Create a Discovery Bot process

Create a Discovery Bot process and assign users to record and analyze a process for your automation requirements.

Prerequisites

  • This task is performed by the Discovery Bot admin who manages the creation, deletion, and editing of Discovery Bot processes.
    Note: Multi-role and custom role user can also perform this task depending on the roles or the permissions given to users. You will see a different set of menu actions (vertical ellipsis icon) available on a tile for a process.
  • Ensure the Process recorder license is allocated to Discovery Bot users assigned to recording a process.
  • Ensure the Process analyzer license is allocated to the Discovery Bot analyst assigned to analyzing a process.

Procedure

  • Create a process and assign users:
    1. From your local machine, log in to your Control Room as a Discovery Bot administrator.
    2. Go to Discovery Bot > Processes.
    3. Click Create Process.
      The Create process page is displayed.
    4. In the General Details tab, enter a Process Name .
      Special characters are not supported. Creating a process with a duplicate name is not supported.
    5. Optional: Enter a Process Description.
    6. Click Next to assign users to a process.
    7. Optional: In the Users tab, select the Discovery Bot business user or analyst from the list of Available users.
    8. Click the right arrow to move the roles to the list in the Selected column.
    9. Click Next to view the invitation that is sent to users to begin recording processes.
    10. Click Create Process.
    11. Click Close to exit the page and return to the Processes page.
      Note: An email invitation is sent to assigned users (new users or users added at a later time) to begin a Discovery Bot process recording session.
      The newly created process is displayed in the Processes page on a tile.

      For users, all of their assigned processes are available for viewing from the Processes page. Use the search field to help you locate a specific process by name. The field is not case-sensitive. For users, use the field to search on a process you are assigned to. For admin users, use the field to search on all processes. Use the sort field to help you locate a process tile quickly. Click the drop-down to sort for a process tile based on the process name in alphabetical order or you can sort in the order of newest process created to oldest process and vice versa. The tile for a process displays the following information for an admin user:

      Process tile Description
      Recordings The number of the recordings captured and stored for a process by users.
      Process Cycle The average time, in minutes and seconds, across all recordings captured for a process.
      Vertical ellipsis icon (three dots)
      Note: You might see a different set of menu actions available from the tile if you are a Discovery Bot standard user, multi-role user, or custom role user.
      		 View, edit, or delete information for a process.

      • Click View process details to view more information about a process, edit and update information, and save changes.

      • Click Edit process details to edit a process. Enter your changes and click Save changes. Click Close to return to the Processes page.

        Note: The name of the process cannot be changed.

      • Click Delete process to delete a process. A message window appears.

      • Click Yes, delete to delete a process.

        All recordings and associated data are permanently deleted. This cannot be undone.

        Click No, cancel to return to the Processes page.

      • Click View/edit process details to view more information about a process, edit and update information, and save changes. To edit a process, click Edit. Enter your changes and click Save changes. Click Close to return to the Processes page.

        Note: The name of the process cannot be changed.
      • Click Edit my recording to edit and review recordings.
      • Click View process opportunities to view auto-generated or custom opportunities created from the Opportunities tab.
  • Create a process and add users at a later time:
    1. From your local machine, log in to your Control Room as a Discovery Bot administrator.
    2. Go to Discovery Bot > Processes.
    3. Click Create Process.
      The Create process page is displayed.
    4. In the General Details tab, enter a Process Name.
      Special characters are not supported. Creating a process with a name previously used for another process is not supported.
    5. Optional: Enter a Process Description.
    6. Click Create Process to create a process without assigning users.
    7. Click Close to exit the page and return to the Processes page.
  • Update an existing process and add users.
    1. From your local machine, log in to your Control Room as a Discovery Bot administrator.
    2. Go to Discovery Bot > Processes.
    3. Go to the process you want to edit.
    4. Click Edit from the Options icon.
    5. In the Edit process page, click Next to assign users to a process.
    6. In the Users tab, select the Discovery Bot business user or analyst from the list of Available users.
    7. Click the right arrow to move the roles to the list in the Selected column.
    8. Click Save changes.
    9. Click Next to view the invitation that is sent to users to begin recording processes.
    10. Click Close to exit the page and return to the Processes page.
      Note: An email invitation is sent to assigned users (new users or users added at a later time) to begin a Discovery Bot process recording session.
    The newly created process is displayed in the Processes page on a tile.

Next steps

Record a Discovery Bot business process

Log in to your Control Room as a Discovery Bot user and record a business process assigned to you.