- Working With Dashboards and Charts
- Working With Process Graphs
- Showing or Hiding the Menu
- Context Information
- Root Cause Analysis
- Sending Automation Ideas to UiPath Automation Hub
- Filters
- Simulating Automation Potential
- Tags
- Due Dates
- Compare
- Export
- Triggering an automation from a process app
- Starting a Task Mining project from Process Mining
Working With Process Graphs
Introduction
A process graph is a visual representation of the order in which events took place based on the data.
TRACY
TRACY is a technique that defines the layout of process graphs. TRACY lets your process graph look like how you would draw a process yourself. When drawing a process, you normally begin with the start activity and finish with the end activity of the process. In between, you try to position all other activities in their executed order. TRACY takes the overall flow of your process into account and displays this as the main flow in your process graph. With TRACY all the activities of your process are positioned and ordered in a way that makes sense. This helps you to more easily understand your processes When changing data, TRACY minimizes changes to the process graph. When you use process filters to display happy paths or to filter out data, TRACY keeps the layout of the process graph as stable as possible. When you are analyzing a process, the process graph now always looks about the same, no matter which dashboard you are using, or which filters you have applied. This make analyzing your process easier.
TRACY smoothly animates the transitions between filter states. This helps you to understand what happens when you are filtering.
The process graph
The process graph consists of the activities of your workflow and edges which represent the transitions in between the activities. See the illustration below for an example.
Also, the number of cases going through this process is shown on the edges.
The legend at the top left shows the metric used in the process graph.
Event order
The order of the events in the process graph is defined by the following fields (in this order):
-
Event_end (the end timestamp),
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Activity_order (if defined),
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Event_ID.
By default, events are ordered by Event_end.
It is also possible to define Activity_order. If Activity_order is set, and the ties cannot be solved by Event_end, the events will be ordered according to the specified Activity_order field. See also Designing an Event Log.
Viewing Process Graph Information
Hovering over an edge or activity triggers a hint which includes all kinds of information. For example, the throughput time of activities and edges. Also, when hovering over an activity or edge, the connections are highlighted in color. Hints can be different for each process graph. See the illustration below for an example.
Start and End Activities
The start and end activities are not actual activities in the process. In a process graph, these activities indicate the start and end of the process graph. A start activity is identified by the icon and an end activity is identified by the icon.
Variants slider
The Variants slider enables you to reduce the complexity of the process graph, which will increase the readability of the graph. By default, the detail of the process graph is automatically determined. You can use the Variant slider to change the number of activities and/or edges shown.
If the Variants slider is set to ... |
Then ... |
---|---|
Default |
the most optimal readability detail for the process graph will be detected automatically. |
Maximum |
every possible path in the process is shown in the process graph. |
Minimum |
only the most important path in the process is shown in the process graph from start to end, where all other paths are hidden. |
Any other position |
the most important paths of the process are displayed according to the selected position. |
If you have changed the default setting of the Variants slider you can click on Reset to default to set the detail of the process graph back to the optimal setting. See the illustration below.
Zoom In/zoom Out
You can use the zoom in/zoom out buttons at the bottom to change the magnification of the process graph. Below is a description of the buttons.
Button |
Click to ... |
---|---|
|
Zoom in |
|
Zoom out |
|
Reset to the default view |
Viewing the Process Based on a Different Metric
A process graph can contain metric selectors for activities and edges. See the illustration below.
Follow these steps to select a different metric for the process graph.
Step |
Action |
---|---|
1 |
Click on the metric selector in the process graph. |
2 |
Select a different metric from the list of available metrics. |
See the illustration below for an example.
The value for the selected metric is displayed on the activities in the process graph. See the illustration below, where the number of cases is displayed for the activity.
Using the Context Menu
You can right-click on an activity or edge to open the context menu.
Element |
Description |
---|---|
Displays the available options for creating a filter. |
|
Displays available options for exporting the process graph. See Export. | |
Displays the process graph in full-screen mode. | |
Displays the Send to Automation Hub form, where you can enter the details for an idea for automation. See Sending Automation Ideas to UiPath Automation Hub. | |
Enables you to start a Task Mining project from Process Mining. See Starting a Task Mining project from Process Mining |
|
Enables you to trigger an automation from Process Mining. See Triggering an automation from a process app |