Best Next Action

Having multiple options in a process can be a challenge for inexperienced or new employees. XMPro’s Best Next Actions are designed to guide them towards the best decision under the circumstances.

Best Next provides a mechanism to guide business users based on historical analysis, predictive analysis, external data & services, and best practice algorithms or decision logic.

This means business users are proactively guided based on historical successes, predictive analytics using big data sources, external services (for example, Weather patterns for procurement) or policy guides.

Configuration Options

Configuring the Chart Option

In XMDesignerIs used to configure XMPro BPM solutions., the Bid Committee Review ActivityA specific step in a process.  It will be the user interface for that step (web form or a screen), for example, the Leave Application (screen interface or web form) will be the first Activity in the Leave Requisition process.  The Leave Application Authorization will be the second step or Activity in the Leave Requisition process.  One Process can have multiple activities., we want to add a Best Next Action that is, giving the user advice regarding what would be the Best Next Action.

1. Click the relevant Process Group.
2. Click the relevant Process.
3. Click the relevant Activity.
4. Click Properties tab.
5. Click  Best Next Action (CollectionIs a virtual grouping of Stream Hosts.  All Stream Hosts in a collection are broadcasted the same instructions from the IoT Portal.  This way a Use Case can be mass deployed to all the Stream Hosts in a given Collection.) menu as shown in the following figure.

6. Click Two Columns, if you want to include two graphs.
7. Click the Column One
8. Click the Chart.
9. Select the relevant Database, for example, XMDB in as shown in the following figure.
10. Provide the Statement to execute.
11. Click Chart Wizard. The Chart Wizard Window will be displayed as shown in the following figure.

12. Click the Bar chart type.
13. Click Appearance to see what the Best Next Action will look like as shown in the following figure.

14. Click one of the Presentation options as required to customize a chart’s appearance at runtime.
15. Click Finish.
16. Repeat Steps 6-15 for Column Two and Column Three as applicable.
17. (Not shown) Click OK.

Display the Chart Option Results

Display the chart option results in XMWorkspace as follows.

1. Click the Best Next icon in the widget bar. The Best Next Action window opens as shown in the following figure.

Configuring the iFrame Option

In XMDesigner, the Insurance Claim Activity, we want to add a Best Next Action that is, giving the user advice regarding what would be the Best Next Action.

1. Click the relevant Process Group.
2. Click the relevant Process.
3. Click the relevant Activity.
4. Click Properties tab.
5. Click  Best Next Action (Collection) menu as shown in the following figure.

6. Click One Column, if you want to include one graph.
7. Click the Column One.
8. Click the iFrame radio button.
9. Click the URL to Load text box and type the URL path.
10. Repeat Steps 6-9 for Column Two and Column Three as applicable.
11. Click OK.

Display the iFrame Option Results

This procedure describes how to display the iFrame option results in XMWorkspace.

1. Click the Best Next icon in the widget bar. The Best Next Action window opens as shown in the following figure.

Configuring the Guide Option

In XMDesigner, the Bid Committee Review Activity, we want to add a Best Next Action that is, giving the user advice regarding what would be the Best Next Action.

1. Click the relevant Process Group.
2. Click the relevant Process.
3. Click the relevant Activity.
4. Click Properties tab.
5. Click  Best Next Action (Collection) menu as shown in the following figure.

6. Click One Column, if you want to include one graph.
7. Click the Column One
8. Click the Guide radio button.
9. Click OK.

Edit Best Next Action

This procedure describes how to edit a Best Next Action Guide in the XMWorkspace.

1. Click New > Process.
2. (Not shown) Click Edit Best Next Action under XMPro Processes section.
3. Click the  icon to browse.

4. Click the Description text field, type the activity, and press the Enter key or wait for the grid to refresh.
5. Click the  to select the activity displayed.

5. Click the plus to add a New Best Next Guide Question.
6. Click the No text field, type the next number in a sequence for your question.
7. Click the Question text field and type a question relevant to your activity.
8. Click the Outcome Yes text field and type the determined outcome for Yes.
9. Click the Outcome No text field and type the determined outcome for No.
10. Click Save.

Business Rules

• If you select the Remove check box and click Save, the Question will be removed from the guide.

Display the Guide Option Results

This procedure describes how to display the Guide option results in XMWorkspace.

1. Click the Best Next icon in the widget bar. The Best Next Action window opens as shown in the following figure.

When the Best Next Action window opens with a question, continue selecting No until all the questions display.