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Useful information on protocolling processes

If you want to be able to trace the runs of individual process instances, you can activate protocolling for the associated process version.

There are two options for displaying the protocol: In process monitoring, you can use the context action Process protocol to display the protocol. For tasks that are part of a protocolled process, you can display the protocolling in the perspective Process in the task overview.

Different views

There are two different views for the process protocols:

  • The professional view focuses on user activities. In the professional view, the protocol contains information about the process start and the process end, user activities, persons involved, and data entered.

  • All the activities of the process instance that have been run through are processed in the technical view. That includes all the items that exist in the BPMN definition, service calls, error situations that have occurred, and many other technical details. Technical views of protocols are available only in process monitoring.

Protocol storage

Protocols are available during the entire runtime of a process instance. The protocols can be stored for up to one year after the process instance is completed, depending on the configuration. The protocol data is deleted after the storage period has expired.

Exporting protocols to a d.3 repository

If you would like to store protocol data beyond the storage period, you can save the protocols in your d.3 repository. To save protocols in the repository, the first thing you need to do is configure the protocol export. After a process instance has been completed, the protocol is then automatically saved in your d.3 repository.

You can still display the protocols in process monitoring and in the task view after the export.

Special process variables

For user tasks, you can add additional information to the protocol in the form of a decision and a comment. To do this, you can use an editing dialog to transfer the process variables dv_decision and dv_comment.

The content is highlighted in a special manner in the protocol.