Map host data to Automation Co-Pilot forms

Configure your widget settings for a host application to populate data in the initial form of your iFrame widget. Eliminate repetitive data entry and ensure control over data during automation runtime.

As process automation typically starts with initial forms, you can streamline form completion by passing data from the host application (such as contact or account records). By configuring the iFrame widget to consume data from the host application, users can focus on verifying and engaging the customer to enhance the business experience.

For the host application to pass data, develop the iFrame widget with attributes that map values from the host and can be recognized by the iFrame as your designated input fields. This development will allow data to transfer from a page in your host application and command your iFrame widget to call the mapped data to the process automation upon launch. Most applications have a developer space for necessary code to be added to the iFrame widget. You simply need to identify what developments need to be made for your business needs.

The iFrame widget in host applications

When leveraging Automation Co-Pilot capabilities, like passing data into forms, it is important to consider the setup and development of web components in your host application, like the iFrame widget. Development parameters vary across applications when integrating new components like the Automation Co-Pilot widget. Familiarize yourself with your host application parameters when developing the iFrame widget to customize the components to your specific requirements.

Example synopsis

The following is a generic workflow to demonstrate using sample code to enable the transfer of data from host to Automation Co-Pilot (iFrame widget). Multiple example codes are available that map existing values from the host page to theAutomation Co-Pilot process initial form elements.

Procedure

Navigate to the developer environment of the host application.
Ensure you have a preview or testing panel available for debugging.
Use one of the sample code to model the code you will use for your business requirement.
Ensure the parameter referrerpolicy=”origin” is in your HTML template to avoid cross origin issues.
Save your widget.

Automation 360

Map host data to Automation Co-Pilot forms