- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Create new app wizard
In the Process Mining portal, you can easily create new apps. When you select the Create new app button, a wizard opens that guides you through the process of creating a new app step-by-step. When you leave Create new app wizard at any step, the current state is saved. You can continue creating the app with the state you left the wizard before.
1. In the Process Mining portal, click on Create new app.
A wizard starts and the Select app template step is displayed, where you can select an app template to be used for your app. See the illustration below.
You can choose to use an existing app template as a starting point for a new app.
See App Templates for an overview of the available app templates.
1. Select the Create app button on the tile representing the application template you want to use as a base for your new app.
The Basic details step is displayed with the default information from the process app type you selected.
1. Edit the name to define a unique name for the new process app in the App name field.
2. If desired, edit the description in the Description field.
3. Select Save & Next.
It can happen that you enter a name for an app that already exists but that you do not see in the All process apps list. In this case, it can be an app for which you do not have View permission.
See the illustration below.
The Data source step is displayed.
1. Review the app details.
2. Select Create app.
The app is created and will be displayed in the list of apps. A progress bar is displayed to indicate the progress of the data ingestion of your process app. Once the app creation has finished, the status will be set to Transforming data.
When the data ingestion is completed, the new app will be published and displayed in the Published process apps and the action buttons will be enabled.