> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/processes/working-with-processes/process-details-page.md).

# Process details page

Go to Processes Tab of Work-Relay application, and click the Process Name to view the details of an existing Process:

![](/files/f1a810d6f58803e421ce792a906217d02cf820e2)

You can explore the header of Process Detail Page and the page's subtabs by going subpages of this page.

## Releases prior to 7.1

Different User Interface was in place prior to 7.1.

<details>

<summary>Releases prior to 7.1</summary>

The Process Details page shows a lot of important information about the process and allows to do many actions.

The Process Details page top contains the following information:

* **Path** to the current process through the folder structure of all processes
* **Process name**
* Name of the object used as **Data Source** for the current process
* Process [start type](/processes/working-with-processes/start-and-plan-the-process.md)
* Link to process **author** profile
* Link to process **manager** profile
* Process **status**
* Process **creation date**

![](/files/0d8e47d52483bb3c55849bcd1a3333ddaada80c6)

Buttons at the top of Process Details page allow to do the following actions:

* Open Process **Diagram** in the [Process Builder](/processes/building-a-process/process-builder-overview.md)
* **Open Gantt** chart for the current process in template mode
* **Start** a new instance of the current process (for processes with manual start type only)
* **Edit** process name and process manager
* **Delete** the current process
* **Clone** the current process

![](/files/c00fc3f379e319681f5bd7bfeececca223b3fd3b)

Process Details page has several subtabs under the top data:

### "Records" subtab

This subtab is open by default. It shows a list of records, [Process Progress Component](/functional/process-progress-component/progress-component-overview.md), and several controls:

![](/files/735fc43d7642498ca8dfd742d82cc57276446c08)

{% hint style="info" %}
Note: Record Name in the list of records displays Name of the Record by default. But user is able to specify another field to be shown here in [Data Source settings](/processes/process-settings/data-source-settings.md) section of Process settings.
{% endhint %}

![](/files/0970ebfd410ca842591ecc2629f25fa3de178635)

{% hint style="info" %}
Process Progress Component is described in the articles of [proper chapter](broken://pages/0Xb2E1x1fbXJEH7Sz9O9).
{% endhint %}

The controls over the Records List are used to change which records to show:

* **Started Records** and **Planned Records** buttons are switching between started and planned records correspondingly
* **Status picklist** allows to filter which instances should be shown:
  * **All**
  * **Active** only
  * **Completed** only
  * **Inactive** only
  * Only instances that are **Active and Completed** at the same time
* **Search button** allows to show instances whose names contain text typed in **Search input**

The Records List shows all current process instances information:

* **Record Name** as a link that makes Progress Component load data for this instance
* **Name of process version** which this [instance has been started](/processes/working-with-processes/start-and-plan-the-process.md) at
* **Start Date** - date and time when this instance has been started
* Total **duration** of the instance
* Number of [branches](/processes/connectors/branches.md) in this process instance
* Checkbox indicating if this instance is **completed**
* Checkbox indicating if this instance is **active**

Also each instance entry has a menu that allows to to following actions (in the "**Actions**" menu):

* **View Process** makes Progress Component load data for this instance)
* **Open Gantt** shows the Gantt chart for this instance
* **View Record** goes to the proper record page
* **Delete** deletes this instance (not a whole process, only the current instance)

![](/files/16871abf6dc77b0ff98852071deda7679bc76d9b)

### "Versions" subtab

This subtab shows a list of [process versions](/processes/working-with-processes/process-versions.md) and allows managing of them. Versions list shows:

* Version **name**
* Version **precedence** (is version primary or not)
* Number of started **instances**
* **Status**
* **Last modification** data

![](/files/8f6a851f02eb3177d2ad877d7e9de55effd7da5c)

Versions list allows the following actions for each entry (on the "Actions" menu):

* **Export** - this will automatically downloads a JSON file with `%version_name%.wrpv` name. Such files can be imported using "Import" button
* **Clone** version - this will [make a non-primary inactive copy](/processes/working-with-processes/process-versions.md#primary-and-non-primary-versions) of selected version
* [Start a new process instance](/processes/working-with-processes/start-and-plan-the-process.md) on selected version

Non-primary versions also have these abilities:

* **Make primary** makes selected version primary (started by default) and, correspondingly, de-primarizes current primary version
* **Delete** fully deletes selected version

![](/files/93c46c913d18bf60e82f5103001a6eeaf14aac39)

{% hint style="info" %}
Note: deleting the process version also deletes all instances started on it.
{% endhint %}

### "Issues" subtab

This subtab shows a list of tasks and issues created for any step of any started instance of the current process. The data in this list are:

* **Object** - record name which instance has been started at. This is a link going to proper record page
* **Type** of the entry - "Task" or "Problem" (issue)
* **Step name** which task or issue is related to
* **Title** - an issue or task header
* Name of **parent issue** (if any)
* **Assignee** name as a link to proper profile
* **Priority** indicator
* **Creation** and estimated finish (**due**) dates
* Issue / task **status**

![](/files/bbfdbca5a289f476766a0869ee9b8e94cbc8b405)

### "Notes and Attachments" subtab

This subtab allows to add and manage notes and file attachments related to current process. It contains:

* Combined list of notes and attachments, that shows:
  * Entry **type**
  * Entry **title** link
  * **Last modified** date & time
  * Author (**created by**)
* Control buttons:
  * "**New note**"
  * "**Attach File**"
  * "**View All**"

Also, each entry of list has n "Actions" menu, that allows do some actions with entries. Working with notes and attachments is described in the [proper article](/processes/working-with-processes/process-details-page/notes-and-attachments.md).

![](/files/53a452cb55d3fc3b4db87076e83efd12b1764e50)

### "Overall Information" subtab

This subtab shows a statistics for all process instances:

* **Basic information**:
  * Total amount of instances
  * Amount of completed instances
  * Amount of active (started but not completed) instances
  * Quantity of steps in process (not including subprocesses)
  * Number of branches in the current process
  * Number of responsibilities in the current process
* **Steps Summary**:
  * Step name
  * Execute Frequency
  * Late Frequency
  * Minimal Duration through all instances
  * Average Duration through all instances
  * Maximal Duration through all instances
  * Planned Duration (if set)
* **Progress of Completion**:
  * Record name which instance has been started at (as a link to proper record)
  * Progress bar representing process steps proceeding percentage
* **Instances Risk Summary**:
  * Record name which instance has been started at (as a link to proper record)
  * Risk estimate indicator

Each section (except Basic Information one) has "Refresh" button that allows to load actual data from the server:

![](/files/f50ca695a7d1d96867bb7af3f21dfb4f7b51e2eb)

### "Dashboard" subtab

This subtab contains an automatically generated [Progress Dashboard](/functional/dashboards/progress-dashboard.md) for the current process.

</details>