Viewing Saved BP Summaries

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 Carefully review and verify these against trusted sources, as it may include out-of-date, inaccurate, or incomplete information.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 (AI) for a specific business process.

Online Mode

To view a saved summary:

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

Offline Mode

You cannot view saved BP summaries.