Sphere of Processes

The Sphere of Processes is functionally equivalent to the Process Explorer. The key difference is that the sphere allows you to visualize multiple processes within a single chart.

Widget Settings

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

Data Settings

Process Settings

To add a process, click the + Process button and select the desired one from the dropdown list.

By default, when a process is added, the first 80% of its events are displayed. To adjust the number of displayed events, click the process and then the settings icon.

In the modal window that appears, use the slider to set the percentage of events—the number of selected events updates automatically.

You can also manually select events by checking the corresponding boxes. Use the search field to find a specific event.

Click Save to confirm or Cancel to discard changes.

Additionally, clicking a process in this section allows you to set its color on the widget:

• Auto (default; cannot be customized)
• Solid (color selected from the palette)
• By rule (only rules with solid color mode are available)

Event and Transition Indicators

After selecting a process, the widget automatically creates the following default indicators:

• Event indicators: Number of events and Number of overtimes (can be added manually via + Indicator)
• Transition indicators: Number of transitions and Duration

These default indicators are optional and can be deleted.

Indicator Formulas

Formulas for Event indicators may include:

• The CaseID column and related columns (aggregated/non-aggregated/no function)
• Columns other than CaseID and unrelated to CaseID (aggregated functions only)
• Calculated variables (aggregated/non-aggregated/no function)
• Constants (aggregated/non-aggregated/no function). Function type depends on context. Constants can be used without aggregation

Formulas for Transition indicators may include:

• Columns other than CaseID and unrelated to CaseID (aggregated functions only)
• Calculated variables (aggregated/non-aggregated/no function)
• Constants (aggregated/non-aggregated/no function)

Standard metrics for each process use different formulas due to variations in table and column names.

Indicator Settings

Beyond the standard measure settings, additional options are available for default indicators.

For Number of events and Number of overtimes, you can:

• Show numeric values in event blocks
• Adjust the size of the dot to the left of the number
• Set the Display condition (Always / By variable / By formula)

For Number of transitions and Duration, you can:

• Show numeric values in event blocks
• Adjust transition arrow thickness
• Set a range (Number of transitions only; default: 1–8)
• Set the Display condition (Always / By variable / By formula)

You can also add event and transition click actions and specify a widget key.

Number of Overtimes

Number of overtimes is calculated using the following formula:

count() - uniqExact(case.case_id)

This computes the difference between the total number of event executions and the number of unique case IDs—yielding the number of repeated executions per event.

Duration

The duration is calculated as:

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

This returns the median duration (in seconds) between the start and end of an event. You can later apply a desired duration format in the widget.

Display Settings

In addition to the common display settings, you can adjust the text size and indicator (numeric) size.

Filtering Settings

Beyond the standard filtering settings, you can configure an Event filter.

Event Filter

To add an event filter, click + Event filter. A menu appears with the following parameter sources:

• Custom (opens the formula editor)
• Dashboard (shows dimensions created in the dashboard)
• Workspace Common group (shows workspace-level dimensions)
• Tables — those that:
  • Are used by the processes selected in the widget
  • Are linked to these processes via outgoing links

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

Browse Mode

In Browse mode, you can customize the sphere’s appearance. The top-right corner of the widget contains the following buttons:

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

The configuration panel displays processes and events. To open the panel, click the icon with three horizontal bars. Unnecessary items can be hidden by clicking their name or the eye icon.

Events hidden in Browse mode are appended to the dashboard’s URL.

The number of process transitions is configured using a slider. Below the slider is a button for selecting the process for which the number of transitions needs to be configured.

Click-to-Filter

In Browse mode, you can interactively apply filters by clicking elements:

1. Click an event block.
2. Then click the flag icon (event filter) or the arrows icon (Number of overtimes filter).

When two event blocks are selected, additional icons appear:

• Clock icon (transition duration filter)
• Arrow-with-checkmark icon (transition existence filter)

Selecting any filter opens a configuration window. Click Apply to filter the data.

Additional filtering for events can be configured by clicking the + Filter button. The Tables group displays those that:

• Are used by the processes selected in the widget
• Are linked to these processes via outgoing relationships

Event Filter

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

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

Number of Overtimes Filter

Select an event and process, then specify a minimum or maximum value—either manually or via slider.

Transition Duration Filter

Select a process and filter type:

• Initial event — first event in the transition
• Final event — last event in the transition
• First occurrence — processes where the selected event appears first
• Last occurrence — processes where the selected event appears last

You can also set a min/max duration and choose a unit (days, hours, minutes, or seconds).

Transition Existence Filter

Select a process and define:

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

Then choose a transition type:

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

Widget Configuration in YAML

You can configure the widget not only in the view but also in the YAML editor. The table below lists the keys and values available for configuration. For details on using the value key, refer to Dimension and measure values in YAML. Supported data formats are described on the corresponding page. General widget parameters are covered in Widget configuration in YAML.

Data Settings in YAML

Processes (key: processes)

To add processes, use the processes block with the following keys:

Event Indicator (key: eventMeasures)

To add an event indicator, use the eventMeasures block:

Transition Indicator (key: transitionMeasures)

To add a transition indicator, use the transitionMeasures block:

Transition Thickness Range (key: sizeRange)

To define the transition thickness range, include the sizeRange block inside transitionMeasures:

Display Settings in YAML

Filtering Settings in YAML

Example of a Configured Widget in the YAML Editor

- key: sphere-of-processes
  apiVersion: "16"
  type: PROCESSES_SPHERE
  settings:
    titleColor:
      mode: AUTO
    titleSize: 14
    paddings: 8
    titleWeight: NORMAL
    textSize: 12
    filterMode: DEFAULT
    ignoreFilters: false
    stateName: null
    title: ""
    showMarkdown: false
    markdownMeasures: []
    markdownText: ""
    markdownTextSize: 14
    indicatorsSize: 12
    eventMeasures:
      - name: Event Count
        value:
          mode: TEMPLATE
          templateName: eventsCount
        dbDataType: UInt64
        format: NUMBER
        formatting: AUTO
        showLabels: true
        showSize: true
        displayCondition:
          mode: DISABLED
    transitionMeasures:
      - name: Transition Count
        value:
          mode: TEMPLATE
          templateName: transitionsCount
        dbDataType: UInt64
        format: NUMBER
        formatting: AUTO
        sizeRange:
          min: 1
          max: 8
        showLabels: true
        showSize: true
        displayCondition:
          mode: DISABLED
      - name: Duration
        value:
          mode: TEMPLATE
          templateName: medianTime
        dbDataType: Float64
        format: DURATION
        formatting: AUTO
        sizeRange:
          min: 1
          max: 8
        showLabels: false
        showSize: false
        displayCondition:
          mode: DISABLED
    eventClick: []
    transitionClick: []
    processes:
      - key: 7d3f8aa1-97af-47ab-a616-48cf923e791a
        events:
          - Application Submission
          - Client Questionnaire Preparation
          - Proposal Agreement with Client
          - Client Proposal Selection
          - Additional Check 1
          - "Application Submission: Return for Personal Data Editing"
          - Object Data Entry
          - Bank Rejection with Explanation
          - Bank Rejection
          - Online Application Receipt
          - Client Rejection
          - Credit Issuance
          - Credit Issued
          - Credit Agreement Signing
        color:
          mode: AUTO
      - key: c933b17a-53b4-4eeb-a6f8-6625d382c118
        events:
          - Application Submission
          - Client Questionnaire Preparation
          - Proposal Agreement with Client
          - Client Proposal Selection
          - Additional Check 1
          - "Application Submission: Return for Personal Data Editing"
          - Object Data Entry
          - Bank Rejection with Explanation
          - Bank Rejection
        color:
          mode: AUTO
    filters: []
    eventFilters: []