App Templates
Overview
This page contains an overview of the available app templates. You can select an icon in the table to navigate to the applicable section in the documentation.
You can use the Data source and Process filters to view specific types of app templates, or use the Group by option to reorder the app templates list. To find a specific app template, just start entering the app template name in the Search box.
Purchase-to-Pay app templates
| App template | Input fields | Dashboards | KPIs | Source system | Extraction method |
|---|---|---|---|---|---|
| Purchase-to-Pay |  |  |  | ||
| Coupa Purchase-to-Pay | | | | Coupa | Custom script |
| Oracle Cloud Purchase-to-Pay | | | | Oracle Cloud | File export |
| Oracle E-Business Suite Purchase-to-Pay | | | | Oracle E-Business Suite | CData Sync |
| Oracle JDE Purchase-to-Pay | | | | Oracle JDE | CData Sync |
| Oracle NetSuite Purchase-to-Pay | | | | Oracle NetSuite | CData Sync |
| SAP Purchase-to-Pay | | | | SAP | Theobald Xtract Universal |
| SAP Ariba Purchase-to-Pay | | | | SAP Ariba | Custom script |
Order-to-Cash app templates
| App template | Input fields | Dashboards | KPIs | Source system | Extraction method |
|---|---|---|---|---|---|
| Order-to-Cash | | | | ||
| Oracle Cloud Order-to-Cash | | | | Oracle Cloud | File export |
| Oracle E-Business Suite Order-to-Cash | | | | Oracle E-Business Suite | CData Sync |
| Oracle JDE Order-to-Cash | | | | Oracle JDE | CData Sync |
| Oracle NetSuite Order-to-Cash | | | | Oracle NetSuite | CData Sync |
| SAP Order-to-Cash | | | | SAP | Theobald Xtract Universal |
Process-specific app templates for a specific source system
| App template | Input fields | Dashboard | KPIs | Source system | Extraction method |
|---|---|---|---|---|---|
| Event log | | | | ||
| Custom process | | | | ||
| Jira Incident- Management | | | | Jira | CData Sync |
| Oracle NetSuite Fixed-Asset-Management | | | | Oracle NetSuite | CData Sync |
| Oracle NetSuite Quote-to-Cash | | | | Oracle NetSuite | CData Sync |
| Salesforce Account-Management | | | | Salesforce | Direct connection (recommended) CData Sync |
| Salesforce Configure-Price-Quote | | | | Salesforce | CData Sync |
| Salesforce Incident-Management | | | | Salesforce | Direct connection (recommended) CData Sync |
| Salesforce Lead-to-Cash | | | | Salesforce | Direct connection (recommended) CData Sync |
| Salesforce Lead-to-Order | | | | Salesforce | Direct connection (recommended) CData Sync |
| Salesforce Pardot Lead-Management | | | | Salesforce Pardot | CData Sync |
| SAP Accounts-Payable | | | | SAP | Theobald Xtract Universal |
| SAP Equipment-Maintenance | | | | SAP | Theobald Xtract Universal |
| SAP Production-Planning | | | | SAP | Theobald Xtract Universal |
| SAP Warehouse-Management | | | | SAP | Theobald Xtract Universal |
| SAP Ariba Vendor-Sourcing | | | | SAP | Custom script |
| ServiceNow Incident-Management | | | | ServiceNow | Direct connection (recommended) CData Sync |
Generic app templates for any source system
Event log and Custom process
Event log and Custom process are generic Process Mining app templates that allow you to load any process data to kickstart the analysis experience of your process. Event log and Custom process contain a generic set of dashboards that can be used to analyze your business process if there is no dedicated process app available for it.
If your data for objects and events is available in one input file, you use Event log. If your data for objects and events is split up into multiple input files, you use Custom process.
Automation templates
Automation templates enable you to create automation apps that use can use to monitor your Orchestrator processes to understand the how the process actually performs. For an Automation template, data is loaded from the Orchestrator Robot Logs of your process.
| App template | Description |
|---|---|
| Automation Log Monitor | Provides a common platform where developers and business users can visualize and understand the actual automated process flows. |
App Templates
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.
The following table describes the available app templates:
| Description |
App template |
|---|---|
| App templates with generic dashboards that can be used for any process and any source system . |
Event log Custom process |
| 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:
|
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 Event log or Custom process to create your process app. If your data for objects and events is available in one input file, you use the Event log. If your data for objects and events is split up into multiple different input files, you use the Custom process.
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.