Request management

A request must be created to automate processes to complete assigned tasks. Members of a team create requests and complete the corresponding tasks.

Requests must always be created within a team. This ensures that the teams assigned to the same process cannot see each other data. By default, an Co-Pilot User, selected as an owner or member of their team, can create requests because their role has the Automation Co-Pilot Business User license, which enables them to access Automation Co-Pilot and create requests.

The structure of request creation is as follows:

  • An Co-Pilot User (team owner or member) can access and view all the processes that are assigned to a team on the Processes page.
  • The Co-Pilot User must provide all the required information in an initial form.
  • The bots and human tasks run in the request view page, which contains high-level details of the tasks.
  • The task information is displayed in the Requests page, for the Co-Pilot User to verify.
  • The Co-Pilot User can view their requests on the Requests page. They can manage or sort their existing requests by using a filter.
  • A request can be created by either a user or a bot on the Edit Process page. If the request is created by a user, the process is displayed on the Processes page. If the request is created through a bot, the user cannot create a request or view the process.