Example of the X-Ray Workflow

This example shows how to add tracking for tasks in a process running on ProcessMaker platform. Here is the information we have regarding these tasks:

• Each task has a status.

• Each task has a parent request to which it belongs.

• Both the status and parent request information are visible in the UI.

• This information should be captured using X-Ray.

To track the tasks using the X-Ray desktop tool, following configuration is required:

1. Add Application, Window, and Structured Process

2. Configure UI Data Collection

Add Application, Window, and Structured Process

Step 1: Add ProcessMaker Platform as an Application

1. Navigate to Admin Panel → Configure Data Collection → Track New Application.

2. Add a new application and name it ProcessMaker.

3. After that, create a new data collection rule for the application. Since a typical URL for the platform might look like https://mycompany.processmaker.net/, you can use processmaker.net as a keyword to search within the URL.

   

Step 2: Add a Task Window

Follow these steps to track the task window and categorize it correctly:

1. Identify the relevant URL pattern. A typical task window URL on the platform is https://mycompany.processmaker.net/tasks/46027/edit

2. Notice that the /tasks/ part of the URL is key to identifying task pages.

3. Navigate to the Window-Level Data Collection tab and click Add New Window.

4. Name the window Task (an alternate name can be used as well).

5. Then, add the appropriate data collection rule for the window using /tasks/ as the identifier.

   

Step 3: Add a Structured Process for the Task Object

Follow these steps to create a structured process for the task,

1. Navigate to the Structured Process Data Collection tab.

2. From the following URL https://mycompany.processmaker.net/tasks/46027/edit we can identify that 46027 is the unique process ID for the currently open task. In process data collection, this unique number must be tracked.

3. In the Business Processes section, click the Add New button.

4. In the Add New Rule section, apply the same data collection rule that was set for the task window, ensuring the task’s unique process ID is captured.

   
5. The keyword preceding the task ID is /tasks/, so add this keyword to the URL path before process ID field.

6. Additionally, set the Process Name. For example, ProcessMaker Task.

   

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Configure UI Data Collection

In addition to tracking the task, it's also important to capture details like the task's Status (e.g., In Progress or Overdue) and the Parent Request linked to the task. While this information isn’t included in the URL or title, it is displayed within the UI.

To collect these values, Reactions can be configured to retrieve the necessary data from the UI elements. Follow these steps to configure Reactions:

Step 1: Capture the X-Ray

1. Navigate to Admin Panel → Configure Data Collection → X-Ray Tooling.

2. If the toolchain is not yet installed, follow the detailed instructions provided in Data Collection with X-Ray.

3. Once installed, open workfellow_x_ray.exe.

4. Open any task in the ProcessMaker platform to use as an example for the configuration process.

5. Press Alt + A to capture an X-ray of the task page.

Step 2: Open The X-Ray With Desktop Tool

1. Launch desktop.exe.

2. Locate the X-Ray folder on your computer and open it.

3. You should now see the captured X-ray from the task page displayed in the desktop tool.

Step 3: Locate The UI-Elements from the X-Ray

1. In the example X-ray shown above, the task status is Overdue and the parent request is #458 Budget Allocation 2024. The goal is to find the path to these UI elements within the X-ray tree.

2. Starting with the status value, search for "OVERDUE" by filtering the element name.

3. Click Filter and input the search filter: "OVERDUE" == Name

4. Click Apply and then check the Show Parents box. The search should result in one element corresponding to the status value.

1. Copy the result pattern from the Pattern Window:

1. Similarly, locate the request name. In the X-ray screenshot, the request name is #458 Budget Allocation 2024. To simplify the search, look for the element containing #458, as it’s likely to always appear as part of the full request name.

   • Use the following search filter to quickly find the targeted element: "#458" in Name

1. Similarly, copy the pattern for this element again.

Step 4: Add The Reaction to the Admin Panel

Follow these steps to integrate these patterns into the data collection configurations:

1. Navigate to Admin Panel → Configure Data Collection → Advanced Setup → X-Ray Tooling.

2. Scroll to Task 4, find the ProcessMaker app, and click the Add Reactions button.

1. Select the Window for adding the Reaction.

1. Copy and paste the Reaction for the status field from the desktop tool.

2. Enter a name, and click Save.

1. Repeat the same operation for the Parent Request:

1. Once these patterns are saved, they are added to the data collection configuration. As a result, each time the user visits the Task page in the ProcessMaker application, these two values will automatically be captured during the visit.

Step 5: Configure The UI values as Structured Process Dimensions

Now that the UI data is being collected, follow these steps to associate these values with the appropriate Structured Process as dimensions:

1. Navigate to Admin Panel → Structured Processes.

2. Locate the ProcessMaker Task process that was previously added.

3. Click the Dimensions link.

1. Click the Add a Custom Dimension button.

2. Enter Task Status as the dimension name, and select the Task Status reaction from the key list.

3. From the Type setting, select STEP_SPECIFIC, as the status of the task can change during the process.

1. In a similar way, add Parent Request as a dimension and select TRANSACTION_SPECIFIC as the type. Since the parent request number remains consistent throughout the request and it's more relevant to track the latest value for the entire transaction, this type is most suitable.