Custom process input fields

Introduction

If your data for cases and events is split up into different input files, you use the Custom process app template.

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

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

This section contains an overview of the input tables for Custom process. 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.

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 tables below and that the file names match the table names.

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 of 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

Cases_raw

The Cases_raw table contains the detailed information for the status, type, value and description for the related case.

Name	Data type	Mandatory Y/N	Description
Case_ID	text	Y	The unique identifier of the case the event belongs to.
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.

Event_log_raw

The Event_log 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.
Event_ID	integer	Y*	The unique identifier of the event.
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_processing_time	integer	N	The time for executing the event (in milliseconds).
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.

*) Event_ID is optional, but is mandatory if you want to use Due dates.

**) 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"

Tags_raw

The Tags_raw table contains fields for tags that are defined in your process. If you upload tags, the Tags dashboard will be enabled.

Note:

Tags_raw is an optional table.

Name	Data type	Mandatory Y/N	Description
Case_ID	text	Y	The unique identifier of the case the tag belongs to.
Tag	text	Y	A user-friendly name to identify the tag.
Tag_type	text	N	The category to which the tag belongs to.

Due_dates_raw

The Due_dates_raw table contains fields for due dates that are defined in your process. If you upload due dates, the Due dates dashboard will be enabled.

Note:

Due_dates_raw is an optional table.

Name	Data type	Mandatory Y/N	Description
Event_ID	integer	Y	The unique identifier of the event the due date belongs to.
Due_date	text	Y	The name of the due date.
Actual_date	datetime	Y	The actual moment the event associated with the due date happened
Expected_date	datetime	Y	The moment the event associated with the due date was expected to happen.