Working with the dashboard editor

Introduction

Dashboards are used to visualize data in a meaningful way to end-users. After creating a process app, you can edit the dashboards to customize the process app to your business needs. The dashboard editor provides various options to create different views, and to organize, group, and filter data.

Any changes you make to the dashboards or charts are automatically saved. You can see the status of the app saving in the bar; when all your changes are saved the status is Up to date.

Once your changes are saved, you can safely close the dashboard editor. When you re-open the dashboard editor, you can continue working on the process app from the last saved state.

Note: To make the changes available to end-users, you must publish the app. See Publishing process apps.

The dashboard editor enables you to collaborate with other developers on a process app. Once your changes are saved they are available for other developers working on the process app.

Opening the dashboard editor

Follow these steps to open the dashboard editor.

1. Open the Process Mining Portal.
2. Go to the Development tab and locate the app you want to customize.
3. Select the Edit icon in the actions column of the process app you want to customize.
4. In the menu on the left, select the dashboard you want to edit.

The dashboard editor is displayed.

The dashboard editor enables you to:

• edit the process app details.
• edit the properties dashboards and charts.
• add, hide, or delete dashboards.
• organize dashboards in sections.
• add or delete charts.
• edit the properties of individual charts.
• view the process model that is used as reference in model-based Process Mining applications using Process manager.
• manage automations connected to Process Mining using Automation manager.
• edit and test data transformations. See Data transformations.
• edit fields and metrics using Data manager.
• preview changes in end-user mode.

• and more ...

Editing process app details

Follow these steps to edit the process app details.

1. Select the icon in the header bar to open the menu.
2. Select the Settings option.
3. On the General tab of the Settings page, edit the app details.
4. Select Save to save your changes and close the Settings page.
   See also Editing apps.

Editing properties for dashboards and charts

In the Edit panel at the right, you can edit the dashboard and chart properties to change the name of a dashboard or the title of a chart.

Select	to ...
	display the remaining number of items, for example, in a KPI list.
	open the list of items you can select.
	remove an item.

Previewing changes

Before you publish any changes you have made to the process app, you can preview the changes in end-user mode. When you select the Preview button, the process app is displayed in end-user mode. This enables you to check any changes you made before you publish the process app.

Select Back to edits to close the end-user mode and to go back to the dashboard editor. If you are satisfied with the results, you can publish the process app to make the changes available to business users. See Publishing process apps.

Viewing the process app

You can open the process app directly from the Dashboard editor. Follow this step to open the process app.

Select Open published app at the top of the Dashboard editor page.