- 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
Process Mining portal
When you have received additional roles, you must refresh the Process Mining portal page to access the functions that are available for the new role or roles. For example, when you are a business user and you now have Developer and/or Administrator rights, you must refresh the Process Mining portal page to see the Admin Console.
Similarly, you still may see any functions you cannot use anymore after a role has been revoked, until you refresh the Process Mining portal page.
When you select Process Mining from the UiPath® menu, the Process Mining portal is displayed. Initially, the Process Mining portal displays a welcome message and does not contain any process apps.
Based on your permissions, you can create new process apps, or published process apps will be made available for you. These published process apps will be displayed on the Process apps tab in the Process Mining portal.
Below is a description of the elements in the Process Mining portal.
Tab | Description |
---|---|
Process apps |
The Process apps tab is the starting point for business users to analyze data using published process apps. |
Development | The Development tab is the starting point for app developers to create and publish process apps.
Note:
The Developer tab is only visible if you have the Developer role assigned. |
Admin console |
The Admin console tab is the starting point for administrators for managing access for process apps. Note:
The Admin console tab is only visible if you have the Administrator role assigned. |
A process app will have different stages, a development stage and a published stage. Only apps that are published, are available on the Process apps tab. When a new process app is created, it will be in the development stage and only available on the Development tab, until the app is published. Also, each stage has its own data set. This way, developers can use a small data set for developing the process app, while the published version of the app can have a larger data set.
Process app editing, such as dashboard edits and data transformations edits, will happen on the development stage and will be done in a separate environment. After testing and validating the edits, the process app can be published to the published stage. This enables you to edit and test breaking changes without affecting the published process app.
To access the development environment for a process app that was created before the new Development stage was introduced, the process app must be migrated. This is indicated with the application status Migration required.
-
Select Migrate app to start the migration process.
The migration will create a separate dataset for use in the development environment.
The migration does not affect your published process app.
The Process apps tab is the starting point for business users to analyze data using published process apps.
- Contains an overview of all published process apps that you have been granted access to.
- For each app, it shows the date of the last successful data upload.
You can select the More icon to display a list of available actions for the process app.
Based on your permissions for the app, different actions may be available for each process app. Only if you have edit permission on the app, you will see status messages around data uploads and the corresponding logs.
See also Working with process apps.
The Development tab is the starting point for app developers to create and publish process apps. The Development tab allows you to:
- View an overview of all created process apps and their statuses.
- Perform actions on process apps.
You can create and edit process apps from the new Development tab in the Process Mining portal. In the development environment you ingest data for the process app that is only used for the process app in development. This development dataset is used for testing the data transformations, it does not affect the data displayed in the dashboards of the published process app.
Once your process app is ready to be used by business users, you can publish the process app. Optionally, you can ingest new data for use in the published process app.
See also: Customizing process apps, Data transformations, and Publishing process apps.
The Development tab is only visible if you have the Developer role assigned.
The Create new app button enables you to create a new process app. See Create new app wizard.
Below is a description of the properties of a process app displayed in the Process apps in development list. See also Selecting display columns.
Property |
Description |
---|---|
Name |
The name of the process app. Note:
When you have Edit permissions for the process app, you can select the Name to open the Dashboard editor to customize the app. |
ID |
The ID of the process app. You need this ID to upload the data for the process app. |
Dev data status |
The current data status of the process app in development.
|
Status changed |
The date on which the status was last changed. |
Last successful run |
The date on which the data was last updated successfully. Note:
You can select View log to see the log details for your process app. See also Viewing logs. |
Actions menu |
Several icons that enable you to perform actions on process apps. |
Action |
Name |
Description |
---|---|---|
|
Edit application |
Enables you to customize the process app to your business needs. See Working with the dashboard editor. Note:
The Edit application option is only visible when you have the permission to edit the process app. |
|
More |
Enables you to open a context menu with the following options:
Note:
Depending on your permissions for the process app, options can be disabled. |
Development data
For performance and security reasons, it is strongly recommended to use a small dataset for development and testing data transformations.
The development dataset is used for testing the data transformations. It does not affect the data displayed in the dashboards of the published process app.
Once your app is ready to be used by business users, you can publish the app and ingest new data for use in the published process app.
See Uploading data for more information on how to upload data.
By default, Name, Applications status, Status changed, and Last successful run are displayed for the process apps listed. Follow these steps to change the visible columns.
Step | Action |
---|---|
1 |
Select Columns to display the list of columns. |
2 |
Select the columns you want to display in the Process apps in development list. Note: The Name column cannot be hidden.
|