TemplateOne-SingleFile Input Fields

Introduction

If your data for cases and events is available in one input file, you use the TemplateOne-SingleFile app template.

If you want to create a new TemplateOne process app, you must upload a dataset that contains the data to be used in the TemplateOne.

This must be a tsv (tab-separated) file or .csv (comma-separated) file that contains a column for each input field.

Important:

Table names and field names are case-sensitive. Always make sure that the field names (column headers) in your dataset match the field names (in English) in the table below and that the file name is Event_log_raw.

Tutorial

When creating your first dataset, check this video below for a tutorial. Use this to better understand how to create a dataset and use it in a TemplateOne process app.

Mandatory and optional Fields

Your input data file can have different fields or different field names. However, some fields are mandatory, which means that the data must be available in your input data file for a correct working the process app.

Note: When a field is mandatory, it should not contain NULL values.

Field types

Below is an overview of the different field types and their default format settings.

Field type	Format
boolean	`true`, `false`, `1`, `0`
datetime	`yyyy-mm-dd hh:mm:ss[.ms]`, where `[.ms]` is optional. Refer to the official Microsoft documentation if you want to change the date format.
double	Decimal separator: `.` (dot) Thousand separator: none
text	N/A
integer	Thousand separator: none

Below is an overview of the input fields. For each field, the name, the data type, and a short description are displayed. Apart from that, it is indicated whether the field is mandatory.

Event_log_raw

The Event_log_raw table contains information on the activities executed in the process.

Name	Data type	Mandatory Y/N	Description
`Activity`	text	Y	The name of the event. This describes the step in the process.
`Case_ID`	text	Y	The unique identifier of the case the event belongs to.
`Event_end`	datetime	Y	The timestamp associated with the end of executing the event.
`Case`	text	N	A user-friendly name to identify the case.
`Case_status`	text	N	The status of the case in the process. For example, open, closed, pending, approved, etc.
`Case_type`	text	N	The categorization of the cases.
`Case_value`	double	N	A monetary value related to the case.
`Automated`*	boolean	N	Indicates whether the event is manually executed or automated.
`Event_cost`	double	N	The costs for executing the event.
`Event_detail`	text	N	Information related to the event.
`Event_start`	datetime	N	The timestamp associated with the start of executing the event.
`Team`	text	N	The team that executed the event.
`User`	text	N	The user who executed the event.

*) Automated is part of the input data. However, if you need to derive whether an event is automated or not, you need to customize this in the data transformations to create that logic based on the required information. It is recommended to do this in the Event_log.sql file. Locate the statement that contains ...as "Automated" and replace it, for example, with a statement as displayed below.

case when Event_log_base."User" = 'A' then pm_utils.to_boolean('true') else pm_utils.to_boolean('false') end as "Automated"case when Event_log_base."User" = 'A' then pm_utils.to_boolean('true') else pm_utils.to_boolean('false') end as "Automated"

Custom Fields

The following custom case fields are available.

30 fields of type text;
10 fields of type double;
10 fields of type datetime;
10 fields of type boolean;
10 fields of type duration.

The following custom event fields are available.

30 fields of type text;
10 fields of type double;
10 fields of type datetime;
10 fields of type boolean;
5 fields of type duration.

Custom fields have generic names. Below is an overview of the custom fields that can be used in a process app.

Name	Data type	Mandatory Y/N
custom_case_text_{1...30}	text	N
custom_case_number_{1...10}	double	N
custom_case_datetime_{1...10}	datetime	N
custom_case_boolean_{1...10}	boolean	N
custom_case_duration_{1...10}	duration	N
custom_event_text_{1...30}	text	N
custom_event_number_{1...10}	double	N
custom_event_datetime_{1...10}	datetime	N
custom_event_boolean_{1...10}	boolean	N
custom_event_duration_{1...5}	integer	N