Create a flow with a Proactive Analytics trigger

Use Performance Analytics indicators to start a flow. Define the flow start conditions as a set of Proactive Analytics KPI scores and KPI threshold values.

Before you begin

Important: This flow supports Performance Analytics indicators inside Platform Analytics. The flow requires a subscription to Performance Analytics. Furthermore, you should have a working Performance Analytics implementation. For more information, see Performance Analytics (Indicator data sources).

To create the flow, you should be familiar with Performance Analytics artifacts such as indicators and their associated targets and thresholds. You should also be familiar with your organization’s Performance Analytics implementation. If you are not an expert in Performance Analytics, consider contacting such an expert from inside your organization. This expert can identify your organization’s use cases for Proactive analytics triggers, which you can then implement. Even if you are only testing the flow, this expert can identify an appropriate indicator to test it on.

• Activate your Platform Analytics subscription. See Activating your Performance Analytics subscription.

• Select the relevant Performance Analytics indicators (KPIs) and KPI Signals.

• Run the Proactive Analytics Trigger Definition Activation Job from Schedule [sys_trigger].

Role required: admin or flow_designer

Procedure

1. Navigate to All > Process Automation > Workflow Studio.

2. From the Workflow Studio home page, select New > Flow.

3. Define the flow properties.

   For more information, see Create a flow in Workflow Studio.

4. In the Trigger section, add a trigger and select Proactive Analytics.

5. For Proactive analytics trigger, select a trigger type.

   Proactive Analytics trigger type Description Predictive target missed Start the flow when a KPI target is likely to be missed. Predictive threshold breached Start the flow when a KPI threshold is likely to be breached. Signal generated Start the flow when a KPI indicator generates a signal. Target missed Start the flow when a KPI target is missed. Threshold all time Start the flow when a KPI threshold is breached by an all-time high or low value. Threshold breached Start the flow when a KPI threshold is breached.

   Note: For more information about Proactive Analytics options, see Proactive analytics insights on dashboards.

6. In Condition, select the KPI indicator, target, or threshold values needed to start the flow.

   The list of Conditions varies by Proactive Analytics trigger type. You can use the condition builder to add or remove conditions as needed.

   For example, start a flow when the Incidents opened since last 24 hours indicator generates a Short Run signal.

   [Omitted image "trigger-proactive-analytics-example.png"] Alt text: Condition builder to start a flow when the Incidents opened since last 24 hours KPI generates a Short Run signal

7. Add actions, subflows, and flow logic to the flow.

   For example, send a notification or create a task.

8. Test the flow.

   For more information about testing a flow, see Test a flow.

Parent Topic:Create a flow in Workflow Studio

Related topics

Performance Analytics indicators

KPI Signals

Performance Analytics targets and thresholds