- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- 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.
- Select field you want to edit.
- Edit the Field name as desired.
- Select 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.
-
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.