Summary:
You might see less data for the "CommentAdded" action in the TIP Discovery Dashboard than expected.
This article explains how the TIP Discovery Dashboard determines which invoices are included based on manual user actions. It clarifies why invoices with comments only do not appear in the dashboard.
Instructions:
The TIP Team Performance Discovery Dashboard is designed to display invoices where a manual user action has been performed.
During a review of the underlying logic, the following behavior has been confirmed:
1. What counts as a manual action?
A manual action is recorded when a user performs any of the following types of activities on an invoice task:
- Forwarding
- Approving
- Rejecting
- Many other actions you can find in the Manual Action list in the drop-down on the dashboard
These actions are tracked in the system and used by the dashboard to determine invoice eligibility.
2. What does not count as a manual action?
The dashboard only includes invoices where the action log type is recorded as UserAction.
Adding only a comment does not create a UserAction entry in the system, and therefore, it is not recognized by the dashboard as a manual action.
As a result, invoices with comments only will not appear in the TIP Team Performance Discovery Dashboard > Manual Actions.
3. Example scenario
If a user forwards a task and adds a comment at the same time, the dashboard will include the invoice in CommentAdded.
Why invoices may be missing from the dashboard
If users are only entering comments without performing any manual actions, the invoices will not be included. This is expected behavior based on the current system design.
Additional Information
If you believe an invoice is missing or need support understanding an action type, please contact the Basware Support team.