Viewing Instances

To view all instances under a Business Workflow:

1. Login to the Asset Track platform with your operator credentials.

Business Workflows - List Page

2. On the Business Workflows listing page, click anywhere except the Actions column of your desired business workflow.

3. Click on the Refresh icon present with the workflow name to get the updated instance list.

Refresh icon

4. Click on Expand at the top right of the screen to get a full screen view of all instances.

Expand option

Full screen view

5. Next, hover at the top of the screen to view and click the Collapse option to return the instance list view to normal.

Collapse option

6. Now, click on Collapse to return to the original position of the instance list view.

Original screen view of instance listing page

7. Use the + and - icons respectively at the bottom right corner to zoom in or zoom out list of instances.

Zoom in/Zoom out feature

Min/Max size limit of instances

Export option

1. Click on Export at the top right side of the screen to export instances from your workflow.

Export option

2. Now, select the desired option from the drop-down list, click on the Current Columns option to export specific columns.

Current columns option

3. Similarly, click on the All Columns option to export all workflow instances.

All columns option

Request submitted notification

4. Check your email to access the exported instances under your workflow.

Manage Columns

1. Click on the Columns option at the top right corner to update the columns to show/hide information as required.

Columns option

Manage columns option

2. Now, select/deselect columns as required and click Save at the bottom right corner of the screen.

Select/Deselect columns

3. View your selected column(s) on the instance listing page.

Filters option

Filters option lets you see applied filters on a business workflow to search instances i.e., if an instance follows the given conditions, only then it will be visible to the operator.
A Business Workflow can only have one filter applied. You can apply conditions based on each column under a Business Workflow.

1. Click on the Filters option at the top right corner of your screen to check the added filters or create a new filter on your instance listing page.

Filters window

Empty Filters window

Create Filter

1. Click on the Filters option at the top right corner to add a new filter.

2. Click on Create new filter at the bottom right corner of your screen to add filters.

Create new filter

3. On the Create Filter page, enter and filter (as applicable) the required information to add and click Next at the bottom of the screen.

Create filter sidebar

4. Enter the filter name in the next screen that appears and click Save.

Saving a filter

Alternate approach to create the filter

1. To create a filter, enter a particular value in the Search tab of a column, which is common across all records.

Create filter - search bar

2. Now, a Save filter option is visible beside the searched tag. Click Save filter to save the current filter.

Saving a filter

3. Enter the filter name in the respective field.

Create filter window

4. Check the Save with the current columns checkbox to save the filter with current columns visible on the listing page.

5. If required, click on the + Add more filters to add more filter values.

6. After entering the necessary details, click on Save at the bottom right corner to create the filter.

Save filter window

Filter saved notification

Switch between the predefined filters

1. Click on the Business Workflows from the left Navigation Panel.

2. Click on the required Business Workflow.

Business Workflows

3. Similarly, if you switch between the predefined filters (All) and customized filters like Filter1 etc., the entire workbook grid reloads including column headers and the data.

Workflow Listing page – All or customized filter

4. Also, if you switch between the predefined filters (All) or customized filters like Filter1 saved with the current column, the entire workbook grid will reload, including column headers and the data.

Workflow Listing page – All/Filter1 save with current columns

5. Also, if you switch between the predefined filters (All) or customized filters like Dashboard2 saved without the current column, the platform does not reload the entire column headers; instead, it reloads the data.

Workflow Listing page – All/Dashboard2 save without current columns

6. If you apply search on any filter (predefined/customized), the platform does not reload the entire column headers; instead, it reloads the data.

Workflow Listing page – Search (predefined/customized) filter

Update Filter

1. Select a filter and add another filter to it using the search tab.

Updating a filter

2. Click on Save Filter to update the existing filter.

Edit filters sidebar

3. Click on Update at the bottom right corner to save this filter.

4. A filter can also be updated by clicking on Filters at the top right corner.

Filters sidebar

5. Locate the desired filter from all available filters and click on the Edit icon to update.

Edit Filters

6. Next, on the new Create Filter page make the necessary changes and click Save.

Create Filter sidebar

Filter updated notification

Delete Filter

1. Click on the Filters option at the top right corner of the screen.

2. A window, Filters slides in from the right side. Here, all the filters are listed.

Filters window

3. Select a filter and click on the Delete icon at the right to delete a filter.

Delete icon

4. Click Yes to confirm deletion.

Delete prompt screen

Filter deletion notification

View Instance in New Tab.

1. Click on the Business Workflows from the left Navigation Panel.

Business Workflow list page

2. Next, click on your desired Business Workflow to view its instances.

Instance listing page

3. Now, keep your cursor over the View Details icon under the Actions column of your desired instance.

Details icon

4. Next, hold Ctrl + left mouse click to open the instance in a new tab.

Press View Details + Ctrl

5. View the comments added on a particular instance by clicking on the message icon under the Actions column.

Comment section

Comments sidebar

Resizing of Instance Columns

The platform offers a feature wherein you can resize the columns of an instance under the Business Workflow.

1. Place your cursor at the corner of a column and drag it to increase the size.

Resizing of the columns

2. Click on View details icon under the Actions column of your desired business workflow.

3. Next, on the instance details page, click the Maximize icon to resize the columns under the instance details page.

Maximize icons

4. Next, View the Data Tables that display details of each instance.

Data Tables - Column size

Increased column size

5. From a Business Workflows instance listing page, click on View Details icon of any desired instance.

Instance page

6. On the next page, click on View Timeline.

7. Next, select 2 Business Entities by clicking on the boxes above their respective names in the timeline.

View Timeline

8. Next, click on Compare at the top right side of the screen.

Compare option

9. On the next page, click on the VIEW TABLE option.

View Table

Attribute sidebar

10. Drag the columns in this sidebar to change their size.

Changed size of attribute columns

11. Next, resize the data columns under SOA in tracing feature.

12. After entering the details of an instance, click on the View Tracing at the top right of the screen.

View Tracing

13. Now, click on any of the radio buttons of a Business Entity to open the tracing sidebar.

Radio button

14. From the tracing sidebar, drag and resize the columns as required.

Original data columns

Resized columns

15. The size changes are saved at the browser level for better convenience.

View Instances on Workflow Instance Details Page

1. Click on Business Workflows at the left Navigation Panel.

2. Click anywhere on the required Business Workflow, except Actions column.

Business Workflows

3. Click on View Details icon on the right side of the screen of the desired instance.

Workflow Instance Listing Page - View Details

4. Now, the instance details page appears. Hover over on the Video icon to view the file name and file extension as a tooltip.

Workflow Instance detail Page - View Details (video)

Workflow Instance detail Page - View Details (audio)

Workflow Instance detail Page - View Details (pdf)

Workflow Instance detail Page - View Details(doc)

Workflow Instance detail Page - View Details(image)

5. Click the video icon, a new tab opens with the video.

6. View the file name at the top and the file name and extension at the bottom of the video.

7. Likewise, View the file name at the top and the file name and extension at the bottom of the Audio, PDF etc.

Workflow Instance detail Page – Video with File Name and Extension

Workflow Instance detail Page – Audio with File Name and Extension

Workflow Instance detail Page – PDF with File Name and Extension

Workflow Instance detail Page – Doc with File Name and Extension

Workflow Instance detail Page – Image with File Name and Extension