Infor Process Intelligence User Guide

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About this guide
Intended audience
Related documents
Overview
Industry Process Catalog
Navigating Infor Process Intelligence
Process Viewer
Viewing processes
Working with the cards view
Using the diagram view
Using the breadcrumb
Viewing translated content
Searching process models
Search terms
Initial Attribute Set
Applying filters
Working with the search results
Process Designer
Content Explorer
Working with folders
Working with locked folders
Adding folders
Removing folders
Actions on the folder contents
Folder Context Menu
Copying and moving folder content
Duplicating a folder
Comparing folders
Defining a sequence for folder contents
Import and export
Exporting a folder
Importing a folder
Exporting selected models
Exporting BPMN models to XML
Process Map Designer
Creating a process map
Editing the process map generic properties
Editing the process map diagram attributes
Working with the elements palette and canvas
Working with the process map elements
BPMN Modeler
Creating a BPMN model
Editing the BPMN model generic properties
Editing the BPMN diagram attributes
Working with the elements palette and canvas
Working with the BPMN elements
Supported attributes for BPMN elements
Comparing BPMN Models
Diagram versioning
Version types
Export and import with versioning
Approving or creating a draft for several process models
Infor Document Management related documents
Content translation
Application Navigation
Process Insights
CloudSuite Overview
CloudSuite Overview page toolbar
Process Insights Overview
Process Insights Overview page toolbar
View Insight
Viewing a page
Viewing a widget
Filter data in an insight
Adding a filter
Deleting a filter
Process Mining
Data Definition
Type of content
Infor-provisioned content
Custom content
CloudSuite Overview
CloudSuite Overview page toolbar
Creating a custom CloudSuite
Exporting a custom CloudSuite
Exporting a custom CloudSuite with insights
Importing a custom CloudSuite
Deleting a custom CloudSuite
Process Overview
Process Overview page toolbar
Creating a custom process
Exporting a custom process
Importing a custom process
Deleting a custom process
Objects Overview
Objects Overview page toolbar
Creating a custom or extension object
Deleting a custom or extension object
Moving a custom object
Setting an anchor object
Removing an anchor object
Events
Creating an event
Deleting an event
Attributes
Creating an attribute
Deleting an attribute
Scripts
Creating a script
Executing a script
Script editor toolbar
Script results toolbar
Executing multiple scripts at once
Relation mapping
Adding a relation mapping
Marking an object as mapped
Filtering the object list by process
Refreshing the object list
Removing relation mapping
Deleting a script
Data Load Management
Separation of data definition and insights data
Data Load Management Overview
Data Load Management Overview page toolbar
Data Load Summary Report
Data Definition page
Data Definition page toolbar
Allocate cases
Selecting objects and attributes to be loaded
Process Loading Definition
Loading data for a single process
Loading data for multiple processes
Clearing loaded data for a single process
Clearing loaded data for multiple processes
Load status
Default Loading Definition page
Type of load
Type of purge
Defining the default loading definition
Last Load Definition page
Insights Designer
CloudSuite Overview
CloudSuite Overview page toolbar
Process Insights Overview
Process Insights Overview page toolbar
Creating a custom insight
Exporting a custom insight
Importing a custom insight
Duplicating an Infor- provisioned insight
Deleting a custom insight
View Insight
Edit Insight
Adding a page to the insight
Renaming a page in an insight
Deleting a page in an insight
Widgets
Configuring the page canvas
Deleting a widget from the canvas
Configuring a widget
Single Metric
Text
Chart
Case Table
Event List
Process Explorer
Variant Explorer
Conformance
Event Level Metrics
Event Level Metrics toolbar
Adding Event Level Metrics
Configuring Event Level Metrics
Deleting Event Level Metrics
Saving a filter in an insight
Registry
Adding entries to a category
Editing entries
Copying and moving entries
Deleting entries
Searching entries
Applying the search
Working with the search results
Viewing registry entry usage
Viewing the usage of a single entry
Viewing the usage of several entries
Importing and exporting entries
Working with locked categories
Document Generation
Generating a document
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