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MarkView Process Monitor - Customizing a Process Monitor Configuration to filter queues

Summary

13409

Applies To

  • ERP System: All
  • MarkView Version: 7.0 and later

Behavior

  • Default Process Monitor Configurations do not filter queues.
  • Administrators may wish to implement some customizations to filter Process Monitor Configurations according to their business needs. The most common business need is to filter queues by Organization.

Known Causes

  • Customers adding new Organizations (Business Units) to MarkView may need to create fresh Process Monitor Configuration to filter queues for the new organization.

Resolution

  • Customers may need to customize a Process Monitor Configuration according to their needs.
  • This article outlines how to customize a Process Monitor Configuration to filter queues by one Organization.
  • Part 1 – Testing
    1. Create or Assign a MarkView Role which will grant access to the filter queues
      • On MarkView Home -> Administration -> Process Admin -> Roles. Then click on Add and give it a name.
    2. Add Role Queue Privileges to the MarkView Role
      • Continuing in the same page…click on the Role Queue Privileges tab and then Click on Add. Then enter value in all the fields.
    3. Refresh the filters (or otherwise the queues will show 0 items on it)
      • SQL> EXEC SF_DESIGNER.RebuildFilterDispatch;
      • SQL> EXEC SF_FILTER_UTIL.UpdateAllFilterResults;
      • SQL> COMMIT;

Note: Refreshing the filters may take a long time. It is possible to refresh the filters for only a handful of items hence saving time when testing the filtering. In the above example we are looking at items in the ‘Approval and Coding’ hence it will make sense open Process Monitor Configuration with the ‘Approval and Coding’ queue. Then click on the Bar to see the items in that queue and use the property icon (left side of the screen to gather the workitem instance id) then just refresh a handful of items using script like the one below. On this sample we are refreshing Workitems Instance IDs 5 and 21.

begin

sf_designer.RebuildFilterDispatch; sf_filter_util.updatefilterresult(workiteminstanceid => 5);

sf_filter_util.updatefilterresult(workiteminstanceid => 21); commit;

end;

  • The sample below will filter the ‘Approval and Coding’ on the ‘Vision Operations’ Organization. A second entry will be need with the same value except for the Privilege Code which will be Retrieve.
    Screen Shot 2018-08-03 at 1.12.46 PM.png
  • Then repeat the same step for other queues. The screen below shows the Role Queue Privileges after adding two queues
    Screen Shot 2018-08-03 at 1.13.21 PM.png
    1. Create or Alter a Process Monitor Configuration in include the filtered queues
      • Open Process Monitor on MarkView Home -> Utilities -> Process Monitor
      • Then click on ‘New Queue Level Display’ and then on ‘Select Queues’. Then select the queue or queues you wish to monitor and the filtering you wish to have.
        Screen Shot 2018-08-03 at 1.14.44 PM.png

Note: If you added Role Queue Privileges to several queues in step B then you should be able to add those queues with the filtering now. Alternatively you can edit the Process Monitor Configuration at a later stage and add further queues.

  • Notice the label needs to be edited to reflect it is filtering by Vision Operations.
    Screen Shot 2018-08-03 at 1.15.27 PM.png
  • Click on ‘Edit Queue Level Layout’ and change the label to a more suitable name. i.e. Approval and Coding – VISOP. Then click on ‘Save Configuration’ and give it a name and Save it.
Note: To add a fresh queue click on ‘Add Bar’ and rename it as it was done before.
  • Part 2 – Other considerations
    1. Update your AUSS profiles if you wish AUSS to grant the Role created in Point A.
      • If you use AUSS and you have created a new Role then you need AUSS to grant the role to the users. If you used an existing Role then no changes will probably be needed.
    2. Repeat step B to every other queue you wish to be filtered by that organization
      • We suggest you first test your changes with a couple of queues; then add the rest of the queue once the filtering is workin
    3. Repeat step C to ensure the filters are updated again.
      • Once you finished and tested your configuration then refresh all the filters to ensure users have access to the data. Refer to Point C.

Keywords: process monitor, filters , queues , filtering , by organization