You are viewing limited content. For full access, please sign in.

Question

Question

Business processes invoked by workflows are not shown in the client

asked on December 8, 2016 Show version history

I'm trying to use Business Processes to communicate with Workflow Initiators when the workflows encounter issues. I have "Invoke Workflow" activities that call the business processes, and the first activity within each Business Process Step is "Associate Entries" pointing to the starting entry. The business process runs, and email notifications work, but the business processes do not appear in the starting entry's Business Process pane.  

 

Some of the initiators do not have email, so I have to rely on the entry for communication.  I've held up deploying processes (or even showing people that the Business Process pane exists) for over a year because I am unable to provide reliable feedback to the initiator. Upgrading from Workfow 9 to 10.0.0.249 did not help.

 

I have one workaround where I populate a sticky note with the business process instructions, secure it to the workflow account, and delete it once the business process completes. However, we now have business processes running on electronic files with no pages to annotate.

 

Any business process triggered directly by the user is documented on the entry correctly, and once in a while even one triggered by a workflow will show up, but not many and not consistently.

Please help me get this working so I can build processes that communicate reliably and effectively with the initiators!

0 0

Replies

replied on December 8, 2016

The starting entry is automatically associated with the business process, you'd don't have to explicitly associated.

Are you seeing this issue in your testing of new business processes or is it happening to existing business processes?

0 0
replied on December 8, 2016 Show version history

Hi Miruna,

I started manually associating the starting entry with the business process when I first noticed the problem, in an attempt to force it to show up on the entry. It didn't work but I haven't reversed it yet.  Still holding out hope I guess.

 

This is happening with new business processes as well. I just created a new business process and a new workflow to invoke it, with the same results.

 

[Edit: The business process had still not appeared half an hour after my initial test. I triggered the business process directly from the client, and then both the copy I had triggered and the one the workflow had invoked appeared on the document.]

0 0
replied on December 8, 2016

I think I've got this now. It's a security problem closely related to the threads in  your link.

In the workflow properties under "Make this workflow a business process", there are two options allowing client applications to Start or Display the process. I had Display selected. Without selecting Start here, the  Business Process starting rule is not created, and that rule is where the security is applied to grant groups access to the rule, either starting or viewing. 

 

I'm going to test adding the starting rule and securing it so the process can be viewed but not started. If I'm right about this, I hope future versions will at least make this interaction more intuitive.

0 0
replied on December 8, 2016

From my tests it appears that Business Process history is only visible if:

  • "Start this business process" is enabled in the workflow properties
  • The "Business Process" type starting rule is enabled on the workflow
  • The user logged into the client has or inherits  the "view details" right from the starting rule's security tab

 

The right to start the process can be turned off within the starting rule to keep the workflow out of people's starting lists.

 

 

This leaves me with one last question. Why is the option to allow viewing history from the client available in the workflow properties when the option to start the process from the client is not enabled?  

0 0
replied on December 8, 2016

Yes, the workflow has to be marked as a business process for its details to be published to the associated entries. You don't need to check "start this business process" if you're going to have regular starting rules, but you do need to have "display this business process' information" checked. Otherwise, Workflow won't publish the history to the repository.

As for why the 2 options are independent, there are 2 parts to business processes: starting them through client applications and providing information/instructions to the user throughout the process. Say you have a BP that starts when a document is dropped into a folder and sends that document to 2 users for approval. You can provide the 2 approvers instructions when the document gets to them, then record their resolutions through business process step activities. Workflow also tracks reporting data so you could create metrics on how long each user takes to approve a document.

 

0 0
replied on December 9, 2016

OK in layman's terms, the checkbox in the Workflow controls whether the history is recorded, and the security in the starting rule controls who can see the history. Enabling the history without enabling starting just records history nobody can see.

0 0
replied on December 9, 2016

Not quite. Whether the BP can be started from client applications has nothing to do with seeing history.

0 0
replied on December 13, 2016

Granted, the security settings on the starting rule give independent control over starting or seeing the history. However, if the workflow is configured as shown in this screenshot, I can't find any way to make the history visible. The starting rule is not created, so the security settings are not exposed.  Maybe I'm overlooking a second security interface?

business process options.PNG
0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.