Configure a Business Process or Workflow

⚙️ Use the Business Process Wizard

Use the Business Process Wizard to define the workflow GermainUX should monitor, including its steps, correlation criteria, timeouts, SLAs, automated actions, and dashboard visualization.

📋 Create a Business Process

You can start the configuration in either of the following ways:

Option

Action

Via Settings

Go to Germain Workspace > Settings > Wizards > Business Process.

Via Analytics

Go to Germain Workspace > Analytics > Business Processes and select the Add icon.

Select the appropriate process type:

Process Type

Traditional Business Process

Collaborative Business Process

The wizard then guides you through four configuration steps.

1️⃣ Step 1: Define the Business Process

Configure the general behavior of the process.

Field

Description

Name

Unique name identifying the business process. The name is also used when generating its KPI.

KPIs

KPIs containing the data that GermainUX should evaluate for this process.

Key Expression

Property used to correlate events belonging to the same process instance, typically sessionId, correlationId, or another business identifier.

Long-Lived BP

Enable when the process may require more than a few days to complete.

Data Latency

Expected delay, in seconds, before process data is received. Default: 3600.

BP Timeout

Maximum time, in seconds, that a process can remain open. When exceeded, its status becomes TIMED_OUT. Default: 7200.

Record Outside Steps

Records matching events that occur outside the defined process steps.

Record Timeout

Retains a process instance when it times out. When disabled, timed-out instances are discarded.

Record Timeout Threshold

Minimum completion percentage required to retain a timed-out process instance.

Record Reset

Retains a process instance when it is reset. When disabled, reset instances are discarded.

Record Reset Threshold

Minimum completion percentage required to retain a reset process instance.

Outside Filters

Filter criteria applied to events recorded as outside steps. When empty, all matching events outside the defined steps are collected.

2️⃣ Step 2: Define the Process Steps

Add each step that GermainUX should identify and track within the workflow.

Field

Description

Name

Unique name for the step within this business process. The name is also used when generating the step KPI.

Recurring Step

Enable when the step can occur more than once in a single process instance.

Optional Step

Enable when the process can be completed without this step.

Filters

Criteria used to identify the step. Each key references an attribute in the GermainUX Data Model, and each value defines the data to match.

SLA Threshold Value

SLA threshold applied to the step.

SLA Color

Color assigned when the step does not meet its SLA.

SLA Actions

Alerts or automated actions triggered when the step does not meet its SLA.

Label Generator

MVEL expression used to generate a contextual step label. Default: name. For example: "Click on " + hierarchy.level1.

Repeat this configuration for every step in the workflow.

📅 Step 3: Configure Process-Level SLAs and Actions

Define the SLA for the complete business process.

Field

Description

SLA Threshold Value

SLA threshold applied to the entire process.

SLA Color

Color assigned when the process does not meet its SLA.

SLA Actions

Alerts or automated actions triggered when the process does not meet its SLA.

Step-level SLAs identify delays within individual workflow stages, while the process-level SLA evaluates the overall completion time.

🖼️ Step 4: Create the Portlet

Optionally add a portlet so the new business process can be monitored immediately from a dashboard.

Field

Description

Dashboard

Dashboard on which the business-process portlet will be added.

Portlet

Portlet type and visualization settings.

Select Finish to create the business process.

✏️ Update an Existing Business Process

  1. Go to Germain Workspace > Analytics > Business Processes.

  2. Select the business-process definition you want to modify.

  3. Update its process, step, SLA, action, or visualization settings.

  4. Save the changes.

If you need assistance defining or configuring a workflow, contact GermainUX.

Service: Analytics

Feature Availability: 8.6.0 or later