- 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
Process data
The Process data dashboard enables you to analyze Cases and/or Events on the lowest level.
Depending on the app template, Cases can be called differently, for example, Purchase order items, or Incidents.
Follow these steps to display the Process data dashboard.
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Select Process data in the menu on the left of the dashboard.
The Process data dashboard is displayed.
The Cases tab displays a list of all cases, within a selected period, and their properties. It provides detailed information on the case level. Each row represents a case. See the illustration below.
The Case ID column cannot be hidden.
Follow these steps to change the visible columns.
- Click on Columns to display the list of columns.
- Select the columns you want to display in the selected Process data dashboard.
See the illustration below.
The Event log tab displays a list of all events, within a selected period, and their properties. It provides detailed information on the event level. Each row represents an event. See the illustration below.
The Case ID, Activity, and Event end columns cannot be hidden.
You can click on the icon to go back to the original dashboard.