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.
When new app templates become available for Process Mining (Cloud), these app templates also are made available on the Customer Portal for Process Mining on Automation Suite <latest version>. If the app template you want to use is not in the list, check the Customer Portal for a complete overview of all the app templates available for Process Mining on Automation Suite <latest version>. Refer to the App Templates page for Process Mining Cloud for documentation for app templates not listed in the above table.
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.
Order-to-Cash app templates
| App template | Input fields | Dashboards and KPIs | Source system | Extraction method |
|---|---|---|---|---|
| Order-to-Cash |  |  | ||
| Oracle Cloud Order-to-Cash | | | Oracle Cloud | File export |
| Oracle JDE Order-to-Cash | | | Oracle JDE | CData Sync |
| Oracle E-Business Suite Order-to-Cash | | | Oracle E-Business Suite | CData Sync |
| Oracle NetSuite Order-to-Cash | | | Oracle NetSuite | CData Sync |
| SAP Order-to-Cash | | | SAP | Theobald Xtract Universal |
- App template available on the Customer Portal. See Uploading app templates for more information on how to upload the app template in Process Mining 2023.10.
Purchase-to-Pay app templates
| App template | Input fields | Dashboards and 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 | Custom script |
- App template available on the Customer Portal. See Uploading app templates for more information on how to upload the app template in Process Mining 2023.10.
Process-specific app templates for a specific source system
| App template | Input fields | Dashboards and KPIs | Source system | Extraction method |
|---|---|---|---|---|
| TemplateOne-SingleFile | | | ||
| TemplateOne-MultiFiles | | | ||
| 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 | CData Sync |
| Salesforce Configure-Price-Quote | | | Salesforce | CData Sync |
| Salesforce Lead-to-Cash | | | Salesforce | CData Sync |
| Salesforce Lead-to-Order | | | Salesforce | CData Sync |
| Salesforce Incident-Management | | | Salesforce | 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 Ariba | Custom script |
| ServiceNow Incident-Management | | | ServiceNow | CData Sync |
- App template available on the Customer Portal. See Uploading app templates for more information on how to upload the app template in Process Mining 2023.10.
Extraction methods
There are common extraction methods for app templates to load data from a source system into Process Mining:
- Theobald Xtract Universal, used for extracting data from SAP.
- CData Sync, used for most other source systems.
- Custom scripts. These scripts are custom built to extract data from a specific source system. Since configuring this is not a UI based experience, this can be more challenging to set up than the other extraction methods.
- File exports. The app templates required file exports from the source system that are loaded directly into our product.
Generic app templates for any source system
TemplateOne
TemplateOne-SingleFile and TemplateOne-MultiFiles are generic Process Mining app templates that allow you to load any process data to kickstart the analysis experience of your process. TemplateOne-SingleFile and TemplateOne-MultiFiles 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 cases and events is available in one input file, you use TemplateOne-SingleFile. If your data for cases and events is split up into multiple input files, you use TemplateOne-MultiFiles.
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.