Use the new Update metrics action in the Pipeline Accelerator package to easily update any work items, such as datasets, bots, or KPIs, in CoE Manager.

You need to provide the Session name, Template API name, and Work item ID, then specify the metric details like Date, Mode (add or replace the value), and which metric to update. All fields are mandatory, ensuring every update sent to CoE Manager is complete and reliable.

Settings

  • In the Session name field, specify the name of the session that you used in the Start Pipeline Accelerator Session action.
  • In the Template API Name field, specify the App API name shown in the CoE Manager work item.
  • In the Work item ID field, specify the ID shown in the CoE Manager work item.
  • In the Date field, specify the date to update the metrics. Choose one of the following options:
    • Datetime: Select the date, time, and timezone manually.
    • Variable: Select the Datetime variable or other variables that support Datetime as a subtype (for example, Dictionary, Record, and List variables).
  • In the Mode field, select how the metrics are applied to the opportunity at the specified date and time provided above:
    • Insert Value: Adds a new metric record to the opportunity.
    • Replace Value: Replaces the existing metric record for the opportunity.
  • In the Metric field, specify the metric name defined in the CoE Manager and the value to update. For example, to update the metric Additional Benefit per day, configure the Metric entry as follows:
    • Type: Additional_Benefit_per_day__m
    • Value: 4 (user-defined variable)
    Note: This action works only on non-calculated metrics. You will see an error message if you try to update the calculated metrics, such as Benefit_Realized_Per_Day__m.
  • In the Status field, store the output in a variable (user-defined) of type string. This variable indicates whether the metrics update was successful.

After setting these values, click Save and then click Run to deploy the automation.