- Release notes
- Before you begin
- Managing access
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Process simulation
- Root cause analysis
- Simulating automation potential
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Transforming data
- Structure of transformations
- Tips for writing SQL
- Exporting and importing transformations
- Viewing the data run logs
- Merging event logs
- Configuring Tags
- Configuring Due dates
- Configuring fields for Automation potential
- Activity Configuration: Defining activity order
- Making the transformations available in dashboards
- Data models
- Adding and editing processes
- Customizing dashboards
- Publishing process apps
- App templates
- Notifications
- Additional resources
Process Mining
Editing field properties enables you to customize the dashboards by adapting them to the terminology used in your organization. Follow these steps to edit the properties of a field.
- In the Data Manager panel, locate the field for which you want to edit the properties and select the Edit icon.
The Field details panel is displayed.
- Edit the Field properties as desired.
- Select Save.
The following table describes the available field properties.
| Element | Description |
|---|---|
| Field name | The display name of the field. |
| Source field | The name of the column in the data source. |
| Type | The kind of data that the field holds. |
| Currency* | A drop-down combo box containing all available currency formats. |
| Data preview | A preview of the available field values in the dataset.
Note: A maximum of 1,000 field values are shown.
|
* Currency is only available for monetary fields. This is a display setting, it does not convert the field value.
Changing the field name
You can change the name of the fields. This enables you to customize the dashboards by adapting them to the terminology used in your organization.
Changing the field type
The field type indicates the kind of data that the field is intended to hold and therefore determines how the field can be used. There might be instances where the field Type does not align with the kind of data of the source field in your dataset. For example, you may upload data of an integer to a field that was previously uploaded with text. Such instances will be indicated in the Fields list in the Data manager.
You can only select a new Type based on the data kind of the source field that is uploaded. For example, if the field in the dataset is an integer, you can change the field to number, and if the field in the dataset is of text, you can change the field to nominal or ordinal.
You can only change the Type of a field that is not used in dashboards. In case the field is actually used in dashboards:
-
Remove the field from the chart or charts.
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Edit the Type of the field.
-
Add the field back on the chart or charts.
Follow these steps to edit a custom field.
-
In the Data Manager panel, locate the field you want to edit and select the Configure logic icon.
The logic configuration of the field expression is displayed.
-
Edit the expression as desired and select Save.
The logic configuration editor is closed and you return to the dashboard editor.
Follow these steps to edit the properties of a metric.
- In the Data Manager panel, locate the metric for which you want to edit the properties and select the Edit icon.
- Edit the Metric properties as desired.
- Select Save.
The following table describes the available metric properties.
| Element | Description |
|---|---|
| Metric name | The display name of the metric. |
| Data preview | A preview of the calculated metric value. |
| Context metrics | Allows you to define context metrics for the metric. |
| Filters | Allows you to set one or more filters for the metric. |
Follow these steps to edit a metric.
-
In the Data Manager panel, locate the metric you want to edit and select the Configure logic icon.
The logic configuration of the metric expression is displayed.
-
Edit the expression as desired and select Save.
The logic configuration editor is closed and you return to the dashboard editor.
