Customized Process View Page

Overview

A Process View Page shows information about saved data from an executed process. When a workflow handles the logic for a process, it stores the data of that process in a Process Folder as the record that a user would view. A purchase request process created in Decisions, for example, would save all of the incoming purchase requests as individual records in the Process Folder. Creating a custom Process View Page requires familiarity with Page/Dashboard design; for more information, please visit the Create a Page/Dashboard article.

Changing the Process View Page

This article uses a prebuilt application for a Travel Request process. The Travel Request is submitted, then routed through Flow logic including a series of approvals. Each time a request is submitted, process data is created and stored in a folder. Each piece of process data contains a Process View Page used to track details about that specific instance of the process. 

The Default Process View Page contains a considerable amount of information as is, but a customized Page with tailored information can be created to replace it. The Process History and Collaboration section show which phase of the process the request is in and any comments that have been added through each state of the process. The Properties section shows any assignments associated with the request, like a manager approval for example. Action buttons are located near the top of the page and can be used to further the process, like the REVIEW button shown below. 

The default page can be copied in the Studio and customized to fit the needs of a different configuration for the Process View. Use the global search and enter "Default Process View Page", then right-click the item in the search, and navigate to Edit > Copy Page/Dashboard. Process data is pushed to these Page components, but actions must be updated in association with the assignment. 

For this example, the default page was copied and the Properties panel in the bottom left was removed to signify a change. The page was saved as "Customized Process View Page". For the custom page to take effect, the Properties of the Setup Process Folder step used in the main Flow must be edited. Under the PROCESS FOLDER section, enable the Use Custom Process View checkbox and select the EDIT CUSTOM VIEW PAGE button. Create a new Page from the window that appears or pick an existing one. Provide a Custom View Page Name if applicable, otherwise, this will default to the PROCESS VIEW naming convention.

The custom Process View Page will not apply to data records of existing requests in the Process Data folder, it will only apply to requests going forward.

The process data below is for a received request after the custom Process View Page was implemented, where the Properties panel has been removed and Custom View Page Name changes take effect.