Use the Update process metrics action to synchronize process metrics between CoE Manager and the Control Room. Automation execution data from the Control Room, such as successful or failed executions and the number of transactions processed, is pushed to the corresponding opportunity metric fields in CoE Manager.

This ensures dashboards remain up to date and enables accurate ROI tracking for each automation.

Settings

  • In the Session name field, specify the name of the session that you used in the Start Pipeline Accelerator Session action.

    (Optional) Click the Insert a value icon to select an existing variable that stores the Pipeline Accelerator session name.

  • Provide the unique automation ID for the automation. You can obtain this from the Control Room. See 4.d.
  • In the Process name field, specify the name of the CoE Manager opportunity that is linked to this automation.
  • Specify the date used when updating the process 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 process metrics are applied to the opportunity:
    • Add: Adds a new process metric record to the opportunity.
    • Replace: Replaces the existing process metric record for the specified date and opportunity.
  • Update the process metrics in CoE Manager. Choose one of the following options:
    • Dictionary: Select the data type and provide the corresponding key-value pair for the metrics you want to update. For example, to update the successful execution metric, configure the Dictionary entry as follows:
      • Type: Number
      • Key: Actual_Successful_Executions_per_Day__m
      • Value: $SuccessCount$ (user-defined variable)
    • Variable: Select a variable (user-defined) that contains the process metrics to update.
  • In the Status field, store the output in a variable (user-defined) of type string. This variable indicates whether the process metrics update was successful.