Add a breakdown to filter records and analyze a process map by categories.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

About this task

Note: You can configure a maximum of 10 breakdown definitions for the parent table configuration and 5 breakdown definitions for any child table configuration. You cannot generate more than 5000 elements for any breakdown definition.

Procedure

  1. Navigate to All > Process Mining > Process Mining Workspace and select your project record.
  2. Identify which table you are configuring the breakdown definition, and open the associated table configuration record from the Table Configurations tab.
  3. In the Breakdown Definitions tab, open a new breakdown definition record by selecting New.
  4. On the Breakdown Definition form, fill in the fields as needed.
    Table 1. Breakdown definition fields
    Field Description
    Field Select the field on to use for the breakdown.
    Display Name Name to display for this breakdown. If no name is entered, the breakdown displays the value of the Field field.
  5. (Optional) Select Add Filter Condition and further choose conditions for filtering the breakdown.
    Note: Filter conditions are only available when a reference field is selected in the Field field.
  6. Select Submit.

What to do next

Mine a project.