Designing processes - EMC Community Network

Designing the New Accounts Opened this Week process
of a manual activity and automated activity is designed. An SDT captures information about the
number of accounts for each of five countries. This process must be executed five times. The country
column in the data source is configured as a single drill-down, so that when a bar is selected in
the report, the contents of the New Accounts by Customer Type report displays. This drill-down
relationship is tested once you complete the dashboard.
These topics include procedures for designing, running, and reporting on the New Accounts Opened
This Week process.
Designing the New Accounts Opened this Week
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 AccountsThisWeek. In the Display Name field
enter Accounts This Week.
3. Add two attributes to the SDT. In the Name field of the first attribute enter Country.
4. In the Display Name field enter Country. As the process runs you will populate this field with
five different countries.
5. In the Type list box select String.
6. Select the Searchable, Reportable and Update BAM Database tables based on this SDT
definition checkboxes.
7. Create a second attribute.
a. In the Name field enter NewAccounts.
b. In the Display Name field enter New Accounts.
c. In the Type list box select INT.
d. Select both the Searchable and Reportable checkboxes.
8. Click OK.
152 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide