Creating an event summary workflow

To create an event summary workflow, you can copy an existing workflow and then modify it to retrieve the appropriate data points.

Procedure

  1. Click Tools > Builder Tools > Workflow Builder > triAnalyticEvent.
  2. Select an existing workflow that begins with "triAnalyticEventSummary - SubFlow" and click Copy.
  3. Open the new workflow.
  4. Click Start to open the Workflow Properties form.
  5. Specify the name of the event summary workflow that you specified in the Rule Definitions record.
  6. Check that the workflow has the correct number of branches and add or remove branches based on the number of data points that you need.
  7. For each branch, modify the following properties:
    1. In the Query Task Properties section, modify the name filter.
    2. In the Create Task Properties section, modify the label and description.
    3. In the Object Mapping section, modify the values for triNameTX and triParameterValueNU, and click OK.
    4. In the Assign Variable Task Properties section, verify that the From Task value is correct and the Append Results check box is selected.
  8. Click Publish.