224 lines
22 KiB
HTML
224 lines
22 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="en">
|
||
|
||
<head>
|
||
<title>Set Indicator’s Values</title>
|
||
<meta name="generator" content="Help+Manual" />
|
||
<meta name="keywords" content="" />
|
||
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
|
||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<meta name="description" content="Use the Set Indicator’s Value activity to add a published indicator to a business process and get data on the performance of process instances." />
|
||
<meta name="picture" content="" />
|
||
<meta property="og:type" content="website" />
|
||
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
|
||
<meta property="og:url" content="https://brix365.com/en/help" />
|
||
<meta property="og:image" content="" />
|
||
<link rel="icon" href="favicon.png" type="image/png" />
|
||
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
|
||
<link rel="stylesheet" href="./jquery-ui.min.css" />
|
||
<link rel="stylesheet" href="default.css" />
|
||
<link rel="stylesheet" href="./search-yandex.css" />
|
||
<link rel="stylesheet" href="./article.css" />
|
||
<link rel="stylesheet" href="./glossary.css" />
|
||
<link rel="stylesheet" href="./theme.css" />
|
||
<script type="text/javascript" src="jquery.js"></script>
|
||
<script type="text/javascript" src="helpman_settings.js"></script>
|
||
<script type="text/javascript" src="helpman_topicinit.js"></script>
|
||
|
||
<script type="text/javascript" src="highlight.js"></script>
|
||
<script type="text/javascript">
|
||
$(document).ready(function(){highlight();});
|
||
</script>
|
||
</head>
|
||
|
||
<body>
|
||
|
||
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
|
||
|
||
<header class="header elma-365">
|
||
<div class="container">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-en.svg" alt="header logo">
|
||
</a>
|
||
<!-- <div class="hero__search-form" id="search-panel">
|
||
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
|
||
<label class="search-form__label">
|
||
<span id="reset-search" class="search__icon"></span>
|
||
<input class="search-form__input" type="text">
|
||
</label>
|
||
<input class="search-form__submit" type="submit" value="Submit">
|
||
</form>
|
||
</div> -->
|
||
|
||
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
|
||
<div class="hero__search">
|
||
<a href="#" id="search-icon" class="hero__search-icon">
|
||
<img src="search-icon-white.svg" alt="search string">
|
||
</a>
|
||
<a href="#" id="side-menu-icon" class="hero__side-icon">
|
||
<img src="side_menu.svg" alt="side menu">
|
||
</a>
|
||
</div>
|
||
<div class="header__navi">
|
||
|
||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
||
|
||
|
||
</div>
|
||
</div>
|
||
|
||
</header>
|
||
|
||
|
||
|
||
|
||
<main class="main container">
|
||
|
||
<aside class="sidebar" id="sidebar">
|
||
<div class="sidebar__header">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-light-en.svg">
|
||
</a>
|
||
<span class="sidebar__close elma-365-close" id="close"></span>
|
||
</div>
|
||
<div class="sidebar__wrapper" id="side-menu">
|
||
|
||
</div>
|
||
</aside>
|
||
|
||
<article class="article" id="article">
|
||
<div class="article-inner">
|
||
<div class="content">
|
||
<header class="article__header">
|
||
<div class="article__bread" style="display:flex; gap:10px;">
|
||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
|
||
|
||
<div class="topic__breadcrumbs">
|
||
<p>Business process designer > Graphical elements / Set Indicator’s Values</p>
|
||
</div>
|
||
|
||
</div>
|
||
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Set Indicator’s Values</span></h1>
|
||
</div>
|
||
|
||
</header>
|
||
<section class="article__content">
|
||
<div class="scroll-top-inner">
|
||
<a href="#h1-article" class="scroll-top"></a>
|
||
</div>
|
||
<!-- Placeholder for topic body. -->
|
||
<p class="p_Normal"><img alt="set-process-metrics-value-1" width="50" height="50" style="margin:0;width:50px;height:50px;border:none" src="set-process-metrics-value-1.png"/>Use the <span style="font-weight: bold;">Set Indicator’s Value</span> activity to add a published <a href="business-process-metrics.html" class="topiclink">indicator</a> to a business process and get data on the performance of process instances.</p>
|
||
<p class="p_Normal">On the process diagram, place the activity next to the step you want to analyze. For example, you can track:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li class="p_Normal">The number of task repetitions. Use the <span style="font-weight: bold;">Counter</span> type and place the activity before or after a step to determine how many times it is executed.</li><li class="p_Normal">Change of values in a variable. Use the <span style="font-weight: bold;">Value</span> type and place the activity before and after a step to record the preliminary and final values.</li><li class="p_Normal">Time interval between two steps. Use the <span style="font-weight: bold;">Time Interval</span> type and place the activity after a step to save the start and end dates. Use the <a href="360027203731.html" class="topiclink">Script</a> activity to record values.</li></ul>
|
||
<p class="p_Normal">You can display the collected data on a separate page using the <a href="chart.html" class="topiclink">Chart</a> widget. This way you can analyze the process performance and identify problematic steps.</p>
|
||
<p class="p_Normal">For example, in the <span style="font-weight: bold;">Finalize a deal</span> process, a sales rep drafts the initial contract and specifies the number of goods. After discussing with the customer, this quantity might be adjusted. Using the indicator, you can track both the initial and final quantity of goods. This way, the chart shows how the number changes from the first draft to the finalized deal.</p>
|
||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало внимание</span></p>
|
||
<p class="p_Normal">Only users included in the <a href="360006871932.html#administrator" class="topiclink">Administrators</a> group can customize the activity.</p>
|
||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Конец внимание</span></p>
|
||
<h2 class="p_Heading2"><span class="f_Heading2">Customize the Set Indicator’s Value activity</span></h2>
|
||
<ol style="list-style-type:upper-roman">
|
||
<li value="1" class="p_Normal">Go to the business process designer.</li><li value="2" class="p_Normal">On the toolbar to the right of the flow chart page, open the <span style="font-weight: bold;">System Elements</span> tab.</li><li value="3" class="p_Normal">Drag the <span style="font-weight: bold;">Set Indicator’s Value</span> activity onto the process diagram and place it where you want to collect data on the execution of the process step.</li><li value="4" class="p_Normal">Double-click the added activity to open its settings window.</li></ol>
|
||
<h3 class="p_Heading3"><span class="f_Heading3">General tab</span></h3>
|
||
<p class="p_Normal">Use this tab to fill out general information about the activity:</p>
|
||
<p class="p_Normal"><img alt="set-process-metrics-value-2" width="637" height="301" style="margin:0;width:637px;height:301px;border:none" src="set-process-metrics-value-2.png"/></p>
|
||
<ul style="list-style-type:disc">
|
||
<li class="p_Normal"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Enter the name of the activity. You can see it on the process diagram.</li><li class="p_Normal"><span style="font-weight: bold;">Indicator</span>. Select the indicator you want to collect data for on this process step.</li><li class="p_Normal"><span style="font-weight: bold;">Indicator type</span>. The field automatically shows the <a href="business-process-metrics.html#indicator-type" class="topiclink">type</a> of the selected indicator: <span style="font-weight: bold;">Counter</span>, <span style="font-weight: bold;">Value</span>, or <span style="font-weight: bold;">Time Interval</span>.</li><li class="p_Normal"><span style="font-weight: bold;">Action</span>. The field is available for the <span style="font-weight: bold;">Counter type</span>. You can use the activity to record:<ul style="list-style-type:circle">
|
||
<li class="p_Normal">Counter increase. The number of process instances where the step is finished.</li><li class="p_Normal">Counter decrease. The number of process instances where the step is not started yet.</li></ul></li></ul>
|
||
<h3 class="p_Heading3"><span class="f_Heading3">Field values tab</span></h3>
|
||
<p class="p_Normal">On the tab, you can choose which values to assign to the indicator's properties. This lets you save the results of the process instance and show them on the chart.</p>
|
||
<p class="p_Normal">There are the following peculiarities when mapping the variables:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li class="p_Normal">The <span style="font-weight: bold;">Value</span> indicator. Map the <span style="font-weight: bold;">Value</span> system property to the process variable where you want to record the result to be tracked.</li><li class="p_Normal">The <span style="font-weight: bold;">Time Interval</span> indicator. Map its <span style="font-weight: bold;">Interval start</span> and <span style="font-weight: bold;">Interval end</span> system fields to the process variables where you want to record the required values.</li><li class="p_Normal">The <span style="font-weight: bold;">Event author</span> and <span style="font-weight: bold;">Event time</span> system properties are not mapped to variables, because the values in them are sent automatically as the process progresses. When customizing the chart, these properties can be added as filters for data search.</li><li class="p_Normal">Custom properties of the indicator. Map them to process variables or to one of the options of the <a href="360009707032.html#category" class="topiclink">Category</a> type property if you have added it to the indicator context.</li></ul>
|
||
<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Use case for customizing field values</a></p>
|
||
<div id="TOGGLE0186A1" class="dropdown-toggle-body" style="text-align: left; text-indent: 0; line-height: 1.80; padding: 0 0 0 0; margin: 0 0 0 0;"><table style="border:none; border-spacing:0;">
|
||
<tr>
|
||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal"> <br />
|
||
To track the preliminary and final quantity of goods in the <span style="font-weight: bold;">Finalize a deal</span> process, we use an indicator of the <span style="font-weight: bold;">Value</span> type. Place this indicator twice on the process diagram: before and after the <span style="font-weight: bold;">Make changes to the order specification</span> task.</p>
|
||
<p class="p_Normal"> <br />
|
||
One indicator can record several values from the process. To do this, in the indicator context, add the <span style="font-weight: bold;">Number of goods</span> custom property of the <span style="font-weight: bold;">Category</span> type with two options: <span style="font-weight: bold;">Number of goods before the deal</span> and <span style="font-weight: bold;">Number of goods after the deal</span>.</p>
|
||
<p class="p_Normal"> <br />
|
||
When customizing the indicator, map its properties to the process values:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li class="p_Normal">In the first case, the preliminary number of goods is recorded in <span style="font-weight: bold;">Number of goods before the deal</span>. The <span style="font-weight: bold;">Value</span> system property is mapped to the <span style="font-weight: bold;">Goods</span> context variable of the process. In this variable, the sales rep specifies the number of goods at this step.</li><li class="p_Normal">In the second case, the final quantity of goods is recorded to <span style="font-weight: bold;">Quantity of goods after the deal</span>. The <span style="font-weight: bold;">Value</span> system property is also mapped to the <span style="font-weight: bold;">Goods</span> process variable. In this variable, the sales rep specifies the new number of goods after adjusting the order specification.<br />
|
||
<img alt="set-process-metrics-value-3" width="633" height="298" style="margin:0;width:633px;height:298px;border:none" src="set-process-metrics-value-3.png"/></li></ul>
|
||
<p class="p_Normal"> </p>
|
||
</td>
|
||
</tr>
|
||
</table>
|
||
</div>
|
||
<p class="p_Normal">When the adjustments are complete, save and publish the process.</p>
|
||
<p class="p_Normal">Once the process instances are executed, on the <a href="chart.html" class="topiclink">chart</a>, you can see the data measured by the indicator.</p>
|
||
|
||
<div class="bottom-nav">
|
||
|
||
<a id="prev-link" class="topic__navi_prev" href="await-eds.html">
|
||
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||
class="bottom-nav__link">await-eds.html</span>
|
||
</a>
|
||
|
||
|
||
<a id="next-link" class="topic__navi_next" href="business-process-metrics-examples.html">
|
||
<span class="bottom-nav__link">business-process-metrics-examples.html</span> <span
|
||
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
|
||
</a>
|
||
|
||
</div>
|
||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
|
||
|
||
</section>
|
||
</div>
|
||
<aside class="article__sidebar" style="display:none">
|
||
<input type="checkbox" />
|
||
<div class="article__arrow"></div>
|
||
<div class="table-of-contents elma365-right" id="toc2Content">
|
||
<h3 class="h3-toc">In this topic</h3>
|
||
<nav id="toc2"></nav>
|
||
</div>
|
||
</aside>
|
||
</div>
|
||
</article>
|
||
</main>
|
||
<footer class="footer">
|
||
<div class="footer-container">
|
||
<div class="footer-mobile">
|
||
|
||
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
|
||
|
||
|
||
</div>
|
||
<div class="footer-wrap">
|
||
|
||
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
|
||
|
||
<div class="footer-flex-b">
|
||
<span class="footer-copy">© 2025 BRIX</span>
|
||
<ul class="footer-list">
|
||
|
||
<li class="footer-item">
|
||
<a href="#" class="arrow-top" style="display: block;"></a>
|
||
</li>
|
||
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</footer>
|
||
<iframe name="hmnavigation" style="display:none!important"></iframe>
|
||
<script src="./jquery-ui.js"></script>
|
||
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
|
||
<script src="./jquery.tocify.min.js"></script>
|
||
<script src="./TypoReporter.min.js"></script>
|
||
<script src="./google-search.js"></script>
|
||
<script src="./main.js"></script>
|
||
<script type="text/javascript">
|
||
HMInitToggle('TOGGLE0186A1','hm.type','dropdown','hm.state','0');
|
||
</script>
|
||
</body>
|
||
|
||
</html>
|