed: Notifies the user when a process they have started is completed.
  • Failed: Notifies the user when a process they have started has failed.
  • Processes awaiting input: Notifies the user if a process they have started has reached a point where it requires their input.

These types of push notifications can be enabled on an individual user basis in the "My process" panel settings if push notifications have been enabled in the Express Panel settings in the WorkPoint 365 Administration.

3.1. Enabling push notifications

Please note that WorkPoint is currently working on implementing a new Administration experience which means some pages look different from the traditional WorkPoint 365 administration pages.

Push notifications can be enabled from the WorkPoint Administration.

To access the specific page for setup of User Experience, including the Push notifications, please use the following link:

https://admin.workpoint365.com/configure/UserExperience?spHostUrl=[Your WorkPoint solution URL]
Click to copy

Note that you need to substitute [Your WorkPoint solution URL] with the URL of your WorkPoint solution.

This link should open the following page in your WorkPoint solution:

  1. In the User Experience page, click "Express panel".
  1. To enable Push notifications, switch "Enable process push notifications" on.
  2. Save the settings by clicking the "Save" button.

Next, we need to clear the WorkPoint 365 browser cache:

  1. In the WorkPoint solution, click the "Home" icon.
  2. In the bottom of the Home panel, click "Need help?" followed by "Clear WorkPoint 365 browser cache".

After the WorkPoint 365 browser cache has been cleared, Push notifications should start appearing under the relevant circumstances. An example is shown in the image below:

An example is shown in the following image. Here, we have run a process in which we first enter meta data of a new Project. The process then creates the project, after which the process awaits the user's input on an Item form:

Note that if multiple process push notifications are received, they will be queued and displayed one after another.

3.2. Push notification settings

By default, all users will receive all types of process push notifications.

Individual users can opt out of receiving each type of process push notification in the settings for the My Process panel (see pt. 2.2.):

  1. When process push notifications are enabled, the individual user's settings for which notification types they wish to receive can be set in the "Push notifications" section.
  2. If changes are made to the current settings, click the "Save Changes" button to save any changes made.

3.3. Resuming a process from a push notification

On process push notifications of the "Processes awaiting my input" type, the user can click a button to resume the process at the current step:

  1. On the notification, click the "Open process" button to open the related process at the current step which awaits user input.

The process opens and the user can provide their input and continue the process:

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