Process Settings

Click the Settings button on the process results screen to access the process settings, which offer the following options:

Edit the flow
Opens the designer screen for editing the process's data flow.

Information
Allows you to change registration information such as name, description, and folder association, and displays the immutable code of the process.

Management and Permissions
Enables changes to the process's recurrence through the reference calendar and user group access and permissions.

Sources and results
Allows viewing of the data flow: status, data sources, and available results, along with direct access to flow editing.

Automation
Enables maintenance of automation settings, allowing you to schedule data imports for your process.

Integrations
Provides credentials for database connection for integration with business intelligence (BI) dashboard creation tools.

Panels
Allows you to integrate your Power BI reports and dashboards into your processes, offering direct integration between platforms.