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  1. Camunda Optimize
  2. OPT-5891

Access DMN Data from Filtered Process Report

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    • 2 - Flawed

    Description

      Problem Definition

      User Story

      As a business analyst
      I want to analyze DMN data from filtered process instances
      So that I can better perform analysis

      PM Notes (Customer requests, context, assumptions)

      • New users take a long time to comprehend their processes, especially the link between BPMN and DMN. These are often business stakeholders who have decision authority. In addition, it's difficult to navigate between BPMN and DMN
        1. General data exploration
        2. Demonstrate the "missing link" between DMN and Processes
        3. Better root-cause analysis
      • The explicitly requested user flow is:
        1. Create a process report (currently possible)
        2. Filter the process report (currently possible)
        3. Click on a DMN Rules Task node to access a DMN report showing the process instances that meet step 2's filter criteria
        4. Identify which rules applied (e.g. OPT-5595)

      Here's a wireframe of the suggested approach.

      *Assumption: A business rule task is not visited twice within the same process instance (only store the most recent evaluation). We can get around this with flow node-level variables, but this data would need to be available at the process instance level for filtering

      Solution Definition

      Solution Ideas

      • Create DMN report filters based on process instance filters (limited)
      • Pass an explicitly filtered list of process instances to a decision report (clumsy, max PI limitation)
      • Add process instance filters to decision reports (expensive)

        Design Notes (Videos, mockups, guidance)

      User Scenario

      VARIABLE CREATION
      GIVEN I am viewing a process report
      AND a business rule task is present in the BPMN diagram
      AND decision data is present in the engine
      (MH) THEN a list integer variable is created for the rules executed in the business rule task
      (MH) AND an integer variable is created for the DMN Table version referenced
      (MH) AND these variables can be used to filter or group process instances

      DECISION TABLE VIEWING
      GIVEN I am viewing a raw data report
      AND a business rule task is present in the BPMN diagram
      (SH) THEN I can view the current version of the DMN table
      (NTH) AND I can view previous versions of the DMN table

      GIVEN I am viewing a heatmap report
      AND a business rule task is present in the BPMN diagram
      (SH) THEN I can view the current version of the DMN table
      (NTH) AND I can view previous versions of the DMN table

      Metrics (if applicable)

      • Number of times a DMN table is viewed from an Optimize process report

      mgm-controller-panel

        This is the controller panel for Smart Panels app

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                Unassigned Unassigned
                eric.lundberg Eric Lundberg
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                Dates

                  Created:
                  Updated:

                  Salesforce