Favorites Widget

The Favorites widget provides direct access to your favorite folders, objects and tasks. It displays the contents of the My Favorites folder in the Process Assembly perspective.

Configuring the Favorites Widget

  1. Hover your mouse over the widget to enable its toolbar.

  2. Click to open the Settings pane at the bottom half of the widget.

    The widget is expanded to occupy the entire dashboard and allow you to make your changes. When you are done, simply click the button on the widget toolbar.

  3. The default Title of the widget is My Catalog, but you can rename it here to whatever best suits you.

    You can add to your dashboard as many My Catalog widgets as you need, each displaying the contents of one of the folders you work with.

  4. Click Save and close the pane.

The functions that are available when right-clicking an object are different depending on its nature, whether it is executable or not.

Executing a Task

You can either click the button on the widget or right-click the task and select Execute.

If the object configuration requires you to enter values before executing it, the Request dialog opens up. Enter the necessary data and click Submit. For details see Working with Requests.

See also Available Functions Depending on the Task Status and Working with Tasks.

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.

  1. Do one of the following:

    • Click the object on the Favorites widget.
    • Right-click it and select Open.

  2. The object opens in read-only mode.

    Click below for details on the object definition pages:

Removing Items from the Favorites Widget

When you remove objects/tasks from the Favorites widget you also remove them from the My Favorites list in the Process Assembly perspective.

  1. Right-click an object/task and select Remove from Favorites.

  2. Confirma that you want to remove it by clicking Yes on the Confirmation dialog.

Opening the Execution Data of a Task

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

  1. Right-click a task and select Executions.

  2. The corresponding Executions list is displayed.

    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.

For details see Execution Data.

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.

  1. Right-click the task and select Open last Report
  2. The Report window is displayed. For details on how to work with it see Working with the Reports Window.

For details see: