insights
2020.10
false
  • Release Notes
      • 2020.10.2
  • Getting Started
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  • Insights in Orchestrator
  • Insights Portal
Important :
As of December 31st, 2023, any version of UiPath Insights older than 2021.10, including all Insights dashboards, will no longer be accessible at all, without moving to a later version.
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Insights

Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated May 21, 2024

Field Descriptions for the Filters Pane

Field

Description

Restore

Enables you to revert to the most recent saved version of any filters you have been editing.

Add

Select to add a new filter.

When selected from the widget of a current filter, it creates a dependent filter.

More Actions

From the Filters pane, has the following option:

  • Set as My Default Filters - Saves the current filters and their configurations.

From an individual filter, has the following options:

  • Rename - Edit the name of the current filter.
  • Lock - If enabled, dashboard viewers cannot make any changes to this filter.
  • Add a Dependent Filter - Creates a dependent filter.
  • Set as Background Filter - Enables you to create filters which are not viewable or editable by any dashboard viewers.

Edit Filter

Appears for each existing filter. Opens the Edit Filter window.

Remove the item

Appears for each existing filter. Deletes the selected filter.

Click to disable

Toggle from which you can enable or disable any current filter.

Update on Every Change

When enabled, any filter changes are applied to the dashboard immediately.

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