- Release notes
- 2022.10.15
- 2022.10.14
- 2022.10.13
- 2022.10.12
- 2022.10.6
- 2022.10.5
- 2022.10.4
- 2022.10.3
- 2022.10.2
- 2022.10.1
- 2022.10 (General Availability)
- Before you begin
- Installing Automation Suite
- Process Mining configuration checklist
- System requirements
- Getting started
- Introduction to Process Mining
- Process Mining (Automation Suite)
- Uploading app templates
- Process Mining portal
- Migrating apps for use in Process Mining (Automation Suite)
- Managing access
- Enabling Process Mining
- Setting up the users
- Managing access for process apps
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Root cause analysis
- Sending automation ideas to UiPath Automation Hub
- Filters
- Simulating automation potential
- Compare
- Export
- Creating process apps
- App Templates
- Creating a new process app
- Editing process apps
- Deleting a process app
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using CData Sync
- Installing CData Sync
- Incremental extraction
- Troubleshooting CData Sync
- Loading data using Theobald Xtract Universal
- Loading data using DataBridgeAgent
- System requirements
- Configuring DataBridgeAgent
- Configuring CData Sync
- Adding a custom connector to DataBridgeAgent
- Using DataBridgeAgent with SAP Connector for Purchase-to-Pay Discovery Accelerator
- Using DataBridgeAgent Wwith SAP Connector for Order-to-Cash Discovery Accelerator
- Customizing process apps
- Introduction to dashboards
- Working with the dashboard editor
- Creating dashboards
- Dashboards
- Charts
- Bar charts
- Vertical bar charts
- Table charts
- Line charts
- Process graphs
- KPI lists
- Pie charts
- Data manager
- Fields
- Metrics
- Publishing dashboards
- Data transformations
- Editing data transformations in a local environment
- Setting up a local test environment
- Editing transformations
- SQL differences between Snowflake and SQL Server
- Designing an event log
- Structure of transformations
- Tips for writing SQL
- TemplateOne app template
- Introduction to TemplateOne
- Overview of generic menus and dashboards
- Menu Overview
- Menu Analysis
- Analysis - End to End
- Analysis - Event Analysis
- Menu Efficiency
- Efficiency - Automation
- Analyzing Tags
- Process details
- TemplateOne-SingleFile input fields
- TemplateOne-MultiFiles input fields
- Configuring CData Sync for TemplateOne
- Purchase to Pay app template
- Introduction to Purchase-to-Pay process app
- Overview of menus and dashboards
- Menu Summary
- Menu Analysis
- Analysis - End to end process
- Analysis - Event analysis
- Menu Efficiency
- Efficiency - Automation
- Efficiency - Supplier performance
- Menu Compliance
- Compliance - Maverick buying
- Compliance - Tag details
- Process details
- Purchase-to-Pay input fields
- Configuring CData Sync for Purchase-to-Pay
- Order to Cash app template
- Introduction to Order-to-Cash process app
- Overview of menus and dashboards
- Menu Summary
- Menu Analysis
- Analysis - End to end process
- Analysis - Event analysis
- Menu Efficiency
- Efficiency - Automation
- Efficiency - Customers
- Process details
- Order-to-Cash input fields
- Configuring CData Sync for Order-to-Cash
- Basic troubleshooting guide
- Process Mining troubleshooting and FAQs

Process Mining
Customizing Data Transformations
It is now possible to import and export the data transformations of a process app. By editing the exported transformations, you can customize the events, tags, and business logic for your app. It allows you to customize the data definitions of an existing app template as desired, and add new input data. Alternatively, you can connect your process app to new source systems for which app templates do not exist yet.
You can export the transformations of a process app from Process Mining, then edit and test the transformations in a local development environment, and finally import and run the transformations in Process Mining. See Editing data transformations in a local environment.
New app templates available
The following app templates are now available:
-
Oracle Cloud - Purchase-to-Pay
-
Oracle JDE - Purchase-to-Pay
-
Oracle NetSuite - Purchase-to-Pay
-
Oracle NetSuite - Fixed-Asset-Management
-
Oracle NetSuite - Order-to-Cash
-
SAP - Purchase-to-Pay
-
Salesforce - Configure-Price-Quote
-
Salesforce - Incident-Management
-
Salesforce - Lead-to-Cash
-
Salesforce - Lead-Management
See App Templates
These new app templates are available from your UiPath Customer Portal. See Uploading app templates for a detailed description on how to upload app templates and make them available for use in Process Mining.
Extended data model for TemplateOne - SingleFile
case and 5 fields for events fields of type duration are now available for TemplateOne - SingleFile process apps. Custom fields can be used to get more detailed views in the process app.
Extended data model for TemplateOne - MultiFiles
case and 5 fields for events fields of type duration are now available for TemplateOne - MultiFiles process apps. Custom fields can be used to get more detailed views in the process app.
Extended data model for Purchase-to-Pay
case and 5 fields for purchase-order-item fields of type duration are now available for Purchase-to-Pay process apps. Custom fields can be used to get more detailed views in the process app.
Extended data model for Order-to-Cash
case and 5 fields for sales-order-item fields of type duration are now available for Order-to-Cash process apps. Custom fields can be used to get more detailed views in the process app.
Process Apps
Lower case is no longer required for input field names. Note that field name detection is case sensitive. Input fields have to be provided in the expected case to work out of the box. See App Templates.
Purchase-to-Pay Process Apps
Data ingestion no longer fails when the data contains Purchase Order items without a Purchase Order. Purchase Order items without a Purchase Order will now be shown in the process app. Some information, such as creation date, will not be available for Purchase Order items without a Purchase Order.
Order-to-Cash Process Apps
Data ingestion no longer fails when the data contains Sales Order items without a Sales Order. Sales Order items without a Sales Order will now be shown in the process app..
- Release date: February 6, 2023
- What is new
- Customizing Data Transformations
- New app templates available
- Improvements
- Extended data model for TemplateOne - SingleFile
- Extended data model for TemplateOne - MultiFiles
- Extended data model for Purchase-to-Pay
- Extended data model for Order-to-Cash
- Bugs solved
- Process Apps
- Purchase-to-Pay Process Apps
- Order-to-Cash Process Apps