Process Explorer

The Process Explorer is the primary tool for visualizing and analyzing business processes. A process is displayed on the map in a simple and intuitive format—as blocks (events) connected by arrows (transitions).

In the Process Explorer, you can:

• Reduce or increase the number of displayed transitions and operations
• View all incoming/outgoing connections of a specific operation
• Highlight a connection to better track its flow
• Zoom and move the map
• Highlight the start and end of the process
• Highlight arrows associated with an event block when hovering over it (incoming and outgoing transitions)

Widget Settings

In addition to the common widget settings, this widget has unique configuration options.

Data Settings

The Process Explorer is built from top to bottom. The foundation of the map is a process, which is created in the data model. Any created process can be selected:

• If only one process exists, the process selection field is hidden, and the map is automatically built using that process
• If multiple processes exist, the process selection field is available, and you must choose the process on which to base the map

You can add indicators only after selecting a process. You can add event and transition indicators to the widget.

Event and Transition Indicators

After selecting a process, the following default indicators are automatically created:

• Event indicators: Number of events and Number of overtimes
• Transition indicators: Number of transitions and Median time

You are not required to use all default indicators—they can be deleted.

In event indicator formulas, you can use:

• The CaseId column and related columns (aggregated/non-aggregated/no functions)
• Non-CaseId columns and columns not related to CaseId (aggregated functions only)
• Calculated variables (aggregated/non-aggregated/no functions)
• Constants (aggregated/non-aggregated/no functions). The function type depends on the content used. Constants can be used without aggregation.

In transition indicator formulas, you can use:

• Non-CaseId columns and columns not related to CaseId (aggregated functions only)
• Calculated variables (aggregated/non-aggregated/no functions)
• Constants (aggregated/non-aggregated/no functions)

The following settings are available for indicators:

• Data labels (number of events or overtimes in a block)
• Labels size (enable to make dots next to event or rework names larger)
• Color:
  • Disabled (default for Number of events and Number of transitions)
  • Auto
  • Gradient (default for Number of overtimes and median time). The generated gradient is applied across the measure range. To avoid too many intermediate colors, set the number of classes between 3 and 10.
  • By rule (only rules with By measure or Custom modes are available for values)
  • Custom (by formula)
• Display (Always / By variable / By formula)

You can add click actions for events and transitions. You can also specify a key for the widget.

Number of overtimes

This indicator is calculated using the following formula:

count() - uniqExact(case.case_id)

The formula calculates the difference between the actual number of event executions and the number of unique event occurrences. The result is the number of repeated executions for each event.

Median Time

This indicator is calculated using the following formula:

medianExact(date_diff(second, begin(event.Time), end(event.Time)))

The formula computes the median duration between the start and end of an event, expressed in seconds. You can then select the desired duration format in the widget.

Display Settings

In addition to the common display settings, you can configure text and indicator (numeric) sizes in this widget.

Filtering Settings

In addition to the common filtering settings, you can configure an Event filter in this widget.

Event Filter

To add an event filter, click + Event filter.

Clicking a parameter opens a menu for adding parameters:

• Custom (opens the formula editor)
• Dashboard (shows dashboard dimensions)
• General workspace indicator group (shows workspace dimensions)
• Tables (shows columns)

After selecting an option, a window appears where you can choose values from dimensions or columns and apply filter types. The available filter types depend on the data type of the selected dimension or column.

• If the Dashboard and/or General groups contain no dimensions, the group is not displayed.
• If the Disabled filter mode is selected, you cannot define filters for the widget, and filter buttons are hidden.

Browse Mode

In Browse Mode, the following buttons appear in the upper-right corner of the widget:

• Open in full-screen modal window
• Reset zoom to 100%
• Zoom out
• Zoom in

Sliders appear to the right of the map (active in Browse Mode) to adjust the number of displayed blocks and arrows:

• The top slider controls the number of displayed events
• The bottom slider controls the number of displayed transitions

Click-to-Filter for Process Explorer

In Browse Mode, you can apply click-to-filter to the widget. To do this, click an event block, then click the flag icon (Event filter) or the arrows icon (Number of overtimes filter).

When two event blocks are selected, icons with a clock (Transition duration filter) and arrows with a checkmark (Transition existence filter) become available.

When any filter is selected, a window opens where you must specify filtering parameters. Click Apply to filter the data in the widget.

You can apply additional filtering to events by clicking the + Filter button.

Event Filter

Select an event and a process, then choose a filter type:

• Initial — displays processes where the selected event is first
• Not initial — displays processes where the selected event is not first
• Final — displays processes where the selected event is last
• Not final — displays processes where the selected event is not last
• Flows through — displays processes that include the selected event
• Does not flow through — displays processes that do not include the selected event

Number of Overtimes Filter

For the number of overtimes filter, you can select an event and specify a minimum or maximum value. Values can be entered manually or set using a slider.

Transition Duration Filter

Select a process and a filter type:

• Initial event — the first event of the transition
• Final event — the last event of the transition
• First occurrence — displays processes where the selected event appears for the first time
• Last occurrence — displays processes where the selected event appears for the last time

You can also specify minimum and maximum values and select a time interval (days, hours, minutes, or seconds).

Transition Existence Filter

Select a process and a filter type:

• Initial event — the first event of the transition
• Final event — the last event of the transition

Then specify the transition type:

• Exists — displays all existing transitions between the selected events
• Does not exist — displays processes with no transitions between the selected events
• Consecutive — displays processes where the selected events occur one after another
• Not consecutive — displays processes where the selected events do not occur one after another

Widget configuration in YAML

You can configure the widget not only in the visual editor but also in the YAML editor. The table below lists the keys and values available for configuration. For more information on using the value key, see Dimension and measure values in YAML. Supported data formats are described on the corresponding page.

Data Settings in YAML

Event Indicator (key: eventMeasures)

To add an event indicator, use the eventMeasures key. The following keys are available in the block:

Transition Indicator (key: transitionMeasures)

To add a transition indicator, use the transitionMeasures key. The following keys are available in the block:

Transition Thickness Range (key: sizeRange)

To specify the transition thickness range, use the sizeRange key. The following keys are available in the block:

Display Settings in YAML

Filtering Settings in YAML

Example of a Configured Widget in the YAML Editor

- key: PROCESS_MAP
  apiVersion: "16"
  type: PROCESS_MAP
  settings:
    displayCondition:
      mode: DISABLED
    textSize: 12
    showMarkdown: false
    ignoreFilters: false
    markdownMeasures: []
    filters: []
    titleSize: 14
    title: ""
    indicatorsSize: 12
    eventMeasures:
      - displayCondition:
          mode: DISABLED
        showSize: false
        color:
          mode: AUTO
        showColor: false
        dbDataType: INTEGER
        name: Number of events
        format: NUMBER
        value:
          mode: TEMPLATE
          templateName: eventsCount
          dbType: CH
        formatting: AUTO
        showLabels: true
      - displayCondition:
          mode: DISABLED
        showSize: false
        color:
          mode: GRADIENT
          endValue: "#da1f2b"
          startValue: "#5080fd"
        showColor: true
        dbDataType: INTEGER
        name: Number of overtimes
        format: NUMBER
        value:
          mode: TEMPLATE
          templateName: overtimesCount
          dbType: CH
        formatting: AUTO
        showLabels: false
    filterMode: DEFAULT
    transitionMeasures:
      - displayCondition:
          mode: DISABLED
        sizeRange:
          min: 1
          max: 8
        showSize: false
        color:
          mode: AUTO
        showColor: false
        dbDataType: INTEGER
        name: Number of transitions
        format: NUMBER
        value:
          mode: TEMPLATE
          templateName: transitionsCount
          dbType: CH
        formatting: AUTO
        showLabels: true
      - displayCondition:
          mode: DISABLED
        sizeRange:
          min: 1
          max: 8
        showSize: false
        color:
          mode: GRADIENT
          endValue: "#da1f2b"
          startValue: "#5080fd"
        showColor: true
        dbDataType: INTEGER
        name: Median time
        format: DURATION
        value:
          mode: TEMPLATE
          templateName: medianTime
          dbType: CH
        formatting: AUTO
        showLabels: false
    eventClick:
      - onclick: []
        name: Events
    titleColor:
      mode: AUTO
    stateName: null
    processName: Tech Support
    markdownText: ""
    sorting: []
    transitionClick:
      - onclick: []
        name: Transitions
    titleWeight: NORMAL
    process: Tech Support
    eventFilters: []