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Creating BP Log Views in Admin Mode

When users configure Business Processes (BPs), they can also create log views for the BPs.

Log views are the views which drive the content and behavior of the BP logs seen at run time. The Administrators can create customized "default" log views that meet the requirements of the company and users.

Note: Users can only create the view in each project for the BPs that the users have access to.

This topic explains the following:

• BP Log Views
• BP Log Views at Runtime
• BP Log Views and Configuration Package

BP Log Views

BP log views can be created for:

• Project-level BPs
• Company-level BPs

The views defined for the BPs are applicable to both BP logs and the Master Log - Business Processes log.

The Business Process node (Company Workspace tab > Admin mode > Configuration) has the following sub-nodes related to log views:

• Log Views
• Mobile Log Views

The Log Views sub-node, seen in all types of BPs, lets you:

Create your log view, similar to creating BP logs in User mode.

• Reorder the BPs.
• Change the status of a BP.
• Delete inactive views.

  Note: Users must have "Configuration" permission before they can access the Log Views node or create log views.

The Log Views log has the following features:

• Toolbar
  • Create: To enable the administrator to create a view.
  • Manage Views: To take one of the following two actions: Activate a view (Active) or delete a view (Delete).

    Status identifies whether a view is active or inactive. You can select the check box next to a view to activate or deactivate a view.

    Delete lets you delete a view. You can delete a view that has been marked as inactive. If you select multiple views and delete, only the inactive views will be deleted.

  • Refresh: To refresh the views in the log.
  • Find on Page: To find a specific view on the displayed page.
• Columns
  • No.: The system-generated number to help the user identify the sequence of the views.

    Changing the sequence of the views (moving them up or down on the page) will result in change of the system-generated number.

    At least one BP log view must be active. The administrator cannot deactivate all BP log views.

    The user cannot create two BP log views with the same name for a single BP.

    When a user changes the sequence of the BP log views that were initially provided according to the BP configuration, the system retains the user's sequence even if the administrator makes changes to the sequence.

    If an administrator creates BP log views, the system appends the new BP log views to the end of the BP log views list.

  • Name: The name of the view.
  • Status: Active or Inactive
  • Last Modified Date: The date that the view was last modified. For a new view, this will be the creation date. The field is initially blank for existing system-defined views, when no modifications have been done.
  • Last Modified By: The name of the user who last modified the view. The field is initially blank for existing system-defined views, when no modifications have been done.

The gear menu (  ), which appears when you click a record, has the following options:

• Move Up: To move a record up on the log. This option is not available for the first view on the log.
• Move Down: To move a record down on the log. This option is not available for the last view on the log.
• Active: Sets the view status to Active.
• Inactive: Sets the view status to Inactive.

BP Log Views at Runtime

BP log views will be a part of BP configuration. Only active views will be seen at runtime. All active views pertaining to a BP can be seen by all users who have access to the log (BP logs and Master Log - Business Processes log). System provided views can also be modified in the Log Views to better suit your business needs.

• All Records
• Records Created by Me
• Records Received by Me
• Records Created and Received by Me
• AI view
• Create New View
• Manage Views

BP Log Views and Configuration Package

Use the Log Views node (Company Workspace tab > Admin mode > Configuration Package Management > Component Lists > Configuration > Log Views) to include the designs for the selected log views in your configuration package.

BP log views in Component list/Configuration Package:

The users can include BP log views and deployed designs.

The users can include updated BP log views without any changes to the underlying columns used in the View definition.

When the configuration package is imported, it replaces any existing BP log views that were created by the administrator.

Note: The BP log view component will be included as part of the impact analysis report, error report, and print report.

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Last Published Thursday, December 14, 2023