- 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
- Root cause analysis
- Simulating automation potential
- 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 Dashboards
- App templates
- Notifications
- Additional resources
Process Mining
This page contains an overview of the available app templates. You can select an icon in the table to navigate to the applicable section in the documentation.
When new app templates become available for Process Mining (Cloud), these app templates also are made available on the Customer Portal for Process Mining 2.2510. If the app template you want to use is not in the list, check the Customer Portal for a complete overview of all the app templates available for Process Mining 2.2510. Refer to the App Templates page for Process Mining Cloud for documentation for app templates not listed in the above table.
Purchase-to-Pay app templates
| App template | Input fields | Dashboards and KPIs | KPIs | Source system | Extraction method |
|---|---|---|---|---|---|
| Purchase-to-Pay | |||||
| Coupa Purchase-to-Pay | Coupa | Custom script | |||
| Oracle Cloud Purchase-to-Pay | Oracle Cloud | File export | |||
| Oracle E-Business Suite Purchase-to-Pay | Oracle E-Business Suite | CData Sync | |||
| Oracle JDE Purchase-to-Pay | Oracle JDE | CData Sync | |||
| Oracle NetSuite Purchase-to-Pay | Oracle NetSuite | CData Sync | |||
| SAP Purchase-to-Pay | SAP | Theobald Xtract Universal | |||
| SAP Ariba Purchase-to-Pay | SAP | Custom script |
Order-to-Cash app templates
| App template | Input fields | Dashboards | KPIs | Source system | Extraction method |
|---|---|---|---|---|---|
| Order-to-Cash | |||||
| Oracle Cloud Order-to-Cash | Oracle Cloud | File export | |||
| Oracle JDE Order-to-Cash | Oracle JDE | CData Sync | |||
| Oracle E-Business Suite Order-to-Cash | Oracle E-Business Suite | CData Sync | |||
| Oracle NetSuite Order-to-Cash | Oracle NetSuite | CData Sync | |||
| SAP Order-to-Cash | SAP | Theobald Xtract Universal |
Process-specific app templates for a specific source system
| App template | Input fields | Dashboards | KPIs | Source system | Extraction method |
|---|---|---|---|---|---|
| Event log | |||||
| Custom process | |||||
| Jira Incident- Management | Jira | CData Sync | |||
| Oracle NetSuite Fixed-Asset-Management | Oracle NetSuite | CData Sync | |||
| Oracle NetSuite Quote-to-Cash | Oracle NetSuite | CData Sync | |||
| Salesforce Account-Management | Salesforce | CData Sync | |||
| Salesforce Configure-Price-Quote | Salesforce | CData Sync | |||
| Salesforce Lead-to-Cash | Salesforce | CData Sync | |||
| Salesforce Lead-to-Order | Salesforce | CData Sync | |||
| Salesforce Incident-Management | Salesforce | CData Sync | |||
| Salesforce Pardot Lead-Management | Salesforce Pardot | CData Sync | |||
| SAP Accounts-Payable | SAP | Theobald Xtract Universal | |||
| SAP Equipment-Maintenance | SAP | Theobald Xtract Universal | |||
| SAP Production-Planning | SAP | Theobald Xtract Universal | |||
| SAP Warehouse-Management | SAP | Theobald Xtract Universal | |||
| SAP Ariba Vendor-Sourcing | SAP Ariba | Custom script | |||
| ServiceNow Incident-Management | ServiceNow | CData Sync |
Generic app templates for any source system
Event log and Custom process
Event log and Custom process are generic Process Mining app templates that allow you to load any process data to kickstart the analysis experience of your process. Event log and Custom process contain a generic set of dashboards that can be used to analyze your business process if there is no dedicated process app available for it.
Process Mining offers out-of-the box app templates for several processes and source systems that you can use as the starting point for creating your process apps. You can customize these app templates to your business needs and publish them with a set of dashboards and KPIs to enable business users to monitor and analyze the processes in detail.
The following table describes the available app templates:
|
Description |
App template |
|---|---|
|
App templates with generic dashboards that can be used for any process and any source system. |
Event log |
|
App templates with process specific dashboards that can be used for specific process but any source system. |
Order-to-Cash Purchase-to-Pay |
|
App templates with generic dashboards but can be used for only specific process and specific source system. |
Other, for example:
|
When you create a new process app one of the first steps is to select an app template for your process app. The Select app template page displays all app templates that are available. By default, the available app templates are sorted by process, but you can also choose to sort app templates by data source.
Refer to Creating a new app for more information on selecting an app template when creating a process app.
There are 4 common extraction methods for app templates to load data from a source system into Process Mining:
-
Theobald Xtract Universal, used for extracting data from SAP.
-
CData Sync, used for most other source systems.
-
Custom scripts. These scripts are custom built to extract data from a specific source system. Since configuring this is not a UI based experience, this can be more challenging to set up than the other extraction methods.
-
File exports. The app templates required file exports from the source system that are loaded directly into our product.
