- 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
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing process apps
- App templates
- Additional resources
Fields
With Data Manager you can edit the fields displayed in your process app. This enables you to customize the dashboards by adapting them to the terminology used in your organization.
Follow these steps to edit a field.
- Select the field you want to edit.
The Edit field dialog is displayed.
- Edit the Field name as desired.
- Select Save.
See the illustration below for an example.
There might be instances where the field Type does not align with the data type of the source field in your dataset. For example, you may upload data of an integer Type to a field that was previously uploaded with text Type data. Such instances will be indicated in the Fields list in the Data manager.
You can only select a new Type based on the data type of the source field that is uploaded. For example, if the field in the dataset is of type integer, you can change the field Type to number, and if the field in the dataset is of Type text, you can change the field Type to nominal or ordinal.
You can only change the Type of a field that is not used in dashboards. In case the field is actually used in dashboards:
-
Remove the field from the chart or charts.
-
Edit the Type of the field.
-
Add the field back on the chart or charts.
Below is a description of the elements of the Edit field dialog.
Element |
Description |
---|---|
Field name |
The display name of the field. |
Source field |
The name of the field in the data source. |
Type |
The data type of the field. |
Currency* |
A drop down combo box containing all available currency formats. |
* Currency is only available for monetary fields.
With Data Manager you can hide fields that are available in your dataset but not used in your process app. A field that is set to hidden in Data Manager, will not be visible in selectors when editing dashboards using the dashboard editor. This is useful when you do not want to use these fields in a visualization, but do want to use them to compute metrics.
Follow these steps to hide a field.
- Locate the field you want to hide.
-
Select the Hide field in app icon icon
The field is set to hidden and the icon is changed to the Show field in app icon . If you select the icon, the field becomes visible again.