Add tables
The article details instructions on adding table structures to a legacy Manual Task design implemented via Code Editor.
The article details instructions on adding table structures to a legacy Manual Task design implemented via Code Editor.
The article focuses on applying the FreeMarker Template Language to deliver a legacy Manual Task design via Code Editor.
The legacy AutoML dashboard provides insights into the following data:
General migration flow
The legacy Capacity dashboard provides a quick and comprehensive overview of how Work.AI components are used. In particular, it allows monitoring the utilization of the infrastructure resources, such as CPU, memory, disk space, over time. This information helps to determine whether there are enough resources to scale dynamically to process peak workloads in Work.AI. The Bot Execution Platform Agent charts visualize how BEP Workers with different profiles (Control Tower and AutoML) share CPU and memory resources.
This guide explains how to create custom dashboards using legacy analytics tools: WorkFusion Analytics Desktop, WorkFusion Analytics Server, and Microsoft SQL Server.
By default, WorkFusion security blocks all Data Store (DS) API calls from Manual Tasks, except Allowed Data Store Queries. Therefore, if you develop a custom Manual Task that uses DS API calls from JavaScript, you must create such allowed queries.
This instruction explains how to publish custom legacy Tableau-based dashboards to WorkFusion Analytics Server (Tableau Server starting from version 2018.3.2).
The section refers to the legacy Manual Task design via Code Editor. Before reading the article, see the Design Manual Task in Task Designer mode topic.
The article addresses uses cases for legacy Tableau-based Analytics.
Custom dashboards are a set of modified out-of-the-box (OOTB) dashboards or dashboards created from scratch to answer specific questions and allow for detailed analysis.
Filters enable selecting the data to be displayed on dashboards. For available filters on legacy Tableau-based dashboards, see the Filter list section. For detailed info on each filter, see appropriate Filter descriptions sub-sections.
The article describes setting up a Manual Task with denormalized input data using the unique column name functionality.
FIFO (First In, First Out) is a prioritization strategy in which the oldest (first) entry is processed first. The FIFO strategy helps improve adherence to the service-level agreement (SLA) for record processing time.
Install Analytics Server
Legacy WorkFusion Analytics is based on Tableau—a data visualization tool that builds dashboards and enables visual graphical analysis and filtering control for them.
The legacy Manual dashboard gives access to the statistics for Manual Task processing.
Following the steps below, you can migrate AutoML models from environments with version 9.2 or 9.3 SPA to those with any platform version (v.10.1+) without retraining.
The page describes how to migrate configuration and Business Process data from IA Cloud Business to Work.AI for their further use in Work.AI Developer. The guide assumes that you have parallel installations of both IA Cloud Business and Work.AI because the in-place upgrade is impossible.
The instruction describes how to migrate business processes with manual tasks that use qualifications from the WorkFusion platform v10.1.x to v10.2.1 and higher. For more information, refer to Migrating users and qualifications from previous platform versions | Migrating qualifications.
The article details instructions on structuring layouts and controls for legacy Manual Task designs implemented via Code Editor.
The article addresses uses cases for legacy Tableau-based Analytics.
The legacy Overview dashboard provides a high-level summary of daily operations and overall automation health. From it, you can access the following data:
The article details how you can use legacy Tableau-based analytics tools to understand the actual productivity of workers, assess workloads, and identify gaps. Your basic path is as follows:
The legacy Process dashboard provides an in-depth drill-down into process metrics.
The main goal of the article is to help you identify and analyze the weak spots in your Business Process (BP) implementations using legacy Tableau-based analytics. You will also learn about the primary causes of bottlenecks and get acquainted with the tools and solutions to address them.
The article details instructions on setting up two major sections in a legacy Manual Task design: Questions and Answers.
The Reporting API instructions are applicable only to legacy Tableau-based analytics.
The article contains instructions on customizing legacy Manual Task designs via Code Editor to enable the PDF content review.
In Version 10.1, Bot Relay Host was renamed to Bot Unit all over the dashboard, including filters.
The article describes a solution for a Manual Task with the Grid Answer type that contains the page number required to scroll XML content using this page number.
The legacy Speed dashboard helps you identify bottlenecks in process executions.
In this section, you will learn how to analyze Business Process executions with legacy Tableau-based analytics to identify gaps in productivity and understand possible bottlenecks.
This section is a generic guide describing how legacy Tableau-based analytics tools can help you diagnose issues in a Business Process (BP), analyze them, and decide on further actions. Here, you will also learn about possible root causes that can affect performance and their impacts and the ways to detect and fix them.
The article details instructions on setting up a title and the Instructions section in a legacy Manual Task design.
The article describes how to enable tracking the Service-Level Agreement (SLA) and Straight Through Processing (STP) metrics for the legacy Analytics component.