Considerations for configuring process automation
- Updated: 2024/12/16
There are certain considerations you must keep in mind when configuring the process automation.
- For regular opportunities (non-process automation)
- If task automation is reused, both execution and transaction tracking ROI methods can use the Cloud CR Pull or Push integration method.
- For process automation opportunities
- If a sync bot is used to push data, a new integration must be defined for Control Room integration, other than the Cloud CR Pull or Push method. This allows the same Control Room to have multiple integrations in the CoE Manager, but with different Control Room integration methods.
- Reusing bot automation with execution tracking ROI method
- If a bot automation is used in an existing opportunity with execution tracking as the ROI method and the Analyze package is not used, the automation can be re-used in process automation without any issues.
- Reusing bot automation with transaction tracking ROI method
- If a bot automation is used in an existing opportunity with transaction tracking as the ROI method and the Analyze package is used, the automation cannot be re-used in process automation. This might lead to deployment issues. To resolve this, clone the bot automation and use the copied bot automation ID for ROI tracking.