Designing processes - EMC Community Network

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