14 Using and Customizing a Process Instance Space in Process Spaces

This chapter describes how to create, manage, and customize a process instance space. A process instance space is created for collaborating on long-running instances and displays specific instances that require a high level of collaboration over time.

Because Process Spaces is tightly integrated with both Process Workspace and WebCenter Portal, using and customizing a work space sometimes involves performing tasks that are unique to Process Spaces. At other times, the tasks are performed by using either Process Workspace or WebCenter Portal.

This chapter contains these topics:

Section 14.1, "The Process Instance Space in Process Spaces"
Section 14.2, "Adding Comments and Attachments to a Process Instance in Process Spaces"
Section 14.3, "Tracking a Process Instance in Process Spaces"
Section 14.4, "Creating a Calendar for a Process Instance in Process Spaces"
Section 14.5, "Adding a Document to a Process Instance Space in Process Spaces"
Section 14.6, "Participating in a Discussion in a Process Instance Space in Process Spaces"
Section 14.7, "Customizing a Process Instance Space in Process Spaces"

14.1 The Process Instance Space in Process Spaces

Figure 14-1 shows an example of a process instance space.

Figure 14-1 Process Spaces Process Instance Page

Table 14-1 describes the elements in the process instance page shown in Figure 14-1.

Table 14-1 Panels in the Process Instance Space

Panel	Description
Stakeholders	Lists any user who has acted on the process, including the initiator
Recent Documents	Lists the most recently created or modified files in the entire root folder of the active content repository connection to the page
Recent Topics	Lists recent discussion topics, popular topics, watched topics, and watched forums
Audit Trail	Shows the details for this instance including any open instances. Enables you to add comments and attachments.
Process Calendar	Shows different dates associated with a process—for example: activity start date, activity end date, and human task dates such as assigned date, expiration date, and due date.

14.2 Adding Comments and Attachments to a Process Instance in Process Spaces

In Process Spaces, you add comments and attachments to a process instance by using the Process Workspace portlet on the Process Spaces home page.

For instructions on adding comments and attachments to a process instance, see Section 4.3.2, "Associating Comments and Attachments with a Process Instance in Process Workspace".

14.3 Tracking a Process Instance in Process Spaces

In Process Spaces, you a track a process instance by using the Process Workspace portlet on the Process Spaces Home page.

For instructions about tracking a process instance, see Section 4.3, "Viewing the Details of a Process Instance in Process Workspace".

14.4 Creating a Calendar for a Process Instance in Process Spaces

If you are an administrator or a user with permissions to edit the group space, you can add a calendar taskflow. This taskflow shows different activities—for example, assigned date, expiration date, due date for a task, activity start date, and activity end date for the process instance.

Note:

Do not confuse this calendar with the one in Process Workspace. At the moment, you cannot create a calendar for an organization unit in Process Spaces.

14.5 Adding a Document to a Process Instance Space in Process Spaces

For instructions about adding documents to a process instance space, see Oracle Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces.

14.6 Participating in a Discussion in a Process Instance Space in Process Spaces

For instructions about participating in discussion, see Oracle Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces.

Note:

If you have imported a group space and want to create or select a forum, you must do so manually from the services page of the imported group space.

For information about choosing or creating a forum in a group space imported into Oracle WebCenter Portal, see Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Portal.

14.7 Customizing a Process Instance Space in Process Spaces

Like other templates, the process instance template can be customized. Unlike other templates, the process instance template cannot be used to create other group spaces manually. It is used by the system to create a group space that is connected to a specific process instance.

The created group space can be customized just like any other Oracle WebCenter Portal group space. However, because there is instance-specific data—namely, a process instance identifier link—you should not modify the group space attribute that is added as part of its creation.