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. See the illustration below.

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 dashboards.

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.

Open the Process Mining portal.
Go to the Process apps tab and locate the app you want to customize.
Click on in the actions column of the process app you want to customize.
In the menu on the left, click on the dashboard you want to edit.

The dashboard editor is displayed. See the illustration below.

The dashboard editor enables you to:

edit the process app details.
edit the properties dashboards and charts.
add or delete charts.
edit the properties of individual charts.
edit fields and metrics using Data Manager. See Data manager.

Editing process app details

Follow these steps to edit the process app details.

Click on the settings button at the top of the Dashboard editor page. See the illustration below for an example.

The App details page is displayed.
Edit the app details. See Editing process apps.
Click on Done to display the list of all process apps.