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Process Mining

Last updated Oct 29, 2025

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.

Tip: 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 templateInput fieldsDashboardsKPIsSource systemExtraction method
Purchase-to-PayInput fieldsDashboardsKPIs  
Coupa Purchase-to-PayInput fieldsDashboardsKPIsCoupaCustom script
Oracle Cloud Purchase-to-PayInput fieldsDashboardsKPIsOracle CloudFile export
Oracle E-Business Suite Purchase-to-PayInput fieldsDashboardsKPIsOracle E-Business SuiteCData Sync
Oracle JDE Purchase-to-PayInput fieldsDashboardsKPIsOracle JDECData Sync
Oracle NetSuite Purchase-to-PayInput fieldsDashboardsKPIsOracle NetSuiteCData Sync
SAP Purchase-to-PayInput fieldsDashboardsKPIsSAPTheobald Xtract Universal
SAP Ariba Purchase-to-PayInput fieldsDashboardsKPIsSAP AribaCustom script

Order-to-Cash app templates

App templateInput fieldsDashboardsKPIsSource systemExtraction method
Order-to-CashInput fieldsDashboardsKPIs  
Oracle Cloud Order-to-CashInput fieldsDashboardsKPIsOracle CloudFile export
Oracle E-Business Suite Order-to-CashInput fieldsDashboardsKPIsOracle E-Business SuiteCData Sync
Oracle JDE Order-to-CashInput fieldsDashboardsKPIsOracle JDECData Sync
Oracle NetSuite Order-to-CashInput fieldsDashboardsKPIsOracle NetSuiteCData Sync
SAP Order-to-CashInput fieldsDashboardsKPIsSAPTheobald Xtract Universal

Process-specific app templates for a specific source system

App templateInput fieldsDashboardKPIsSource systemExtraction method
Event logInput fieldsDashboardsKPIs  
Custom processInput fieldsDashboardsKPIs  
Jira Incident- ManagementInput fieldsDashboardsKPIsJiraCData Sync
Oracle NetSuite Fixed-Asset-ManagementInput fieldsDashboardsKPIsOracle NetSuite CData Sync
Oracle NetSuite Quote-to-CashInput fieldsDashboardsKPIsOracle NetSuite CData Sync
Salesforce Account-ManagementInput fieldsDashboardsKPIsSalesforce

Direct connection (recommended)

CData Sync

Salesforce Configure-Price-QuoteInput fieldsDashboardsKPIsSalesforceCData Sync
Salesforce Incident-ManagementInput fieldsDashboardsKPIsSalesforce

Direct connection (recommended)

CData Sync

Salesforce Lead-to-CashInput fieldsDashboardsKPIsSalesforce

Direct connection (recommended)

CData Sync

Salesforce Lead-to-OrderInput fieldsDashboardsKPIsSalesforce

Direct connection (recommended)

CData Sync

Salesforce Pardot Lead-ManagementInput fieldsDashboardsKPIsSalesforce Pardot CData Sync
SAP Accounts-PayableInput fieldsDashboardsKPIsSAPTheobald Xtract Universal
SAP Equipment-MaintenanceInput fieldsDashboardsKPIsSAPTheobald Xtract Universal
SAP Production-PlanningInput fieldsDashboardsKPIsSAPTheobald Xtract Universal
SAP Warehouse-ManagementInput fieldsDashboardsKPIsSAPTheobald Xtract Universal
SAP Ariba Vendor-SourcingInput fieldsDashboardsKPIsSAPCustom script
ServiceNow Incident-ManagementInput fieldsDashboardsKPIsServiceNow

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.

Note: 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

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:

  • ServiceNow Incident Management
  • Salesforce Lead-to-Order
  • Salesforce Lead-Management
Note: 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.
Note: 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.

Extraction methods

There are 4 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.

  • Direct connection, for app templates that use a source system for which a direct connection is available.

  • 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.

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