- Release notes
- Before you begin
- 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
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing process apps
- App templates
- Additional resources
App Templates
Below is an overview of the available app templates. You can click on an icon in the table below to navigate to the applicable section in the documentation.
App template |
Input fields |
Dashboards and KPIs |
Source system |
Extraction method |
---|---|---|---|---|
Coupa Purchase-to-Pay |
Coupa |
Custom script | ||
Oracle Cloud |
File export | |||
Oracle E-Business Suite Purchase-to-Pay |
Oracle E-Business Suite |
CData Sync | ||
Oracle JDE |
CData Sync | |||
Oracle NetSuite |
CData Sync | |||
SAP |
Theobald Xtract Universal | |||
SAP Ariba |
Custom script |
App template |
Input fields |
Dashboards and KPIs |
Source system |
Extraction method |
---|---|---|---|---|
Oracle Cloud |
File export | |||
Oracle E-Business Suite Order-to-Cash |
| Oracle E-Business Suite | CData Sync | |
Oracle JDE | CData Sync | |||
Oracle NetSuite | CData Sync | |||
SAP |
Theobald Xtract Universal |
App template |
Input fields |
Dashboards and KPIs |
Source system |
Extraction method |
---|---|---|---|---|
Jira | CData Sync | |||
Oracle NetSuite | CData Sync | |||
Oracle NetSuite | CData Sync | |||
Salesforce | CData Sync | |||
Salesforce | CData Sync | |||
Salesforce | CData Sync | |||
Salesforce | CData Sync | |||
Salesforce | CData Sync | |||
Salesforce Pardot | CData Sync | |||
SAP | Theobald Xtract Universal | |||
SAP | Theobald Xtract Universal | |||
SAP Production-Planning |
SAP | Theobald Xtract Universal | ||
SAP | Theobald Xtract Universal | |||
SAP |
Custom script | |||
ServiceNow | CData Sync |
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.
Automation templates enable you to create automation apps that use can use to monitor your Orchestrator processes to understand the how the process actually performs. For an Automation template, data is loaded from the Orchestrator Robot Logs of your process.
App template |
Description |
---|---|
Provides a common platform where developers and business users can visualize and understand the actual automated process flows. |
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.
Below is an overview of 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.
See 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.