Configuring finding definitions
Configure finding definitions to deliver discovered insights to your Summary and Insights dashboard.
A finding definition creates the rule that searches for insights relevant to a process that is based on a specified table. After you configure a definition, any relevant records show as discoveries in the Insights section of the Summary and Insights dashboard.
There are two types of finding definitions:
- Rule-based finding definitions
- Automated finding definitions
Both finding definitions serve the same purpose, but the way they’re created varies.
Rule-based finding definitions are created where you can change the table to have a start and stop condition based on a secondary table. They have finding rules and finding constraints, which must be set by you.
Automated findings are simpler to create. The process is short and can be completed in a few selects.