- Release notes
- Before you begin
- Getting started
- Managing access
- Working with process apps
- Creating process apps
- Loading data
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
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.
- Locate the field you want to edit and click on .
- Edit the Field name as desired.
- Click on Save.
See the illustration below for an example.
Below is a description of the elements of the Edit field dialog.
Element |
Description |
---|---|
Field name |
The display name of the field. |
Linked to |
The internal database name of the field. |
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.
- Click on .
The field is set to hidden and the icon is changed to . If you click on the icon, the field becomes visible again.