Details

    • Not defined

    Description

      Overview: Allow users to apply aliases for variables to be used in the UI and across all uses of the process definition (any other reports based on the same process definition).

      Users are able to access a modal where new names can be added for variables. This is accessible only from the process card within the report builder.Saving updates variable names across all uses of the data source. All editing users are able to access this modal and view original and new names and edit.  It is also possible to remove the 'Var:' prefix from column headers in table views. 

       

      Designs -> https://zpl.io/2E3LM9D 

      Rename modal

      • Allow users to replace names of variables via a table in a modal
      • Allow renaming single or multiple variables at a time
      • Original name and new name are visible in the table
      • Display variable type in the table
      • Truncation of variable name and tooltip
      • No validation needed- any input text allowed
      • Ability to hide prefix in raw data and table reports

       

      Who has rights to do this?

      • Editors only - hide option to access for viewers

       

      Update the new name in:

      • CSV export
      • Anywhere it is used in the UI (inc. dashboard filters)
      • In analysis
      • In event based processes

       

      Access to renaming modal

      • Access rename modal from process card in report.
        Replace existing copy and remove buttons with the 'Rename variables' button. 
        If users do not have permission to re-name, the button and footer area are hidden.

       
      See prototype Prototype video
      *Note - some designs displayed in the prototype are outdated.

      mgm-controller-panel

        This is the controller panel for Smart Panels app

        Attachments

          Activity

            People

              Unassigned Unassigned
              asia.malina Asia Malina
              Votes:
              0 Vote for this issue
              Watchers:
              1 Start watching this issue

              Dates

                Created:
                Updated:
                Resolved:

                Salesforce