RPA work item basics
- 版本:
- 已更新： 2023/08/04
RPA work item basics
The RPA Accelerator consists of opportunities, workstreams, and a program. In Shibumi, these are all called work items. They are places to review and add information. Each of these work items are made up of tabs and sections.
Tabs
Select a tab to view other pages within a work item. Select the left and right arrows to navigate through the available tabs. The first tab is the only tab available in the preview panel. Depending on your access or stage of your opportunity, you might see different tabs. The following image shows an example of tabs in an opportunity that has been deployed.
The tabs available in this example are Opportunity Summary, Details, Activities, History, and Execution Tracking.
Sections
- Lists and views
- Vast amounts of data can be hard to manage. Shibumi simplifies this management by enabling
you to create and view this data. From lists and views, you can do the following:
Number Option Description 1 Refresh Refresh a specific section to return new data. When new data is available, the refresh icon is blue. 2 Report view Ability to view data in a table format. 3 Gantt chart Ability to view a time-based graphical representation of start and due dates (the colors are tied to the status). 4 Charts Ability to view data in a variety of charts. 5 Filter Ability to filter a list or view based on an attribute or role. Sort: Ability to sort a list or view by recently updated or by columns in the section.
6 Settings Export and bulk edit options are available within the settings menu. 7 Create Ability to add to a list by selecting the + (plus) icon and adding one or multiple items. This option is not available on views. Section icons are available on hover of the upper-right corner of lists or views. The create (plus icon) option is always displayed on lists.
- Report view
-
Edit: Ability to edit an item (that you have permissions to edit) by selecting inside a cell and changing the value.
Number Option Description 1 Export Generates a CSV file that downloads immediately to your computer. The file will only include columns on the list or view. If the hide filter is on, it will not show the hidden columns. 2 Export On Schedule an export to run on a recurring cadence. View all scheduled exports on your My account page. 3 Bulk Edit Allows users to bulk edit large lists or views of data in the context specified for the type filter. - Chart view
- Depending on the list and view type and configuration, different chart types are available.
By toggling the chart icons on the upper-right part of a section, you can
change the way you view your data.
In the following example, you can see the options for a line chart, bar chart, and a doughnut chart. The doughnut chart is displayed in this example.
Number Type of chart 1 Stacked bar chart 2 Line chart 3 Bar chart 4 Doughnut chart - Filters
- In any list or view of data, a user can filter data by selecting the filter icon (located
at the top-right of the section). Clicking the icons shows the filter bar
where a user can type into or select values for unlocked filters. Typing
text into a filter field will search for any items whose value contains that
text.
- Dropdown filters
Filter name Description Limit - Applies to individual rows when show or hide filter is set to show
- Applies to grouped rows when show or hide filter is set to hide
- Toggle filters
Some attribute filters are displayed as toggles rather than text, numeric, or date fields.
Filter name Description Active/All - Active items are those that have not been marked complete or canceled
- All items include all items, regardless of the status
Show/ Hide - When items are grouped, the ability to show or hide items will appear
- Selecting hide will hide items that are grouped together
- Filter operations
Operators specify how filter criteria relate to one another. Review the following list of filter operators when setting filters on lists, views, dashboards, and some custom fields.
Action Operator Description Supported filter types OR Comma-separated (,) Filters on any of the values entered Text, numeric AND Plus sign separated (+) Filters on a combination of values Text, numeric Exact Match Surround values in quotes, for example “insert values” Returns results matching all entered values Text, numeric Empty Values Enter double quotes, for example “” Filters on fields containing no value Text, numeric Less Than < Evaluates if a value is less than the value that follows this symbol Numeric Greater Than > Evaluates if a value is greater than the value that follows this symbol Numeric Less or Equal <= Evaluates if a value is less than or equal to the value that follows this symbol Numeric Greater or Equal >= Evaluates if a value is greater than or equal to the value that follows this symbol Numeric Not Equal to != Excludes values from your results Text, numeric
- Dropdown filters
Sort
- Column headers and updated date are available as Sort By options.
- When sorting by ascending order, blank items will appear before alphabetized items (the opposite is true for descending order).
Create
Users can add items to a list by selecting the blue + (plus) icon in the upper-right corner. This option is not available on views. Create New enables you to create one item, while Create Multiple enables you to bulk create.
Export
You can easily export your data from Shibumi. To manually export data from a list or view section, select the Settings gear icon at the top-right of the section and select Export from the drop-down options.
Data is exported based on filter and sort order configurations. All available results are returned, regardless of the limit filter configuration.
When you open the exported file in excel, the structure of the columns will match the structure from the list or view.
To schedule an export, click Export on to open the scheduling dialog box. Select a start date, cadence (weekly or monthly), and frequency (for example, every 2 weeks on Friday). To cancel a scheduled export from the section, open the scheduling dialog box and select Cancel Schedule in the bottom-left corner.
When a scheduled export runs, it only takes locked filters into account. Exports can only be scheduled when the type filter is locked. If a type filter is unlocked after scheduling, the export will not complete.