July 2023

July 26, 2023

What is new

Custom tooltip for dashboards and charts

App developers can now define a tooltip that is displayed when the user hovers the mouse over the title of a dashboard or chart in the published process app. See Adding a custom tooltip for a chart.

Loading data using Theobald Xtract Universal

Loading data using Theobald Xtract Universal now also uses the new DataUploader and the end_of_upload_api to upload data.

Optimizing apps

We are constantly working to improve the Process Mining experience. To bring the latest data optimization improvements to existing process apps, to make sure business users regard the optimal end user experience, you can now use the Optimize app option. See Optimizing an app.

Improvements

Due dates dashboard

The layout of the Due dates dashboard has improved and repetitive components are removed. See Analyzing Due dates.

July 12, 2023

What is new

New app templates available

The following app templates are now available:

• SAP-Accounts-Payable

• SAP-Ariba-Vendor-Sourcing

See App Templates.

Export to .csv

Export to .csv is now available for the Process data dashboard and Case details.

Other

Purchase-to-Pay input fields

The Invoice_ID_accounting_relation field is no longer available in the Invoices_base_raw table.

When you have a dataset where the Invoice_ID_accounting_relation is used for linking accounting documents to invoices and the Invoice_ID_accounting_relation field does not contain the same values as Invoice_ID, the accounting document events will no longer be included in the process graph.

To resolve this, you need to perform the following actions:

In the sample data:

• Remove the column Invoice_ID_accounting_relation in the Invoices_base_raw table.
• In the Accounting_documents_base_raw table, update the values in the Invoice_ID column, to make sure the values match the column Invoice_ID on the Invoices_base_raw table.

If your app was built on an app template prior to the change, perform the following additional actions in the transformations:

• In Invoices_base.sql, remove the line defining Invoice_ID_accounting_relation.
• In Entity_relations.sql change the line:
  left join Accounting_documents_base on Invoices_base."Invoice_ID_accounting_relation" = Accounting_documents_base."Invoice_ID" to
  left join Accounting_documents_base on Invoices_base."Invoice_ID" = Accounting_documents_base."Invoice_ID".