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added docs for process instance migration w/ burnettk (#1960)
Co-authored-by: jasquat <jasquat@users.noreply.github.com>
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docs/Support/manage_processes.md
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docs/Support/manage_processes.md
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# Manage Processes
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| ⚙ How do I get there \| Menu Hierarchy |
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| --------------------------------------- |
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| Follow steps to find a process instance |
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## Suspend a Process Instance
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By suspending a process instance, you temporarily halt its execution, allowing you to access and modify the necessary data or configurations associated with that specific instance.
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This feature is not only useful for making updates, but also enables the possibility to redo a previous step with different metadata if needed.
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> **Step 1: Find the Active Process Instance**
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- In order to locate the active process instance, have a look at these pages to find an instance to suspend.
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```{admonition} Note
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⚠ Note that the suspension of a process instance is only applicable to active instances.
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If an instance is not active, it indicates that the process has already been completed, and therefore, it cannot be suspended.
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```
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> **Step 2: Locate Suspend Icon**
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- Next to the Process Instance Id, look for the icon that resembles the 'Suspend' icon and select it to initiate the suspension of the process instance.
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> **Step 3: Select Suspend Button**
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Click on the 'Suspend' icon.
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This action will pause the process instance, granting you the ability to make edits and modifications.
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When ready, the process instance can be resumed.
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The process instance remains highlighted in yellow.
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| ✅ Success |
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| :---------------------------------------------------------------: |
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| Confirm that the status has changed from ‘waiting’ to ‘suspended’ |
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|  |
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## Resume a Process Instance
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Resuming a process is essential for ensuring that the process can continue its execution, recover from interruptions, and proceed with the necessary updates or corrections.
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> **Step 1: Locate Resume Icon**
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- Next to the Process Instance Id, look for the icon that resembles the 'Resume' icon and select it to resume the suspended process instance.
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> **Step 2: Select Resume Button**
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- Click on the 'Resume' button.
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This action will cause the process instance to go back to its active state, allowing the process instance to continue.
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Depending on where the process instance is in its journey, the status might be waiting or some other active status.
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The process instance remains highlighted in yellow.
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| ✅ Success |
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| :-----------------------------------------------------------------------: |
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| Confirm that the status has changed from ‘suspended’ to an active status. |
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|  |
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## Terminate a Process Instance
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Terminating refers to ending the execution of a specific occurrence of a process before it reaches its natural completion or final outcome.
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There are various reasons for terminating a process instance such as the instance is no longer required or it's in an error state.
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> **Step 1: Locate Terminate Icon**
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- Next to the Process Instance Id, look for the icon that resembles the 'Terminate' icon and select it to terminate the process instance.
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> **Step 2: Select Terminate Button**
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- Click on the 'Terminate' button.
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Note that the process instance will be terminated permanently, and this action cannot be undone.
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> **Step 3: Confirm Termination**
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- Before proceeding with the termination, it is essential to be absolutely certain about your decision.
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- The process status will now be 'Terminated' and the last active task will be highlighted in purple.
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| ✅ Success |
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| :------------------------------------------------------------------: |
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| Confirm that the status has changed from ‘suspended’ to 'terminated' |
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|  |
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## Reset a Process Instance
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> **Step 1: Find the active Process Instance**
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> **Step 2: Navigate to the active User Task**
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👤 Note that you need Admin rights to complete the following steps.
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> **Step 3: Suspend the Process**
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Ensure the status has changed from _user_input_required_ to _suspended_
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> **Step 4: Go to the relevant past activity**
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Only a previously completed section highlighted in grey can be chosen.
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> **Step 5: Select 'View process instance at the time when this task was active.
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> '**
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> **Step 6: Observe the task once highlighted in grey should now be yellow.
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> **
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A previously completed section is now active and shown in yellow.
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> **Step 7: Select 'Reset Process Here' icon in the popup window.
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> **
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> **Step 8: "Resume" process instance.
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> **
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The process instance should be resumed by selecting the ‘Resume’ icon next to the Process Instance Id.
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> **Step 9: Refresh page**
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Wait for Resume action to complete, this may take some time.
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Refresh the page to ensure it has transitioned to the next activity, replacing the current one.
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| ✅ Success |
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| :----------------------------------------------------------------------------: |
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| From this point onward, the remaining part of the process can smoothly proceed |
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## Migrate Process Instance
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The process instance migration feature allows users to migrate a process instance to a different version of the associated process model.
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### How to use
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Let's say you have a process model like this and you start a process instance:
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```mermaid
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graph LR
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A(( )) --> B[Manual Task A]
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B --> C(( ))
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```
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Let's assume A is a manual task, so flow stops there.
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Then you want to update the process model, like this:
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```mermaid
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graph LR
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A(( )) --> B[Manual Task A]
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B --> D[Manual Task B]
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D --> C(( ))
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```
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If you want your existing process instance to execute Manual Task B, it calls for a migration.
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First, suspend your process instance.
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Next, click on the migration icon.
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You will be presented with information about whether your process instance is allowed to migrate to the newest process model version.
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```{admonition} Note
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You can migrate a process instance as long as the tasks that are added/updated/deleted have not yet been executed by your process instance.
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```
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If the process instance is allowed to migrate, you can click the button to migrate your process instance.
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In the case of the example, once you resume the instance and complete Manual Task A, you will be presented with Manual Task B.
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### APIS
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- `GET /process-instances/{modified_process_model_identifier}/{process_instance_id}/check-can-migrate`
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- Checks if the process instance can be migrated to the newest version of the process model or the target_bpmn_process_hash if given.
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- Query params:
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- **target_bpmn_process_hash** OPTIONAL
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- the hash value of the bpmn process serialized form
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- this can be found from the migration events listed in the migration event list api
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- `POST /process-instance-migrate/{modified_process_model_identifier}/{process_instance_id}`
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- Performs the migration of the process instance to newest version of the process model or the target_bpmn_process_hash if given.
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- The process instance must be suspended to do this.
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- Query params:
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- **target_bpmn_process_hash** OPTIONAL
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- the hash value of the bpmn process serialized form
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- this can be found from the migration events listed in the migration event list api
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- `GET /process-instance-events/{modified_process_model_identifier}/{process_instance_id}/migration`
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- Get a list of migrations that have already been performed on the process instance.
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General path params:
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- **modified_process_model_identifier**: the process model identifier separated by colons - `:` - instead of slashes
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- **process_instance_id**: the id of the process instance to run on.
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@ -1,141 +0,0 @@
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# Suspend, Resume, and Terminate a Process
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| ⚙ How do I get there \| Menu Hierarchy |
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| -------------------------------------- |
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| Follow steps to find a process instance |
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## Suspend a Process
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By suspending a process instance, you temporarily halt its execution, allowing you to access and modify the necessary data or configurations associated with that specific instance.
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This feature is not only useful for making updates, but also enables the possibility to redo a previous step with different metadata if needed.
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> **Step 1: Find the Active Process Instance**
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- In order to locate the active process instance, have a look at these pages to find an instance to suspend.
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```{admonition} Note
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⚠ Note that the suspension of a process instance is only applicable to active instances.
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If an instance is not active, it indicates that the process has already been completed, and therefore, it cannot be suspended.
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```
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> **Step 2: Locate Suspend Icon**
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- Next to the Process Instance Id, look for the icon that resembles the 'Suspend' icon and select it to initiate the suspension of the process instance.
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> **Step 3: Select Suspend Button**
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|
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Click on the 'Suspend' icon.
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This action will pause the process instance, granting you the ability to make edits and modifications.
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When ready, the process instance can be resumed.
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The process instance remains highlighted in yellow.
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| ✅ Success |
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| :----: |
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| Confirm that the status has changed from ‘waiting’ to ‘suspended’|
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||
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## Resume a Process
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Resuming a process is essential for ensuring that the process can continue its execution, recover from interruptions, and proceed with the necessary updates or corrections.
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> **Step 1: Locate Resume Icon**
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|
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- Next to the Process Instance Id, look for the icon that resembles the 'Resume' icon and select it to resume the suspended process instance.
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> **Step 2: Select Resume Button**
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- Click on the 'Resume' button.
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This action will cause the process instance to go back to its active state, allowing the process instance to continue.
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Depending on where the process instance is in its journey, the status might be waiting or some other active status.
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The process instance remains highlighted in yellow.
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|
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| ✅ Success |
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| :----: |
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| Confirm that the status has changed from ‘suspended’ to an active status.|
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## Terminate a Process Instance
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Terminating refers to ending the execution of a specific occurrence of a process before it reaches its natural completion or final outcome.
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There are various reasons for terminating a process instance such as the instance is no longer required or it's in an error state.
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> **Step 1: Locate Terminate Icon**
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- Next to the Process Instance Id, look for the icon that resembles the 'Terminate' icon and select it to terminate the process instance.
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> **Step 2: Select Terminate Button**
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- Click on the 'Terminate' button.
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Note that the process instance will be terminated permanently, and this action cannot be undone.
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> **Step 3: Confirm Termination**
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- Before proceeding with the termination, it is essential to be absolutely certain about your decision.
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- The process status will now be 'Terminated' and the last active task will be highlighted in purple.
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| ✅ Success |
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| :----: |
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| Confirm that the status has changed from ‘suspended’ to 'terminated' |
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 |
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## Reset a Process
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> **Step 1: Find the active Process Instance**
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> **Step 2: Navigate to the active User Task**
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👤 Note that you need Admin rights to complete the following steps.
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> **Step 3: Suspend the Process**
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Ensure the status has changed from *user_input_required* to *suspended*
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> **Step 4: Go to the relevant past activity**
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Only a previously completed section highlighted in grey can be chosen.
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> **Step 5: Select 'View process instance at the time when this task was active.
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'**
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> **Step 6: Observe the task once highlighted in grey should now be yellow.
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**
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A previously completed section is now active and shown in yellow.
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> **Step 7: Select 'Reset Process Here' icon in the popup window.
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**
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> **Step 8: "Resume" process instance.
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**
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The process instance should be resumed by selecting the ‘Resume’ icon next to the Process Instance Id.
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> **Step 9: Refresh page**
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Wait for Resume action to complete, this may take some time.
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Refresh the page to ensure it has transitioned to the next activity, replacing the current one.
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<aside> ✅ From this point onward, the remaining part of the process can smoothly proceed.
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</aside>
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@ -6,19 +6,6 @@
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Getting_Started/quick_start.md
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```
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```{toctree}
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:maxdepth: 1
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:caption: Technical Docs
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dev/index.md
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dev/setup.md
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dev/backend.md
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dev/frontend.md
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dev/connector_proxy.md
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dev/how_to_build_a_connector.md
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dev/extensions.md
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dev/process.md
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```
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```{toctree}
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:maxdepth: 1
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:caption: Building Diagrams
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@ -51,6 +38,28 @@ Debugging_Diagrams/process_error_handling.md
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Debugging_Diagrams/Private_data.md
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```
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```{toctree}
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:maxdepth: 1
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:caption: Support & Administration
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Support/manage_processes.md
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Support/Welcome_Messages.md
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Support/Running_Server_Locally.md
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Support/FAQ.md
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```
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```{toctree}
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:maxdepth: 1
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:caption: Technical Docs
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dev/index.md
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dev/setup.md
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dev/backend.md
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dev/frontend.md
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dev/connector_proxy.md
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dev/how_to_build_a_connector.md
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dev/extensions.md
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dev/process.md
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```
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```{toctree}
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:maxdepth: 1
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:caption: DevOps - Installation & Integration
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@ -65,15 +74,6 @@ DevOps_installation_integration/path_based_routing.md
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DevOps_installation_integration/process_model_management.md
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```
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```{toctree}
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:maxdepth: 1
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:caption: Support & Administration
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Support/suspend_resume_terminate.md
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Support/Welcome_Messages.md
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Support/Running_Server_Locally.md
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Support/FAQ.md
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```
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```{toctree}
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:maxdepth: 1
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:caption: Appendices
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