Configure rule-based finding definitions

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure rule-based finding definitions to deliver discovered insights to your Summary and Insights dashboard.

    Before you begin

    • You can create 1 configuration per table for each project based on a process.
    • You can create a rule-based finding definition from the Process Configurations page or the Projects page.
    • Role required:
      • The sn_process_optimization_admin and sn_process_optimization_power_user roles can create a finding definition for a project.
      • The sn_process_optimization_analyst role can view a finding definition for a project, but can’t create, edit, or delete a definition.

    Procedure

    1. Navigate to All > Process Mining > Process Configurations.
    2. Open the process configuration record for the table that you want to create a finding definition.
      If there's no process configuration for the desired table, you can create one.
    3. Select New.
    4. Navigate to the Table field, and select the table you want to use for your findings.
    5. Right-click the form header, and select Save.
      The Finding Definitions related list appears at the bottom of the form.
    6. Select New from the Finding Definitions related list.
      You can also configure rule-based finding definitions from the Project Definition page. On the Project Definition page, from the Project Finding Definitions tab, select New. Then, follow the steps 7 and 8.
    7. On the form, fill in the fields.
      For a description of the field values, see Finding definition form.
    8. Select Submit.

    What to do next