Process Mining portal

Important:

When you have received additional roles, you must refresh the Process Mining portal page to access the functions that are available for the new role or roles. For example, when you are a business user and you now have Developer and/or Administrator rights, you must refresh the Process Mining portal page to see the Admin Console.

Similarly, you still may see any functions you cannot use anymore after a role has been revoked, until you refresh the Process Mining portal page.

Introduction

When you select Process Mining from the UiPath® menu, the Process Mining portal is displayed. Initially, the Process Mining portal displays a welcome message and does not contain any process apps.

Based on your permissions, you can create new process apps, or published process apps will be made available for you. These published process apps will be displayed on the Process apps tab in the Process Mining portal.

Note: Based on your permissions, different menu options, and functionalities are displayed.

Below is a description of the elements in the Process Mining portal.

Tab	Description
Process apps	The Process apps tab is the starting point for business users to analyze data using published process apps.
Development	The Development tab is the starting point for app developers to create and publish process apps. Note: The Development tab is only visible if you have the Developer role assigned.

Process app environments

A process app will have different stages, a development stage and a published stage. Only apps that are published are available on the Process apps tab. When a new process app is created, it stays in the development stage, appearing only on the Development tab, until it's published. Also, each stage has its own data set. This way, developers can use a small data set for developing the process app, while the published version of the app can have a larger data set.

Process app editing, such as dashboard edits and data transformations edits, will happen on the development stage and will be done in a separate environment. After testing and validating the edits, the process app can be published to the published stage. This enables you to edit and test breaking changes without affecting the published process app.

Process apps tab

The Process apps tab is the starting point for business users to analyze data using published process apps.

• Contains an overview of all published process apps that you have been granted access to.
• For each app, it shows the date of the last successful data upload.

You can select the More icon to display a list of available actions for the process app.

Note:

Based on your permissions for the app, different actions may be available for each process app. Only if you have edit permission on the app, you will see status messages around data uploads and the corresponding logs.

See also Working with process apps.

Development tab

The Development tab is the starting point for app developers to create and publish process apps. The Development tab allows you to:

• View an overview of all created process apps and their statuses.
• Perform actions on process apps.

The Development tab provides a separate environment 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 create and edit process apps from the new Development tab in the Process Mining portal. In the development environment you ingest data for the process app that is only used for the process 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 process app is ready to be used by business users, you can publish the process app. Optionally, you can ingest new data for use in the published process app.

See also: Customizing process apps, Data transformations, and Publishing Dashboards.

Note:

The Development tab is only visible if you have the Developer role assigned.

Create new app button

The Create new app button enables you to create a new process app. See Create new app wizard.

App properties

Below is a description of the properties of a process app displayed in the Process apps in development list. See also Selecting display columns.

Property	Description
Name	The name of the process app. Note: When you have Edit permissions for the process app, you can select the Name to open the Dashboard editor to customize the app.
ID	The ID of the process app. You need this ID to upload the data for the process app.
Dev data status	The current data status of the process app in development. Waiting for data: app is created, but data still has to be uploaded. Transforming data: data transformations are running. Creating app: the process app is being created. Deleting app: the process app is being deleted. Success: the last data run was completed successfully. Run failed: the last data run did not end successfully. Migration required: The process app needs to be migrated for use in the development environment.
Status changed	The date on which the status was last changed.
Last successful run	The date on which the data was last updated successfully. Note: You can select View log to see the log details for your process app. See also Viewing logs.
Actions menu	Several icons that enable you to perform actions on process apps.

Note: Based on your permissions for the app, different actions may be available for each process app.

Action	Name	Description
	Edit application	Enables you to customize the process app to your business needs. See Working with the dashboard editor. Note: The Edit application option is only visible when you have the permission to edit the process app.
	More	Enables you to open a context menu with the following options: Optimize app: enables you optimize your app using exising data or by uploading a new dataset. Note: The Optimize app option is only available when optimizations are available for your process app. Cancel run: enables you to cancel the current transformations run. Manage permissions: enables you to manage permissions for the process app. See Managing access for process apps Upload development data: enables you to upload a separate dataset for developing the process app. See Uploading data Clone app: enables you to clone a process app. See Cloning an app Settings: enables you to edit the current process app details. See Editing apps Export app: enables you to export the proces app. Delete app: enables you to delete the process app. See Deleting an app Note: Depending on your permissions for the process app, options can be disabled.

Development data

For performance and security reasons, it is strongly recommended to use a small dataset for development and testing data transformations.

Note:

The 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 and ingest new data for use in the published process app.

See Uploading data for more information on how to upload data.

Selecting display columns

By default, Name, Applications status, Status changed, and Last successful run are displayed for the process apps listed. Follow these steps to change the visible columns.

Step	Action
1	Select Columns to display the list of columns.
2	Select the columns you want to display in the Process apps in development list. Note: The Name column cannot be hidden.

Note: You can select Reset to reset the visible columns to the default selection.

Admin console tab

The Admin console tab is the starting point for administrators for managing access for process apps.

• Enables Administrators to manage access by assigning roles to users or groups.

Note:

The Admin console tab is only visible if you have the Administrator role assigned.

See Managing access.