Enable Actionable Insights

Introduction

The Actionable Insights option must be enabled in the app or Discovery Accelerator.

Note: If you are using the Basic Connector for AppOne, the groups and expressions described in this page are already predefined. You only need to edit the expressions to set the correct value.

Important: It is strongly recommended that you only enable Actionable Insights when the app or Discovery Accelerator is deployed and ready to be used. Otherwise, it can happen that you accidentally create actions by reloading all your data.

First, create a new group Actionable insights in the Globals table. Also create a new group Settings in the Actionable insights group. See the illustration below.

To enable Actionable Insights you must create the expressions as described below in these groups.

Step 1: Set 'Actionable Insights Integration Is Used' Expression to 'true'

By default, Actionable Insights is turned off in the app or Discovery Accelerator. If you want to use this feature, you must create an expression Actionable_insights_integration_is_used in the Actionable insights group in the Globals table and set it to True.

See the illustration below.

Step 2: Define Tenant and Folder ID

Create expressions for Tenant and Folder ID in the Actionable insights - Settings group in the Globals table in the app or Discovery Accelerator.

Tenant

In the Tenant expression you must specify the logical name of the tenant for which actions and queue items will be defined.

If you are using an on-premise installation of UiPath Orchestrator the name of tenant can be found in the General section in my profile. For a cloud installation the tenant name can be found in the API Access information. See illustration below.

For example, if the name of the tenant is Default, you specify Default in the Tenant expression. See illustration below.

Important: The tenant must be the same as the name of the configuration file [tenant].env in the orchestrator folder in the UiPath Process Mining installation folder.

Folder ID

In the Folder ID expression you must specify the ID of the folder for which the actions and queue items are created.

The folder ID is the fid number of the URL when your are logged in to your UiPath Orchestrator. See illustration below.

For example, if the fid is 123456, you specify 123456 in the Folder ID expression. See illustration below.

Note: You can set a different folder ID for each action and queue item that is defined in the app or Discovery Accelerator.

Step 3: Define Actions Output and Queues Output Expressions

Create Actions output and Queues output lookup expressions to concatenate all separate actions and queues. These serve as input for the Actionable insights scripts.

Actions Output

Step	Action
1	Create a new Lookup Actions output expression in the Actionable insights group in the Globals table.
2	Set the view table that is used to define actions as the Input table. See Define Actions and Queues.
3	Enter the following expression: jointext(records.Actions, NL)

See the illustration below for an example.

Queues Output

Step	Action
1	Create a new Lookup Queues output expression in the Actionable insights group in the Globals table.
2	Set the view table that is used to define actions as the Input table. See Defining Actions and Queues.
3	Enter the following expression: jointext(records.Queues, NL)

See the illustration below for an example.

Step 4: Create Tables for Actions and Queues

Follow these steps to create connection string tables for Actions and Queues.

Step	Action
1	Create a new table group and rename it to Actionable insights.
2	Create a new connection string table Actions. Enter the following Connection string: 'driver={mvscript; script=generic; mv-enable=' + Actionable_insights_integration_is_used + ';' Enter the following Query: '&scriptFile=' + urlencode("Actionable insights/addActionItems.py") + '&inputData=' + urlencode(Actions_output) + '&args=' + listtojson(['<SCRIPT>', '<INPUT>', if(Tenant <> null, Tenant, '')]) Note: Make sure that the Table scope is set to Workspace.
3	Create a new connection string table Queues. Enter the following Connection string: 'driver={mvscript; script=generic; mv-enable=' + Actionable_insights_integration_is_used + ';' Enter the following Query: '&scriptFile=' + urlencode("Actionable insights/addQueueItems.py") +'&inputData=' + urlencode(Queues_output) + '&args=' + listtojson(['<SCRIPT>','<INPUT>', if(Tenant <> null, Tenant, '')]) Note: Make sure that the Table scope is set to Workspace.

See the illustration below.