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Classifying Relevant Processes

Overview​

Once you have configured one or more Actions to be relevant for a stakeholder under a particular context, as described in Relevant to Me, you may choose to classify how these are displayed in the Work Portal.

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Classifying Relevant Processes​

To define new groups in which relevant actions are classified:

  1. Go into the Expert View and click Entities.
  2. Locate the stakeholder entity and its context where relevant actions apply.

Locate an action under the Relevant item and right-click it to select Edit Suggested:

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Edit Configuration​

  • Edit the action's configuration.
  • Define Classified In from the drop-down list, or click Create Classification to define a new one.

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Save the classification and click OK.

You can feature multiple relevant actions for stakeholders and group them into classifications:
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Relevant Processes Icon​

Additionally, you can select the icon that represents each relevant process by configuring it through the Expert View in the Processes Definition.

To do this:

  1. Right-click the Process.
  2. Select Work Portal Icon to explicitly choose a different icon:
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In the Work Portal, the Relevant to Me section will classify the featured processes and display the defined icons:
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