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Status Functionality already exists
Created by Guest
Created on May 1, 2024

Request to add option to allow editting business data in completed instance for admin user

Customer keeps saving completed instances for a long term from a company audit perspective. In business data of process instances, customer adds organization information for user management. After instances are completed, organization in customer’s company will be sometimes changed. If organization is changed, customer wants to change organization information in completed instances to correspond to current organization too for data consistency.

Business data in completed instance is not allowed to edit by current product implementation. But, I also think that BAW users may need to edit business data in completed instance for audit or security as same as customer. So, option to allow editting business data in completed instance for admin user would be important for BAW users from data management perspective.

Idea priority Medium
  • Guest
    May 9, 2024

    You advised to use Data Section. But, Data section is shown in read-only mode and no save button is displayed if the status of the instance is completed. If possible, would you please advice how to edit exposed variables of completed instance in the Data section? Thank you.

    Data Section
    Instance status
    For example, if the status of the instance is completed, the data cannot be edited. If the data cannot be edited, the Data section is shown in read-only mode.

  • Admin
    Dave Perman
    May 7, 2024

  • Admin
    Dave Perman
    May 7, 2024

    After you do that, the Data UI View becomes a normal dropzone and you can drop in the exposed variables you want to all the users to edit. The view header will then also display a small "Save" icon to save the changes for you.

  • Admin
    Dave Perman
    May 6, 2024

    After you make your own copy of the instance CSHS, there is an option on the configuration for the Data view that lets you make the view data editable:

    1 reply
  • Admin
    Dave Perman
    May 6, 2024

    Hello! Today, the approach for this if you want to stay with persisting process instances would be to create a custom, reusable version of the process instance CSHS that you could associate with any process you like. You could add your custom CSHS to your own toolkit and include that in any project.

    Another approach would be to look at the BAW case features where csae instances are designed to be persistened long term. You can always open a case and update the case properties and even bring a case back to life if you have designed it that way.