process-mining

latest

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Release notes
- 2026
  - March 2026
  - February 2026
- 2025
  - December 2025
  - November 2025
  - October 2025
  - September 2025
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  - July 2025
  - June 2025
  - May 2025
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  - January 2025
- 2024
  - December 2024
  - November 2024
  - October 2024
  - September 2024
  - August 2024
  - July 2024
  - June 2024
  - May 2024
  - April 2024
  - March 2024
  - February 2024
  - January 2024
- 2023
  - December 2023
  - November 2023
  - October 2023
  - September 2023
  - August 2023
  - July 2023
  - June 2023
  - May 2023
  - April 2023
  - March 2023
  - February 2023
  - January 2023
- 2022
  - December 2022
  - November 2022
  - October 2022
  - September 2022
  - August 2022
  - July 2022
  - June 2022
  - May 2022
  - April 2022
  - March 2022
  - February 2022
  - January 2022
- 2021
  - December 2021
  - November 2021 - General Availability
Managing access
- Access to Automation CloudTM
- Enabling the service in Automation CloudTM
  - Unified Pricing licensing
  - Flex licensing
- Setting up the users
- Managing access for process apps
- Data capacity
Before you begin
- System requirements
- Process Mining feature availability
Getting started
- Introduction to Process Mining
- Process Mining
- Architecture overview
- Process Mining portal
  - Process apps tab
  - Development tab
  - Autopilot™ for Process Mining (preview)
Integrations
- Setting up Automation integration
Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Process simulation
- Root cause analysis (Preview)
- Simulating automation potential
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Process Insights (preview)
Creating apps
- App Templates
- Create new app wizard
  - Creating a new app
  - Selecting the app template
  - Defining the app properties
  - Selecting the data source
  - Mapping input tables
  - Mapping input fields
  - Selecting the automated process
  - Configuring the automations
  - Finishing the app creation
- Cloning an app
- Exporting and importing process apps
- Editing dashboards
- Managing app permissions
- Deleting an app
Loading data
- Uploading data
- Retrieving the credentials for the Azure blob storage
- Loading data using CData Sync
  - Installing CData Sync
  - Create a source connection
  - Create a destination connection
  - Create a job
  - Run the job
  - Pseudonymizing data
  - Loading data from multiple source systems
  - Incremental extraction
  - Troubleshooting CData Sync
- Loading data using Theobald Xtract Universal
  - Setting up Theobald Xtract Universal
  - Importing the template extractions
  - Configuring the source
  - Configuring the extraction script
  - Setting up DataUploader
  - Incremental extraction
  - Running the extraction script
  - Troubleshooting
- Loading data using direct connection
  - ServiceNow
  - Salesforce
- Loading data using DataUploader
  - Running DataUploader
- Loading data using the UiPath data extractor
  - Hardware requirements
  - Installing the UiPath data extractor
  - Running an extraction
- Incremental extraction
- Managing file storage
- Viewing logs
- Optimizing an app
- Scheduling Data Runs
Transforming data
- Data transformations editor
  - Adding fields
  - Adding tables
  - Designing an event log
  - Using LLM functions in data transformations
- Input data
  - Adding input tables
  - Deleting input tables
  - Managing input data
  - Manage file storage
  - Automation data
- Editing data transformations
  - Autopilot™ for SQL (preview)
  - Structure of transformations
  - Tips for writing SQL
  - Exporting and importing transformations
  - Viewing the data run logs
  - Merging event logs
  - Configuring Tags
  - Configuring Due dates
  - Configuring fields for Automation potential
  - Activity Configuration: Defining activity order
  - Making the transformations available in dashboards
- Data models
- Adding and editing processes
Customizing dashboards
- Introduction to dashboards
- Working with the dashboard editor
  - Uploading a development dataset
- Creating dashboards
- Dashboards
- Charts
  - Bar charts
  - Stacked bar charts
  - Distribution charts
  - Table charts
  - Pivot table charts
  - Line charts
  - Process graphs
  - KPI trends lists
  - KPI values lists
  - Pie charts
  - Donut charts
- Editing app settings
  - Setting data restrictions for a process app
- Managing deviations
- Data manager
  - Tables
  - Fields and metrics
    - Creating fields and metrics
    - Editing fields and metrics
    - Hiding and showing fields
    - Context metrics
    - Metric thresholds
    - Deleting fields
    - Deleting metrics
    - Duplicating metrics and fields
  - Expressions
    - Reference fields
    - Constants
    - Arithmetic
    - Aggregates
    - Compare
    - Logical
    - Text
  - Autopilot™ for Business logic editor (preview)
- Automation manager
- Process models
  - Process mining types
Publishing process apps
- Publishing process apps
App templates
- Event log and Custom process app templates
  - Menus and dashboards
    - Overview
    - End to end
    - Event analysis
  - KPIs
  - Event log input fields
  - Custom process input fields
  - Configuring CData Sync for Event log or Custom process
- Purchase-to-Pay app template
  - Purchase-to-Pay Process
  - Menus and dashboards
    - Summary
    - End to end process
    - Event analysis
    - Supplier performance
    - Maverick buying
    - Tag Details
  - KPIs
  - Purchase-to-Pay input fields
  - Configuring CData Sync for Purchase-to-Pay
- Purchase-to-Pay SAP app template
  - Menus and dashboards
    - Summary
    - Process overview
    - Process velocity
    - Supplier performance
    - Maverick buying
    - Payment and discount
    - Accounting quality control
    - Tags overview
  - KPIs
  - Purchase-to-Pay - SAP input fields
- Order-to-Cash app template
  - Order-to-Cash process
  - Menus and dashboards
    - Summary
    - End-to-end process
    - Event Analysis
    - Customers
  - KPIs
  - Order-to-Cash input fields
  - Configuring CData Sync for Order-to-Cash
- Automation Log Monitor
  - Dashboards and KPIs
- Process Optimization and Tracking
  - Process Optimization app
    - Summary dashboard
    - Operational monitoring dashboard
    - Automation potential dashboard
    - Action Center tasks dashboard
    - Due dates dashboard
  - Process Tracking
    - Prerequisites
    - Key concepts
    - Main use cases
    - How does process tracking work
    - What is a good process to start with
Notifications
- My notifications
Additional resources
- Out-of-the-box Tags and Due dates
- Discover process model
- Transformations
  - Custom throughput time metrics
  - SQL differences between Snowflake and SQL Server
- Extending the SAP Ariba extraction tool
- Performance characteristics
- Basic troubleshooting guide
  - Process Mining service not visible
  - Data transformations
  - Uploading data
  - CData Sync
  - Integrated extractors
  - Process Optimization

Process Mining

DELIVERY:

Last updated Mar 3, 2026

March 2023

March 23, 2023

What is new

New app template available

The following app template is now available: SAP-Ariba-Purchase-to-Pay.

Improvements

Compare

The compare values are now displayed on nodes and edges in the Compare process graph.

If nodes or edges have the same value for Process A and Process B, this is now also indicated.

App templates

Minor improvements and bug fixes for the following app templates:

TemplateOne - MultiFiles
- Improved upload warning messages.
ServiceNow - Incident-Management
- Added filtering in the input model to only include incidents with a number.
Jira Incident-Management
- The Severity field is now optional in extraction query and transformations.
Oracle NetSuite Quote-to-Cash
- Fixed formatting of Event_detail.
Order-to-Cash
- Fixed input model for Sales_organization.
SAP Purchase-to-Pay
- Extracted empty values are now considered as null.

Note:

These bugfixes will not show up in customized process apps that were created based on previous versions of these app templates. Newly created process apps will include them automatically. To apply these fixes in existing process apps, compare the new app template to the transformations of the process app, and adjust your transformations accordingly.

March 6, 2023

What is new

Automation integration

It is now possible to set up Automation integration to enable business users to trigger automations from process apps.

App developers can add automations from Orchestrator queues in the new Automation manager which is available in the Dashboard editor. The Trigger an automation option is now available on most dashboards and chart to enable business users to trigger the automations.

Data restrictions

It is now possible to set data restrictions for a process app. With data restrictions, you can define which data fields or records will be visible to business users. For example, if your data contains sensitive information, you can select certain fields for data restriction. The charts and/or dashboards that use the restricted fields will not be displayed, and a message will inform the business user that the chart contains restricted data. You can also define record access policies based filters to restrict the data that will be available for business users.

By controlling the data used in dashboards and charts, you can share apps more broadly within your organization.

You can define data restrictions when editing process apps.

Due dates dashboard

The Due dates dashboard is now available for TemplateOne - MultiFiles process apps and process apps based on TemplateOne - MultiFiles. The Due dates dashboard displays information regarding cases meeting or not meeting deadlines and the related costs, and can be used to analyze various aspects of due dates in the processes.

Clone app

It is now possible to clone an existing process app and use it as a basis for a new process app..

Improvements

Data upload improvements

The way uploaded data is processed is now improved:

Data uploads will be processed the same for all data upload methods (CData Sync , Theobald Universal Xtract, file uploads).
Table and field names will be loaded as provided, and won't be changed.
You can now use special characters in table and field names (for example Chinese characters).

It has the following impact on apps:

The input data model of new app templates is slightly different than before (e.g. case_id now is Case_ID , event_log now is event_log_raw).
Existing process apps will keep working the same until Process Mining 2023.10.

Important:

As of Process Mining 2023.10, all process apps will switch over the new upload behavior, which might cause problems when uploading new data through the UI (Upload data).We recommend switching over existing process apps to the new upload behavior before October 2023 to prevent these problems.

Process app status

The current status of the process app is now displayed in the All process apps list.

Status	Description
Waiting for data	The process app is created, but data still has to be uploaded.
Transforming data	Data transformations are running for the process app.
Creating app	The process app is being created.
Deleting app	The process app is being deleted.
Run successful	The last data run for the process app was completed successfully.
Run failed	The last data run for the process app did not end successfully.

Data run logs

The information shown in error logs for failed data runs has been improved.

Purchase-to-Pay app template

Optional fields do not need to be present in the input.

Order-to-Cash app template

Optional fields do not need to be present in the input.

TemplatOne-MultiFiles app template

Tags and Due dates tables are now optional as input files. It is no longer needed to upload files without records if you do not use tags or due dates in your process app.

Bug fixes

Oracle JDE Order-to-Cash app template

Removed non-determinism leading to possible wrong values.

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