Generating a BP Summary (Cloud Only)

If you configure settings for a BP Summary prior to running it the first time or if you update the settings after running a summary, the latest settings are used to generate the summary. Otherwise, the default settings configured for the BP are applied.

To generate a BP Summary:

  1. Select one of the following:
    • To generate a summary for a specific project/shell, complete the following steps:
      1. Go to the project/shell tab, and switch to User mode.
      2. In the left Navigator, select Logs, and then select the applicable BP to open the BP log.
    • To generate a summary for multiple projects/shells, complete the following steps:
      1. Go to the Home tab.
      2. In the left Navigator, select Master Log - Business Processes, and then select the applicable BP to open the BP log.
  2. In the log, select the applicable records to include in the summary.

    If you do not select any records, the system displays an error message and does not prepare a summary.

    To filter the displayed list of records, select a view from the View list, or use Search or Find on Page.

  3. From the toolbar, select "" AI Summarize.

    The system displays a separate panel while it generates the summary. If this is the first time that you have used the option, the system uses the default settings configured for the BP. Otherwise, it uses the settings you have specified previously.

    If you generate the summary from the Master Log - Business Processes node and the Enable Grouping by Project/Shell option is enabled, the information is grouped by project/shell.

    After the summary is generated, a line is included below the content to indicate what settings were applied. The panel also includes additional options that you can use to: