Editing Process 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 in the General settings page.

Editing a Process App From the All Process Apps List

Follow these steps to edit the process app details.

1. Open the Process Mining Portal.
2. Go to the Process apps tab and locate the app you want to edit in the All process apps list.
3. Click on in the actions column of the process app you want to edit and select Settings.

   The App details page is displayed.

4. Edit the app as described below.
5. Click on Done to display the list of all process apps.

Editing a Process App From a Dashboard in the Process App

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

1. Click on Edit process app button at the top of the dashboard page. For example .

   The App details page is displayed. See the illustration below for an example.

   
   

   

   
   
2. Edit the app details as described below.
3. Click on Done to display the list of all process apps.

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.