Managing custom process apps

Before you begin

Ensure you have the correct permissions. For more information, see Types of users and permissions in custom process apps.

Procedure

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

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

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

Before you begin

• Ensure you have the correct permissions. For more information, see Types of users and permissions in custom process apps.

• Ensure you completed all the steps in Creating custom process apps.

• You should only import and export process apps between environments with the same version. For example, if you want to export a custom process app that was created in IBM Process Mining 1.14.0 and import it to IBM Process Mining 1.14.1, you should first upgrade the 1.14.0 environment to 1.14.1.

Procedure

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

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

   • 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. In this case, the importer cannot change the Python script of this process app.
       
       For more information about permissions in process apps, see the Types of users and permissions in custom process apps topic.
       

   • If you are a general user of a Closed source process app, verify that you understand that the app won't be editable. Click Yes to download the process app.

Before you begin

• Ensure you have the correct permissions. For more information, see Types of users and permissions in custom process apps.

• Export the custom process app from another process mining instance by dowloading it in the .pma format. For more information, see Exporting custom process apps.

• It is recommended that you import and export proces apps between environments with the same version. For example, if you want to export a custom process app that was created in IBM Process Mining 1.14.0 and import it to IBM Process Mining 1.14.1, you should first upgrade the 1.14.0 environment to 1.14.1.

Procedure

1. On the Home page, click the Start from a process application tile.
2. Click the Import process app button.
3. 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.

Before you begin

• Ensure you have the correct permissions. For more information, see Types of users and permissions in custom process apps.

• Ensure you completed all the steps in Creating custom process apps.

Procedure

1. On the Home page, click the Start from a process application tile.
2. On the tile of the process app you want to export, click the three vertical dots icon and click 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.

Before you begin

Ensure you have the correct permissions. For more information, see Types of users and permissions in custom process apps.

Procedure

When you delete a process app, it is deleted permanently. This action cannot be undone.

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

2. On the tile of the process app you want to delete, click the three vertical dots icon and click Delete.

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

4. Click Delete.