- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- App templates
- Additional resources
- Editing data transformations in a local environment
- Setting up a local test environment
- Designing an event log
- Extending the SAP Ariba extraction tool
- Performance characteristics
- Basic troubleshooting guide
2023.10.3
Development tab
A separate environment is now available for process apps in development. This allows you to customize your dashboards and edit the transformations without interfering with business users who are working with the published process app.
You can now create and edit your apps from the new Development tab in the Process Mining portal. In the development environment you ingest data for the process app that is ony used for the app in development. This development dataset is used for testing the data transformations, it does not affect the data displayed in the dashboards of the published process app.
Once your app is ready to be used by business users, you can publish the app. Additionally, if desired, you can ingest new data for use in the published process app.
To access the development environment for a process app that was created before the new Development stage was introduced, the process app must be migrated. This is indicated with the application status Migration required.
The migration will create a separate dataset for use in the development environment. The migration does not affect your published process app.
Process manager
With Process manager you can view the process model that is used as reference in the model-based Process Mining applications. You can export the model as a Business Process Model Notation (BPMN) 2.0 model, which enables you to import the file in a BPMN modeler, for example BPMN.io, or to import the BPMN file in another process app.
Process manager is integrated in the dashboard editor.
See Process manager.
Custom fields
You can add new fields using Data transformations. For example, when you want to define a new output field to be used in the dashboards.
See Adding fields.
Custom tables
As your business processes may have a data model that requires more tables than the tables available for the default app templates, you can now add new tables and create relations. You can use these additional tables in your process app, and enrich your dashboards with filters and KPIs created on these tables to add extra value to your business processes.
See Adding tables for more information on how to add tables and data model requirements.
You can now also remove a table that does not contain fields that are used in charts or metrics. See Data manager.
Delete empty fields
You can now delete fields for which your dataset does not contain any data and that are not used in a chart.
See Data manager.
Export and import data transformations
Exporting and importing process apps
.pmapp file containing all the dashboards and transformations.
Discover Process Model
When creating a new app, you can now select the Discover Process Model to be used for the process graph. Discovering a process model allows you to have a better understanding of your process structure. By analyzing the whole process with advanced process mining techniques, activities that happen in parallel, are part of a decision, or are part of a more complex loop are automatically discovered.
Import BPMN model
When creating a new app, you can now select to Import a BPMN 2.0 model and use it as a process model in your app. WIth the BPMN model, advanced process algorithms will map your event log data on top of the BPMN model, allowing you to analyze how the BPMN model and your data relate.
If your process app uses an imported BPMN model for the process graph, you can update the BPMN model by leveraging the Import BPMN capability in Process Manager.
See Process manager.
Run file
Next to Run queries, you can now use the Run file option to start a run that recalculates only the currently selected SQL file and its parent queries. This new option allows you to test and debug customizations to specific SQL files faster than before.
Conformance checking
The new Conformance checking dashboard contains information that will help you determine whether the process complies with the Discover process model or the Import BPMN model.
Conformance checking enables you to detect inefficiencies, compliance issues, process enhancement opportunities, and discrepancies between the actual process and the reference process model.
The Conformance checking dashboard is only available for apps that are using a process model. Which means process apps that were created using the Discover process model or the Import BPMN model.
See Conformance checking.
Process animations
You can now start a visual animation that indicates how the cases are going through the process. This enables you to understand how the cases are flowing through the graph at a glance and spot how cases deviate from the happy path.
Process inefficiencies
You can identify inefficiencies, such as low automations, directly from the process graph. This will help to to detect prossible issues in your process from the process graph. See Working with process graphs.
Edge metrics on process graphs
Average throughput time is now available to be displayed on the process graph edges. You can select the Average throughput time metric from the process graph edge metric selector.
If you want to use the Average throughput time metric in an existing process app, you must re-ingest the data for the process app.
Out-of-the-box Due dates
The following due dates are now available for Purchase to Pay app templates.
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Expected payment.
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PR to PO throughput time.
The following due dates are now available for Order to Cash app templates.
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Expected payment.
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Expected delivery.
See Due dates.
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The following tag is now available for Order to Cash app templates: Sales order item with late payments. See Tags.
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All Custom process app templates have one tag implemented out of the box that checks whether a case has rework activities that are executed by different users.
New app template available
The following app template is now available:
- Oracle Cloud Order-to-Cash
See App Templates.
Process graphs
The Variants slider is in the process graph now displays the total number of variants and the number of variants selected using the Variants slider.
Data manager
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In addition to the division operator (/), you can now select the addition (+), subtraction (-), and multiplication (x) operators in rules when using multiple aggregations for creating metrics.
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You can now use constant values in metric calulations with the new Input value aggregation option.
See Data manager.
Editing data transformations
.sql file it is now indicated in the Transformations folder structure that there are unsaved changes.
Event log and Custom process app templates
The app templates TemplateOne-SingleFile and TemplateOne-MultiFiles have been renamed to have easy to understand names, that describe their use.-
The TemplateOne-SingleFile app template is now named Event log.
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The TemplateOne-MultiFiles app template is now named Custom process.
Process-specific terminology in Custom process apps
When creating a new process app using the following app templates, the dashboards in the published process app now use process-specific terminology for fields and metrics, rather than the generic terminology used in the Custom process app template.
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Jira Incident-Management
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Oracle NetSuite Fixed-Asset-Management
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Oracle NetSuite Quote-to-Cash
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Salesforce Account-Management
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Salesforce Configure-Price-Quote
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Salesforce Lead-to-Cash
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SAP Accounts-Payable
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SAP Equipment-Maintenance
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SAP Production-Planning
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SAP Warehouse-Management
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SAP Ariba Vendor-Sourcing
5_business_logic group. For example, the Cases table is in the 2_objects group, and the Event_log in the 4_event_logs group.
SAP Ariba extractor
A new version of the SAP Ariba extractor is available. This extractor can be used in combination with the Purchase-to-Pay and Vendor Sourcing app templates.
See also Extending the SAP Ariba extraction tool.
Purchase to Pay process apps
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The Number of activities metric is now available on the Summary-Summary dashboard.
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The One-time suppliers metric is now available on the Summary-Summary dashboard.
The First time right metric is now available on the Summary-Summary dashboard.
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The Number of activities metric is now available on the Summary-Summary dashboard.
Event log, Custom process, Purchase to Pay, and Order to Cash process apps
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Automation rate is now available as a metric in the End to End process dashboard and the Event analysis dashboard.
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Automation rate is now available as a KPI in the header of the End to end process dashboard.
Automated rate is only displayed if it is available in your dataset.
Submit to Automation Hub
When submitting an idea to Automation Hub, the description the following information is added in the Description of the idea.
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The name of the activity.
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The number of events.
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Total throughput time.
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Average throughput time.
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Total event cost.
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Average event cost.
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Number of users.
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% of automation.
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The URL to display the activity from Automation Hub.
Send to Automation Hub is now labeled as Submit to Automation Hub.
Configuration settings for loading input data no longer supported
AddRawTablePostfix and StripSpecialCharacters settings in the settings.json file are no longer supported and cannot be used anymore to switch existing process apps to the data loading behavior that
was introduced in March 2023.
When uploading data, always make sure that the input data is in the required format for the app template that you use to create the process app. See App Templates.
settings.json file of your process app still contains these settings, you can safely remove them since they are not used anymore.
