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Monitor Start Request Form Instances and Process Instances

After you create and design a Start Request Form, it must start as part of another process, or you can manually start it. When a form starts, it results in a new form instance with a unique name consisting of the form name plus the form's runtime object ID. When a process starts, it results in a new process instance with a unique name consisting of the process name plus the process runtime object ID. Examples follow:

MyStartRequestForm_239
MyProcess_241

Follow these steps:

1. Click the Operations tab.
2. In the Operations pane, navigate to any of the following locations to view form and process instances:
   1. Expand Start Requests, expand folders, and click a Start Request Form.
   2. Expand Process Watch, expand folders, expand a Process Watch object, and click on an optional Start Request Form that you previously added to the object.
   3. Expand Links and click Start Requests.
3. In the Operations pane, navigate to one of the following locations to start a form and its associated process:
   1. Expand Start Requests, expand folders, and click a Start Request Form. Right-click the form and choose Start.
   2. Expand Process Watch, expand folders, expand a Process Watch object, and click on an optional Start Request Form that you previously added to the object. Right-click the form and choose Start.
4. Repeat step 2 to view both the form instance and the process instance.
5. To monitor the actual process instance, click a row and then click Open Process Instance in the toolbar.

   

Notes:

• The Process Instance column shows no data for any forms in the Queued state. Queued forms do not instantiate a process instance until the form starts Running.
• You can change the process instance name while the process is running by using Process.UserInstName. Click Refresh to view the new Process Instance name.
• The Process Instance column does not include any forms that were already running before an upgrade to the current version of CA Process Automation.