Exporting Process Responsibilities (Lanes)

Process responsibilities (lanes) of all processes can be exported.

The export produces a CSV file with one line per process responsibility (lane), each with process name, process ID and revision. It covers all revisions, including those that have already expired, been discarded or imported. For one line per revision instead of per lane, use the export under Exporting Process Revisions.

Prerequisites

You are a BPM Manager or Process Owner for the process whose lanes you want to export.

Context

You can export the process responsibilities (lanes) of the process revisions to a file in CSV (Comma-Separated Values) format. You can export the process responsibilities (lanes) of all process revisions. This includes, among others, revisions that have already expired, been discarded or imported.

You can open the CSV file in Microsoft Excel, for example. Each line represents one lane; the columns contain process responsibility, process name, process ID, revision etc.

How to proceed

In the main menu, select Processes > Manage Processes.

The overview page of the same name appears.
Select the Actions tab.
Select the Export process responsibilities (lanes) action in the Export process data tile.

The page of the same name appears.

The table of process responsibilities (lanes) shows all process responsibilities of all revisions of all processes. If there are many entries, it is spread over several pages.
A filter means less paging: narrow down the list of process responsibilities using the filters. To do so, click on the filter, set the filter and close the filter selection by clicking on the filter again.

The table is restricted accordingly.
Activate the selection fields in Configure table columns to define the table columns and filter options displayed in the table and in the export.
Activate the selection fields of the process responsibilities you want to export.
Click Export [Number] lane(s).

The CSV export of the selected lane(s) starts.