Define autogenerated process

To generate a meaningful process chart, you should provide a path linking the steps. However, in many cases, the path is not known, and in some cases the relevant steps are not know. You can use the autogenerated process to create Insight process charts and swimlanes, without having to map each step in Studio. Once the process is created, you can alter the steps and change the step names and other attributes.

In the Documents Tree, right-click Processes and select New Process.
Assign a name to the process, select the Autogenerated (without steps and transitions) process type, and click OK.
On the Mapping tab, click the ellipsis icon next to the record field to open the Documents Tree listing all available records. Select the record to use and click OK.
All fields in the selected record are populated in the left record column.
To identify a step, besides the record you also need to define the Time field. Select the time field from the list that includes all time fields of the record. If time field is not defined, the record time field is used.
From the Step field list, select the field to use as a process step identifier (such as ActivityName or StepID).
Optional. Define the Order field. This is an additional field to define step sequence if the step time is the same for multiple steps.
Define field mapping. Click the fields and drag them to the Process Properties column to map them as process properties.

On the left, fields of the record are displayed, while on the right, any custom process fields that you create are shown. If other fields exist in the record you want to use in the process, such as for a dimension, create a process property (it appears on the right) and map the record field to the process property.

The direction of the link from the record field to the process property is significant. If the arrow goes to the right, it means that the value of the record field should be put into the process property.

Define key fields to determine the process instance. To do so, drag the process properties from the right to the left or select the New record is linked to a process by that field check box.

Insight tries to find an existing process instance with the given identifier. If such an instance is not found, the new process instance is created, and the value of the record field is set to the instance properties.

When Insight loads such process, all data from the selected records and process, and all steps according to selected field are used.

All steps can be assigned a starting step for the process instance.

Violation is not used for such processes. An autogenerated process does not have a violation option (Violate = NULL).

By default, there are no finish steps in autogenerated processes. But you can define finish steps in the document.

Set autogenerated process steps

Insight adds steps for each value from the step field during the data load. You can configure the steps using the following procedures.

Add steps: All new steps are added automatically to the autogenerated process during the data load. Also, you can add the required steps manually. Use this option to configure the step properties before the data load, such as exclude the step or define the finish step.
- On the Steps tab, from the Add step list, select the required values and click Add.
- If the required step is missing in the field, you can enter the field value manually and then add this value as a step.
Exclude steps: If you do not need certain steps for the process, you can exclude them.
1. On the Steps tab, from the Add step list, select the required values and click Add.
2. Then select the Is excluded check box. The selected values will be excluded during the next data load.
Delete steps: You can delete the required steps on the Steps tab by selecting the steps on the list and clicking the Delete button.

If new data is added for this step during the next data load, the step is added again.