insights
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- Release Notes Cloud Insights
- Getting Started
- Access and Permissions
- Notifications
- Interacting with Insights
- Automation Hub Integration
- Document Understanding Integration
- Action Center Integration
- Real-time Monitoring
- Real Time Data Export
- Troubleshooting
April 2024
Insights
Last updated Nov 15, 2024
April 2024
Real-time Monitoring is now generally available. This feature brings you three out-of-the-box templates: Real-time Processes, Real-time Queues, Real-time Machines in the Real-time Monitoring section. Since the Public Preview was announced, below are some changes worth mentioning:
- Alert Severity was added in alert configuration.
- Alert Snooze is now available in alert configuration and alert management. You can set how long an alert should be snoozed after the first triggering or snooze the alert indefinitely.
- In the Real-time Processes, Real-time Queues, Real-time Machines data can now be shown for up to 30 days.
- You can export data in CSV format for every widget.
Note: Real-time monitoring is available only to customers with Advanced tier.
Insight for all is a read-only version of Insights. You have read-only access to all the features Insights (except Real time
monitoring tab) has to offer in order to find out how Insight can help you out with your work. You can view the data or insights,
but you can't make modifications, add new information or delete existing data. Some specific user behaviors to note for "Insight
for All" are:
- Admins have the Configure ROI and Configure Custom Variables buttons greyed out.
- When admins add or remove user groups, the system will only display the assignment of either Viewer or Admin roles. Designer, ROI Editor, ROI Viewer are greyed out.
- Admins don't have access to ROI dashboards or Real-time monitoring.
- When you upgrade from read-only to full Insights, the system copies user/group permissions from the read-only version into the full version of Insights.
- When you downgrade from the full version of Insights to read-only, the user/groups permissions for the viewer and admin are transferred to the free version of Insights, while all other permissions will be disabled.
Note: Customers, regardless if they have an Insights license or not, should now see the Insights product enabled on their tenants
and displayed on the left side menu.