Process Mode: Active, Draft and On Hold?

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

A process can be set to Active, Draft, or On Hold mode. What do each of these modes do to the process?

Resolution

A process definition can be in the following Mode:

Draft

• A process definition in Draft mode can be edited and deleted.
  
  
• Process instances cannot be started from a process definition in Draft mode.
  
  
• A process definition must be in Validated status before it can be switched to Active or On-Hold mode.

On Hold

• A process definition in On Hold mode cannot be edited. It can be deleted if there are no active process instances of this process definition.
  
  
• Process instances cannot be started from a process definition in On Hold mode. However, existing running process instances of this process definition will continue to run until they are canceled or completed.
  
  
• A process definition must be in Validated status before it can be switched to Active mode.
  
  
• A process definition must not have process instances before it can be switched to Draft mode.

Active

• A process definition in Active mode cannot be edited. It can be deleted if there are no active process instances of this process definition.
  
  
• Process instances can be started from a process definition in Active mode.
  
  
• Only process definitions in Validated status can be in Active mode.
  
  
• Active process definitions having process instances cannot be switched to "Draft" mode. Process instances must be cancelled and/or deleted before the process definition can be switched to "Draft" mode.