Properties Page | Property | Description |
General | Label | Step name. Default is Subprocess1. |
Step ID | Automatically generated identifier, unique within the process. Not editable. | |
Font Style | Format of the Label text in the process editor and in the HTML Documentation Report. You can select the Font Name, Font Size, Bold, Italic, and Font Color. Default settings are Tahoma 8 point black, with no bold or italic. | |
Description | Descriptive information about the step, for documentation purposes only. Text in step descriptions is searchable. | |
Reset Default Size (button) | If the step has been manually resized, click this button to return the step to its default size. | |
Documentation | Documentation Fields | Local and default documentation fields to document in the process. Documentation fields are searchable. |
Documentation Field Value | Value for the assigned Documentation Field. | |
KPIs | KPIs for <Step Name> | Step-level KPI (Key Performance Indicator) definitions. For more information about the fields on this page and how to work with them, see About KPIs. |
KPI Properties | Information used to describe a KPI: Name, Description, Unit of Measure, Associated Field, Aggregation Type, and Dimensions. | |
Name | Name of the KPI. Note: KPI names must be unique on a given Optimize server. Designer cannot, at design time, detect all the KPI names on the target server. However, if you duplicate a KPI name in a process, generation of the process produces a warning. | |
Description | Description of the KPI. | |
Unit of Measure | How the KPI is measured. | |
Associated Field | Associate the KPI with actual fields in the process. Only fields that are available in the output of the step can be used. Note: When you associate an output field with a KPI or a dimension, Designer automatically adds the field to the Logged Fields page in the Properties view. Designer does not, however, automatically remove an output field from the Logged Fields page in the Properties view if you remove it from a KPI or dimension. | |
Aggregation Type | Aggregation type can be set to SUM, AVERAGE, or LAST VALUE | |
Dimensions | Use this area to add, delete, and manage data dimensions for a selected KPI. You can associate a field from the step output with one or more dimensions. Note: Dimension names must be unique on a given Optimize server. Designer cannot, at design time, detect all the dimension names on the target server. However, if you duplicate a dimension label in a process, generation of the process produces a warning. For more information, see About KPIs. | |
Transitions | Transition Type | Defines the transition behavior. Options are If Condition, Default, Join Timeout, Iterations Exceeded, and Unsatisfied Join. For more information about these transition types and their configuration fields, see: |
