Creating Views

Overview

This article discusses how to create Views in Process Mining. Views are a links that can be customized for select Users to view via URL or as an API Call. This feature is helpful for customers who wish to create Process Mining Analyses and share them with outside clients. End-users who are granted access can view the overall process through the link on a "read-only" basis and will not have editing capabilities. 

Creating a View in Process Mining

• To create a view in Process Mining, navigate to a desired plugin or Dashboard. In this example, the Cost Analyzer is used. 
  • From here, select the Analyze icon in the menu bar. 
• This action will open the View creation window.
• Select Create View.
• Users can add a Data Access Filter if desired. Data Access Filters specify an area of a process that End Users will access with their provided link. 
• To add a Data Access Filter:
  • Click Add Filter and select an Attribute from the Dropdown menu. In this example, Activity (concept: name) is used. 
  • After choosing an Attribute, an API call will need to be configured. This call will send details about the view ID, the email address of the accessing User, and the name of the selected attribute to the remote service. For more information on creating API calls in Decisions, please refer to Calling a Flow as a Rest Service. 
  • After configuring the API call, copy and paste the URL into the URL field. 
  • Click Make a Test Call to confirm the URL is correct before clicking Done. 
  • Choose a name for the View and then select the desired Access Right. All options are read-only.  
    • Any user with the view link grants access to the selected process.
    • Call a web service allows Users to configure access to a specific area of the process via URL. 
    • Select Users allows select Users within Process Mining to access the selected process. 
  • After the desired specifications have been made. The view will be added to the Views window, and links can be selected at any time. 
• Below is an example of what End-Users can access:

Examples

The following examples display the three Access Right Options, using the Cost Analyzer Plugin. 

Any User with View Link

This option enables any User with the link provided after creating a view to access the selected process. 

To recreate this example:

• Navigate to the desired process. Select the Analyze Icon and select Add a View.  
  • From here, choose a name and select Any User with View Link. 
  • Click Done to save the changes. The new view will now be available in the Views window.
    • Click the link button on the View. Users with access to this link will be navigated to the selected process. 

Call by Web Service

This option allows Users to configure an API call that, when clicked, will display a desired process for selected End Users. This option is similar to Any User with a link, but will only display processes for User accounts included in the Post Request box. 

To recreate this example:

• Navigate to the desired process. Select the Analyze Icon and select Add a View. 
• From here, choose a name and select Call by Web Service, then, when the option becomes available, select Click to Configure. 
  •  Users will need to configure an API call outside of Process Mining. This can be done in or outside of Decisions. This example uses an API call created within Decisions. 
    • Once the API call is created, ensure the dropdown is set to Decisions if using a Decisions API call, and Other if using an API call outside of Decisions. 
    • Copy and paste the URL of the API call and paste it into the URL field.
    • The Form will automatically display the Post Request Content.
  • Once this information is configured, Users can set the other fields to desired specifications and click Make a Test Call. 
  • A pop-up will display if the call was successful. 
• From here, click Done to save the changes. The View will be saved, and selected Users can access the process by copying and pasting the provided link.
  

Select Users

This option enables pre-selected Users to view a process.

To recreate this example:

• Navigate to the desired process. Select the Analyze Icon and select Add a View.  
  • From here, choose a name and click Select Users. 
  • Click Done to save the changes. The new view will now be available in the Views window.
    • Click the link button on the View. Users with access to this link will be navigated to the selected process.
      • Users who were not selected will see this screen after clicking the link. 

Feature Changes