App Templates

Overview

Below is an overview of the available app templates. You can click on an icon in the table below to navigate to the applicable section in the documentation.

App template	Input fields	Dashboards and KPIs	Sample data	Extraction method
TemplateOne-SingleFile
TemplateOne-MultiFiles
Purchase-to-Pay
SAP Purchase-to-Pay				Theobald Xtract Universal
SAP Ariba Purchase-to-Pay				Custom script
Oracle NetSuite Purchase-to-Pay				CData Sync
Oracle JDE Purchase-to-Pay				CData Sync
Oracle Cloud Purchase-to-Pay				File export
Coupa Purchase-to-Pay				Custom script
Order-to-Cash
SAP Order-to-Cash*				Theobald Xtract Universal
Oracle NetSuite Order-to-Cash				CData Sync
Oracle JDE Order-to-Cash				CData Sync
Salesforce Pardot Lead-Management				CData Sync
Salesforce Lead-to-Order				CData Sync
Salesforce Lead-to-Cash				CData Sync
Jira Incident- Management				CData Sync
ServiceNow Incident-Management				CData Sync
Salesforce Incident-Management				CData Sync
Oracle NetSuite Fixed-Asset-Management				CData Sync
Oracle NetSuite Quote-to-Cash				CData Sync
Salesforce Configure-Price-Quote				CData Sync
Salesforce-Account-Management*				CData Sync
SAP Equipment-Maintenance *				Theobald Xtract Universal
SAP Accounts-Payable *				Theobald Xtract Universal
SAP Ariba Vendor-Sourcing *				Custom script
SAP Warehouse-Management *				Theobald Xtract Universal
SAP Production-Planning *				Theobald Xtract Universal

• App templates available on the UiPath Customer Portal. See Uploading app templates for more information on how to upload the app template in Process Mining 2023.4.

Note:

When new app templates become available for UiPath Process Mining (Cloud), these app templates also are made available on the UiPath Customer Portal for Process Mining 2023.4. If the app template you want to use is not in the list, check the UiPath Customer Portal for a complete overview of all the app templates available for Process Mining 2023.4. Refer to the App Templates page for Process Mining Cloud for documentation for app templates not listed in the above table.

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.

Extraction methods

There are common extraction methods for app templates to load data from a source system into Process Mining:

• Theobald Xtract Universal, used for extracting data from SAP.
• CData Sync, used for most other source systems.
• Custom scripts. These scripts are custom built to extract data from a specific source system. Since configuring this is not a UI based experience, this can be more challenging to set up than the other extraction methods.
• File exports. The app templates required file exports from the source system that are loaded directly into our product.

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

UiPath Process Mining 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-MultiFile
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

Note:

If there is an app template available for your process and source system you are advised to use the this app template for creating a new process app. If there is an app template available for your 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.

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 - MultiFiles.

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.

Refer to Creating a New App for more information on selecting an app template when creating a process app.