AX1104

Viewing process history

Each time a process is started, a new process instance is created to track the details of that particular execution of the process. This ensures that you always have a history of each time the process is performed, including who completed each step in the process and when. You can retain this history as long as needed.

Administrators and process owners can view the history for a process. Administrators can view history for all processes, whereas process owners can only view history for processes they own.

To view the history for a process:

1. On the Axiom tab, in the Administration group, click Manage > Process Management > Current Processes.

   NOTE: In systems with installed products, this feature may be located on the Admin tab. In the Workflow group, click Process Management > Current Processes.

2. In the Process Manager dialog, select the process for which you want to view the history. If necessary, select Show inactive processes to display all processes.

   When you select a process in the top of the dialog, the bottom of the dialog populates to show the historical instances for that process.

3. In the Process History section, select the process instance for which you want to view the history, and then click View Details.

   Make sure to click the View Details button that is directly over the Process History section, not the button that is above the Current Processes section.

The Process Status dialog opens, displaying the details for the historical instance of that process. In addition to reviewing the details, you can perform the following actions from this dialog:

• View process definition: Opens a read-only copy of the process definition as it existed at the time of this historical instance. If desired you can use Save As to "restore" this historical definition as a new definition.

• Start process: Starts a new instance of the process, using the current process definition. This option is only available if there is not already an active instance of the process.

  If there is already an active instance of the process, a message will display at the top of the dialog to inform you of this. You can click the link in this message to be taken to the currently active instance.

Deleting process history

If you do not need the history of a particular process instance anymore, you can select that instance in the Process History section and then click Delete . Process history is retained until it is manually deleted (it does not get automatically purged by the Purge System Data Scheduler job).

If the process definition is deleted, all history for that process is also automatically deleted.