Editing apps

Introduction

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 on the General tab of the Settings page.

Editing a process app from the Published process apps

Follow these steps to edit the process app details from the Published process apps.

1. Open the Process Mining portal.
2. Locate the app you want to edit in the Published process apps list.
3. Select the icon in the on the process app card and select Settings. The General settings are displayed.
4. Edit the app details and select Save.

Editing a process app from the Process apps in development list

Follow these steps to edit the process app details from the Process apps in development list.

1. Open the Process Mining portal.

2. Go to the Development tab and locate the app you want to edit in the Process apps in development list.

3. Select the icon in the actions column of the process app you want to edit and select Settings. The General settings are displayed.

4. Edit the app details and select Save.

Editing a process app from a dashboard in the published process app

Follow these steps to edit the process app details from an open process app.

1. Select the icon in the header bar to open the menu.
2. Select the Settings option. The General settings are displayed.
3. Edit the app details and select Save.

Editing dashboards

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.

Note:

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 Edit application button in the Settings page.

See Working with the dashboard editor.

Select the Settings icon at the top of the Dashboard editor page to return to the Settings page of the process app.

Viewing the process app

You can open the process app directly from the Settings page. Follow this step to open the process app.

Select the Open published app option in header of the Settings page.

See Working with the dashboard editor.

Managing app permissions

You can open the App permissions page directly from the process app menu to manage access for Process Mining apps. Follow this step to open the App permissions page.

1. Select the icon in the header bar to open the menu.
2. Select the Manage permissions option. The App permissions page is displayed.

See Managing access for process apps.

Changing calendar settings

Note:

You must have edit permission for the app to select a different calendar type.

By default, the Gregorian calendar is used to display time-based data in dashboards. If your organization uses a different calendar, such as a financial or corporate calendar that does not align with the Gregorian calendar year, you can choose to use the Fiscal calendar option.

Follow the steps below to change the calendar settings.

1. Select the icon and select Settings.

2. Go to the Calendar tab.

3. If desired, enable the Fiscal calendar option.

   1. Select the applicable option from the Calendar type list.

   2. Configure the calendar type options according to your organization rules

Fiscal calendar

If the Fiscal calendar option is selected, you can select the applicable calendar type from the list of available calendar types.

The fiscal calendar allows for better year-over-year comparison.

To use the fiscal calender in the Timeframe filter, the Use fiscal calendar option must be enabled in the Timeframe filter.

4-4-5 calendar type

The 4-4-5 calendar divides a year into four quarters of weeks. Each quarter has 13 weeks, which are divided into two 4-week "months" and one 5-week "month". The system ensures each quarter is consistently 13 weeks or 91 days.

Note:

In leap years, one week is added to fiscal calendar.

4-5-4 calendar type

The 4-5-4 calendar divides a year into months based on four-week, five-week, and four-week periods. This pattern repeats 4 times a year, making it a 4-5-4, 4-5-4, 4-5-4, 4-5-4 sequence cycle.

This calendar allows you to compare data in a more consistent manner since weekends are accounted for in the same manner throughout the year. It also accommodates for the 52-53 week fiscal year.

The 4-5-4 calendar ensures comparison of consistent weeks year over year.

5-4-4 calendar type

The 5-4-4 calendar divides the year into three-month quarters. Each quarter comprises two four-week "months" and one five-week "month," arranged in the order 5-4-4.

The 5-4-4 calendar provides consistent month-to-month comparisons, as each month always contains either four or five weeks (28 or 35 days), and each day of the week happens the same number of times in each month.

Note:

A year in the 5-4-4 calendar has either 364 or 371 days, which means that approximately every fifth or sixth year is a 53-week year rather than the usual 52 weeks to align the fiscal calendar year with the Gregorian calendar year.

Offset calendar type

The Offset calendar type allows you to select the month of the year in which you want your fiscal calendar to start. When selecting the Year, or Quarter option when using the Timeframe filter in the dashboards, the data is displayed starting from the month selected for the Offset calendar type.

Note:

In a fiscal year, the first quarter (Q1) begins with the first month of the fiscal year.