Workflow Monitor [VF 21.3 UG]

With 21.1, VidiFlow contains a new version of Workflow Monitor, replacing the previous implementation. The main features that are enabled by the new version are the ability to show main- and the corresponding subworkflows in one list, as well as a more powerful filtering feature on all columns.

This page is divided into the following contents:

Overview

The main layout of the Workflow Monitor consists of the following parts:

Open

Workflow View

The main view of the Workflow Monitor shows the list of workflows, matching the filter criteria set by the user. By default, the most recent workflows across the whole system are displayed. This allows one to use the Workflow Monitor to view workflows which are currently in process, failed, or completed.

Open

This view is always available in the first tab of the layout.

The following columns are available in the workflow list:

Currently running workflows, listed in the search result, also displays a status bar labeled with the task being completed. Hovering over the status bar will display its completion rate as a percentage.

Sorting

To change the sorting of the result list, users can click on a column header to change the sorting to the selected column and click again to switch between descending and ascending. This sorting is applied to the workflows that are currently included in the search results. Be aware that a limited set of results is returned, according to the filter criteria defined.

By default, the Workflow View shows the 1,000 most recent results.

Adapting the UI

There are a few options to customize the Workflow Monitor to fit your needs. Changing these parameters will be remembered in your browser, so the user can customize this on every machine that they use.

Columns

The size of the columns can be changed by moving the column separator between the column headers with the mouse.

Changing the column order can be done by dragging a column header to another position.

Configure shown columns

Columns can be shown or hidden via the options button on the top right corner of Workflow Monitor. This configuration is stored across sessions.

Pagination

Below the result list, pagination options are shown. The numbers on the left allow selecting another page, and the arrows allow for skipping forward and backward between pages, as well as jumping to the first or last page.

It is possible to change the maximum number of main workflows displayed on each page using the drop down. This does not take Workflow Monitor [VF 21.3 UG] | Subworkflows into account, so expanding a main workflow does not affect pagination, and will mean more results in total are displayed per page than selected.

On the right hand side the user can see the number of results currently displayed, and the total count of results matching the filter criteria (limited to 1,000). If more results are available than can be returned, an icon is displayed that will allow hovering to see the total number of workflows matching the filter criteria.

The selected settings will be stored across sessions.

Subworkflows

In the VidiFlow workflow engine, workflows can call subworkflows as part of their execution. All workflows that contain subworkflows display an “expand” icon next to the workflow name (see following screenshot, marked red):

If you click on the icon, the next level of subworkflows is loaded and populated to the result list. The subworkflows have the same columns compared to the main workflows, and are indented below the main workflow:

By clicking on the icon again, the subworkflows will be hidden again.

Toolbar

On top of the main view, the toolbar gives users the following options:

• Update Results: Refreshes the result list based on the selected filters and search term.
  The button shows a green dot if new results are available.

• Include subworkflows: This toggle button allows one to select if the filters should apply only on main workflows (default behavior, not selected) or also on subworkflows (button selected).

• Clear all filters: All filter settings including the search term will be reset and results will be loaded (without filters set).

• Cancel: The selected workflows will be canceled. Can only be selected on running workflows.

• Re Run: Run the selected workflow(s) again. This is done by creating a copy of the original workflow(s) and initiating it. Can only be selected on failed or stopped workflows.

• Change priority: Change the priority of the selected workflow(s).

• Expand: All selected workflows are expanded to show all subordinate subworkflows.

• Collapse: All selected workflows are collapsed to show only the main workflow.

• Search term: Please refer to Workflow Monitor [VF 21.3 UG] | Search term

All toolbar buttons show a descriptive text in the tool-tip for mouse over.

Filtering search results

It is possible to adjust the search results by setting detailed filters or entering a search term.

Filters

Filters can be set in the header of the table by selecting the filter symbol. Most columns provide different filtering options based on the data type of the column. If you enable multiple filters, all are combined with a logical AND operator. This means that all criteria must be valid in an item for a match to be triggered and appear as a result.

The following filter options are available:

Each filter has a button to clear the current filter. Additionally, you can select the toolbar button “Clear filters” to completely reset your filter selection.

If a filter is set, the corresponding button is marked blue (like for Workflow Name and State in the following screenshot:

The maximum number of results is limited to 1,000 workflows. The user can use the filtering options to reduce the results, or to return a different set of results according to the filter criteria.

As of 21.3, this has been increased:

Version 21.3 brings up to 10.000 results in the result list. The performance was increased accordingly to allow for more results.

Filter to exclude workflow names

In order to filter for specific workflow names, you can exclude workflow names from the list by selecting the checkbox “Exclude selected workflows” on the filter dialog:

Search term

In addition to using filters, it is also possible to enter a search term on the right hand side of the toolbar. This gives the user a powerful option as it searches through values of the workflow contracts which are not shown in dedicated columns, e.g. the input and output parameters of workflows.

The search term will be used as exact match, but case-insensitive. To search for sub strings one can use the following placeholders (can be combined):

If you enter a search term and additionally use one or more filters, all are combined with a logical AND.

Workflow Prioritization

Prioritization offers one the possibility to set a workflow instance priority when starting a workflow or to change it on running workflows. This will not affect the priority of the workflows itself in Camunda, but it will use the current priority of a workflow to automatically adopt the priority for all tasks in the Rabbit MQ message bus.

Priorities can be set between 1 (lowest) and 10 (highest). Default priority is 5.

Changing Priority in the Workflow Monitor

The toolbar option “Change priority” was adapted to fully support the feature. It allows to change the priority of one or more selected workflow instances in state “not started” or “running”.

Changing priority in Workflow Monitor

The priority of the workflow instance and each task is available now in the details view.

Priority in Workflow Monitor details view

Workflow Instance View

Clicking on the hyperlink on a search result's workflow name will open a new tab in the Workflows Monitor. Each tab is dedicated to displaying both the workflow's model as well as specific information particular to the workflow's instance.

The Instance View is divided into two sections. One is the Workflow Diagram and the other a Workflow Details Table.

It is important for VidiFlow users to note that unlike a workflow modeler, the Instance View offers only a visualization of the workflow instance and therefore delivers detailed information for each individual step useful for process tracing and error analysis. Users are not able to actively modify the model or any of its parameters through the Workflow Monitor itself. Should a user with the correct set of rights assigned wish to modify the workflow model that the workflow instance is based on, they would have to do so via ConfigPortal and the Workflow Designer.

From Version 21.3 on the workflow documentation entered in the Workflow Designer is displayed in the workflow properties.

Workflow Diagram

The Workflow Diagram located within the Instance View is based on principles shared with the Workflow Designer. VidiFlow users are able to select individual elements in the workflow, all of which follow the Business Process Model Notation (BPMN) standard. Because VidiFlow workflows are supported by the Camunda engine, all workflow models are BPMN compliant.

Just as in a modeler, VidiFlow users are able to zoom in and out of the map with the scroll wheel of their mouse by holding the Ctrl key on their keyboard. Using the mouse wheel allows one to shift the map center to a preferred element (hold the Shift key to move horizontally). This function is particularly helpful when attempting to view specific portions of the Workflow Diagram in detail.

For more information on BPMN and the Camunda workflow engine, please see https://vidispine.atlassian.net/wiki/spaces/IES/pages/1505244463

Workflow Diagram: Indicators

As shown in the example below, the Workflow Diagram can be zoomed to any stage of the workflow. The Diagram also displays elements that have been completed. Color codes indicate the state in which the elements, events or activities have been completed successfully or triggered an incident.

The Monitor is not limited to showing diachronic state of the workflow. If a workflow is running while the Monitor is being used to show the model, it will display the state of the workflow in real time.

Elements which have been marked in yellow indicate elements or steps in the workflow which are currently being processed. Running workflows will express the running state as well as show an incomplete progress bar.

Workflows Details Table

The Workflows Details Table is located at the right-hand side of the Instance View.

The upper section Workflows Details Table is dedicated to displaying information related to a particular element in the workflow model. Below that general information for the whole workflow is displayed. Please note that the information displayed will vary based on the element selected on the Workflow Diagram.

One can also get additional information for a task:

• Some basic info for elements/nodes that are not run (e.g. id)

• The boundary event names for boundary event

Functional Roles

The Workflow Monitor supports functional roles to apply the functional rights to different user roles. The following table shows the existing roles and the corresponding functional rights: