Over time you may find it helpful to rename transaction steps for clarity, or perhaps even change a transaction value to accommodate a change in your web application. With Uptrends, this is no problem!

How to change a transaction step name

The transaction step name is the name of an individual step in a multi-step transaction. Typically these names are created during the transaction recording process (using our free Transaction Recorder), so you may find yourself wanting to change the name over time.

Here is how to change the step name:

  1. Log into your Uptrends account and navigate to the Monitor page, via the Monitor dropdown menu.

  2. Select the transaction monitor you wish to edit.

  3. The monitor configuration screen will appear. Navigate to the Steps tab.

  4. You will see a list of the transaction steps. To edit one, click on the corresponding step number, and then click on the step name on the right-hand side.

  5. Once you’ve finished changing your step names, be sure to click the green Save button.

How to change a transaction value

Changing a transaction value is just as easy as changing a transaction step name.

Here is how to change the value:

  1. Follow steps 1 – 3 listed above.

  2. A list of transaction steps will appear. To edit the transaction value of an individual step, click on the corresponding step number, and then select the value listed beneath the Step Name.

  3. When you’ve finished changing the transaction value, click the green Save button.
Note: In some instances changing a transaction value may affect how the transaction is monitored. If this happens, please do not hesitate to reach out to our support team by filing a support ticket and explaining the situation.