This page offers a step by step guide on how to create a new template using the templates sidebar.
It is also possible to generate a template from an analysis that has already been created (refer to Creating a Template from an Analysis for details on this option).
If you wish to create a new template, open the templates sidebar. The four system templates are shown in the content area (refer to Using a Template for details). To create a new tenmplate, use option Create New Template:
The Create New Template wizard opens in a separate window. Follow the wizard step by step through the configuration process. Use the buttons at the bottom to navigate through the wizard:
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In the first step, you have to enter a title and a short description for the template. Option Next is only enabled when both the template title and template description lines have been filled. |
The further steps for creating a template are carried out in the same way as for creating an analysis.
Choose a chart type for your template. The selected chart type is marked with a colored frame. The following chart types are available:
Once a chart type has been selected, you can use button Next to proceed to the next step. |
When creating an analysis, the process on which the analysis is to be based must be defined. When creating a template, you have a choice: you can select the process later or assign a process to the template immediately. The wizard automatically lists all processes that provide data to process mining. The name of the process and the name of the profile in which the process is saved are displayed. |
Drag & drop the instance attributes you want to use from the list into the axis areas on the right. Once you have defined all the necessary instance attributes, you can create the template. If you wish to save filters for the template, select Next at this point to open step 5 of the wizard. |
It is not mandatory to define a filter when you create a new template, this step is optional. Filters can still be added when you use a template. You have then also the option to delete or edit existing filters.
In step 5, the option Applying no filter is selected by default. You can still create a template directly without a filter using the Create Template button. | |
You can create as many filters as you wish. Filters can also be nested to any depth. When you have created the filters you want, use the Create Template button to add the new template to the content area. |
The user-defined template is added to the template list in the content area: