Edit and refresh processes in process advisor (preview)

[This topic is pre-release documentation and is subject to change.]

Some of the reasons why you might want to edit the query are:

• Your data might have multiple ID columns that can be used as case ID. There often isn't a correct answer. You might discover more insights by changing what you use as case ID.

• You have more than five additional columns with useful data. You want to try analyzing other columns to see if they're potentially useful in uncovering root causes of bottlenecks.

Important

• This is a preview feature.

• Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Edit query

1. In the process details page, return to the Query Editor by selecting Setup.

2. Select (or double-click) the corresponding steps in the Applied steps area under Query settings to edit those steps.

   Don't select Map to entity or Choose columns again.

   

Refresh data

If you have a data source that's transactional, like Dataverse or SQL, select Refresh on the right side of the Data Source card in the Process details page. You need to select Analyze again after selecting Refresh. You also need to do this if you want to see the Analytics page updated with the latest data from that data source.

Disconnect data

If you want to change the data source for your process, you can easily do this. For example, you might have been using a CSV file before but now you want to connect to a transactional data source instead. In this example, select Disconnect data on the right side of the Data Source card. In the Process details page, once you disconnect, select Setup again to connect to your new data source.