Process Page

This page applies to business users. It describes what actions are available when viewing a process in Process HQ.

Overview

The process page allows you to see the highest level of information about a process you've added to Process HQ. On this page, you can validate the process data you've added and identify segments of the process that would make helpful views.

To access this page, go to the Process Insights page, then click any process in the PROCESSES list.

Elements

The following image highlights the elements that make up a process page:

images/process_insights/process-page-annotated.png

#	Element	Actions Available
1	Navigation bar	View the Process HQ overview page, the Process Insights page, the Data Catalog page, or the Data Governance page. Switch out of Process HQ and into another workspace like Appian Designer. The workspaces you can access depend on your user role and other security settings. Change settings for your user profile.
2	Breadcrumbs	Navigate to the Process Insights page.
3	Time period	Set the time period for the data displaying on the page.
4	Header pane	View the process name and the number of cases included in the process. Manage the process from the menu: Manually update process data. View or edit process configuration. View or edit process properties. View or configure process security.
5	PINNED VIEWS section	Create a view. View the name of each pinned view and summary metrics for each pinned view including: The number of cases in the view that occur in the selected time period. The percentage of total cases those cases represent for the view in the selected time period. The number of KPIs, insights, and filters associated with the view in the selected time period. Access a pinned view, or go directly to a pinned KPI from one of the pinned views. Manage pinned views: Unpin a view. Edit the filters that define a pinned view. Rename a pinned view. Delete a pinned view.
6	EXPLORE DATA FOR THIS PROCESS section	Switch between the following tabs to explore process data in the selected time period: Process Diagram: View the process diagram. From the diagram on this page, you can view details for individual activities or sequences, but you cannot drill down to insights for a specific process part. To drill down on a process part, go to the process diagram in the associated view instead. Case Attributes: View attributes of cases associated with the process. From this tab, you can view attribute value details, but you cannot drill down to insights for a specific attribute value. To drill down on an attribute value, go to the Case Attributes tab in a KPI page instead. Case List: View the list of cases associated with this process. All Views: See the list of views configured for this process.

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