Activity Guide Version 2.0.0.0 Print this Page
Guided Processes Pattern Group
 
Description
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Activity Guides display lengthy processes that may involve one or more roles. These processes are grouped into set of milestones and tasks. The activity guide displays the sequence of milestones (sequences of task groups) required to complete the activity and provides visual gauge measuring process progress and number of tasks completed.   

This pattern is appropriate for use under the following conditions:

  • The process is lengthy. 
  • The process links milestones that chain together many tasks.
  • The process is complex.
  • The process is multiuser.
 
Pattern Set Decision Table
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Activity Guide Patterns
Checklist Pattern
Single Task Pattern Set
 
Length of time to complete tasks? Hours to days multiple sessions

Hours to days
to single session

Single session

Number of tasks?

Ten or more in distinct groupings

Ten or more
hierarchical groupings

Single task

Number of user roles engaged in task completion?

More than one role

Single role or
multiple roles

Single role

Task organization and structure?

Milestones and submilestones
grouped into trains
and checklists

List of items or
nesting of lists

All related steps

Role collaboration?

Multiple roles

Single role
or multiple roles

None

Nested tasks?

Two-level nesting milestones,
submilestones contain trains
and checklists

Multiple levels of
checklists supported

No

Are the task steps completed by a single user?

Not always

Not always

Yes

 
Key Considerations
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  • Activity guides are part of the Server Middleware integrated with Business Process Execution Language (BPEL).
  • Activity guides are created in JDev and modeled with the BPM Process Composer.
 
Pattern Sample
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In an activity guide, the user follows a defined sequence of milestones to complete a group of tasks. Milestones and tasks appear in the regional area. Users select milestones to view the tasks associated with the milestone. Selecting a task renders an appropriate task page in the local area.

Figure 1. Selecting a task to view in the local area

Required Screen Elements

Component Type

Required Components

Customizable or Extendable Components

Accordion Panel

An accordion panel should be located in the regional area below the task panel.  If no task panel is present, the AG accordion appears at the top of the regional area.

NA

Accordion Panel Title

The product team can decide the title to use. The title should clearly indicate the process supported by the AG, for example, New Hire Tasks.

NA

Tree

Rendered in the regional area as a collection of milestone and task nodes in a tree.

  • Milestone node has the following icon order:
    <milestone status icon> <required icon> <milestone label>
    The required icon is used when applicable.
    • Milestone status icons include:
      • Enabled Milestone
      • Disabled Milestone
      • Completed Milestone
      • Expired Milestone
    • Selecting the expand/collapse disclosure icon button expands or collapses the tasks under that milestone.
    • Selecting the task launches taskflow in the local area
  • Task node has the following icon order:.
    <task status icon><required icon><task label>
    or
    <task status icon><task label>
    The required icon is used when applicable.
    • Selecting the task launches the taskflow in the local area.  
    • Task status  icons include:
      • Enabled Task
      • Disabled Task
      • Completed Task

NA

 
Related Guidelines
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Tree Usage guideline for the tree component
 
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