This example describes how to use the Select File element to upload or download files that are passed in the initial forms in the web interface.

Prerequisites

Before you can upload or download a file using Select File, you must have the following:
  • A Bot Creator license with a custom role assigned that has the create folder permission.
  • Access to the Automation Workspace.
  • A system-created AAE_Robotic_Interface User role with the Automation Co-Pilot for Business Users user license.
  • Access to the web interface.

File storage service architecture and considerations

The following image describes the architecture of the file storage service:
File storage service architecture
Before you use file storage, review the following storage elements:
To upload or download a file using Select File, complete the following:

Procedure

  1. Log in to the Automation Workspace as a Bot Creator.
  2. Create a form where the file can be accessed. See Create a form to view documents.
  3. Create a bot that can call and store the input file. See Create a bot with Get Storage file action.
  4. Create a process that allows users to run the bot and access the file. See Create a process automation to select a file input.
  5. Run the process and access the file. See View uploaded file.