- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Editing Process Apps
If you have edit permission for an app, you can edit the app settings. For example, you can change the name of the app and/or the description in the General settings page.
Follow these steps to edit the process app details.
You can edit the dashboards of the open process app to customize the process app to your business needs. You can directly open the Dashboard editor which provides various options to create different views, and to organize, group, and filter data.
The Edit application button is only available for process apps. Automation apps are read-only.
Follow these steps to open the dashboard editor.
Select the Settings button at the top of the Dashboard editor page to return to the Settings page of the process app.
You can open the process app directly from the Settings page. Follow this step to open the process app.