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View Page

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

Overview

In Process HQ, a view is a subset of cases that is defined by a set of filters. By default, the All Cases view is available for all processes. You can also create custom views to focus on specific types of cases.

On this page, you can explore the cases related to the view, create KPIs to help you look more closely at specific characteristics of the cases, then start drilling down to insights.

To access this page, go to the process page, and click any view in either the PINNED VIEWS section or the All Views tab.

Elements

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

#

Element

Actions Available

1

Navigation bar

2

Breadcrumbs

Navigate to higher-level pages associated with the view:

3

Time period

Set the time period for the data displaying on the page.

4

Header pane

Manage the view:

5

PINNED KPIS section

6

EXPLORE DATA FOR THIS VIEW section

Switch between the following tabs to explore view data in the selected time period:


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