Designing processes - EMC Community Network
Designing processes - EMC Community Network Designing processes - EMC Community Network
Designing the Average Duration report 8. In the Type property, select Gauge from the list box. The report format adjusts to become a dial gauge with the arrow pointing to the value you entered during the process. Note: You may need to adjust the range values in the Chart Properties window. 9. To adjust the range values, click the Chart Properties tab. 10. Select a range property and enter a new value. The properties you can modify include the dial lower and upper limits, Range-1 (From/To), Range-2 (From/To), and Range-3 (From/To). 11. To enter a title (or subtitle) select the appropriate property and enter a title. The title displays above the dial gauge. 12. Select Published in the State list box and then save the report. Publishing the report makes it available to use in a dashboard. 146 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide
Prototyping Business Activity Monitor dashboards New Accounts by Customer Type New Accounts by Customer Type is a pie chart that is configured as the target in a single drill-down report configuration. When a user selects any of the bars in the New Accounts Opened This Week report, the New Accounts by Customer Type report displays. The first step is to create a mock process in Process Builder that consists of a manual and automated activity. An SDT captures information about the number of accounts for each account type (i.e. Gold, Platinum, or Silver). This process must be executed three times. The following topics include procedures for designing, running, and reporting on the New Accounts by Customer Type process. Designing the New Account by Customer Type process 1. Create a process in Process Builder. The first activity is manual. It submits the SDT data. The second activity is automated and is used to end the workflow. 2. Create an SDT and in the Name field enter CustomerType and in the Display Name field enter Customer Type. 3. Add two attributes to the SDT. In the Name field of the first attribute enter AccountType. 4. In the Display Name field enter Account Type. As the process runs you will populate this field with either Gold, Platinum, or Silver. 5. In the Type list box select String. 6. Select both the Searchable and Reportable checkboxes. 7. Select the Update BAM Database tables based on this SDT definition checkbox. 8. Create a second attribute. a. In the Name field enter AccountTypeAmount. b. In the Display Name field enter Account Type Amount. c. In the Type list box select INT. d. Select both the Searchable and Reportable checkboxes. 9. Click OK. EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide 147
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<strong>Designing</strong> the Average Duration report<br />
8. In the Type property, select Gauge from the list box.<br />
The report format adjusts to become a dial gauge with the arrow pointing to the value you entered<br />
during the process.<br />
Note: You may need to adjust the range values in the Chart Properties window.<br />
9. To adjust the range values, click the Chart Properties tab.<br />
10. Select a range property and enter a new value. The properties you can modify include the dial<br />
lower and upper limits, Range-1 (From/To), Range-2 (From/To), and Range-3 (From/To).<br />
11. To enter a title (or subtitle) select the appropriate property and enter a title. The title displays<br />
above the dial gauge.<br />
12. Select Published in the State list box and then save the report. Publishing the report makes<br />
it available to use in a dashboard.<br />
146 <strong>EMC</strong> Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide
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