Activity

Select this tab to define the activities that can be associated with a process.

Refer to Modeling an Activity to learn the attributes of an activity.

Select Activity on the left to identify all the activities registered in the system.

To find a specific activity, click Filter and use the filters described in the next table:
Table 1. Activity filters
Filter Description
Name Activity name
Mode The activity can be one of the following modes: 
  • Generation
  • Authorization
  • Execute
Type of Activity (derived by the type of processes) The activity can be one of the following types: 
  • Direct
  • Workflow
  • Escalation
Select an activity from the list to view its details in the right pane. Click Actions to do any of the following actions on the activity:

Synchronize all

The Process Designer and the Access Request modules use two distinct databases.

After you defined an activity in Process Designer, you must propagate the changes to the Access Requests database.

Select Actions > Synchronize all to synchronize one or more activities that you selected from the Activity list.

Copy

When you decide to modify an activity, the suggested action is to clone the activity and to modify the copied version. This option is preferred to changing directly the original version of the activity.

If you must change an activity considerably, this option becomes less useful and it probably makes more sense to do an Add action.

Follow these steps to copy an activity:
  1. Select the activity from the Activity list.
  2. Click Actions > Copy.
  3. In the Activity Copy tab on the right, edit at least fields Name and Description.
  4. Click Save to save the cloned activity.

Add

Defining an activity implies defining its identifying and operating attributes.

A solid knowledge of the concepts that are described in Modeling an activity can facilitate this task.

Follow these steps to define an activity:
  1. Select Actions > Add.
  2. Select a Type and a Mode from the lists in the Select Activity Modality window and click Ok.
  3. Set the required attributes in theInsert Activity pane. The values that you can select for Context depend on the type and mode you set in the preceding step. Also, the Functionality value is filled based on the value specified in Context . See Modeling an activity for details.
  4. After you defined the attributes, the Activity Scope tabs are displayed in the lower section of the pane. The tabs vary based on the selected activity, and depend on your selections of Context and Functionality.
  5. Click Save to save the activity definition.

Remove

Follow these steps to remove an activity:
  1. Select the activity from the Activity list.
  2. Click Actions > Remove.
  3. Click Ok to confirm the operation.
Note: You cannot delete an activity that is already linked to a process. If you try, the web interface displays a message that informs you about the inability to remove the activity.
Before you remove an activity, get a clear knowledge of how many processes host the activity that you want remove. To learn this information, follow these steps:
  1. After you selected the activity from the list, click Processes using this activity on the right, where all the processes that are linked to the activity are listed.
  2. Select Show Process to be redirected to Manage > Process where you get a full view of the process and of the position of the activity within the process.