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TemplateOne 2021.4.0 の入力テーブル

はじめに

This section contains an overview of the attributes for each of the input tables of TemplateOne. For each attribute, the name and a data type are displayed. Apart from that, it is indicated whether the attribute is mandatory.

必須およびオプションの属性

入力データ ファイルには、さまざまな属性や属性名を含めることができます。ただし、TemplateOne を使用するために必須の属性がいくつかあります。つまり TemplateOne が正しく動作するには、必須のデータが入力データのファイルで利用可能な状態である必要があります。必須の属性には以下のようなものがあります。

  • アクティビティ
  • Case ID
  • Event end

It is possible that this data is available otherwise in your input file. For example, Event end can be calculated by combining a date attribute and a time attribute containing event end data.

オプションの属性は、TemplateOne のより詳細なビューを取得するために使用できます。

TemplateOne[イベント ログ] テーブルでは、属性は必須の属性とオプションの属性に分類されています。

テーブル

以下は、TemplateOne データ モデルのテーブルの概要です。

Table

Mandatory Y/N

Cases

Y

Events

Y

Tags

N

Due dates

N

ケース

Below is an overview of the attributes of the Cases table.

Name

Data type

Mandatory Y/N

Description

Case ID

Text

Y

The unique identifier of the case.

Case

Text

N

A user-friendly name to identify the case.

Case type

Text

N

The categorization of the cases.

Case status

Text

N

The status of the case in the process. For example, ‘open’, ‘closed’, ‘pending’, ‘approved’, etc.

Case value

Double

N

A monetary value related to the case.

イベント (Events)

Below is an overview of the attributes of the Events table.

Name

Data type

Mandatory Y/N

Description

Case ID

Text

Y

The unique identifier of the case the event belongs to.

Activity

Text

Y

The name of the event. This describes the step in the process.

Event end

Date + time

Y

The timestamp associated with the end of executing the event.

Event ID

Text

N *

A unique identifier of the event.

Event start

Date + time

N

The timestamp associated with the start of executing the event.

Activity order

Integer

N

If activities take place on the same time (in parallel), you can define their order here.

Team

Text

N

The team that executed the event.

User

Text

N

The user who executed the event.

Automated

Boolean

N

Indicates whether the event is manually executed or automated.

Event detail

Text

N

Information related to the event.

Event cost

Double

N **

The costs for executing the event.

Event processing time

Integer

N **

The amount of time actually spent working for the event given in milliseconds.

* If you want to use the Compliance - Due dates dashboard, Event ID is mandatory. In this case, you also must load the required attributes in the Due dates table.
** If you want to use the Efficiency - Automation dashboard the attributes Event cost and Event processing time are mandatory.
Also if you want to set up integration with Automation Hub to enable business users to submit automation ideas, Event cost and Event processing time are mandatory.

タグ

📘

★削除★ Tags table must contain a unique entry for each combination of Case ID and Tag です。

Below is an overview of the attributes of the Tags table.

Name

Type

Mandatory Y/N

Description

Case ID

Text

N*

A unique identifier of the case.

Tag

Text

N*

A user-friendly name to identify the tag.

* If you want to use tags in TemplateOne, which can be analyzed using the Compliance - Tags dashboard, the attributes for the Tags table must be loaded in TemplateOne. In this case, the attributes are mandatory.

期限日

📘

★削除★ Due dates table must contain a unique entry for each combination of Event ID and Due date です。

Below is an overview of the attributes of the Due dates table.

Name

Type

Mandatory Y/N

Description

Due date

Text

N*

The name of the due date.

Actual date

Date + Time

N*

The timestamp associated with the execution of an event.

Expected date

Date + Time

N*

The timestamp associated with the expected execution of an event.

Event ID

Text

N*

A unique identifier of the event.

*If you want to use due dates in TemplateOne, which can be analyzed using the Compliance - Due dates dashboard, the attributes for the Due dates table must be loaded in TemplateOne. In this case, the attributes are mandatory.
★削除★ Event ID in the Events table is also mandatory for using due dates.

See also Steps to roll-out TemplateOne.

属性タイプ

以下に、さまざまな属性タイプと既定の書式設定の概要を示します。

Attribute type

Specification

Boolean

N/A

Date

Format: YYYY-M-D

DateTime

Date format: YYYY-M-D
Time format: h:mm[:ss[[.zzz]]]

Double

Decimal separator: . (dot)
Thousand separator: none

Integer

Thousand separator: none

Text

N/A

入力形式

入力属性の一部の属性タイプには、異なる複数の書式を設定できます。たとえば 2 つの属性はどちらも Date タイプを持つことができますが、それぞれ異なる書式を設定できます。

If your input data is of a different format than the default format in TemplateOne, you can edit the format settings for all the input attributes of that type in the Edit Datasource Attribute dialog in TemplateOne to match the format of your input data. See the illustration below for an example.

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表示形式を変更する

If you want to use different display formats in TemplateOne than the default format that is set for the attribute type, you can change the display format settings in TemplateOne. For example, if you want to use a different currency string you can change the settings in the Display Format dialog.

[表示形式] ダイアログを開くには、以下の手順に従います。

Step

Action

1

Click on imageimage and select Settings....

2

Click on DISPLAY FORMAT....

以下の画像でご確認ください。

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同様に、特定の属性の小数点区切り文字または 3 桁の区切り文字を変更できます。
For more information see Display Format.

7 か月前に更新

TemplateOne 2021.4.0 の入力テーブル


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