UiPath Documentation
process-mining
2021.10
true
  • Release notes
    • 2024
      • 2021.10.4
    • 2022
      • 2021.10.3
      • 2021.10.2
      • TemplateOne 1.0.0
      • Purchase-to-Pay Discovery Accelerator and SAP Connector V2021.10.1
      • Order-to-Cash Discovery Accelerator and SAP Connector 2021.4.1
    • 2021
      • 2021.10.1
      • 2021.10
      • Purchase-to-Pay Discovery Accelerator and SAP Connector 2021.10
      • TemplateOne 2021.10.0
      • Purchase-to-Pay Discovery Accelerator and SAP Connector 21.4.0
  • Getting started
    • About Process Mining
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  • TemplateOne menus and dashboards
    • TemplateOne menus and dashboards
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  • Purchase to Pay Discovery Accelerator menus and dashboards
    • Introduction to Purchase-to-Pay Discovery Accelerator
    • Analyzing data with Purchase-to-Pay Discovery Accelerator
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      • Overview - Procurement
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    • Menu Details
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      • Details - Purchase requisitions
      • Details - Purchase orders
      • Details - Invoices
      • Details - Invoice Items
  • Purchase to Pay Discovery Accelerator Setup
    • Input tables of the Purchase-to-Pay Discovery Accelerator
      • Input tables of Purchase-to-Pay Discovery Accelerator 21.10
      • Input tables of Purchase-to-Pay Discovery Accelerator V. 21.4
    • Adding automation estimates
  • Order to Cash Discovery Accelerator menus and dashboards
    • Introduction to Order-to-Cash Discovery Accelerator
    • Overview of menus and dashboards
    • Menu Overview
    • Menu Analysis
      • Analysis - End to End
      • Analysis - Deviations
    • Menu Efficiency
      • Efficiency - Automation
      • Efficiency - Customers
    • Menu Details
      • Details - End to end
  • Order to Cash Discovery Accelerator Setup
    • Input tables of the Order-to-Cash Discovery Accelerator
      • Input tables of the Order-to-Cash Discovery Accelerator V21.4.1
      • Input tables of the Order-to-Cash Discovery Accelerator 21.4
    • Adding automation estimates
  • Basic Connector for AppOne
    • Deploying the Basic Connector
    • Introduction to Basic Connector
    • Input tables of the Basic Connector
    • Loading data
      • Mapping attributes
      • Cleaning input data
    • Adding tags
    • Adding automation estimates
    • Adding Due dates
    • Adding Reference models
    • Setting up Actionable Insights
    • Setting collapsible charts
    • Using the output dataset in AppOne
    • Output tables of the Basic Connector
  • SAP Connectors
    • Introduction to SAP Connector
    • Loading data in the SAP Connector for AppOne
      • Loading data directly from the SAP database
      • Loading data via .CSV files
      • Loading data via an ODBC connection
    • SAP input
    • Checking the data in the SAP Connector
    • Adding process specific tags to the SAP Connector for AppOne
    • Adding process specific Due dates to the SAP Connector for AppOne
    • Adding automation estimates to the SAP Connector for AppOne
    • Adding attributes to the SAP Connector for AppOne
    • Adding activities to the SAP Connector for AppOne
    • Adding entities to the SAP Connector for AppOne
  • SAP Order to Cash Connector for AppOne
    • Order-to-Cash Process in UiPath Process Mining
      • Roles in the Order-to-Cash process
    • Introduction to SAP Order-to-Cash Connector for AppOne
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  • SAP Purchase to Pay Connector for AppOne
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    • Introduction to SAP Purchase-to-Pay Connector for AppOne
      • Entities
      • Activities
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    • Purchase-to-Pay tags
    • Purchase-to-Pay Due dates
  • SAP Connector for Purchase to Pay Discovery Accelerator
    • Introduction to SAP Connector for Purchase-to-Pay Discovery Accelerator
      • Entities
      • Activities
    • Input Data of the SAP Connector for Purchase-to-Pay Discovery Accelerator
    • Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator
    • Configuring the activity code
  • SAP Connector for Order-to-Cash Discovery Accelerator
    • Introduction to SAP Connector for Order-to-Cash Discovery Accelerator
      • Entities
      • Activities
    • Input data of the SAP Connector for Order-to-Cash Discovery Accelerator
    • Configuring the SAP Connector for Order-to-Cash Discovery Accelerator
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Process Mining

Last updated Dec 20, 2024

Enable Actionable Insights

Introduction

The Actionable Insights option must be enabled in the app or Discovery Accelerator.

Note: If you are using the Basic Connector for AppOne, the groups and expressions described in this page are already predefined. You only need to edit the expressions to set the correct value.
Important: It is strongly recommended that you only enable Actionable Insights when the app or Discovery Accelerator is deployed and ready to be used. Otherwise, it can happen that you accidentally create actions by reloading all your data.
First, create a new group Actionable insights in the Globals table. Also create a new group Settings in the Actionable insights group. See the illustration below.


To enable Actionable Insights you must create the expressions as described below in these groups.

Step 1: Set 'Actionable Insights Integration Is Used' Expression to 'true'

By default, Actionable Insights is turned off in the app or Discovery Accelerator. If you want to use this feature, you must create an expression Actionable_insights_integration_is_used in the Actionable insights group in the Globals table and set it to True.

See the illustration below.



Step 2: Define Tenant and Folder ID

Create expressions for Tenant and Folder ID in the Actionable insights - Settings group in the Globals table in the app or Discovery Accelerator.

Tenant

In the Tenant expression you must specify the logical name of the tenant for which actions and queue items will be defined.

If you are using an on-premise installation of UiPath Orchestrator the name of tenant can be found in the General section in my profile. For a cloud installation the tenant name can be found in the API Access information. See illustration below.



For example, if the name of the tenant is Default, you specify Default in the Tenant expression. See illustration below.


Important: The tenant must be the same as the name of the configuration file [tenant].env in the orchestrator folder in the UiPath Process Mining installation folder.

Folder ID

In the Folder ID expression you must specify the ID of the folder for which the actions and queue items are created.

The folder ID is the fid number of the URL when your are logged in to your UiPath Orchestrator. See illustration below.



For example, if the fid is 123456, you specify 123456 in the Folder ID expression. See illustration below.


Note: You can set a different folder ID for each action and queue item that is defined in the app or Discovery Accelerator.

Step 3: Define Actions Output and Queues Output Expressions

Create Actions output and Queues output lookup expressions to concatenate all separate actions and queues. These serve as input for the Actionable insights scripts.

Actions Output

Step

Action

1
Create a new Lookup Actions output expression in the Actionable insights group in the Globals table.

2

Set the view table that is used to define actions as the Input table.

3

Enter the following expression:

jointext(records.Actions, NL)

See the illustration below for an example.



Queues Output

Step

Action

1
Create a new Lookup Queues output expression in the Actionable insights group in the Globals table.

2

Set the view table that is used to define actions as the Input table.

3

Enter the following expression:

jointext(records.Queues, NL)

See the illustration below for an example.



Step 4: Create tables for Actions and Queues

Follow these steps to create connection string tables for Actions and Queues.

Step

Action

1

Create a new table group and rename it to Actionable insights.

2
Create a new connection string table Actions.

Enter the following Connection string: 

'driver={mvscript; script=generic; mv-enable=' + Actionable_insights_integration_is_used + ';''driver={mvscript; script=generic; mv-enable=' + Actionable_insights_integration_is_used + ';'

Enter the following Query: 

'&scriptFile=' + urlencode("Actionable insights/addActionItems.py")
               + '&inputData=' + urlencode(Actions_output)
               + '&args=' + listtojson(['<SCRIPT>', '<INPUT>', if(Tenant <> null, Tenant, '')])'&scriptFile=' + urlencode("Actionable insights/addActionItems.py")
               + '&inputData=' + urlencode(Actions_output)
               + '&args=' + listtojson(['<SCRIPT>', '<INPUT>', if(Tenant <> null, Tenant, '')])

Note: Make sure that the Table scope is set to Workspace.

3
Create a new connection string table Queues.

Enter the following Connection string: 

'driver={mvscript; script=generic; mv-enable=' +  Actionable_insights_integration_is_used + ';''driver={mvscript; script=generic; mv-enable=' +  Actionable_insights_integration_is_used + ';'
Enter the following Query: 
'&scriptFile=' + urlencode("Actionable insights/addQueueItems.py")
               +'&inputData=' + urlencode(Queues_output)
               + '&args=' + listtojson(['<SCRIPT>','<INPUT>', if(Tenant <> null, Tenant, '')])'&scriptFile=' + urlencode("Actionable insights/addQueueItems.py")
               +'&inputData=' + urlencode(Queues_output)
               + '&args=' + listtojson(['<SCRIPT>','<INPUT>', if(Tenant <> null, Tenant, '')])

Note: Make sure that the Table scope is set to Workspace.

See the illustration below.



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