- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- 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 Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
2023.4
The following app templates are now available for download on the UiPath Customer Portal:
- SAP-Equipment-Maintenance.
-
Salesforce-Account-Management.
See App Templates and Uploading app templates.
The following app template is now available for download on the UiPath Customer Portal:
- SAP-Order-to-Cash.
See App Templates and Uploading app templates.
New Process Mining process apps now use the new layout technique called TRACY for process graphs. TRACY makes the process graph easy to understand, automatically identifying the main process flow and ordering the rest of the activities based on their execution sequence. The process graph is now stable whenever changes are being applied to the data, removing the spaghetti view and making the process streamlined. Whenever filters are applied, changes are highlighted through smart animations to enable business users to understand what is happening between different filter states.
With the introduction of TRACY, all new process apps will use TRACY for the process graph layout. Existing process apps will continue to work in Process Mining 2023.4. Recreate or migrate your process apps before October 2023 (Process Mining 2023.10), to make sure the process apps are still accessible. See also Migrating apps for the new process graph layout.
It is now possible to set up Automation integration to enable business users to trigger automations from process apps. See Setting up Automation integration.
App developers can add automations from Orchestrator queues in the new Automation manager which is available in the Dashboard editor. See Automation manager. The Trigger an automation option is now available on most dashboards and chart to enable business users to trigger the automations. See Triggering an automation from a process app.
It is now possible to set data restrictions for a process app. With data restrictions, you can define which data fields or records will be visible to business users. For example, if your data contains sensitive information, you can select certain fields for data restriction. The charts and/or dashboards that use the restricted fields will not be displayed, and a message will inform the business user that the chart contains restricted data. You can also define record access policies based filters to restrict the data that will be available for business users. See Setting data restrictions for a process app.
By controlling the data used in dashboards and charts, you can share apps more broadly within your organization.
You can define data restrictions when editing process apps.
It is now possible to clone an existing process app and use it as a basis for a new process app. See Cloning an App.
The following app templates are now directly available from the Create new app workflow:
- SAP Purchase-to-Pay
- SAP Ariba Purchase-to-Pay*
- Oracle NetSuite Purchase-to-Pay
- Oracle JDE Purchase-to-Pay
- Oracle Cloud Purchase-to-Pay
- Oracle NetSuite Order-to-Cash
- Oracle JDE Order-to-Cash
- Salesforce Pardot 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
See App Templates.
The Root cause analysis dashboard is completely redesigned. Once a filter is set, the Root cause analysis tree will show the fields as nodes from which you can drill down to analyze certain behavior and find significant influencers for specific process situations. The detail of the Root cause analysis tree is automatically determined to optimize readability.
See Root cause analysis.
When you have set one or more filters, you can save these filters in a filter collection. This enables you to quickly and easily navigate to your frequently used filters when analyzing data. See Filter collections.
The Due dates dashboard is now available for TemplateOne - MultiFiles process apps and process apps based on TemplateOne - MultiFiles. The Due dates dashboard displays information regarding cases meeting or not meeting deadlines and the related costs, and can be used to analyze various aspects of due dates in the processes. See Analyzing Due dates.
It is now possible to view ingestion logs to see more details on the ingestion errors. See the illustration below.
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.
Disabling use of pre-signed URLs when uploading data to Amazon S3 storage
blob_storage_account_use_presigned_uri setting in the cluster_config.json file.
Configuring process app security
cluster_config.json file. You can configure app security using the app_security_mode setting.
The way uploaded data is processed is now improved:
- Data uploads will be processed the same for all data upload methods (CData Sync , Theobald Universal Xtract, file uploads).
- Table and field names will be loaded as provided, and won't be changed.
- You can now use special characters in table and field names (for example Chinese characters).
It has the following impact on apps:
- The input data model of new app templates is slightly different than before (e.g. case_id now is Case_ID , event_log now is event_log_raw). See the App Templates for the required data models of all app templates.
- Existing process apps will keep working the same until Process Mining 2023.10.
As of Process Mining 2023.10, all process apps will switch over the new upload behavior, which might cause problems when uploading new data through the UI (Upload data).We recommend switching over existing process apps to the new upload behavior before October 2023 to prevent these problems.
When re-ingesting data by uploading data using csv or tsv files a warning is shown, rather than an error, if the data files do not match the expected names. This allows users to proceed and upload different files, if desired. Following this, the transformations can be edited to align with the new input files.
The input file for TemplateOne-SingleFile now also must match the name described in TemplateOne-SingleFile Input Fields like other app templates.
When data ingestion fails, the last successful ingestion will still be available to the business users. When a new ingestion succeeds while a business user is working with a process app, the user is notified that new data is available.
The current status of the process app is now displayed in the All process apps list. See Process Mining Portal.
|
Status |
Description |
| Waiting for data | The process app is created, but data still has to be uploaded. |
| Transforming data | Data transformations are running for the process app. |
|
Creating app | The process app is being created. |
|
Deleting app | The process app is being deleted. |
| Run successful | The last data run for the process app was completed successfully. |
| Run failed | The last data run for the process app did not end successfully. |
- It is now possible to open a process app directly from the process app Settings page. See Editing Process Apps.
- Filter options and Export options are now grouped together in context menus. See the illustration below for an example.
- In the process graph context menu the following filter options are now available:
- Select cases with activity;
- Select cases without activity;
- Clear selection. See the illustration below for an example.
- The
button in the dashboard editor opens the process app in end-user mode. This enables app developers to check any changes made
in the process app before publishing the process app to make the changes available to business users. See Working with the dashboard editor.
- If you are working on a dashboard and you do not want to show the dashboard in the published process app (yet), you can hide the dashboard. See Creating dashboards.
- It is now possible to open a process app directly from the Dashboard editor. See Working with the dashboard editor.
- The new Rework filter enables business users to filter for cases that have rework, which means that one or more activities are executed more than once in the process. See Filters.
- With the new Starts with and Ends with end-to-end process filters it is now possible to filter for cases that start or end with a selected activity. See Filters.
- The compare filters are included in the page URL. This enables business users to share the link to a compare view.
- The Without option is now available for process filters, which enables business users to filter on cases that do not contain one or more selected activities, or cases that do not follow a selected activity path.
The name of the process app is now displayed in the breadcrumb of the wizard steps.
- The description the app templates now better describe the purpose of the app template.
- Activity is now set as the default value of group by controls on events based charts.
- creation_date and purchase_order_id will no longer return an error when they contain null values.
- Optional fields do not need to be present in the input.
- creation_date and sales_order_id will no longer return an error when they contain null values.
- Optional fields do not need to be present in the input.
-
Similar activities for both Scenario A and Scenario B are now white and activities that are different for Scenario A and Scenario B have the color of the scenario. Deviating edges now have a dotted line.
-
The compare values are now displayed on nodes and edges in the Compare process graph.
-
If nodes or edges have the same value for Process A and Process B, this is now also indicated.
-
Shapes for values and metrics are now more consistent.
Minor improvements and bug fixes for the following app templates:
- TemplateOne - MultiFiles
- Improved upload warning messages.
- ServiceNow - Incident-Management
- Added filtering in the input model to only include incidents with a number.
- Jira Incident-Management
- The Severity field is now optional in extraction query and transformations.
- Oracle NetSuite Quote-to-Cash
- Fixed formatting of Event_detail.
- Order-to-Cash
- Fixed input model for Sales_organization.
- SAP Purchase-to-Pay
- Extracted empty values are now considered as null.
- The variable datetime_format is replaced with date_format to correctly cast fields of the data type date.
- Oracle JDE Order-to-Cash
- Removed non-determinism leading to possible wrong values.
- Salesforce Lead-to-Order
- Fixed the tag Opportunity_amount_decreased where the comparison of dates was done incorrectly.
- Event_detail on change events now returns the same values on SQL Server as Snowflake when part of the fields is null.
- Addendum: June 14, 2023
- New app templates available
- Addendum: May 3, 2023
- New app template available
- Release date: April 26, 2023
- What is new
- New process graph layout
- Automation integration
- Data restrictions
- Clone app
- App templates available from Create new app workflow
- Root cause analysis
- Filter collections
- Due dates dashboard
- Viewing ingestion logs
- Customizing data transformations
- Installation and configuration
- Installation and configuration
- Improvements
- Data upload
- Re-ingestion
- Process app status
- Process apps
- Dashboard editor
- Filters
- Create new app wizard
- App templates
- Purchase-to-Pay process apps
- Order-to-Cash process apps
- Data transformations
- Compare
- Bugs solved
- App templates
