Create Process Visibility Scenario

Before creating a Visibility Scenario, you need to prepare the process.

1. In the Process Builder open the process and on the right-hand side, select

   
   icon to view the process details.
   

2. Then, select the tab Visibility.

   

   Here you define the connection between the process context and the newly to be created visibility scenario.

3. Select + on the right panel to add the relevant attributes from the process.

   

4. Add the following attributes:

   • expectedDeliveryDate
   • orderAmount
   • orderDate
   • orderNumber
   • shippingCountry
   • Customer Name
   

   The relevant attributes are the ones that could be used to measure, calculate, or derive some meaningful information in the visibility dashboard.

5. Save your work.

1. Select the Open Project Content icon as below.

   

2. Select +. Choose Create > Visibility Scenario.

   

3. Set Name to Sales Order Visibility Scenario then click Create.

   

   Please ensure you use a unique name, to make it easier to identify your scenario later on.

   The Visibility Scenario is created.

4. Move to General tab in Sales Order Visibility Scenario and change: Instances to Sales Orders and Instance to Sales Order.

   To make it better understandable what the instances are processing: Sales Orders.

   

This step involves adding a process to the visibility scenario we created.

1. Select +, then Add Process in Processes tab in Sales Order Visibility Scenario.

   

2. Select Order Processing process.

   

   This will lead to the visibility scenario configuration screen, where these can be viewed and controlled:

   1. All the events that could potentially occur during the process execution
   2. The context data which is the attributes selected before (Step 1.3)

3. Change within the following context data the data types. Select the pencil icon.

   

   Name	Current Data Type	New Data Type
   expectedDeliveryDate	String	Date
   orderAmount	String	Double
   orderDate	String	Date

   

This step involves configuring the visibility scenario’s status that allows to define under which circumstance a process instance will change the status to require special processing or actions.

1. Move to Status tab in Sales Order Visibility Scenario.

2. Change Target Type from None to Constant.

   

3. Set Target Value to 10 Min and Threshold to 50%.

   

   The means: as soon as processing duration crosses 5 minutes (50% of Target Value), the status will switch to “At Risk”. After 10 minutes it will change to “Critical”.

1. Move to Performance Indicators tab in Sales Order Visibility Scenario and add additional ones or leave them as is.

   

2. Click Save.

You have now configured a visibility scenario which is related to your process. Based on this configuration a dashboard will be created which you can use to measure the performance, but to also get deep insights into single instances and even trigger actions.

In the next tutorial, you will run the process and will be able to monitor the Process Visibility Dashboard.