# Common Actions for Designers
> * A user needs to select the **Insights** button in the left menu of Orchestrator to get to Insights.
## Prerequisites
### Prerequisite for Designers to Perform Actions in Insights <2021.10
* A user needs to select the **Insights** button in the left menu of Orchestrator to get to Insights.
### Prerequisite for Designers to Perform Actions in Insights 2023.4
* Type in the Insights URL and log in.
## Comparison
Action
Insights <2021.10
Insights 2023.4
Set alerts (Anomaly detection)
Select the dashboard that has the metric
you want to set an alert for.
Select the Edit Dashboard button
on the dashboard to launch the Insights Portal.
In the Insights portal, select the
Options menu associated with the widget you want to
add an alert for.
Then select Add to Pulse.
You can adjust the name and the alert
condition. Select Automatic to add an alert using the
anomaly detection algorithm.
You can also select Advanced and
edit any of the other options. Here you can add a filter to the
metric.
Select the People tab and enter
the names, email addresses, or groups that you want to receive
the pulse notification.
Lastly, select the last tab to add a
message to the notification and choose how to notify the
users.
Anomaly detection
not available.
Set alerts (threshold)
Select the dashboard that has the metric
you want to set an alert for.
Select the Edit Dashboard button
(pencil icon) on the dashboard to launch the Insights
portal.
In the Insights portal, select the
Options menu associated with the KPI you want to add
an alert for.
Then select Add to Pulse.
You can adjust the name and the alert
condition. Select Threshold to choose to send an alert
using a threshold and set the condition for the alert.
You can also select Advanced and
edit any of the other options. Here you can add a filter to the
metric.
Select the People tab and enter
the names, email addresses, or groups that you want to receive
the pulse notification.
Lastly, select the Wi-Fi symbol to add a
message to the notification and choose how to notify the
users.
To set an alert,
navigate to the dashboard that you want to set an alert
for.
Hover over the
tile that you want to add an alert for.
Select the tile’s bell icon to set an
alert.
Now you can
choose the exact threshold and condition to trigger the
alert.
Then add the emails to send the alert to
and edit the frequency. The frequency sets how often Insights
will check the data for changes (and to send an alert
notification if the alert conditions are met). Then select
Save.
Set alerts (Always alert)
Select the dashboard that has the metric
you want to set an alert for.
Select the Edit Dashboard button
(pencil icon) on the dashboard to launch the Insights
portal.
In the Insights portal, select the
Options menu associated with the KPI you want to add
an alert for.
Then, select Add to Pulse.
You can adjust the name and the alert
condition. Select Always to choose to send an alert after
each build regardless of if the value has changed.
You can also select Advanced and
edit any of the other options. Here you can add a filter to the
metric.
Select the People tab and enter
the names, email addresses, or groups that you want to receive
the pulse notification.
Lastly, select on the Wi-Fi symbol to add
a message to the notification and choose how to notify the
users.
Always alerts not
available.
Create Dashboard
Select Create dashboard to create
a new dashboard.
If you are already in the Insights
Portal, select the Options button.
Lastly, name the dashboard and select
Create.
Select Create New Dashboard to
create a new dashboard.
Then, choose a name for your dashboard
and select Save.
Edit Dashboard
You can also edit a dashboard by selecting the pencil icon on the dashboard when it is opened
in Orchestrator, which will launch the dashboard in edit mode in
the Insights portal.
Select the More Actions button on
the dashboard that you would like to edit.
Select Edit
Dashboard, and then you can edit the dashboard in the
Insights Portal.
To edit a dashboard, first select the
dashboard you want to edit.
Select the three-dot dashboard actions
menu on the top right side of the dashboard.
Then, select Edit Dashboard.
Edit A Tile
Select the More Actions button
next to the dashboard that you would like to edit.
Then select
Edit Dashboard.
Then, select the Edit Widget
button (pencil) on the widget you would like to edit.
Optionally, you can edit a widget by
first selecting the dashboard, and then selecting the pencil on
the widget you would like to edit.
Lastly, if you are inside the Insights
Portal, select the dashboard that contains the widget you want
to edit.
Then, select the pencil on the widget you
would like to edit.
To edit a tile,
first select the dashboard you want to edit.
Select on the three-dot dashboard actions
menu on the top right side of the dashboard.
Select Edit Dashboard.
Now you can edit a tile. Select the
three-dot menu on any specific tile, and then select
Edit.
Now you can edit the tile and, finally,
select Save.
Copy templates
Select the More Actions button
next to the default dashboard that you would like to edit to
enter the Insights Portal.
Open the folder
that contains the shared default dashboards.
Select the default dashboard that you
want to copy.
Select the More Actions menu and
then Duplicate.
Optionally, you can also hover over the
default dashboard that you would like to copy and select the
More Actions button.
Select
Duplicate to create a copy of the dashboard
To copy a
template, navigate to the UiPath Templates tab.
Select the Copy button to copy the
template.
Give the new dashboard a title and select
Save.
Copy dashboard
Select the More Actions menu next
to the dashboard that you would like to copy. Then select
Edit to enter the Insights portal.
Select the dashboard you want to
copy.
Select the Options menu on the
dashboard and then Duplicate.
Optionally, you can also hover over the
dashboard that you would like to copy and select the More
Actions button.
Select
Duplicate to create a copy of the dashboard.
To copy a
dashboard, navigate to the desired dashboard tile.
Select the Share/Duplicate
button.
Select Duplicate to make a
copy.
Export dashboard (as .dash
file)
Select the More Options menu next
to the dashboard that you would like to export. Then select
Edit to enter the Insights portal.
You can export this dashboard by
selecting the Options menu button in the upper
right.
Select Export.
Optionally, you can also select the
More Actions button on the dashboard that you would
like to export as a .dash file.
Then select Export.
Cannot currently
export a dashboard as a .dash file.
Import a dashboard (as .dash
file)
Once inside the Insights portal, select
the Options ( +) button.
Then select
Import dashboards.
Locate the file path of where the
dashboard was saved as a .dash file, and then select
Open.
Then select OK to import the
dashboard.
Cannot currently
Forecasting
Once inside the Insights Portal, select
the dashboard that contains the widget you want to add
forecasting to.
Select Edit on the widget that you
want to add forecasting to.
To add forecasting to the visualization,
duplicate the value that you would like to forecast. To do so,
select the More Options button and select
Duplicate.
If a break-by is set on the widget, make
sure to delete it by selecting the Delete button.
Select the settings menu next to the
copied value, and select Regression.
You can choose the regression that fits
to the chart. select Save, and it will get applied.
To add
forecasting to a dashboard, navigate to the desired dashboard
tile.
Select Edit on the widget that you
want to add forecasting to. You can only add forecasting to the
following visualization types: Column, Bar, Scatterplot, Line,
and Area. You can support rendering forecasted data to the
following text and table charts: Table, Table Legacy, Single
record, and Word Cloud.
To add
forecasting to the visualization, make sure you have exactly one
timeframe dimension with dimension fille enabled. Also, include
at least one measure or custom measure (a forecast can include
up to five measures).
Select the forecasting button to add
Forecasting. Then select the Select Field's drop-down to select
the measure that you want to add forecasting to. Add the Length
to include the length of time for which to forecast data
values.
Lastly, select Run to see the forecasted
results.
Exploration paths
Once inside the Insights Portal, select
the dashboard that you would like to add an exploration path
to.
Then select the Options button on
the dashboard and then Exploration Paths.
Then, exploration
paths will be enabled for all users of this dashboard, and the
dashboard will refresh.
Exploration paths
are not available.
Delete dashboard
Once inside the Insights Portal, select
the dashboard that you would like to delete.
Then select the Options button on
the top right of the dashboard, and then choose Delete
Dashboard.
Optionally, you can hover over the
dashboard in the left dashboard pane, and select the More
Actions button and then Delete.
Locate the dashboard in the My
Dashboards or Tenant tab and select the
Delete button.
Optionally, select the specific dashboard
you want to delete.
Then, select the dashboard actions menu
in the top-right corner of the dashboard, and select Move to
Trash. Lastly confirm the deletion by selecting Move
to trash.
Dashboard schedules
Once inside the Insights Portal, select
the dashboard that you would like to schedule to be sent (this
is not applicable for the default dashboards). To schedule a
default dashboard, first make a copy of it.
Select the Share button.
Enter the names,
email addresses, or groups that you want to share the report
with.
Choose whether
you want to send the dashboard as an email report or a
.pdf attachment. Then modify the time zone
and the recurrence to send the dashboard.
Optionally you can select the More
Actions button next to the dashboard in the dashboard
pane and then Share.
Enter the names,
email addresses, or groups that you want to share the report
with.
Choose whether
you want to send the dashboard as an email report or a
.pdf attachment. Enter the frequency and
time at which email reports are sent.
To schedule a
dashboard, first open the dashboard you would like to
schedule.
Select the dashboard actions menu in the
top-right corner of the dashboard and then select Schedule
Delivery.
Select the
recurrence, time, email addresses, and format. You can send
reports to any email address, even to users with no Insights or
Orchestrator access.
You can also add
more filters.
Lastly, you can add a custom message,
edit the paper size, and the delivery time zone. Then select
Save.
Share a dashboard with another user inside the
product
Once inside the Insights Portal, select
the dashboard that you would like to share.
Select the Share button on the
dashboard.
Enter the names
that you would like to share the dashboard with. You can also
give the user the right to view, edit, or own the
dashboard.
Select Save and the dashboard will
be shared.
Optionally, select the More
Actions button next to the dashboard that you want to
share.
Select Share.
Enter the names
that you would like to share the dashboard with. You can also
give the user the right to view, edit, or own the
dashboard.
Select Save and the dashboard will
be shared.
You cannot share
a dashboard with one person directly inside of the product. You
can achieve this with scheduling a delivery.
Share a dashboard with everyone who has Insights
access on the tenant
Once inside the Insights Portal, select
the dashboard that you would like to share.
Select the Share button on the
dashboard.
Enter the group
called Everyone to share the dashboard with everyone. To
share with all users and groups that have Viewer permissions,
enter [Tenant Name]-Consumer. To share with all
users and groups that have Designer permissions, enter
[Tenant Name]-Editor.
Select Save, and the dashboard
will be shared
Optionally, select the More
Actions button next to the dashboard that you want to
share.
Select Share.
Enter the group
called Everyone to share the dashboard with everyone. To
share with all users and groups that have Viewer permissions,
enter [Tenant Name]-Consumer. To share with all
users and groups that have Designer permissions, enter
[Tenant Name]-Editor.
Select Save, and the dashboard
will be shared.
To share a dashboard with everyone who
has access on the tenant, first locate the dashboard you want to
share in the My Dashboards tab and select the
Share/Duplicate button.
Select Share with Tenant to share
the dashboard with the tenant.
Create folders for dashboard sorting
Once inside the Insights Portal, select
the Options button in the Dashboards pane.
Select New Folder.
Edit the name for the new folder and then
select the green check to save the folder.
To add a dashboard to the folder, select
the More Actions button next to the folder and then
New Dashboard.
Creating folders
for dashboard sorting is not currently available.
Add filter to custom dashboard
From the Insights portal, select the
dashboard that you want to add a filter to.
On the right side of the dashboard,
select the Options button in the filters pane.
Add the filter you want to the dashboard
and select OK.
Navigate to the
dashboard that you want to add a filter to.
Then, edit the
dashboard.
Now you can add a filter to the
dashboard. select Filters and then Add
Filter.
Add the field you
want to filter the dashboard with.
Edit the title
for the filter, the way the filter is presented, and the
values.
Lastly, choose which tiles should be
filtered by this new field and select Add.
Process baselines/ROI dashboard
Once inside the Insights Portal, select
the Business ROI Dashboard under the OOTB folder.
Make a copy of
this to own it locally.
Scroll to the Process Baselines
widget and select Edit. From the Design menu,
select the Tabular radio button. Enter the corresponding
Manual Time(min) and Hourly Cost values for
all processes. You can also add in more custom columns and
lastly select Apply to confirm and save your
changes.
To access
anything related to the ROI Dataset, you will also need ROI
editor permissions. First, make a copy of the Business ROI
template.
Then edit the
dashboard itself.
Add a visualization tile or open up an
existing tile. select the Process Manual Values or
Queue Manual Values explore.
Suggested fields when building widget
Once inside the
Insights Portal, edit a dashboard or create a new
dashboard.
Select the Add Widget button.
Here you can see
the suggested fields when building a widget.
Not available in Insights 2023.4.
Building a dashboard with custom fields from Robot
Logs and Queues
Once inside the
Insights Portal, create a new dashboard or edit an existing
one.
Select Select Data and choose the
available tenant data source.
Custom variables
that have been added via the Add Log Fields activity are
found in a new table created in Insights containing those custom
fields with the title Process- <your process name>.
These custom fields are extracted from the raw message and added
to the table in the RawMessage_CustomfieldName
format. Locate the process to see the custom variables.
If custom fields
are detected by Insights in a queue, a custom table is created
in the data model called Queue-<your queue name>.
The fields will be identified via the input they were stored
in:
Custom variables
that have been added via the Add Queue Item in the
ItemInformation property will be named
SpecificData_<yourfieldname>.
Custom variables
that have been added via the Set Transaction Status
activity are found in AnalyticsData_<yourfieldname>
if they were stored under the analytics property, or
Output_<yourfieldname> if they were stored
under the Output property.
Navigate to the
dashboard that you want to add custom variables to or create a
new dashboard.
Edit the
dashboard.
Then add a new
tile.
Choose the explore that contains the
custom variable you want to use. All extracted variables for a
specific Process should appear in an explore named Process -
ProcessName, and all extracted variables for a specific Queue
should appear in an explore named Queue- QueueName.
In the ProcessName view, you can select
the custom fields that were extracted.
Add value labels to visualizations
Once inside the Insights Portal, select
the dashboard with the visualizations that you want to add value
labels to.
Select the Edit button next to the
desired widget.
Turn on the value label for the widget
and select Apply.
You can add total values where the values
appear at the top of each column or relative values where the
values are broken down.
Navigate to the
dashboard that you want to add value labels to the
visualization.
Edit the
dashboard.
Then edit the
tile you want to add value labels to.
Select the Edit/Gear icon and
navigate to the Values tab.
Turn on value labels by selecting the
text that says Value Labels and then select
Save.
Add title to widget
Once inside the Insights Portal, select
the dashboard with the widget that you want to add a title to,
or create a new widget in.
To add a title for a new widget, create a
new widget and then add the title.
To edit the title of an existing widget,
select the pencil icon next to the widget.
Select the current name and replace it
with the name you desire and select Apply.
To add a title to
a tile, first navigate to a dashboard and edit the
dashboard.
Add a new tile as
a visualization.
Choose the
explore you want to use for your visualization.
Replace the word
Untitled with the new title you want to
use.
To replace an existing tile’s title,
navigate to the dashboard, edit the dashboard, and edit the
tile. select the tile’s title, replace the text, and select
Save.
Add description to widget
Once inside the Insights Portal, select
the dashboard that you want to add a widget’s description
to.
To edit a description of an existing
widget, select the pencil next to the widget.
Select the information button and start
typing a description.
Select Apply to save the
changes.
To add a
description to a tile, fist navigate to the dashboard where the
tile occurs. Then edit the dashboard.
Select the three-dot button (Edit
Tile button) on the tile and then select Add
Note.
Enter the description you want in the
note text field and adjust the display location. Select
Add.