Execute Process Report Smart Service

Overview

This activity reads a report and saves the result(s) into a process Variable. The report must already exist within Appian.

One way to conserve the memory used by your processes is to collect any data or statistics that you might want to preserve using a report that is run by the Execute Process Report smart service in a sub-process. This allows you to completely delete the parent process upon (or shortly after) completion, while retaining any archival data you need to keep.

Permissions Needed

The user running the smart service must have at least Viewer rights to the process report. Attempting to complete this task without the proper user rights generates an error message for the process administrator and pauses the process.

Properties

  • Category: Analytics

  • Icon:

  • Assignment Options: Unattended

Configuration Options

After dragging and dropping the smart service on your canvas, double-click it to configure its properties for each tab listed below.

General Tab

The General Tab allows you to name and describe the activity.

See also: General Node Properties

Setup Tab

Report: Select a saved report (.arf) from the system. If the user who creates a report saves it into the default My Reports location, other users cannot view it. The System Reports folder is located in the Appian Collaboration Center > Default Community > System Knowledge Center.

Max Rows: Specify the number of rows to return from the report. If you think of a report returned from this smart service as a single page of a process report, this setting is similar to the Rows Per Page setting on the Display tab of the Report Options dialog box. Having a value that surpasses the total number of rows in the report does not affect the report performance.

Context: (Optional) When a process instance is defined for the selected report's context, you can type the process ID of a new process instance context to use for the report, or you can use an expression to select the desired context.

Additional Filters: If the report is a process report (such as the Default Process Optimization Metrics report) this group box is displayed for you to add another by entering values for the following:

  • Column: Specify the report column to use for filtering the results. A filter allows you to limit the report rows according to certain parameters.
  • Operator: Select the type of matching you want your filter to perform, such as equals or greater than.
  • Filter Value: Type a value to use in the filter comparison - OR - click to specify a filter value using an expression.

For example, if your report includes a list of office locations and staff, you might want to filter the report to only display office locations that include more than 50 staff members. Assuming that the staff column in your process report lists the number of people in each location.You would select the Staff column from the Column list; select >= from the Operator list; and type "50" in the Value field.

When you add another filter, the system applies the filter to the underlying analytics query before loading the report.

Data Tab

Node Outputs

Select the Outputs Tab. Each column returned by the report is displayed as an entry on the node outputs list. Select the node output that contains the data you want to save into a process variable. The Result Properties are displayed. If your report saves multiple data values into a single cell (the intersection of a row and a column) only the first element is saved.

Select one of the following operators for saving your data.

  • is stored as: Saves the entire result set into the variable you select.
  • is stored at index: Select the index position in a multiple-value process variable. Each place in a multiple-value variable is indexed (numbered) starting with the number one. Type the desired index position in the field provided, or use the Expression Editor to determine the desired index value.
  • is appended to list: Saves the result set at the end of an existing multiple-value variable without overwriting existing values.

Select an existing process variable from the Target list, or click to create a new process variable.

If you need to use an expression to modify your report data before saving it into a process variable, you can create a custom output. Each of the report columns are listed under Activity Class Parameters on the Data Tab of the Expression Editor.

Scheduling Tab

You can configure the activity so that it only starts after certain time-period has lapsed since the last activity completed, or start it according to a fixed calendar schedule. You can also set repeated execution for the activity.

See also: Scheduling the Start of an Activity

Assignment Tab

This activity can only be run automatically (unattended). You can opt to run the activity as the process initiator or the process designer.

Additional Options

See Also

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