Configuring Settings for a BP Summary (Cloud Only)

Changes that you make to BP Summary settings apply only to your view of a specific BP and are saved automatically. This applies to summaries generated from a specific project/shell and from the Master Log - Business Processes node. (Other users can configure their own views.) You can configure the settings before or after you generate a summary. When you regenerate the summary, the system uses the last saved version of the settings. The system also uses these settings when you generate a summary from a Query tab.

To configure the settings for a BP Summary:

  1. Do one of the following:
    • To configure settings before you generate a summary:
      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.
      3. From the toolbar, select Actions, and then select View Summarization Settings.
    • To configure settings after you generate a summary, in the Summary panel, select "" Settings.
  2. Select the applicable Summary Length.
  3. Select the applicable Output Format.
  4. For Summarization Data Elements, select up to five data elements (DEs) that you want to use.

    You can use up to five of the elements that are included in the BP configuration, or you can remove the elements that you do not want to include in the summary.

  5. If applicable, for Summarization Grouping Element, select the Pull Down DE that you want to use.
  6. If you plan to generate the summary from the Master Log - Business Processes node and do not want BP records grouped by project/shell, clear the Enable Grouping by Project/Shell option.
  7. Select Save or Save and Regenerate.

    Note:

    If your administrator later removes any of the selected DEs, one of following scenarios occurs:
    • If the summary contains other valid DEs, the system creates or updates the summary by using the remaining DEs and omits the removed DEs.
    • If the summary no longer contains any valid DEs, the system resets the selection to the default settings used by the administrator.

    In either case, you can update the summary and select up to five DEs to use.