Walkthrough of the My Catalog Perspective

My Catalog is the personal, interactive dashboard of operators. If you are an operator, you can find the description and instructions to work with your catalog here. If you are an administrator, see Configuring the User Catalog for information and instructions on how to configure it.

My Catalog is available as Process Automation widget from the Dashboard. See Process Automation Widgets.

Take a look at Example: Configuring the User Catalog for an example of how to set up the My Catalog.

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This page includes the following:

Purpose of My Catalog

My Catalog gives you direct access to the folders and objects that you are entitled to work with. Depending on your authorizations, My Catalog lets you perform the following functions:

  • Open an object in read-only mode and see its details, including the estimated runtime (if available)
  • Execute objects
  • Open the task monitor and, if necessary, react immediately
  • Modify the task properties at runtime, provided you have the necessary rights
  • Open the last report created for the task
  • Access the execution data of an object

The My Catalog Perspective

The My Catalog perspective contains the following areas:

Navigation Pane

This pane has two tabs:

  • Catalog, with the folders and objects you are authorized to work with. The contents of this tab is predefined by your administrator and you cannot add or delete it. If you need access to objects that are not displayed here, contact your system administrator.

  • Favorites, where you collect the objects you usually work with for easier access.

Right-click an object or click the dots to open a context-menu with all the operations that you can perform on that object. The functions that are displayed depend on the type of object and on your user rights.

The image shows an example of an object, specifically a task, within the My Catalog perspective, which is a personal dashboard for operators. The object type is indicated by a symbol, and the title of the object, "Task for new customer onboarding," describes the process. The name of the object, "PROCESS_CUSTOMER_ONBOARDING," is always displayed. When hovering the mouse over the task, an "Execute" button appears, allowing the user to run the object. The My Catalog perspective provides direct access to folders and objects that users are authorized to work with, enabling them to execute objects, open them in read-only mode, access execution data, and open the last report.

Ended activities are only listed if they have not yet been deactivated. Deactivating ended activities removes them from the list. Depending on the object's configuration settings, this happens either automatically or you can do it manually in the Process Monitoring perspective.

Toolbar

The icons on the toolbar allow you to maximize and minimize the selected pane and to navigate through. When you maximize a pane, only that pane is visible. You can use the back and forward arrows to navigate through the panes.

Activities

This pane displays active runs of the tasks that you have started. You can filter its contents by task status. The available functions depend to your user rights and the status and type of task.

Right-click a task to open a context-menu with all the operations that you can perform on that object.

History Pane

By default, the history of the last 50 days is displayed. The content of the list is limited to a maximum of 100 entries.

This pane shows the runs per day, the time at which they started, the type of task and its name as well as its final status. Right-click a task to open a context-menu and access its monitor.

Executing a Task

This option is available for executable objects. If the object configuration requires you to enter values before executing it, the corresponding form is displayed in the Request view. Enter the necessary data and click Submit.

You execute them either from the navigation pane, both from the Favorites and from the Catalog tab, or from the Activities pane. Right-click the object/task and select Execution Options > Execute (or any of the available options).

To Execute an Object or a Task

  1. On the Catalog or Favorites tab on the navigation, either right-click the object/task or the dots and select Execution Options > Execute (or any of the available options).

  2. The object or task starts.

    A notification box opens at the top of the window indicating it. If available, it also provides a link to the task monitor. This allows you not only to check the progress of the execution but also to further process it, provided you have the necessary rights.

For more information, see Working with Requests .

Opening the Object in Read-Only Mode

To better understand why the objects behave as they do, you can open the object definition in read-only mode and check its settings. This is particularly useful if a task fails and the information on the Executions list is not enough to understand what went wrong.

On the navigation pane on the left hand side right-click the object and select Open.

For more information, see Defining Objects Manually.

Adding to and Removing Objects from the Favorites Tab

Right-click the object and, depending on the tab on which you are currently working, select Add to Favorites or Remove Link. Objects that are added to Favorites are displayed in My Catalog as well.

Opening the List of Executions of a Task

The Executions list provides historical details on a particular task and allows you to further process it, provided you have the necessary rights.

To Open the List of Executions

  1. Do one of the following:

    • On the Catalog or Favorites tab on the navigation pane right-click the object and select Monitoring > Executions.
    • Right-click an item on the Activities pane and select Executions.

  2. In the Executions list each row is an execution of the selected task. By default, the last one is displayed at the top

  3. If you want to further process an activity (cancel, suspend, restart, etc.), right-click on it to open a context menu with all the available functions.

    Which functions are displayed depends on your rights and on the status of the selected activity.

More information:

Opening the Last Report

Combined with the information provided by the Executions list, the reports provide comprehensive information on the actions carried out on an object. They are created for all executable objects.

To Access the Reports of an Executable Object

  1. On the Catalog or Favorites tab on the navigation pane right-click the object and select Monitoring > Last Report.
  2. The Report window is displayed.

More information:

Opening the Task Monitor

The Process Monitoring perspective provides all the tools you need to monitor, further process (cancel, suspend, restart, etc) or modify tasks at runtime if you see that something is going wrong.

Whether you can process the task or modify it in the Monitor depends on the status of the task and on your rights.

To Open the Task Monitor

  1. On the Activities pane right-click the workflow or schedule object and select Open Monitor.
  2. The monitor window for the selected object is displayed.

More information:

See also:

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