App Templates

Overview

Important:

If you want to use the latest version of the app templates listed below, it is highly recommended to upgrade to the latest version of Process Mining on Automation Suite. More app templates are available for the latest version of Process Mining.

App templates released as of Process Mining 2023.4 require an update to Automation Suite 2023.4. App templates that were released before 2023.4, will be available directly from the product.

App template	Input fields	Dashboards and KPIs	Sample data*
TemplateOne-SingleFile
TemplateOne-MultiFiles
Purchase-to-Pay
SAP Purchase-to-Pay
Oracle NetSuite Purchase-to-Pay
Oracle JDE Purchase-to-Pay
Oracle Cloud Purchase-to-Pay
Order-to-Cash
Oracle NetSuite Order-to-Cash
Oracle JDE Order-to-Cash
Salesforce Lead-Management
Salesforce Lead-to-Order
Salesforce Lead-to-Cash
Jira Incident Management
ServiceNow Incident Management
Salesforce Incident-Management
Oracle NetSuite Fixed Asset Management
Oracle NetSuite Quote-to-Cash
Salesforce Configure-Price-Quote

* For other app templates you have downloaded, the sample data can be found in the `sample_data` folder in the `.zip` file of the app template package.

Sample data

You can download the sample data for your process app, unzip the file and upload the .tsv file(s) using the Upload data option when Creating a new process app and Uploading data.

TemplateOne

TemplateOne is a generic Process Mining app template that can be created from an event log, and allows you to load any process data to kickstart the analysis experience of your process. 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.

Note: If your data for cases and events is available in one input file, you use the TemplateOne-SingleFile. If your data for cases and events is split up into two different input files, you use the TemplateOne-MultiFile.

App templates

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.	TemplateOne-SingleFile TemplateOne-MultiFiles
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: ServiceNow Incident Management Salesforce Lead-to-Order Salesforce Lead-Management

If there is an app template available for your process and source system you are advised to use the this app template for your creating a new process app. If there is an app template available for you process, for example Purchase-to-Pay, but not in combination with your source system, you should use this process-specific app template. In any other cases you can use TemplateOne to create your process app.

Select app template Page

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 process app, for more information on selecting an app template when creating a process app.