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3. In depth processes

This tutorial goes further into processes, using a new data set about leads, opportunities and quotes. You:

Step 0: Prepare your second training workspace​

These steps repeat what you did in steps 1 and 2 of the Fast track.

  1. Open the workspace Tutorial 3 & 4 - your user name. If you do not have a training account yet, see Create a training account.
  2. Download the zip file and unzip it. In Sources, select + Source → File upload, drop the ten files, select Apply to all, then Import 10 tables.
  3. Download the blueprint. On the Dashboard, open the blueprint menu next to … and select Load blueprint. Drop the file, select Map sources, choose File uploads and select Load blueprint.

Step 1: Process all assets​

  1. Select Event store in the sidebar.
  2. Select Process all assets and confirm with Reload assets.

Wait until every object and activity shows Processed.

Step 2: Create a process​

  1. Select Processes in the sidebar, then + Process.
  2. Choose Opportunity as the leading object. The process is named Opportunity process automatically. Choose the leading object
  3. Select the + on the Opportunity node and choose Lead. Repeat for Quote.
  4. Select Process and wait until the status shows Processed.

Opportunity process

Step 3: Add an attribute to an object​

The process attribute in the next step uses a lead's rating, so Lead needs that attribute first.

  1. Select Event store in the sidebar and open Lead.
  2. In the Attributes panel, open Select attributes, search for rating and tick it.
  3. Select Reprocess changes. Lead attributes
  4. Select Processes in the sidebar, open Opportunity process and select Process.

Step 4: Add a process attribute​

You want to know how many opportunities had a lead that was rated Cold at some point and still ended with an accepted quote. A Tag process attribute marks each case as true or false for that question.

  1. Open the Process attributes panel on the right and select + Process attribute.
  2. Choose Tag.
  3. Enter Lead-Cold-To-Accepted as the name. The Description is optional.

The query starts with And selected, so every filter at the top level has to be true.

Add the first filter​

  1. Select + Filter and choose Compare attribute to value.
  2. For the attribute, choose ALL of specific asset → Quote → status.
  3. For the operator, choose Text comparators → Equals.
  4. Enter Accepted.
  5. Select Save filter.

Compare attribute to value

Add a filter group​

The group is true when either of its two filters is true.

  1. Select + Filter group and switch the group to Or.
  2. In the group, select + Filter and choose Compare attribute to value.
  3. For the attribute, choose ANY of specific asset → Lead → rating.
  4. For the operator, choose Text comparators → Equals.
  5. Enter Cold.
  6. Select Save filter. Filter in the group
  7. In the group, select + Filter again and choose Activity sequence.
  8. Select + Select activity, search for Change Rating from Cold to Warm and tick it.
  9. Select Save filter. Activity sequence

Check and create the tag​

Your filters now look like this:

Complete process attribute

  1. Switch to Validate at the top of the dialog. The count above the table shows how many cases in the sample are true, here 38/3502 TRUE, and the Lead-Cold-To-Accepted column shows the value per case.
  2. Select Create tag.
  3. Select Process and wait until the status shows Processed.

Validate the process attribute

Step 5: Check the tag in Object flow​

  1. Switch to Object flow at the bottom of the process.
  2. In the Process attributes panel, select Lead-Cold-To-Accepted. The process now only shows cases where the tag is true.

The Opportunity node shows Lead-Cold-To-Accepted as True for the case on screen, and the event log below it is filtered by the process attribute. Use the shuffle button to look at another case.

Object flow filtered by the tag

Step 6: Export code​

  1. Select Export in the sidebar, then + Export config. The Download code dialog opens.
  2. Set Script type to Spark. The Processes list shows Opportunity process.
  3. Select Download code.

Export code

A zip file downloads with the Spark script for your event store and process.

Export code files

Step 7: Export the blueprint​

A blueprint lets you reuse this event store in another workspace or keep it as a backup.

  1. Select Dashboard in the sidebar.
  2. Open the blueprint menu next to ….
  3. Select Export blueprint. Blueprint menu
  4. Select Export blueprint in the dialog. Export blueprint dialog

A .kon file downloads that you can load into any workspace. The next tutorial covers advanced modeling.