You can set up the deployment settings for processes or bot tasks in Automation Co-Pilot.

When setting up deployment settings for processes or bot tasks, follow these best practices:

  • Always check that the role/team exists in the environment, especially when moving from development to production.

  • Use Pop-up handling to maintain high resilience in dynamic user interfaces.

Procedure

  1. Navigate to: Manage > Process in the Control Room interface.
  2. Select a Process: Choose the process you want to set up from the Process Setup page.
  3. Click the Deployment tab to see and change deployment settings.
  4. In the Process deployment resource section, choose from these options:
    • Default resource: Uses the assigned run-as users and device pool.
    • Custom resource: Lets you assign a specific role. Click Choose... to assign a role when using the custom resource.
  5. In the Deployment type section, decide how the bot will run:
    • Run on pool of device: Runs on any available device in the pool. It overrides the user's default device.
    • Run only on default device: Runs only on the user's default device. Make sure the Bot Runner owns the device; otherwise, it might not work if the device ownership is shared or missing.
  6. Default assigned role/team: Choose a default role or team that will be responsible for the requests created by this automation.
  7. After configuring all necessary settings, click Close to save and exit.