How to Define a Metric that Uses a Workflow Rule

For some metrics, the calculations that must be executed are complex and are most easily accomplished in a workflow rule rather than in a more typical metrics definition. These are often complex financial calculations that leverage some of the deeper logic of the cost model. These can also be rules that import data, such as financial data from other systems, into the Metric Trend Values table.

For these cases, you can configure the metrics rule to delegate the calculation to a workflow rule.

Example

Field	Value
Collect: Recurrence	Monthly, on the 1st day of every Month
Collect: Formula	bean:CashFlowForecast
Collect: From Table	N/A
Collect: Where Clause	N/A
Collect: Date to Filter On	N/A

Comments

Collect: Recurrence. The metrics rule will use the recurrence to determine how often and exactly on what day to trigger the workflow rule.

Collect: Formula. This parameter names the bean that the metric rule will invoke.

Other Parameters. Please notice that the Collect: From Table, Collect: Where Clause, and Colllect:Date to Filter On are not needed, because the workflow rule will use its own method to perform the calculation. The workflow rule will place its date in the Metric Trend Values table, where the results will perform the same way as results calculated by other means. The results will display in the metrics scorecard controls and can be used in forming other ratio metrics if desired.