Creating custom process apps

Before you begin

Procedure

You must complete the following sets of steps to create a custom process app in IBM Process Mining:

1. Create a summary card
2. Upload a logic file
3. Optional: Define user inputs
4. Optional: Provide user guidance
5. Set up a project

Creating a summary card

1. On the Home page, click the Start from a process application tile.

2. Click Create process app.

3. In the Summary card section, complete the following steps:
   a. Enter the name of your process app. You cannot use the name of an already existing process app.
   b. Optional: provide a brief description of your process app.
   c. Select whether your app should be closed source or open source in order to set the permissions for the process app users:
   

   • Switch the toggle to Open source if you want to give the Use, View, Export, and Duplicate permissions to the process app users.
     
   • Switch the toggle to Closed source if you want to give only the Use and Export permissions to the process app users.
     
     For more information about process app permissions, see Types of users and permissions in custom process apps

4. Optional: Customize your process app's summary card to make it more characteristic and distinguishable from other process apps:
   a. Choose an icon.
   b. Add some feature highlights.
   

5. Click Next to go to the Upload your process app logic section.

Uploading a logic file

1. Upload your Python logic file.
   To learn more about how the structure of the file should look, see Creating Python logic files for process apps.

2. Optional: If you want your users to be able to schedule data fetching (incremental data updates) for the project they create from this process app, set the switch to Incremental updates to data can be scheduled. For this to work, your Python logic file must include a schedulable function for incremental updates to event log data. For more information, see Set the schedule setting for data refresh options..
   

   If the switch is set to Incremental updates to data cannot be scheduled, you can only schedule the process with replacement updates. However, you can change the schedule configuration later on in the Process app section of Data & Settings. To see how to accesss this section, see Process app. To learn more about scheduling options, see Scheduling process data fetching in process apps.

3. Click Next to go to the Define user inputs section.

Optional: Defining user inputs

You can enable the users to input the data into your process app. This gives them the flexibility to select the data that they want to analyze and transform into a valid data source for a process mining project. You can configure the user input options in the following ways:

• If you want your users to upload data in a file, complete the following steps:

  1. Set the Is your user required to upload a file with their own data? to Required.
  2. Click Next to go to the Provide user guidance section.
     

• If you want your users to define specific parameters which the Python script uses to generate a data source according to their business requirement, complete the following steps:
  

  1. Click Create custom input. You can add multiple custom input fields.
     
  2. Choose whether this user input should be mandatory or optional.
     
  3. Define the Label field, Variable name field and Input type fields that the users of your process app will see. In the Variable name field, insert the name of the variable that the user must enter based on the logic of the Python script. For example, Enter the Password.
     
  4. Optional: To instruct your users how to upload their data, add a helper text.
     
  5. Click Next to go to the Provide user guidance section.

  Example: This is how users of a process app see custom user inputs. In this example, the creator used a checkbox and a textarea input types with some helper text.

Optional: Providing user guidance

You can create user guides for your custom process app users by using text, links, or a JSON template.

   {
  "title": "foo",
  "subtitle": "foo",
  "notification": {
    "title": "foo",
    "text": "foo"
  },
  "content": "foo",
  "content_switcher": {
    "show_label": "foo",
    "hide_label": "foo"
  },
  "download_button": {
    "label": "Download foo file"
  },
  "help_links": {
    "Using the app": "https://example.com"
  },
  "faq_title": "FAQs",
  "FAQs": {
    "How? ": "Answer how ",
    "What? ": "Answer what ",
    "Which?": "Answer  which "
  }
}

Setting up a project

In the Process setting section, you must upload a project back up file or duplicate settings from an already existing project. You do this so that you are able to generate a new project with the process app by using the mapped data columns, project settings, filters, and dashboards from the project backup file.

To upload a project backup file, complete the following steps:

1. Select the Upload process backup file option.

2. Upload the project backup file in the .idp format.

3. Click Save.

To duplicate the settings of an existing project, complete the following steps:

1. Select the Duplicate settings from a process option.

2. Select a project from the Find a process dropdown.

3. Click Save.

Next step

Creating projects by using custom process apps