- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Introduction to dashboards
- Working with the dashboard editor
- Creating dashboards
- Dashboards
- Automation manager
- Process manager
- App templates
- Additional resources
- Out-of-the-box Tags and Due dates
- Editing data transformations in a local environment
- Setting up a local test environment
- Designing an event log
- Extending the SAP Ariba extraction tool
- Performance characteristics
Working with the dashboard editor
Dashboards are used to visualize data in a meaningful way to end-users. After creating a process app, you can edit the dashboards to customize the process app to your business needs. The dashboard editor provides various options to create different views, and to organize, group, and filter data.
Any changes you make to the dashboards or charts are automatically saved. You can see the status of the app saving in the bar; when all your changes are saved the status is Up to date.
Once your changes are saved, you can safely close the dashboard editor. When you re-open the dashboard editor, you can continue working on the process app from the last saved state.
The dashboard editor enables you to collaborate with other developers on a process app. Once your changes are saved they are available for other developers working on the process app.
Follow these steps to open the dashboard editor.
- Open the Process Mining Portal.
- Go to the Development tab and locate the app you want to customize.
- Select the Edit icon
in the actions column of the process app you want to customize.
- In the menu on the left, select the dashboard you want to edit.
The dashboard editor is displayed.
The dashboard editor enables you to:
- edit the process app details.
- edit the properties dashboards and charts.
- add, hide, or delete dashboards.
- organize dashboards in sections.
- add or delete charts.
- edit the properties of individual charts.
- view the process model that is used as reference in model-based Process Mining applications using Process manager.
- manage automations connected to Process Mining using Automation manager.
- edit and test data transformations. See Data transformations.
- edit fields and metrics using Data manager.
- preview changes in end-user mode.
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and more ...
Follow these steps to edit the process app details.
- Select the settings icon
at the top of the Dashboard editor page. The Settings page is displayed.
- Edit the app details. See Editing apps.
- Select Done to display the list of all process apps.
In the Edit panel at the right, you can edit the dashboard and chart properties to change the name of a dashboard or the title of a chart.
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Select |
to ... |
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display the remaining number of items, for example, in a KPI list. |
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open the list of items you can select. |
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remove an item. |
Before you publish any changes you have made to the process app, you can preview the changes in end-user mode. When you select the Preview button, the process app is displayed in end-user mode. This enables you to check any changes you made before you publish the process app.
Select Back to edits to close the end-user mode and to go back to the dashboard editor. If you are satisfied with the results, you can publish the process app to make the changes available to business users. See Publishing Dashboards.
