Process Mining
2023.10
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Process Mining
Last updated Apr 19, 2024

2023.10

Addendum: December 19, 2023

Known issue

When running transformations from the Data transformations editor when the data for the process app was loaded using another option than Upload data in the Data source step, the data run fails.

Follow these steps to solve the issue.

  1. Upload data using .tsv or .csv files. See Selecting the data source. The run needs to finish successfully.
    Note:

    You can also upload the sample data files, but do not use the Sample data option.

  2. If needed, upload data as desired. Now you can use the source data option of your choice. For example, using an extractor to upload data using CData Sync.

Running the transformations for the Data transformations editor should now work properly.

Release date: November 3, 2023

What is new

Edit Data Transformations

With the new inline editor, you can edit the data transformations of your app directly in the browser. This means you do no longer have to export and import your transformations. Once you are done editing, you can run your customized transformations from the inline transformations editor.

Preview panels

In the Data Transformations editor, you can see the results of your queries in the new preview panel. By clicking on one of the SQL files, you can see the data of the query next to the SQL code.

Preview input data

You can also preview the raw input data tables in the same interface. By clicking on an input table, you can view the raw data that was uploaded.


Creating metrics

You can now configure aggregation rules to create and edit metrics in the new KPI editor.


See Metrics.

Edit transformations permissions

Users can now be granted Edit transformations permission. User with Edit transformations permission can export, edit, and import the app transformations.

Due dates

The Due dates dashboard is now available for Purchase-to-Pay and Order-to-Cash app templates. To use the Due dates dashboard, you need to add due dates in the models\5_business_logic\Due_dates-base.sql file using data transformations.

See Due dates.

Tags

The Tags dashboard is now available for Purchase-to-Pay and Order-to-Cash app templates. To use the Tags dashboard, you need to add tags in the models\5_business_logic\Tags_base.sql file using data transformations.

See Tags.

Timeframe filter

The Period filter has been enhanced and is now labeled as Timeframe filter. You can now select the date field you want to use for the Timeframe filter. Also, it is now possible to navigate to the next and previous timeframe directly from the header bar.

App developers can select the new Timeframe filter as a field for the x-axis of a line chart or a KPI chart.


When a business user selects a different timeframe, the x-axis on the chart will change accordingly.

The timeframe filter is displayed as the label for the x-axis.

Chart filters

App developers can now define chart filters to filter data from the table before it is provided to the chart. When business users open a process app that contains one or more charts with chart filters set, those charts will display data according to the chart filters.

When a chart filter is defined for a chart, the icon is displayed at the top of the chart. Business users can select the icon to view the applied chart filters. See the illustration below.



Business users can still add global filters, which are applied on top of the chart filters. Business users cannot change the chart filters.

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 Editing a chart.

Optimizing apps

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

Multiple columns in horizontal bar charts

Business users can now select the fields and metrics that define columns in a bar chart.

App templates available from Create new app workflow

The following app templates are now directly available from the Create new app workflow:

  • Coupa-Purchase-to-Pay

  • Salesforce-Account-Management

  • SAP-Accounts-Payable

  • SAP-Ariba-Vendor-Sourcing

  • SAP-Equipment-Maintenance

  • SAP-Order-to-Cash

  • SAP-Production-Planning.

  • SAP-Warehouse-Management

Sample data now available from Create new app workflow

The Use sample data option is now available in the Select data source step of the Create new app workflow which enables you to use the sample data included in the app template. You no longer need to download the sample data and upload it as input files.

DataBridgeAgent

A new version of the DataBridgeAgent is now available. The DataBridgeAgent now uses the End of upload API to trigger the data processing in Process Mining. See Loading data using DataBridgeAgent.

Improvements

Data Manager

It is now possible to edit the table names in Data Manager.

View logs

The option to view log files has improved. Log files are now available for all data runs. It is also possible to view the log file for a data run in progress, and to refresh the log file to monitor the progress of the data run.

The log now contains different log levels to indicate the severity of the message:

  • Information;

  • Warning;

  • Error.

Process data

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

  • You can now change the order of the columns in the Process data dashboard.

  • Compare is now disabled in the Process data dashboard.

General app settings

  • The layout of the General settings page for editing process app settings has improved. See the illustration below.



  • It is now possible to open the App permissions page directly from the App settings page to manage access permissions for Process Mining process apps.

See also Editing apps.

"Variant" label

Variants now have the label "Variant" in filters and charts. See the illustration below for an example.



Root cause analysis

The start node now also contains a value (%). The value (%) in the start node is the global selected percentage, whereas the value (%) in the other nodes is the Influence (%) which represents the deviation of the node’s selected percentage from the global selected percentage.

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.

Extended data models for Purchase-to-Pay and Order-to-Cash

The data models of the Purchase-to-Pay and Order-to-Cash app templates have been extended. This means that now many more object tables are available in Purchase-to-Pay and Order-to-Cash app templates. For example, in Purchase-to-Pay you can now analyze Purchase Requisitions, Purchase Orders, Invoices, and Payments. The fields of the new tables can be used in filters, metrics and charts just like any other fields.

Note:

These new data models are part of app templates for the Purchase-to-Pay and Order-to-Cash apps. This means that new Purchase-to-Pay or Order-to-Cash apps will see the new data model, but existing apps will not be affected.

Data transformations

Dbt projects now run with dbt version 1.4. Although you can still run your data transformations using dbt 1.1, it is recommended to upgrade your local environments to dbt 1.4 to make use of the latest dbt functionalities.

Deprecations

Process graph layout

With the introduction of TRACY, all new process apps will use TRACY for the process graph layout. Process apps created with the previous process graph layout will no longer work in Process Mining 2023.10. Recreate or migrate your process apps before installing Process Mining 2023.10, to make sure the process apps are still accessible.
  • Addendum: December 19, 2023
  • Known issue
  • Release date: November 3, 2023
  • What is new
  • Improvements
  • Other
  • Deprecations

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