Working on activities in Process Portal

A process instance can contain required and optional activities, and they can be started automatically, such as when a document is filed, or started manually.

If a process instance has activities, they are shown in the Activities section of the instance details page. The section is empty if the instance has no activities.

Activities in the Activities section are filtered according to the status of the activities. The activity icons indicate the actual status. You can limit the activities that are shown in the lists, by entering filter text in the Filter field.
Table 1. Activity filters
Filter Status of activities Description
Ready Ready or waiting The activities that are ready to be started manually and activities that are waiting for start conditions, such as the filing of a document or the updating of business data, to be fulfilled so that they can start.
Actions you can take on ready activities
  • Start the activity (click Start).
  • Claim and start the activity (click Start > Assign to Me and Start). You become the owner of the task that is associated with the activity. The task details page opens for you to complete the work that is required on the task.
  • Reassign the activity to someone else or to the owner team (click Start > Reassign and Start). The task that is associated with the activity is transferred to the new owner.
For all actions, the started activity is transferred to the In Progress list.
Actions you can take on waiting activities
  • None
In Progress Working or waiting The activities that are started and activities that are waiting to be started automatically.
Actions that you can take
None
Completed Completed or failed The activities that are in an end state.
Actions you can take
None
All Ready, waiting, working, completed, or failed This list shows all the activities in all states for the instance. You can perform actions only on activities that are marked as ready.