May 2022

May 31, 2022

What is new

TemplateOne

TemplateOne is now available as a process app type. TemplateOne contains a generic set of dashboards that can be used to analyze your business process if there is no dedicated process app available for it. The TemplateOne process app type replaces the Process app from scratch option.

Dashboard editor

• It is now possible to add new custom dashboards to a process app. You can select from different dashboard layouts and add charts to the new dashboard.
• It is now possible to add a new tab on a chart and to remove a tab from a chart.
• Pie chart is available as a new chart type. Pie charts can be used to compare the relative proportions of a certain metric within a category. The data in a pie chart is displayed in slices that form a circular graph.

Data Manager

• If the metric you want to use is not available by default, you can create new metrics that can be used in your dashboards. These user-created metrics can also be removed.
• The enables you to display context information on the field or metric.

Improvements

• The Use sample data option is only enabled if sample data is available for the process app.

Bug fixes

• There was an issue which caused incorrect figures to be displayed for KPI trends. This is now solved.

May 16, 2022

What is new

Process apps

Viewing case details

On the Process details page, the as available in front of all rows. When clicking on this button, the Case details page open, displaying the details of the selected case.

Editing dashboards

• It is now possible to add a section to the menu of a process app.
• It is now possible to rearrange dashboards and move dashboards to different sections in the menu of a process app.

Improvements

General

The icon is displayed in the activity when hovering over an activity in the process graph. It displays the Send to Automation Hub form at the right and the selected activity is filled in.

Process Mining portal

The Edit application button is now available directly on the Process Mining portal page. With the change, the Settings option is moved to the menu.

Purchase-to-Pay Discovery Accelerator

• Maverick buying tags are updated as follows:

  Goods delivered before PO item creation is now called Goods received before PO item creation;
  Goods delivered before PO approval is now called Goods received before PO approval;
  Goods delivered without PO approval is now called Goods received without PO approval;
  Invoice received before goods delivered is now called Invoice received before goods received.
• The Compliance - Tag details dashboard displays a list of all Maverick buying tags, within a selected period, and their properties. The Details dashboard is no longer available from the main menu. The View chart details button is now available on all charts to analyze Purchase order items and Purchase order item end to end events on the lowest level by going to the related Process details dashboard.

Order-to-Cash Discovery Accelerator

The Details dashboard is no longer available in the main menu. The View chart details button is now available on all charts to analyze Sales order items and Sales order item end to end events on the lowest level by going to the related Process details dashboard.

Performance

We implemented several optimizations which significantly improve performance when working with process apps.

May 3, 2022

What is new

New process app

Extended data model for new process app

The data model for a new process app is extended with new optional fields. Optional fields can be used to get more detailed views in the process app.

Additionally, custom case and event fields for both case and event properties are now available for new process apps.

• 30 fields of type text;
• 10 fields of type double;
• 10 fields of type datetime.

Efficiency - Automation dashboard

The dashboard Efficiency – Automation can be used to find automation opportunities in the process.

Customizing process apps

Dashboard editor

After creating a process app from scratch, or from a discovery accelerator, you can edit the dashboards to customize the process app to your business needs. The new Dashboard editor provides various options to create different views, and to organize, group, and filter data. See Working with the dashboard editor.

Data Manager

The new Data Manager enables you to customize the data used in your process app. With Data Manager you can edit data fields and metrics to change the display names used in your app. Besides, you can toggle fields to be visible or not.

See Data manager, Dashboards, and Charts.

Improvements

• The Details button is now available on all charts to analyze cases and/or events on the lowest level by going to the related Process details dashboard.
• The metric Average throughput time PO item creation to PO approval is now available in the Analysis - End to End process dashboard of the Purchase-to-Pay Discovery Accelerator.