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Monitor & Run

The Monitor & Run page is your central hub for monitoring and managing all running process instances in SoftyFlow. This comprehensive interface allows you to track process execution, manage tasks, handle errors, and control instance lifecycle.

Before using monitoring features, ensure you've deployed your applications and understand your process design and web interfaces.

Overview

The Run page provides real-time monitoring capabilities with:

  • Process Statistics Dashboard: Overview of running, completed, and error instances
  • Instance Management: Search, filter, and manage process instances
  • Task Monitoring: Track and assign tasks to users and groups
  • Error Handling: View and manage process errors with system logs
  • Process Control: Start, pause, resume, and terminate processes
Main Monitor & Run interface

Finding Launched Processes

Process Statistics Dashboard

The top section displays key metrics:

  • Process Count: Total number of processes and instances
  • Running Instances: Currently executing processes with progress indicators
  • Completed Instances: Successfully finished processes
  • Error Count: Processes that encountered errors
Process statistics dashboard showing counts and status

Search and Filter Options

Basic Filters

  1. Process Search: Use the dropdown to search for specific processes by name
  2. Type Filter: Choose between "Instance" or "Task" view
  3. Environment Mode: Switch between TEST, UAT, and PROD environments
Basic process search and filter options

Advanced Filtering

Click "More Filters" to access advanced options:

  • Column-based Filters: Filter by any available column
  • Date Ranges: Filter by creation date, completion date, etc.
  • Status Filters: Filter by Running, End, Error, or Pause status
  • User Filters: Filter by assigned users or creators
  • Custom Operators: Use equals, contains, starts with, ends with, etc.
Advanced process filtering options

Instance Table

The main table displays:

  • Index: Sequential numbering
  • Process Name: Name of the process (if not filtered by specific process)
  • Status: Current instance status with color coding
  • Assigned Users: Users assigned to tasks
  • Custom Columns: Configurable columns based on your needs
Table of running and completed process instances

Viewing Errors

Error Statistics

The dashboard shows error counts with visual indicators. Click on the error section to see detailed error information.

Instance-Level Errors

  1. Error Badge: Each instance with errors shows an error badge
  2. Error Details: Click on an instance to view detailed error information
  3. Error Drawer: Access the error drawer from the instance detail view

Error Notifications Setup

Configure error notifications in the right panel:

  1. Click the Notification icon in the right toolbar
  2. Add Users: Select users to receive error notifications
  3. Set Frequency: Choose Daily, Weekly, or Monthly notifications
  4. Save Configuration: Apply the notification settings

Viewing Tasks and Assignments

Task View Mode

  1. Switch to "Task" type in the filter dropdown
  2. View all tasks across instances with their assignments
Table of running and completed process instances

Task Information

For each task, you can see:

  • Task Name: Descriptive name of the task
  • Creation Date: When the task was created
  • Status: Running, End, or Error
  • Assigned Users: Individual users assigned to the task
  • Assigned Groups: User groups assigned to the task
Table of running and completed process instances

Task Management

From the instance detail view:

  1. Edit Tasks: Modify user and group assignments
  2. View Tasks: Open task interface for execution
  3. Delete Tasks: Remove tasks if necessary
Table of running and completed process instances

Task Assignment Process

  1. Select Task: Click the edit button on a task
  2. Modify Users: Add or remove individual users
  3. Modify Groups: Add or remove user groups
  4. Save Changes: Apply the new assignments
Table of running and completed process instances

Restarting a Process

Paused Instance Revival

For paused instances:

  1. Open Instance: Click on the paused instance
  2. Schema View: Navigate to the schema tab
  3. Revive Button: Click the play button (▶️) in the toolbar
  4. Select Activity: Choose the activity to resume from
  5. Confirm Revival: Click "Revive" to restart the process

Version Switching

Before restarting, you can switch versions:

  1. Version Button: Click the version button in the toolbar
  2. Switch Version: Click the dropdown arrow next to the revive button
  3. Select Version: Choose from available versions
  4. Apply Changes: Confirm the version switch

Activity Management

In the schema view:

  1. Add Activities: Click on process elements to add missing activities
  2. Edit Activities: Modify activity status and timing
  3. Save Changes: Apply activity modifications before revival

Closing a Process

End Instance

To properly close a running instance:

  1. Open Instance: Navigate to the instance detail view
Open Instance
  1. End Button: Click the success button (✓) in the toolbar
End Button
  1. Confirm Action: Confirm that you want to end the instance
Confirm Action
  1. Automatic Cleanup: The system will:
    • End all running tasks
    • Update instance status to "End"
    • Complete all pending activities
Automatic Cleanup

Force Termination

For problematic instances:

  1. Delete Option: Use the delete button in the instance table
  2. Confirm Deletion: Confirm the permanent removal
  3. Data Loss Warning: Be aware that this may cause data loss
Force Termination

Bulk Operations

For multiple instances:

  1. Filter Selection: Use filters to identify target instances
  2. Individual Actions: Process each instance individually
  3. Monitor Progress: Track the completion of bulk operations
Bulk Operations

Instance Detail Views

Schema View

  • Visual Process Flow: See the BPMN diagram with activity status
  • Activity Highlighting: Running activities are highlighted in orange, completed in green, errors in red
  • Click Interactions: Click on activities to see detailed information
Bulk Operations

Variables View

  • Instance Variables: View and edit process variables
  • Variable Types: Handle strings, numbers, dates, arrays, and objects
  • Add Variables: Create new variables during execution
Schema View

Measures View

  • Performance Metrics: View calculated measures
  • Add Measures: Create new performance indicators
  • Edit Values: Modify measure values as needed
Measures View

Tasks View

  • Task List: All tasks associated with the instance
  • Task Details: Creation date, status, and assignments
  • Task Actions: Edit, view, or delete individual tasks
Tasks View

Logs View

  • Activity Logs: Complete audit trail of instance activities
  • User Actions: Track who performed what actions
  • Search Logs: Filter logs by user, date, action type, or details
  • Export Options: Access detailed log information
Logs View

Sub-processes View

  • Child Instances: View related sub-process instances
  • Navigation: Jump to sub-process details
  • Status Tracking: Monitor sub-process completion
Sub-processes View

Best Practices

Monitoring

  • Regular Checks: Monitor the dashboard regularly for errors
  • Set Up Notifications: Configure error notifications for proactive management
  • Use Filters: Leverage filtering to focus on specific processes or issues

Task Management

  • Clear Assignments: Ensure tasks are properly assigned to users or groups
  • Monitor Workload: Track task distribution across team members
  • Update Assignments: Modify assignments as team availability changes

Error Handling

  • Quick Response: Address errors promptly to prevent process delays
  • Root Cause Analysis: Use logs to understand error causes
  • Process Improvement: Update processes based on error patterns

Performance

  • Environment Separation: Use appropriate environments (TEST/UAT/PROD)
  • Resource Monitoring: Track instance counts and performance
  • Cleanup: Regularly end completed instances to maintain performance

The Monitor & Run page is essential for maintaining operational excellence in your SoftyFlow environment, providing the tools needed to ensure smooth process execution and quick issue resolution.


Next Steps

Now that you understand monitoring and runtime management, explore advanced topics:

  • Reporting - Create reports and dashboards from your process data
  • Integration - Monitor external integrations and API performance
  • Database Integration - Monitor database performance and connections
  • Test & Deploy - Optimize your deployment pipeline based on production insights

For administration and security, review:

For performance optimization, explore our video tutorials and learn about process measures for tracking KPIs.