Managing custom process apps

Managing custom process apps includes the following activities:

Editing a custom process app

Only the process app creators can edit their process app in the same IBM Process Mining instance.

To edit a process app, complete the following steps:

  1. Go to the Process Apps page.

  2. On the tile of the process app you want to edit, click the three vertical dots icon > Edit Process App.

  3. In the Edit process app wizard, follow the steps described in Creating a custom process app to complete your edits.

Importing a custom process app

In your IBM Process Mining instance, you can import a custom process app from another IBM Process Mining instance. Importing a process app helps you to reuse and apply an existing process app logic to your process-mining project.

Before you import a custom process app, you must ensure that you have already downloaded the process app file in the .pma format from the source IBM Process Mining instance.

To import a custom process app, complete the following steps:

  1. In the Process Apps page, click the Import process app button.

  2. In the Import Process App from file dialog, drag or upload the file.

You can import the process app file only in the .pma format.
When you import a process app, the name of the new process app gets the suffix Copy-<timestamp-id>, along with the original process app name.
For more information about the permissions of an importer per different permission types that are configured for the process app, see the Permissions of importer section.

To import a custom process app that is created in IBM Process Mining 1.14.0 to IBM Process Mining 1.14.1, complete the following steps:

  1. Upgrade the IBM Process Mining instance from which you want to export the process app file to version 1.14.1.

  2. Export the process app file from the upgraded IBM Process Mining instance. For more information, see Exporting the process app file.

  3. Import the process app file in the target IBM Process Mining instance of version 1.14.1.

Exporting a custom process app

You can export a process app to save, reuse, and share the process app configuration.

Prerequisites

  • You can export a process app file only if all the configurations in the Create Process App wizard are complete. For more information, see Creating a process app.

  • To export a process app file that is built in IBM Process Mining 1.14.1 to IBM Process Mining 1.14.2, you must first upgrade IBM Process Mining version from 1.14.1 to 1.14.2.

Procedure

To export a process app, complete the following steps:

  1. Go to the Process Apps page.

  2. On the tile of the process app you want to export, click the three vertical dots icon > Export.

  3. Export the process app.

    • If the process app is Open source, the process app is downloaded automatically in the .pma format.

    • If you are the creator of a Closed source process app, you see the Export process app as editable or uneditable dialog. Switch the toggle to Editable or Uneditable per your requirement and click Export to download the process app.

If you switch the toggle to Editable, the importer gets the Use, Edit, Export, and Delete permissions.
If you switch the toggle to Uneditable, the importer gets the Use, Edit name, Export, and Delete permissions. However, the importers cannot change the Python script for extracting and transforming the data.
For more information about permissions in process app, see the Types of users and permissions in custom process app topic.

  • If you are a general user of a Closed source process app, you see the Warning dialog Exported version of closed source process app will not be editable. Are you sure you want to proceed?. Click Yes to download the process app.

Duplicating a custom process app

You can duplicate a process app file only if all the configurations in Creating a custom process app wizard are complete.

To duplicate a process app, complete the following steps:

  1. Go to the Process Apps page.

  2. On the tile of the process app you want to export, click the three vertical dots icon > Duplicate.

    When you duplicate a process app, the name of the new process app gets the suffix, Copy-<timestamp-id>, along with the existing process app name.
    The permission to duplicate the process app depends on the user type. For more information, see the Types of users and permissions in custom process app topic.

Deleting a custom process app

Only creators and importers can delete their process app. For more information about permissions in process app, see Types of users and permissions in custom process app.

To delete a process app, complete the following steps:

  1. Go to the Process Apps page, click the three vertical dots icon > Delete on the tile of the process app you want to export.

  2. In the Confirm delete dialog box, enter the process app name.

  3. Click Delete.

The application is deleted permanently. This action cannot be undone.