The details panel of a selected work item contains all the information about the item, a navigation bar to see more details, a button for additional actions, and a main area to interact with the selected work item.
The Work Details panel differs from a case to a process slightly:
The header contains the name of the work item, when it was started and by whom, and a button to perform additional actions.
If the work item is a case, it might show the action buttons that have been modeled for it as well as its stages, that are shown in the form of a multistep diagram, showing completed and pending stages.
If the work item is a descendant of another work item (for example, a process that is created inside a case) a navigation link to the parent work item will be shown and clicking on it will load the details of that work item, similar to the one that appears when selecting a task inside a case.
If the Open Tasks tab the list of visible open tasks from the work item is displayed in list form. You can then click on a task and the task details view will be shown. Refer to Task Details for more information about this view.
A work item can have a work form, that is designed in the Flowable Modeler. When selecting this option, the work form is displayed.
In this tab you can view the hierarchy of work items and tasks that are descendants of the selected work item. For example, you can view the tasks that are part of your process. This list is scrollable.
In the documents tab you can attach files to the work item, view already attached files and delete attached files.
To attach a new file, you can drag and drop new files into the dotted box or click in the link and a window for choosing the file from your system will open. Once a file has been attached, a thumbnail will be generated.
To delete a document, simply press the X button next to the document name link.
You can add metadata to document by clicking on the content type link. This will open a panel below where you can enter the content type (for example Contract) and based on the selected content additional fields will appear. In order to save your metadata, you have to press the Save button on the header area.
The history tab contains several subtabs:
The diagram tab shows the CMMN or BPMN diagram of the respective work item, showing in different colors the steps that are completed, active and pending.
You can zoom in or out by using your mouse scroll wheel or the buttons.
You can move around the diagram by left-clicking and dragging in the diagram area.
You can view the diagram on full screen by clicking the upper-right corner frame icon. To exit from the full screen view, click the X button on the upper-right corner.
The start form tabs shows the data that was filled in the start form when the work item was created.
In the completed tasks tab, you can view all the previously completed tasks of the work item and review their forms.
If your work item has executed at least one decision table (also referred to as a DMN table), this tab shows a detailed analysis of the decisions that were taken based on them.
When you click on the rules column value for a particular decision table execution, the DMN table is shown, highlighting the matching rules and the outcome.
You can also click on the input to review the values that were in the process and so potentially taken into account by the decision table to match its rules by clicking on the value in the input column.
Finally, if you click on the output value, the outputs of the decision table will be shown.
The audit tab shows a scrollable list of all the different events that have happened to the work item, ordered by creation date ascending.