5 Creating and Editing Custom Pages in Process Workspace

5.1.1 How to Create a Custom Page

To create a custom page:

1. In the upper right corner of Process Workspace, click Add Page, as shown in Figure 5-1.

   Figure 5-1 Adding a Page

   
   Description of "Figure 5-1 Adding a Page"
   
   

   The new page appears.

2. In the upper right corner of the new page, click Add Panel. The Add Panel dialog box appears with the Applications item selected, as shown in Figure 5-2.

   Figure 5-2 Adding an Applications Panel

   
   Description of "Figure 5-2 Adding an Applications Panel"
   
   

   You can choose the type of application panel to add: application, dashboard, or process instance.

5.1.2 How to Add an Applications Panel to a Customized Page

To add an Applications panel to a customized page:

1. From the Add Panel dialog box, select Applications, then click Ok. The Applications panel appears on the page.

2. Specify the name of the Applications panel and any configurable properties.

3. Click Apply.

5.1.3 How to Add a Dashboards Panel to a Customized Page

From the Add Panel dialog box, you can also select Dashboards (Charts), as shown in Figure 5-3.

Figure 5-3 Adding a Dashboards (Charts) Panel

Description of "Figure 5-3 Adding a Dashboards (Charts) Panel"

This dialog box enables you to include either charts or a chart selector in your new page. Choosing either one provides you with the corresponding preview image.

To add a Dashboards panel to a customized page:

1. From the Add Panel dialog box, select Dashboards (Charts), then click Ok. The Dashboards panel appears on the page.

2. In the Panel label section, specify the name of the Dashboards panel.

3. In the Panel properties section, from the Data Source list, select a data source for this dashboard panel. The default options are:

   • Workload per Process

   • Performance per Process

   • Workload per Participant

   • Performance per Participant

   You can also specify a custom data source. To do this:

   1. In the Dashboards panel, in the Panel Properties section, to the right of the Data Source field, click the spy-glass icon. The Data Sources dialog box appears.

   2. In the navigator pane on the left, click New. A Data Source dialog box appears for you to create a new data source.

   3. Specify the fields as described in Section 6.2.1, "Specifying Graph Content."

   4. When you are finished specifying the data source, click Ok.

4. Specify the action to be triggered when clicking the graph or widget. Options are:

   • Update another widget: Updates any widget configured to listen to this widget

   • Update a view: Updates any view configured to listen to this widget

5. Specify any communication that is to take place with other panels. For information, see Section 5.2, "Establishing Communication Between Panels".

5.1.4 How to Add a Process Instance Panel to a Customized Page

From the Add Panel dialog box, you can select Process Instances, as shown in Figure 5-4.

Figure 5-4 Adding a Process Instances Panel

Description of "Figure 5-4 Adding a Process Instances Panel"

Selecting this option enables you to include one of the following types of process instance panels in your new page: list of instances, instance details, views (list filters), and chart instances. Choosing any one of these displays the corresponding preview image.

To add a Process Instance panel:

1. From the Add Panel dialog box, select Process Instances, select the type of Process Instances panel, then click Ok. The type of Process Instances panel you selected appears on the page.

2. In the Panel label section, specify the name of the Process Instance panel.

3. If the Panel properties section appears for the type of panel you selected, set the properties as required.

4. Specify any communication that is to take place with other panels. For information, see Section 5.2, "Establishing Communication Between Panels."

5.2.1 How to Establish Communication Between Panels

To establish communication between panels, you configure one panel, designed with listening capabilities, to monitor actions in one or more source panels. An action occurring in a source panel then triggers an action in the listening panel.

To establish communication between panels:

1. In the custom page, click Edit Mode. The entire page is available for editing.

2. Create a source panel and select the appropriate option from the Data Source list.

3. Create a listening panel. This time, do not select anything from the Data Source list.

4. Expand Communication with other panels, and, in the Selected event sources window, select the source panel created in step 2. Figure 5-5 shows an example of of the Process Workspace interface in which communication is being established between a source panel and a listening panel.

   Figure 5-5 Establishing Communication Between Panels

   
   Description of "Figure 5-5 Establishing Communication Between Panels"
   
   

5. In each panel, click Apply.

Once you have done this, any action in the source panel triggers a corresponding action in the listening panel. For example, in the case of communicating dashboard panels, clicking any graphical bars in the source panel triggers the use of that view in the listening panel.