Using the Filter and Toggle frequency counter options

Use the Filter and Toggle frequency counter options from the toolbar to help you review, analyze, and compare the various recordings in the process work flow as you look to create a potential opportunity.

Filter option

Use the Filter option when you want to use a set of values to compare the different sections of a process across various recordings by selecting a specific path and step filter. The Filter window displays the following:


Option	Action
Path: With the most common flow	Select this option when you want to see what paths have the most common variance of a process that is being used. If you choose to automate this type of path, you will have a higher return on your investment.
Path: With the most deviations	Select this option when you want to see certain sections of the process that have a different deviation in the path. The automation priority for such paths are usually low.
Path: With the most repetitive flow	Select this option when you want to display sections of the process that are more repetitive and cost more. The automation priority for such paths are usually high.
Step: Application	Select the Application option when you want to see the application type used during the recording. Use this option to see which applications are more frequently used, and to decide on which applications should be a priority.
Step: Action Type	Select the Action type option to filter the process steps to display only particular actions that will help you get an idea how the steps are used.
Clear	Select Clear to clear all selected options.
Reset	Select Reset to reset to the previous saved state of the filters in a view.
Apply	Select Apply to apply the selected options for display for the system generated or manual opportunity.

Toggle frequency counter

Use the toggle frequency counter option to display the number of recordings that a particular path takes in the flow for a system generated or manual opportunity. Use this option to help you understand the frequency of the path as compared to other recordings. From the Recordings table, select two or more recordings and the Toggle frequency counter displays two at the start of the process flow to indicate the number of recordings selected. If each recording takes a different path, the process flow is divided between the total number of recordings selected and displays accordingly. For example, if there are ten recordings in a view and three paths displayed. Two recordings follow one path, two recordings follow the second path, and six recordings follow the third path. Along the path flow, you will see two, two, and six. If a step is merged, the number gets added between the two paths. Use the thick or thinness of the path to help you prioritize processes for automation. The most commonly used path is the thickest path and this can be useful for prioritizing a process when reviewing many recordings. For example, if there are 5 paths for 20 recordings, you will quickly see which is the thickest and consider automating this path. If you have additional bandwidth to automate another path, you can drill down in the flow and look at the numbers to see what path is next as a possible candidate for automation.

Automation 360

Using the Filter and Toggle frequency counter options