Release date: 5 March 2025

Review what's new and changed in the Community Edition of the Automation 360 v.36 (Build 35054) release.

Note: When a Bot Agent update is required, the Bot Agent is automatically updated to the compatible version.

For more information on updating to this release, see these resources:

Automation Workspace

What's changed
Picture-in-Picture (PIP) support for Citizen Developers and Professional Developers (Service Cloud Case ID: 01903569, 02153763)

Citizen Developers and Professional Developers can now run their automations in parallel with regular work. This enhancement provides an option to run their private automations in a virtual window, improving adoption of Citizen Developer Program.
Run time variable support for work item values

As a Bot Creator, you can now use the variable expressions in the Record attribute values. You can now specify a variable as work item value and the corresponding variable value will be fetched at run time.

Automation Co-Pilot for Business Users

What's new

New Task Contributor Options

When adding a form task using Process Composer, two new options have been added to the Task contributor drop-down list:
  • Random user from user group - Select to randomly assign the task to someone from the user group, such as to load balance work among members of a large team.
  • Specific user - Select to assign a previous task participant from the request. The system uses the UserID from either a manually entered string expression; or a process variable of type UserID based on the contributor ID of a previous task, or the creator ID of the request.

These two new options enable process builders to automate scenarios where targeting a specific user to approve or review a task is required. They are available to select from the Task contributor drop-down list when the following conditions are met:

Condition Available Option
When Task Assigned = Request creator then … Only Request creator is available to select
When Task Assigned = the assigned group of the request then … These additional options are available to select:
  • Random user from user group
  • Specific user
When Task Assigned = specify user group then … These additional options are available to select:
  • Random user from user group
  • Specific user
See Add Form Task to a process automation

Enhanced Analytics and Monitoring with New Metadata

For improved analytics and monitoring purposes, the ability to track time for when a user submits a Human task using Process Composer has been simplified. The following two new metadata items have been added:

New metadata items

Human Task Metadata Item
Form Task
  • Opened On - DATETIME: Last timestamp of when the user (who submitted the form) opened the form before submission.
  • Submitted On - DATETIME: Last timestamp of when the first user submitted the form.
Document Validation Task
  • Opened On - DATETIME: Last timestamp of when the user (who submitted the task) opened the document validation task before submission.
  • Submitted On - DATETIME: Last timestamp of when the first user submitted the document validation task.
Approval Task Submitted On - DATETIME: Last timestamp of when the last user submitted the approval task.

Simplified Process Setup

To simplify setting up a process and reduce the need for scheduler users, a new option has been added to the top of the Process Setup page that enables you to easily switch the default deployment resource from Scheduler user to Role for role-based deployment:

New default deployment resource selection

See Manage a process in Automation Co-Pilot.

Accessible Resource Center from Form Builder

The Resource Center is now accessible from Form Builder by clicking this icon at the right bottom of its page:

Pendo icon

Enhanced Email Notifications Includes Link

Email notifications have been enhanced for Automation Co-Pilot users by including a link to the Automation Co-Pilot request so that users can quickly and easily open the intended form and complete assigned tasks.
Users will receive the enhanced email notification when the following tasks occur:
  • Approval Task assigned to the user's group
  • Approval Task assigned to the user
  • Form Task assigned to the user

The following shows a sample email notification:


Enhanced email notification

Service Cloud case ID: 02146551

Ability to Enable or Disable Form Rules

The ability to enable or disable Form rules for elements has been added as a new toggle next to the rule name:

Enable or Disable Rules

By default, existing and new rules are Enabled. Disabled rules are not executed but are editable. If you duplicate a disabled rule, the duplicate rule is also disabled.

See Conditional actions, rules, and elements.

Newly Supported Conditions and Actions for Form Elements

The following conditions and actions are now supported for these form elements:
Form Element Condition Action
  • Select File
  • Table
  • Is enable
  • Is disable
  • Is not empty
  • Is empty
  • Is visible
  • Is hidden
  • Enable
  • Disable
  • Set hidden
  • Set visible
  • Image
  • Label
  • Is not empty
  • Is empty
  • Is visible
  • Is hidden
  • Set hidden
  • Set visible
What's changed
When using Automation Co-Pilot on the web interface, the following icon displays indicating that the form does not have a document:

new icon

Document Automation

What's new
Extract data from digital PDFs using PDFBox

Using PDFBox to extract data from digital PDFs provides the following benefits:

  • Data extraction does not depend on OCR enabling faster document processing
  • Suitable for well-structured, digital PDFs where text is encoded in the document
  • Lower resource requirement

Create a learning instance in Document Automation