Viewing Saved BP Summaries

Artificial Intelligence (AI) assisted Business Process (BP) summaries provide a synopsis from one or more selected BP records.

Note:

Summaries created using the AI BP Summarization feature are prepared by generative AI. Carefully review and verify these against trusted sources, as it may include out-of-date, inaccurate, or incomplete information.

Prerequisite

Your Company Administrator has enabled BP summarization with artificial intelligence for the specific business process.

Online Mode

To view a saved summary:

1. Select the applicable workspace.
2. Navigate to the BP log menu.
3. Touch Saved Summaries. Saved summaries display in the reverse chronological order (most recent, first).
4. Touch the summary you want to view, and perform any of the following actions:
   • To rename the summary, swipe left and touch Rename.
   • To share the summary, swipe left and touch Share.
   • To delete the summary, swipe left and touch Delete.

Offline Mode

You cannot view saved BP summaries.