Create custom dashboards
This guide gives you a quick introduction to custom dashboards: how to create datasets and charts and organize them into a dashboard. Since WorkFusion Analytics is originally based on Superset, you can refer to the Superset official documentation for additional details.
Customer data protection
The goal of this article is to provide insight on how to deal with a customer’s information without risk of sensitive data disclosure to third parties not involved in the project.
Data Management API
Allows managing of database and S3 data operations.
Implement role-based filtering on Business Process data
The role-based access mechanism (RBAC) limits access to data through Analytics dashboards based on the following filter categories:
Learn about analytics in WorkFusion
To monitor process metrics, Work.AI offers Superset-based Analytics installed together with the Product. To start working with it, you only need to configure access for users. It does not require any additional third-party licenses and provides the following capabilities:
Maintain global variables
Global variables store common values used in different Business Processes (BPs) without hard-coding them in Bot Tasks. In particular, global variables can store the following information:
Manage data lifecycle
Work.AI generates a considerable amount of data. Much of it results from completed Business Processes (BP) or internal maintenance. Accumulation of obsolete data can lead to the following issues:
Media Check API
The page describes the process designed to enable the following:
Overview
The Overview dashboard provides a high-level summary of daily operations and overall automation health. From it, you can access the following data:
Scheduler monitoring
To access the dashboard, navigate to Analytics > Dashboards and click Scheduler monitoring on the dashboard list.
Set roles and permissions for Superset Analytics
To manage the access to Superset dashboards and related components, use standard Control Tower roles and permissions. To view or change the Superset-related permissions in Control Tower, navigate to System setting > Role management.
Set up alerts and reports
To assist you in real-time process monitoring, analyzing data, and presenting it effectively, WorkFusion Analytics offers the following tools:
Start Business Process from Manual Task
You can start a Business Process (BP) from a Manual Task. Below are some code samples of how you can perform various operations with it.
Start task and Business Process from Data Source
A Data Source is a mechanism providing input data and configuration for your Business Processes (BPs) and tasks. The input format is best suited for those use cases where the data resides on an external source, such as an SFTP Server or Amazon S3 Cloud.
Study documents
Before labeling, the most essential information the Subject-Matter Expert (SME) should share with the Data Analyst (DA) includes the following:
Test access to S3 objects using curl command
To validate the accessibility of an S3 object from a different host, follow the steps below:
Train SMEs
Goal of the step: Train Subject Matter Experts (SMEs) to provide a high level of labeling accuracy for collecting a quality dataset.
Upload files to Amazon AWS S3
To upload files to the Amazon AWS S3 storage, install and use one of the following third-party S3 clients:
Upload files to S3 MinIO storage
There are several ways how to upload files to MinIO. You can upload files to the storage in a web browser or via the Master Server.
Use Split-Join rule
The Split-Join rule is used to separate every single record (or document) from Input Data into a few records to let them pass through different steps (either Bot or Manual Tasks) of a Business Process (BP) in parallel (in the split point) and then combine the processed records back into a single record or a document (in the join point) to process the consolidated results from the previous steps further.