A Dimension is a set of values that are used as filters by all Bizagi reports: BAM, Analytics and Sensor reports. The reports show information of all cases by default; however, cases displayed can be filtered by a Dimension.
Bizagi provides two sets of dimensions: ones created by default that will always be shown for all projects and processes, and another set of user-defined dimensions.
System Dimensions (default Dimensions)
These are the Dimensions that Bizagi has defined by default, they will always be shown in every project.
System Dimensions are:
•Area: all the Areas created in Bizagi Studio
•Location: all the Locations created in Bizagi Studio
•Position: all the Positions created in Bizagi Studio
•Role: all the Roles created in Bizagi Studio
•Skill: all the Skills created in Bizagi Studio
•User: All Users in Bizagi
•My Team: If the user has subordinates defined, My Team will show the activities of the team members i.e. the subordinates. If the user doesn’t have subordinates then My Team will show all users that have the same hierarchical level (colleagues).
These dimensions are presented in dark blue.
You can define your own dimensions to conform to your business needs. Dimensions can be created either in Bizagi Studio when modeling the Process, or in the Work Portal when the project is in Production. According to they way they are created, User Dimensions are classified as:
•Fixed Dimensions: These are the dimensions created in the Development environment of Bizagi Studio. They will be displayed to all end users and cannot be changed. These dimensions are shown in red.
•Administrable Dimensions: These are the dimensions created through the Work Portal by each end user individually. They can be edited or deleted at any time and are shown in light blue. These dimensions can only be used by the user who created them, they are not shared between users in the Work Portal.
Dimensions can be created using Data Model values for the following attribute types:
•Entity-type attributes: Attributes related to another Entity can be chosen. However to be eligible as Dimensions these attributes can have only ONE value for each case which means that no Collections are allowed.
For example, in a Travel Request Process, the Case State and the Hotel can be chosen. However, the Tickets or the Expenses that are collections cannot.
•Boolean attributes: Attributes that can be True or False.
Dimensions are defined for each process individually so they can only be used for the Reports related to that Process.
Creating User Dimensions
In Bizagi Studio
Remember that dimensions created from Bizagi Studio are fixed, that is, they cannot be changed in Production by end users.
1. In the Analysis Module right-click Dimensions, and select New Dimension.
2. Select a Name, Display Name and a Process. Write a description for the Dimension.
3. Choose the XPath to identify where the values filter will be taken from. When done, click OK.
In the Work Portal
1. In the Admin menu, open the Process Management category and click Dimensions.
2. Click on New Dimension and type a Name, Display Name and a Process. Write a description for the Dimension.
3. Choose the XPath to identify where the filter will be taken from. When done, click Apply.
4. To edit or delete the Dimension, select it on the left menu, Administrable Dimensions, and click Edit or Delete.
Only end users who have the required permissions can create, edit and delete Dimensions in the Work Portal.
You will be able to use Dimensions in any Report where the Add Dimension button is available:
You can select as many values as desired from the tree structure on the right. The values contained within each System or User Dimension are organized hierarchically.
A Search tab is available to search on the name of the filter value. A list of possible values will be displayed.
When using Dimensions related to users, filters are applied as follows:
- In BAM or Analytics processes, dimensions filter for the user that created the case.
- In Task BAM (ongoing tasks) dimensions filter for the user currently allocated
- In Task Analytics (closed tasks of closed cases) dimensions filter for the user who closed the task.
For further information about how to use dimensions please refer to Graphical analysis
Dimensions in Production
To guarantee the correct performance of all environments, once deployed, Dimensions cannot be deleted.
Dimensions will remain editable in the Development environment in Bizagi Studio, to allow for modification. When you attempt to edit a
Dimension a message will display, similar to the example below, to warn that the Dimension is already in Production and that a change may affect the Production environment.