Features
Analyze Home Page
While within the Analyze section of Blueprint, the Home Page can be accessed by clicking on the Blueprint icon in the top left.
The Analyze Home Page displays high-level, aggregate information on all RPA processes that have been imported to Analyze. Clicking any pie or bar chart will take you to the corresponding page or tab so you can see more information about it.
Title Bar Navigation
Flows/Automations/Processes/Main Task Bots | Tools | Manage | Jobs | Import |
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Flows/Automations/Processes
This section provides information on all individual imports to Blueprint Analyze.
- The terminology seen in the user interface is dependent on the RPA solution you are utilizing.
- Flows will be seen for Power Automate Desktop (PAD) processes.
- Automations will be seen for UiPath processes.
- Processes will be seen for Blue Prism processes.
- Main Task Bots will be seen for Automation360.
- Users can filter, enable, disable, and reorder columns in the table.
- If the user has set up their GenAI settings and the toggle is ON, another field called Find Processes with AI will appear on the left. Users can type in a natural language prompt to search for processes that meet specific criteria.
- To manage processes, select the desired processes using the checkboxes in the left column, click the Actions dropdown, and choose Delete to remove any processes you no longer wish to track.
Table Glossary
Name | Description |
Indicators | Currently, four different kinds of indicators are supported:
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[Flow/Automation/Process/Main Task Bot] | Name of the Flow/Automation/Process/Main Task Bot |
Subflow/Sub-Process/Page/Child Taskbot | Number of Subflows/Sub-Processes/Pages/Child Task Bots in the current process |
[Actions/Activities/Stages] | The number of [Actions/Activities/Stages] that exist in the current process |
Reuse | The total about of Exact Matches and Close Matches that can be turned into reusable components |
Cloudability | Percentage of actions in the Subflow/sub-process/page/child task bot that are cloudable |
Compliance | The number of Compliance violations found in the given process |
Applications | Number of Native and External applications the process interacts with |
Import Date | Date the process was imported into Blueprint Analyze |
Environment (PAD only) | PAD environment the Flow belongs to. If imported from a Solution file, "Solution File" will be displayed here |
Last Modified Date | Last modified date of the process |
Last Modified By (PAD only) | PAD user who last modified the process |
Tags | Tags applied to the current process |
Risk | Risk level of the current process |
Version (UiPath only) | Displays the UiPath version of the current process |
Reimport (Analyze - PAD Only)
Flows that have been imported to Blueprint Analyze via Microsoft Dataverse will have an additional option in the Actions dropdown called Reimport. If the user has set up their Dataverse Synchronization and Service Account Secret settings, Blueprint will be able to identify if the process has since been updated in the Indicators column.
To reimport and overwrite a process to select different GenAI features or update it to the latest version, simply choose a flow and select "Reimport" from the Actions dropdown. If a flow has the “Updated” icon, the newest version of the flow will be imported automatically.
Tools
Apps
The Apps page displays all Native and External apps accessed by any process within the instance.
To switch between Native Application Information and External Web/UI Applications, click the dropdown in the center.
Native Apps
Applications that your RPA platform supports natively.
Table Glossary
Name | Description |
Application | Application Name
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Risk | Assigned Risk of the current application |
[Flows/Automations/Processes/Main Task Bots] | Number of [Flows/Automations/Processes] that interact with the given application Click to display all processes that use application |
[Actions/Activities/Stages] | The number of [Actions/Activities/Stages] that interact with the given application |
External Apps
Applications that your RPA platform interacts with using generic actions (e.g., Run Application, Launch Browser). Some of these may overlap with Native App interactions.
Table Glossary
Name | Description |
Application | Application Name
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URL/Path | The URL or Path of the accessed application |
Risk | Assigned Risk of the current application |
Flows | Number of Flows that interact with the given application Click to display all processes that use application |
Actions | The number of Actions that interact with the given application |
Compliance
The Compliance page displays all processes with compliance violations.
Table Glossary
Name | Description |
Name | Name of the Compliance Violation
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Description | Description of the Compliance Violation |
Thresholds | Threshold the process must meet to be considered compliant |
Severity | How important the Compliance Violation is to your organization |
Non-Compliant [Flows/Automations/Processes/Main Task Bots] | Number of [Flows/Automations/Processes/Main Task Bots] with Compliance Violations Click to display all non-compliant processes |
Opportunities
The Opportunities page displays potential opportunities for reuse or cloud transformation across all processes. To switch between Reusability and Cloudability, click the dropdown in the center.
Reusability
Card Glossary (Left)
Name | Description |
Reusable [Subflows/Sub-Processes/Pages/Child Task Bots] | Number of Subflows we recommend to be reused, either because they are exact duplicates or very close
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[Flow/Automation/Process/Main Task Bot] [Action/Activity/Stage] Savings | The total number of actions in the flow could be reduced if reuse is implemented |
Estate [Action/Activity/Stage] Savings | The number of actions the estate could be reduced if reuse is implemented |
Graph Legend (Right)
Highest Reuse Savings by [Subflow/Sub-Process/Page/Child Task Bot] | Top 5 [Subflows/Sub-Processes/Pages/Child Task Bots] with highest amount of savings that can be achieved through reuse |
All Reuse Opportunities - Table Glossary (Bottom)
Name | Description |
[Flow/Automation/Process/Main Task Bot] Name | Name of the process
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[Subflow/Sub-Process/Page/Child Bot] | Name of the sub-process |
[Actions/Activities/Stages] | Number of matching actions |
Matching [Flows/Subflows Automations/Sub-Processes Processes/Pages Main Task Bot/Child Task Bot] | Number of [Subflows/Sub-Processes/Pages/Child Task Bots] that are a reuse match to the current sub-process. Can be clicked to see list of all matches |
Max [Actions/Activities/Stages] Savings | The total number of [Actions/Activities/Stages] the [Flow/Automation/Process/Main Task Bot] could be reduced by if reuse is implemented |
Cloudability
User can definite a Cloudability Threshold setting in Settings > Analyze > Analyze Settings > General Settings.
Analyze will display Cloudability metrics for all processes, but those that surpass the defined Cloudability Threshold will be highlighted in the charts and table for added visibility.
Card Glossary (Left)
Name | Description |
Cloudability | Percentage of Cloudable actions |
Cloudable [Subflows/Sub-Processes/Pages] | Number of Subflows whose Cloudable percentage exceeds the CloudableThreshold (Release 7.6) |
Cloudable [Actions/Activities/Stages] | Number of actions in the flow that are Cloudable |
Graph Legend (Right)
Cloudability of Largest [Subflows/Sub-Processes/Pages/Child Task Bots] | Top 5 [Subflows/Sub-Processes/Pages/Child Task Bots] with highest amount of Cloudability |
All Cloud Opportunities - Table Glossary (Bottom)
Name | Description |
[Flow/Automation/Process/Main Task Bot] Name | Name of the process
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[Subflow/Sub-Process/Page/Child Task Bot] | Name of the sub-process |
[Actions/Activities/Stages] | Number of matching actions |
Cloudable [Actions/Activities/Stages] | Number of actions in the flow that are Cloudable |
Cloudability | Percentage of Cloudable actions |
Applications | Native Applications interacted with in the sub-process. |
Reviews
The Reviews page allows users to view all processes in the instance along with their review status.
Tests
The Tests page allows users to see all Tests for all processes in their instance.
Table Glossary
Name | Description |
Test | Name of the Test
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Test Status (PAD Only) | Only applicable for Automated Tests. Displays whether the Test is ON or OFF |
Type | Displays the type of Test (Automated, Manual, or AI Generated Manual) |
Creation Date | Date the Test was created. Can be modified by clicking the Test value and manually adding a description. |
Description | Displays a custom description for the current Test. This must be entered manually by clicking the Test value. |
Environment (PAD Only) | Only applicable for Automated Tests. Displays the PAD environment the Automated Test runs in |
Test Runs | Number of Runs the Test has performed |
Latest Run | Status of Latest Run (Succeeded, Failed, Not Available) |
[Flow/Automation/Process/Main Task Bot] | The [Flow/Automation/Process/Main Task Bot] being Tested |
Test Runs
The Runs page displays data on Runs for all processes that have an associated Test.
Table Glossary
Name | Description |
[Flow/Automation/Process/Main Task Bot] | Name of the process
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Result | Result of the test (Succeeded, Failed) |
Case (PAD Only) | Only applicable for Automated Tests. If Failed, displays the specific Test Case that failed |
Test | Name of the Test |
Type | Displays the type of Test (Automated, Manual, or AI Generated Manual) |
Start | Start datetime of the Run |
PAD/UiPath/Blue Prism/Automation360 Last Modified Date (PAD Only) | Last modified Date of the PAD Flow |
Owner (PAD Only) | Owner of the PAD Flow
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Coverage (PAD Only) | Only applicable for Automated Tests. Percentage that displays the total actions in the flow that were executed in the Test Run |
Environment (PAD Only) | Only applicable for Automated Tests. Displays the PAD Environment the Automated Test runs in |
Log (PAD Only) | Only applicable for Automated Tests. Click to see a sequential list of all actions that executed in the current Run. Also displays if the action has an associated Assert, and if the Assert Succeeded or Failed |
Successful Asserts (PAD Only) | Only applicable for Automated Tests. Displays the total number of Successful Asserts for the given Run |
Failed Asserts (PAD Only) | Only applicable for Automated Tests. Displays the total number of Failed Asserts for the given Run |
Not Executed Asserts (PAD Only) | Only applicable for Automated Tests. Displays the total number of Asserts that did not execute for the given Run |
Flow Activity (Analyze - PAD Only)
The Flow Activity page operational data on all PAD Flows that have been imported to Analyze and that have run in the connected Environment. For more information, see this article.
Card Glossary
Name | Description |
Total Flows | Total Flows that have run data in the connected environment
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Total Runs | Total Runs of all Flows |
Total Successful Runs | Number of Successful Runs |
Total Failed Runs | Number of Failed Runs |
Chart Glossary
Name | Description |
Total 5 Failed Flows | Total 5 failed Flows. User can hover to see more details. |
Total 5 Errors | Displays the top 5 most common errors. User can hover to see more details. |
Top 5 Queued Flows Duration | Displays the top 5 flows sorted by time spent in status Queued |
Top 5 Flows by Execution Duration | Displays the top 5 flows sorted by execution duration |
Top 5 Flows by CPU | Displays the top 5 Flows by CPU usage |
Top 5 Flows by Memory | Displays the top 5 Flows by Memory usage |
Table Glossary
Name | Description |
Anomaly | For a given flow, certain metrics are considered anomalous if they are +/- 3 standard deviations away from the mean. If a run has 1 or more anomalous behavior found, this flag appears. |
Flow | Name of the Flow |
Start | Datetime the run started |
Status | Status of the run (Succeeded, Failed) |
Error Rate | The number of Failed Runs divided by Total Runs for the Period |
Duration | Sum of Queue Time + Execution Time |
Queued Duration | Time the flow spent in status Queued |
Execution Duration | Total time for the Flow to execute |
CPU | CPU usage |
Memory | Memory Usage |
Error List | If Failed, displays the error message |
Machine | Machine that ran the Flow |
Last Modified | Last Modified Date of the Flow |
Mode | Mode of the Flow Run (Attended, Unattended, Local) |
Bulk Reporting
Users can export data from the [Flow/Automation/Process/Main Task Bot] table or any other table in the Tools dropdown. These tables provide instance-wide statistics for all processes imported into Analyze.
- Click the Export Reports button on the top right and select the report(s) you want to export. This will submit a job that you can monitor on the Jobs page. Once the job is complete, you can download your report(s) by clicking the download icon next to the completed job.
Manage
Tags
The Tags Management modal enables users to create custom tags that can be applied to any process.
- To create a tag: Click the Create button in the top right corner and follow the prompts to create your tag.
- To delete a tag: Select the tags you wish to delete using the checkboxes on the left, then click the Action dropdown and choose Delete.
- To edit a tag: Click the pencil icon next to the tag name.
- To view associated processes: Click the tag name to see all processes assigned to that tag.
External Apps
By default, Assess identifies all External Applications accessed by any process within the instance.
- External Apps are applications that your RPA platform interacts with using generic actions (e.g., Run Application, Launch Browser). Some of these may overlap with Native App interactions.
From this modal, users can click on an identified External App to edit its name and assign a risk level for the accessed application.
Native Apps
By default, Assess identifies all Native Applications accessed by any process within the instance.
- Native Apps are applications that your RPA platform supports natively.
From this modal, users can click on an identified Native App to edit its name and assign a risk level for the accessed application.