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Automation 360

IQ Bot package

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Contents
  • Automation 360
    • Automation 360 FAQ
    • Automation 360 Cloud
      • Automation 360 Cloud FAQ
        • Automation 360 Cloud Service Status site
        • Automation 360 Cloud updates
        • Subscribing to notifications
    • Automation 360 architecture and resiliency
      • Control Room overview
      • Distributed architecture
        • Distributed architecture with HA/DR support
      • Security architecture
        • Security architecture model
          • Cloud operational responsibilities
        • Securing the RPA environment with external controls
        • Independent categories for Bot Creators and Bot Runners
        • RBAC in Control Room
          • RBAC on bots
          • RBAC on Bot Runners
          • RBAC for Credential Vault credentials management
          • Role-based processing domains
          • RBAC on Audit Log
          • RBAC on viewing bot activity
          • RBAC on User Management
          • RBAC on roles and permissions management
          • RBAC on bot schedules
          • RBAC on license management
        • Bot execution access by dynamic access token
        • Secure credential store through Credential Vault
          • Credential Vault encryption
          • Credential storage
          • Credential provisioning to bots
        • Secure recording
        • Authentication with Control Room
          • Supported authentication methods for On-Premises Control Room
        • Support for secure protocols
        • Network security overview
        • Change management
        • Identity and authentication
          • Password hashing
          • Secure authentication
          • Authentication for Bot Runners
          • Dynamic access token authentication of Bot Runners
        • Defenses against common vulnerabilities
        • Compliance and vulnerability scanning
        • Cryptographic providers
        • Cryptographic ciphers
        • Additional security controls
      • General Data Protection Regulation compliance
    • Automation 360 software lifecycle policy
    • Automation resiliency
      • Managing unexpected pop-ups
        • Configure pop-up handling
      • Record automation execution
        • Configure automation recording
        • Manage automation recording
    • Upcoming feature deprecations
      • Completed feature deprecations
        • Deprecation of Google Less Secure Apps (LSAs)
          • Google Less Secure Apps (LSAs) deprecation FAQ
          • Scan automations that use Email action for Gmail with Basic authentication
            • Scanning messages for automations using Gmail with basic authentication
        • Deprecation of EWS APIs in Exchange Online
          • EWS API deprecation FAQ
          • Scan bots that use email action with EWS option
        • Deprecation of Tesseract OCR v3
        • Chrome and Edge Manifest V3 extensions
          • Manifest V3 extensions FAQ
          • Manage multiple browser profiles for Manifest V3 extension
        • Deprecation of Basic authentication in Exchange Online
          • Automation 360 and Basic authentication deprecation FAQ
          • Scan bots for Basic authentication
          • Basic authentication scanning messages
        • Microsoft Internet Explorer EOL overview
          • Microsoft Internet Explorer 11 EOL FAQ
          • Scan Automation 360 bots for Internet Explorer usage
          • Analyze report for Internet Explorer bots
          • Update Bot wizard for converting IE bots
          • Viewing conversion details for Internet Explorer bots
      • Bot Scanner for EOL features
    • In-product user assistance
  • Features, licenses, and deployment
    • Platform licenses
      • Enterprise Platform
      • Automator AI Platform Base
    • Deployment models
    • Cloud licensing FAQ
    • GUID licensing model
  • Release Notes
    • Automation 360 Release Notes
      • Automation 360 v.34 Release Notes
        • AI Agent Studio v.34 release
        • Automator AI v.34 release
        • Automation Workspace v.34 release
          • Updating to v.34 release
          • Migration updates for v.34 release
        • Packages updated in v.34
        • CoE Manager v.34 release
        • Automation Co-Pilot for Business Users v.34 release
        • Document Automation v.34 release
        • Bot Insight v.34 release
        • Package SDK v.34 release
      • Automation 360 v.33 Release Notes
        • AI Agent Studio v.33 release
        • Automator AI v.33 release
        • Automation Workspace v.33 release
          • Updating to v.33 release
          • Migration updates for v.33 release
        • Packages updated in v.33
        • CoE Manager v.33.1 release
        • Automation Co-Pilot for Business Users v.33 release
        • Document Automation v.33 release
      • Automation 360 v.32 Release Notes
        • Automator AI v.32 release
        • Automation Workspace v.32 release
          • Updating to v.32 release
        • Packages updated in v.32
        • CoE Manager v.32 release
        • Automation Co-Pilot for Business Users v.32 release
        • Document Automation v.32 release
        • Bot Insight v.32 release
        • Package SDK v.32 release
      • Automation 360 v.31 Release Notes
        • Automator AI v.31 release
        • Automation Workspace v.31 release
          • Updating to v.31 release
          • Migration updates for v.31 release
        • Packages updated in v.31
        • CoE Manager v.31 release
        • Automation Co-Pilot for Business Users v.31 release
        • Document Automation and IQ Bot v.31 release
        • Bot Insight v.31 release
      • Automation 360 v.30 Release Notes
        • Automation Workspace v.30 release
          • Updating to v.30 release
          • Migration updates for v.30 release
          • Remote agent 2.3.3.29 updates
        • Packages updated in v.30
        • CoE Manager v.30 release
        • Automation Co-Pilot for Business Users v.30 release
        • Document Automation and IQ Bot v.30 release
        • Bot Insight v.30 release
        • Package SDK v.30 release
      • Previous Automation 360 Release Notes
        • Automation 360 v.29 Release Notes
          • Automation Workspace v.29 release
            • Updating to v.29 release
            • Migration updates for v.29 release
            • Remote agent v.2.3.2.24 updates
          • Packages updated in v.29
          • CoE Manager v.29 release
          • Automation Co-Pilot for Business Users v.29 release
          • Document Automation and IQ Bot v.29 release
          • Bot Insight v.29 release
          • Package SDK v.29 release
        • Automation 360 v.28 Release Notes
          • Automation Workspace v.28 release
            • Updating to v.28 release
            • Packages updated in v.28
            • Migration updates for v.28 release
            • Remote agent v.2.2.0 updates
          • CoE Manager v.28 release
          • Automation Co-Pilot for Business Users v.28 release
          • IQ Bot and Document Automation v.28 release
          • Bot Insight v.28 release
        • Automation 360 v.27 Release Notes
          • Automation Workspace v.27 release
            • Updating to v.27 release
            • Packages updated in v.27
            • Migration updates for v.27 release
            • Remote agent v.2.1.0 updates
          • Process Discovery v.27 release
          • Automation Co-Pilot for Business Users v.27 release
          • IQ Bot and Document Automation v.27 release
          • Bot Insight v.27 release
        • Automation 360 v.26 Release Notes
          • Automation Workspace v.26 release
            • Updating to v.26 release
            • Migration updates for v.26 release
          • Automation Co-Pilot for Business Users v.26 release
          • IQ Bot and Document Automation v.26 release
          • Bot Insight v.26 release
        • Automation 360 v.25 Release Notes
        • Automation 360 v.24R2 Release Notes for Internet Explorer 11 EOL
        • Automation 360 v.24 Release Notes
        • Automation 360 v.23 Release Notes
        • Automation 360 v.22 Release Notes
        • Automation 360 v.21 Release Notes
        • Enterprise A2019.20 Release Notes
        • Enterprise A2019.19 Release Notes
        • Enterprise A2019.18 Release Notes
        • Enterprise A2019.17 Release Notes
        • Enterprise A2019.16 Release Notes
        • Enterprise A2019.15 Release Notes
        • Enterprise A2019.14 Release Notes
        • Enterprise A2019.13 Release Notes
        • Enterprise A2019.12 Release Notes
        • Enterprise A2019.11 Release Notes
        • Enterprise A2019.10 Release Notes
        • Enterprise A2019 (Build 2094) Release Notes
        • Enterprise A2019 (Builds 1598 and 1610) Release Notes
        • Enterprise A2019 (Builds 1082 and 1089) Release Notes
        • Enterprise A2019 (Build 550) Release Notes
        • Enterprise A2019 (Build 543) Release Notes
    • Community Edition Release Notes
      • Automation 360 v.34 Community Edition Release Notes
      • Automation 360 v.33 Community Edition Release Notes
      • Automation 360 v.32 Community Edition Release Notes
      • Automation 360 v.31 Community Edition Release Notes
      • Automation 360 v.30 Community Edition Release Notes
      • Automation 360 v.29 Community Edition Release Notes
      • Automation 360 v.28 Community Edition Release Notes
      • Automation 360 v.27 Community Edition Release Notes
      • Automation 360 v.26 Community Edition Release Notes
      • Previous Community Edition Release Notes
        • Automation 360 v.25 Community Edition Release Notes
        • Automation 360 v.24 Community Edition Release Notes
        • Automation 360 v.23 Community Edition Release Notes
        • Automation 360 v.22 Community Edition Release Notes
        • Automation 360 v.21 Community Edition Release Notes
        • Community Edition A2019.20 Release Notes
        • Community Edition A2019.19 Release Notes
        • Community Edition A2019.18 Release Notes
        • Community Edition A2019.17 Release Notes
    • Sandbox environment
    • Package updates overview
      • Periodic package updates - summary list
        • Periodic packages updated in 2023
      • Periodic package updates - FAQ
      • Active Directory package updates
      • AI package updates
      • AI Skills package updates
      • Advanced Classifier package updates
      • Analyze package updates
      • App Integration package updates
      • Application package updates
      • Boolean package updates
      • Bot Migration package updates
      • Browser package updates
      • Clipboard package updates
      • Comment package updates
      • Credential package updates
      • CSV/TXT package updates
      • Data Table package updates
      • Database package updates
      • Datetime package updates
      • Delay package updates
      • Dictionary package updates
      • DLL package updates
      • Document Classifier package updates
      • Document Extraction package updates
      • Email package updates
      • Email trigger package updates
      • Error handler package updates
      • Excel advanced package updates
      • Excel basic package updates
      • File package updates
      • File Folder trigger package updates
      • Folder package updates
      • FTP/SFTP package updates
      • Generative AI package updates
      • Google Application Integration package updates
      • Google Calendar package updates
      • Google Drive package updates
      • Google Sheets package updates
      • Hotkey trigger package updates
      • If package updates
      • Image Recognition package updates
      • Interactive Forms package updates
      • IQ Bot package updates
      • IQ Bot - Document Automation Bridge package updates
      • IQ Bot Pre-processor package updates
      • JavaScript package updates
      • JSON package releases
      • Legacy AISense package updates
      • Legacy Automation package updates
      • List package updates
      • Log To File package updates
      • Loop package updates
      • Message Box package updates
      • Microsoft 365 Calendar package updates
      • Microsoft 365 Excel package updates
      • Microsoft 365 OneDrive package updates
      • Microsoft 365 Outlook package updates
      • Microsoft 365 Outlook trigger package updates
      • Mouse package updates
      • Number package updates
      • OCR package updates
      • PDF package updates
      • PGP package updates
      • Ping package updates
      • Pipeline Accelerator package updates
      • Play Sound package updates
      • Printer package updates
      • Process Composer package updates
      • Prompt package updates
      • Python Script package updates
      • Record package updates
      • Recorder package updates
        • Remote agent updates
      • REST Web Service package updates
      • Salesforce package updates
      • SAP BAPI package updates
      • SAP package updates
      • Screen package updates
      • Service package updates
      • ServiceNow package updates
      • SharePoint package updates
      • Simulate keystrokes package updates
      • SNMP package updates
      • SOAP Web Services package updates
      • Step package updates
      • String package updates
      • System package updates
      • Task Bot package updates
      • Terminal Emulator package updates
      • Text file package updates
      • V11 Task Bot package updates
      • VBScript package updates
      • Wait package updates
      • Window package updates
      • Windows trigger package updates
      • Workday package updates
      • Workload package updates
      • XML package updates
    • Previous Package SDK Release Notes
    • Process Discovery Release Notes
      • Process Discovery v.33.1 release
      • Privacy Enhancement Gateway 3.3.20 release notes
      • Discovery Bot release notes
    • Browser extensions for Automation 360
      • Browser extensions for web applications
      • Previous versions of browser extensions
      • Install browser extensions offline
    • Automation 360 feature comparison matrix
    • Automation 360 IQ Bot feature comparison matrix
    • Automation 360 IQ Bot version compatibility
  • Automation and generative AI
    • AI Agent Studio
      • AI Tools
        • Getting started with AI Tools
        • Roles and permissions for AI Tools
        • Create and manage Model connections
        • Create Fine tuned Model connections
        • Create Grounded Model connections with Amazon Bedrock RAG capability
          • Add Amazon Bedrock models from AWS Services
          • Create Amazon Knowledge Base
        • Create Grounded Model connections with Google Vertex AI RAG capability
          • Create a Vertex Data Store
        • Authenticate Model connections
          • Configure Reauthentication policy for Google Vertex AI
        • Create AI Skills
        • Create AI Skills with Grounded by knowledge base Model connections
          • How to generate a JSON Filter for Amazon Bedrock
        • Create AI Skills with Grounded by data store Model connections
        • Understanding parameter settings for supported foundational models
        • Use AI Skills in a Task Bot
          • Exporting an AI Skill
        • Use AI Skills in API Tasks
        • AI Skills package
          • Execute action
      • AI governance
        • Assign roles and permissions to enable AI governance
        • AI governance dashboard
          • Using AI governance dashboard widgets
        • Monitor AI prompt log interactions
        • Monitor Event logs
        • Audit logs for generative AI interactions
        • AI governance code analysis rule
      • AI Agent Studio FAQs
      • Automation Anywhere Enterprise Knowledge
    • Automator AI
      • Autopilot
        • Autopilot workflow for BPMN
          • Generate automation from BPMN file
        • Autopilot workflow for Process Discovery and CoE Manager
          • Configure Autopilot workflow for Process Discovery and CoE Manager
          • Submit PDD as opportunity to CoE Manager
          • Approve opportunity and assign developer
          • Generate automation from Process Discovery PDD
      • Co-Pilot for Automators
        • Co-Pilot for Automators in Process Composer
          • Instruct prompts to build process automation
          • Add existing repository file via prompt
          • Support for learning instance in process task
        • Co-Pilot for Automators in Bot Editor
          • Instruct prompts to build bot automation
          • Create variables via prompt
          • Instruct prompts to build loops
            • Example of prompt to loop logic
        • Update automation via select and prompt
        • How to write a good prompt
        • Co-Pilot for Automators FAQs
        • Response messages from Co-Pilot for Automators
      • Suggest next actions
        • Suggest next actions - best practices
        • Suggest next actions FAQ
      • Generative Recorder
        • Generative Recorder FAQs
        • Generative AI-based fallback
        • Recorder native fallback
        • Audit logs and notifications
        • Generative Recorder use cases
      • Security and architecture for Automator AI
    • Data security for generative AI - FAQ
  • Set up Automation 360
    • Get started with Automation 360 Cloud
      • Automation 360 Cloud prerequisites
        • Bot Runner device requirements
          • Factors impacting Bot Runner devices after Windows 11 update
        • Add service URLs to trusted list for Cloud
        • Allow Automation Anywhere communications ports
        • Add IQ Bot cloud server IP addresses to allowed list
    • Installing Control Room On-Premises
      • Automation 360 On-Premises prerequisites
        • Attended and unattended automation
        • Capacity and performance planning
          • Attended automation capacity planning
          • Unattended automation capacity planning
        • Control Room server requirements
        • Database requirements
          • Working with SQL Servers
          • Working with Azure SQL PaaS
        • Operating system, environment, and platform supported for Control Room
          • Supported cloud platforms
        • Credential requirements
        • Load balancer requirements
        • Ports, protocols, and firewall requirements
        • Control Room repository requirements
        • Browser requirements for Automation Workspace
        • Internationalization, localization, and language support
        • Components for Control Room and bot actions
        • HA and DR deployment models
          • Convert single-node deployment to multi-node deployment
          • High availability deployment
          • Disaster recovery deployment
            • Image based replication
            • Warm stand-by
          • Replicate data between primary and secondary sites
      • Installing Control Room using Custom mode
        • Run Control Room installer
        • Integrate external key vaults
        • Configure application Transport Layer Security
        • Configure service credentials
        • Select Control Room services to automatically run at startup
        • Configure Microsoft database type and server
          • Configure default database port
          • Updating to Windows Server 2022 Datacenter
        • Configure Oracle database type and server
        • Add OpenSearch credentials
        • Configure IP cluster
          • Add nodes to a cluster setup
          • Update nodes in a cluster setup
          • Remove nodes from a cluster setup
        • Setup installation summary
      • Installing Control Room using custom mode for Oracle installation
      • Installing Control Room using Express mode
      • Installing Control Room on Amazon Web Services
        • Prepare for installation on Amazon Web Services
        • Customize Control Room installation on Amazon Web Services
        • Configure settings post-installation on Amazon Web Services
      • Installing Control Room on Microsoft Azure
        • Verify readiness for installation on Microsoft Azure
          • Supported component versions on Microsoft Azure
        • Begin Control Room installation on Microsoft Azure
        • Customize Control Room installation on Microsoft Azure
        • Configure settings post-installation on Microsoft Azure
      • Installing Control Room on Google Cloud Platform
        • Prepare to install Control Room on Google Cloud Platform
        • Perform custom installation of Control Room on Google Cloud Platform
        • Configure Google Cloud Platform settings after installation
      • Installing Control Room on Linux
        • Performing silent installation of Control Room on Linux
        • Uninstall Automation 360 On-Premises from Linux server
        • Performing silent uninstallation of Control Room on Linux
        • Configure Control Room in cluster setup with shared repository for Linux
          • Add nodes to a cluster setup for Linux
          • Remove nodes from a cluster setup for Linux
        • Stop and start Control Room services on Linux
      • Installing Control Room on Microsoft Windows Server using scripts
      • Complete Control Room post-installation configuration
        • Configuring post-installation settings
        • Verifying Automation Anywhere services
        • Configure disaster recovery site for OpenSearch IP addresses
        • Add primary IP address for cluster
        • Configure additional IP address for a new cluster node
        • Add service URLs to trusted list for On-Premises
      • Using the Control Room diagnostics utility
      • Uninstalling Automation 360
    • Citrix integration
      • Using the Recorder on Citrix Virtual Apps servers
      • Using Citrix XenDesktop on Cloud
      • Installing the Citrix required components on local machines
      • Installing Automation Anywhere remote agent on Citrix servers
        • Install Automation Anywhere remote agent for Citrix 2.0: Recorder package version 2.8.6
        • Install Automation Anywhere remote agent for Citrix 1.0: Recorder package version 2.7.3 and earlier
    • Set up Community Edition
      • Community Edition capabilities
    • Get started with Bot Agent
      • Bot Agent communication with Control Room
      • Bot Agent compatibility
        • Auto login support for Bot Agent
      • Bot Agent device requirements
      • Manage Bot Agent
      • Install Bot Agent and register device
        • Switch Bot Agent to a different Control Room
        • Connect Bot Agent to a device with a proxy
        • Set user device credentials
        • View and update Bot Agent device settings
      • Bulk installing Bot Agent
        • Bot Agent installation - Windows installer
        • Bulk install Bot Agent on devices — authenticated proxy
        • Bulk install Bot Agent using Microsoft Endpoint Configuration Manager
      • Update Bot Agent
        • Automatically update the Bot Agent
        • Manually update the Bot Agent
          • Update the Bot Agent from a local drive
      • Perform Bot Agent diagnostic checks
      • Uninstall and reinstall Bot Agent
    • Supported special characters in usernames and passwords
    • Naming guidelines for Control Room URLs
    • Post-installation user management
      • Configure Control Room as a service provider
        • Examples: Configure IdP applications for Control Room
      • Configure Control Room authentication options
        • Configure Control Room in Express mode
        • Configure Control Room for Active Directory: manual mode
          • Configure LDAP channel binding
          • Configuring LDAP signing
        • Configure Control Room for Active Directory: auto mode
        • Configure Smart Card authentication installation procedure
          • Control Room smart card first administrator
        • Configure Control Room database
        • Change Control Room configuration to HTTPS from HTTP mode
          • Intermediate certificates
          • Import HTTPS SSL, intermediate, and CA certificates
          • Add Control Room certificate to Windows certificate stores
      • Preparing for users
        • Set up SAML authentication
        • Configure SSO authentication with Okta
          • Create app integration
          • Assign application to user
          • Configure Control Room for Okta user
          • Validate the connection
        • Edit profile
      • Installed Control Room directories and files
        • Control Room fail-safe status
      • Licenses and cloud services
        • Managing Cloud and file licenses
        • Automation 360 licenses
          • Accessing Automation 360
        • Provision Cloud Control Room instances
        • Self-service Control Room Migration
          • Viewing the Cloud Migration Control Room Details
        • Manage and allocate licenses (partners)
        • View and edit Cloud Control Room instances
        • Control Room license expiry notifications
        • License grace policy and notifications
    • Update Automation 360 to latest version
      • Update Automation 360 on Microsoft Windows Server using scripts
    • Install and update Automation 360 IQ Bot
      • IQ Bot installation prerequisites
        • IQ Bot system requirements
        • IQ Bot prerequisite steps
        • IQ Bot service configuration
        • IQ Bot Windows services
        • RabbitMQ v3.8.18 and Erlang/OTP upgrade
        • Installing IQ Bot in Cluster mode on machines with IQ Bot preinstalled
        • Prerequisites for installing IQ Bot in Express mode
      • Installing IQ Bot in Express mode
      • Installing IQ Bot in Custom mode
      • Installing IQ Bot in Cluster mode
        • RabbitMq cluster configuration for IQ Bot
        • Make a Shared Folder Accessible
      • Installing IQ Bot in Cluster mode on Amazon EC2
      • Postinstallation checklist
        • Creating a self-signed certificate with Subject Alternative Name
        • Registering IQ Bot with the Control Room
        • Configuring IQ Bot with HTTP and HTTPS
          • Configuring IQ Bot with HTTPS when Control Room is configured with HTTP
          • Configuring IQ Bot with HTTP when Control Room is configured with HTTPS
          • Configuring IQ Bot with HTTPS using single domain
          • ConfiguringIQ Bot with HTTPS using multiple domains
        • Use Microsoft Azure Computer Vision OCR engine
          • Use your own keys for Microsoft Azure Computer Vision OCR engine
        • Use ABBYY FineReader Engine OCR engine in IQ Bot
          • Use your own ABBYY FineReader Engine license
          • Installation steps if ABBYY FineReader Engine remains installed from a previous IQ Bot version
        • Use Google Vision API OCR engine
          • Use your own license keys for Google Vision API OCR engine
          • Potential impact of Google Vision API OCR upgrade
        • Use Tegaki API OCR engine
        • Resolving IQ Bot registration failure
        • Unregistering IQ Bot from the Control Room
        • Set up log file automatic rollover
        • Health Check API response if RabbitMQ v3.8.18 fails to start
        • Reinstalling HTTPS SSL certificate for secure communication when it expires
      • Updating Automation 360 IQ Bot
        • Run IQ Bot On-Premises database migration script
        • Update Automation 360 IQ Bot On-Premises to the latest version
        • Upgrading and downgrading IQ Bot
      • Uninstalling IQ Bot
      • High availability and disaster recovery overview
        • HA cluster configuration overview
          • High Availability deployment model
        • Disaster Recovery deployment model
          • DR configuration requirements
          • Disaster recovery failover steps overview
          • Re-establish a duplicate DR site
    • Log in to Automation Anywhere Control Room
    • Create your first bot
    • Run your first bot
    • Moving from Automation 360 On-Premises to Cloud
      • Moving data using Control Room operations
      • Migrate using Control Room APIs
    • Migrate to Automation 360
      • Migration best practices
      • Check migration readiness
        • Supported Control Room versions for migration
          • Verifying your Enterprise 11 or Enterprise 10 version for migration
          • Unsupported features for migration
          • Differences in Automation 360 and Enterprise 11/Enterprise 10 features
        • Bot Scanner for migration
          • Scan Enterprise 11 or 10 bots using Bot Scanner
          • Analyze Bot Scanner report for migration
        • Get migration license
      • Prepare new Control Room for migration
        • Choose deployment model
        • Prepare to manually migrate to Automation 360 Cloud
          • Prerequisites for manual migration
        • Prepare to manually migrate to Automation 360 On-Premises
        • Prepare for Enterprise 11 to Automation 360 on Linux CentOS migration
        • Prepare for Enterprise 10 to Automation 360 On-Premises migration
          • How Enterprise 10 data is copied to Automation 360
          • Copy Enterprise 10 data
          • Prepare for migration when using Enterprise 10 and Automation 360 On-Premises in parallel
          • Migrate new or updated Enterprise 10 bots to Automation 360
        • Prerequisite tasks for migrating bots
      • Migrate and validate bots
        • Bot Migration Wizard
        • Considerations when you migrate and validate bots
        • Migrate Enterprise bots
          • How MetaBots are migrated
          • How AAApplicationPath variable is migrated
          • AASettings in Automation 360 after migration
          • Enable schedules after migration
          • Pause and resume bot migration
          • Stop bot migration
        • Validating and updating bots after migration
        • Package mapping for migration
        • Variable mapping for migration
        • Global values in migrated bots
        • Verify the bot migration
        • View migration reports
          • Export to CSV
        • View changes to migrated bots using Bot Assistant
        • Migration messages
        • Differences while migrating APIs from Enterprise 11/Enterprise 10 to Automation 360
      • Migrate Community Edition bots
      • Migrate to Automation 360 IQ Bot
        • Prepare for IQ Bot migration
        • Migrate earlier IQ Bot versions to Automation 360 IQ Bot On-Premises
        • Migrate from Automation 360 IQ Bot On-Premises to Cloud
          • Migrate learning instances
            • Backup and export learning instance
            • Import learning instance
            • Example: Import options results
          • Migration Utility enhancements
        • Migrating RBAC in IQ Bot
          • Migrate RBAC to Automation 360 IQ Bot On-Premises
          • Migrate RBAC to Automation 360 IQ Bot Cloud
  • Configure Automation 360
    • Manage Control Room users
      • Create a user
        • Create an Active Directory user
        • Citizen Developer user
        • Create a Citizen Developer user
        • Multi-login user
      • Delete a user
      • Reset user password
      • User sessions
      • Disable inactive users
    • Roles
      • Create a role
        • Feature permissions for a role
        • Bot permissions for a role
        • IdP group mapping
          • Create IdP group mapping
          • Enable SAML automatic user account provisioning
          • License allocation for IdP group mappings
            • Configure license order preference
          • Manage IdP group mapping
          • IdP group mapping examples
        • Create a Citizen Developer role
        • Create API key generation role
      • Assign a role
      • View a role
      • Edit a role
      • Copy a role
      • Delete a role
      • System roles
      • Export roles
      • Manage Active Directory role mapping
        • Sync Active Directory role mapping
        • Create Active Directory role mapping
        • Edit Active Directory role mapping
        • Delete Active Directory role mapping
    • Manage licenses
      • View license details
      • Installing additional licenses
    • Create your users and assign their licensed roles
    • Configure Settings
      • Manage device settings
        • Configure General settings
        • Configure device registration
        • Configure browser extensions
        • Configure log collection
        • Configure global cache settings
        • Configure screen resolution for a device session
          • Screen resolution dependent packages
        • Configure temporary devices
        • Configure threshold settings for user devices
        • Configure auto-login settings
        • Configure advanced options
      • Document Automation settings
      • Switch device registration between Control Room instances
      • Allowed IP addresses
      • Set callback URLs
      • Two-factor authentication
      • Configure forward proxy settings
      • Configure Credential Vault Connection mode
      • Manage domain
      • Editing SQL user information
      • Syslog server integration
      • Edit email notifications
      • Version control in Automation 360
      • Integrating Control Room with Git repositories
        • Configure a remote Git repository in Control Room
        • Connect to Azure DevOps Git from Control Room
        • Remove Git integration configuration
        • Restore bots from Git repository
        • Understanding repository partitioning
          • Considerations for partitioning a repository
          • Partition a repository
      • Usage statistics
        • Disable usage statistics
      • Generate Control Room registration key to install Bot Agent in bulk
      • Configure integration with SIEM
        • Setting up Sumo Logic
        • Adding Sumo Logic as an SIEM logging endpoint
        • Verifying data in Sumo Logic
      • Use AuthConfig App to enable OAuth2 services
        • Access the AuthConfig App
          • Review Control Rooms
          • Configure SAML connection details
          • Manage refresh tokens
      • Cloud device management (API Task)
      • Audit log settings FAQ
    • Edit My settings
      • Edit profile settings
    • Set up your bot repository
    • Working with repositories, credentials and roles
      • Manage user credentials
    • Credentials and lockers in the Credential Vault
      • Set up lockers and credentials in Credential Vault
      • Set up locker and assign credentials
      • Create credential
        • Edit a credential
        • Transfer credential ownership
      • Create locker
        • Edit a locker
      • Credential Vault email notifications
    • Control Room IP addresses for external integrations
  • Manage Automation 360
    • Devices
      • About multi-user devices
        • Configure RDP-based deployment for multi-user devices
          • Configure legal disclaimer timeout for RDP-based deployment
          • How to save RDP logs into a separate file
          • Configure the number of NamedPipe Client connections
        • Convert an existing device to a multi-user device
      • Edit multiple devices simultaneously
    • About device pools
      • Create device pools
      • View device pool details
      • Edit device pools
        • Order of the automation queue
      • Delete device pools
    • Add queue, Bot Runner, and device pool
    • Configure Active Directory in Control Room
    • Configure OAuth connections in Control Room
      • Configure enterprise applications
      • Create OAuth connection
        • OAuth client credentials flow
        • OAuth authorization code flow
      • Use OAuth connection
      • Authenticate user-specific OAuth connections
      • OAuth support for Microsoft Entra using Private Key JWT
        • Microsoft Entra ID configuration
        • Determine X5T header
    • Packages
      • RBAC on packages
        • Configure RBAC for packages
        • Packages RBAC for bot developer
      • Updating packages in Control Room
        • Automatic package updates for On-Premises Control Room
        • Automatic package updates for Cloud Control Room
      • Add packages to the Control Room
      • Updating package versions
        • Update bots to default package version
        • View audit log for bulk package updates
      • Removing unused package versions
        • Delete unused package versions
      • Manage Control Room packages
    • External key vaults for Automation 360
      • Integrating external key vault with Control Room
        • Custom secrets mapping
      • External key vault naming conventions
      • CyberArk Password Vault integration
        • Cloud integration using CyberArk Password Vault
          • Integrate Automation 360Control Room with CyberArk using API gateway
        • On-Premises integration using CyberArk Password Vault
          • On-Premises initial installation using CyberArk Password Vault
          • On-Premises post-installation using CyberArk Password Vault
        • CyberArk credential retrieval use cases
      • Azure Key Vault integration
        • Cloud integration using Azure Key Vault
        • On-Premises integration using Azure Key Vault
          • On-Premises initial installation using Azure Key Vault
            • Configure Azure Key Vault requirements for initial installation
            • Integrate Azure Key Vault and Control Room
            • Set up authentication type for Azure Key Vault
          • On-Premises post-installation using Azure Key Vault
        • Azure credential retrieval use cases
      • AWS Secrets Manager integration
        • Cloud integration using AWS Secrets Manager
        • On-Premises integration using AWS Secrets Manager
          • On-Premises initial installation using AWS Secrets Manager
            • Configure AWS Secrets Manager requirements for initial installation
            • Integrate AWS Secrets Manager and Control Room
            • Set up authentication type for AWS Secrets Manager
          • On-Premises post-installation using AWS Secrets Manager
        • AWS credential retrieval use cases
      • HashiCorp Vault integration
        • Cloud integration using HashiCorp Vault
        • On-Premises integration using HashiCorp Vault
          • On-Premises initial installation using HashiCorp Vault
          • On-Premises post-installation using HashiCorp Vault
            • On-Premises post-installation for secret ID rotation
        • HashiCorp credential retrieval use cases
      • Changing external key vault to another
      • Verify external key vault configuration
      • Troubleshooting external key vaults
    • Workload management
      • Create workload queues
        • Create express queues
        • Create queues
        • Add queue owners
        • Add participants to queue
        • Add consumers of queues
        • Define Work Item structure
        • Insert Work Items
      • Using the Run with queue
        • Add Task Bots and dependent files
      • Manage workload queues
        • View queue details
        • Edit queues
        • Delete queues
        • Actions allowed on view queue page
        • View automation of a queue
        • Edit workload management automations
        • Export queues
        • Import queues
      • Manage Work Items
        • Work item status and actions
        • View work items
        • Edit work items
        • Delete work items
        • Export work items to CSV file
        • Purge work items
      • Workload guidelines
    • Bot Lifecycle Management
      • Guidelines for exporting and importing bots
      • Export bots
      • Import bots
      • Move bots across environments
      • Recover bots and files
  • Monitor Automation 360
    • Automation Command Center
      • ACC home page for administrators
      • ACC home page for Pro and Citizen Developers
      • Export Automation dashboard
    • Automation program lifecycle with CoE Manager
      • CoE Manager
      • CoE Manager Plus
      • Getting started with CoE Manager
        • CoE Manager email notification checklist
        • Create and manage your account
        • Enterprise administration
      • Configure CoE Manager
        • Admin - Program
          • Set up organization hierarchy and link opportunities
          • Create opportunity sources
          • Add applications
          • Add activity types
        • Admin - Advanced
          • Export and import opportunities in CoE Manager
        • Admin - Tech
          • CoE Manager Plus - Integrate with Cloud Control Room
          • CoE Manager Plus - Integrate with Microsoft Power Automate
          • CoE Manager Plus - Integrate with UiPath
          • CoE Manager Plus - Integrate with ServiceNow
          • CoE Manager - Integrate with Cloud Control Room
          • CoE Manager - Integrate with On-Premises Control Room
        • Admin-Developers
        • Admin - Users
      • Configure CoE Manager for SSO
      • Enable CoE Manager
      • Add CoE Manager IP addresses to allowed list
      • Roles and user management
      • Create and manage opportunity
      • CoE Manager Plus - Link automation to opportunity
      • CoE Manager - Link automation to opportunity
      • CoE Manager Plus - Integrate with other reporting tools
        • CoE Manager Plus - Integrate with Power BI
        • CoE Manager Plus - Integrate with Tableau
      • ROI tracking
        • Configuring automation types for measuring benefit
          • Transaction-based ROI for task automation
          • Execution-based ROI for API automation
          • Transaction-based ROI for API automation
      • Using CoE Manager
        • Dashboard
        • Ideas
        • CoE Manager API
        • RPA work item basics
        • RPA workspace overview
        • Persona overview
        • Review automation program status
      • Pipeline Accelerator package
      • CoE Manager software lifecycle policy
      • CoE Manager FAQ
    • Activities
      • Historical activity
        • View completed activity
      • Scheduled activities
        • Schedule a bot
        • Schedule a process automation
        • Change ownership of scheduled activity
          • How changing ownership of multiple activities works
        • Edit a scheduled activity
        • Delete a scheduled activity
        • Automatically select the number of Bot Runners users
      • Event triggers
        • Adding event triggers
        • Linking event triggers to a Bot Runner
    • Audit log
      • Audit events list
      • Export audit data to CSV
    • Code analysis
      • Code analysis policy management
      • Code analysis rules
      • Checking out code analysis results
      • Code analysis reports
      • Code analysis enforcement
      • Configure and assign code analysis policy
      • Run code analysis
      • Upgrade changes in code analysis policy for Automation 360 v.28 or later versions
    • Notifications
      • Getting started with Notifications
        • Automation events
        • Platform events
        • Process events
      • Administer notifications for Control Room
        • Manage notification channels
        • Configure custom announcements
        • Lock event categories
      • Enable or disable event categories
        • Enable email report channel
      • Capabilities supporting notifications
    • Control Room log files
  • Build automations
    • Process Composer
      • Process Composer roles and permissions
      • Supported behaviors for tasks and elements in Process Composer
        • Construct URL parameters for supported elements
        • Password element behavior
        • Conditional actions, rules, and elements
        • Example: Use Checkbox element in a form dynamically
      • Supported variable types in Process Composer
        • Create hidden variables in a form
      • Understanding business attributes in Automation Co-Pilot
      • Create a form
        • Building forms for web and desktop
        • Using the Button element
        • Using the Checkbox element
        • Using the Date element
        • Using the Document element
        • Using the Dropdown element
        • Using the Dropdown Multi-Select element
        • Using the Dynamic Area element
        • Using the Hyperlink element
        • Using the Image element
        • Using the Label element
        • Using the Number element
        • Using the Password element
        • Using the Radio Button element
        • Using the Rich Text Editor element
        • Using the Select File element
        • Using the Select Folder element
        • Using the Snapshot element
        • Using the Table element
        • Using the Text Area element
        • Using the Text Box element
        • Using the Time element
      • Create a process automation in Process Composer
        • Add Bot Task to a process automation
        • Add Form Task to a process automation
        • Add input variables to a process automation
        • Add Filter Task to a process automation
        • Add Process Task to a process automation
        • Add Approval Task to a process automation
          • User configurations for an approval task
        • Add Document Validation to a process automation
        • Add End Point to a process automation
        • Example: Upload and view PDF file
          • Create a form with the Select File element
          • Create a form with the Document element
          • Create a process automation to view files
        • Example: Use Select File to upload or download a file for web
          • Create a form to view documents
          • Create a bot with Get Storage file action
          • Create a process automation to select a file input
          • View uploaded file
          • Cloud storage usage
        • Working with process automations in Process Composer
          • Check in a process automation
          • Check out a process automation
          • Run a process automation from private workspace
          • Run a process automation from public workspace
          • Move a process automation between folders
          • Import a process automation
            • Import process automation dependencies
          • Export a process automation
          • Delete a process automation
          • Display child process automation output
      • Process Composer and Co-Pilot for Business Users
    • Interactive forms
      • Add a form to bot
    • API Task
      • Create an API Task
      • Invoke API Task in form
        • Configure an API Task in a form
        • Configure a form with API Task in a process
        • Check in API Tasks to Repository
        • Add API Task to Cloud
        • Test Process (API Task in form)
        • View API Task run time audit logs
      • Invoke API Task in process
        • Create an API Task (API Task in Process)
        • Configure API Task in process
        • Test Process (API Task in process)
        • Check in API Tasks to Repository
      • Run-as-user for API Task (apitaskrunner)
      • Run API Tasks
      • How to schedule API Tasks
      • Packages supported in API Tasks
      • Invoke API Task as endpoint
        • API Task real-time endpoint
          • API Task real-time endpoint - Authenticate
          • Create an API Task allocation (admin)
          • List API Task allocation (admin)
          • Generate Task Execution URL/Token
          • Execute API Task real-time endpoint
        • API Task on-demand endpoint
      • API Task IP addresses for external integrations
      • Configure API Task for Private Database Access
      • API Task FAQs
    • Connector Builder
      • Create custom connector
      • Use connector editor
        • Enable authentication action
        • Add action in Connector Builder
        • Edit action in Connector Builder
        • Delete action in Connector Builder
        • Import API definition
        • Edit icon in Connector Builder
        • Edit connector properties
      • Configure action in connector editor
        • Request parameters
        • Request headers
        • Request body
          • JSON
          • Form data
          • Form URL encoded data
        • Response
      • Test custom connector
      • View custom connectors
      • Publish custom connector
      • Edit published custom connector
      • Download published custom connector
      • Connector Builder audit entries
      • Connector Builder FAQs
    • Recorders
      • Universal Recorder for object-based automation
        • Record a task with the Universal Recorder
        • Edit a task recorded with the Universal Recorder
        • Universal Recorder supported applications and browsers
          • Google Chrome browser extension requirements
          • Google Chrome extension troubleshooting
        • Secure recording mode
        • Recording tasks in applications that run on JRE
      • AISense for recording tasks from remote applications
        • Record a task with AISense Recorder
        • Edit a task recorded using AISense
          • Actions performed on objects captured with AISense Recorder
        • Capture Image button through AISense Recorder
        • Capture link button through AISense Recorder
        • Capture text value through AISense Recorder
        • Capture Textbox, Radio, Checkbox, and Combobox
        • Table data extraction through AISense Recorder
        • Use variable anchor
        • Enable debug logs for AISense Recorder
        • AISense Recorder best practices
    • Task Bots
      • Using Bot editor
      • Keyboard shortcuts to expand or collapse elements in bot logic
        • Keyboard shortcuts list
      • Actions to build automations
        • Advanced search option in Bot editor
        • Search and replace option in Bot editor
        • Active Directory package
          • Computer operations
            • Create computer action in Active Directory
            • Delete computer action in Active Directory
            • Get computer property action in Active Directory
            • Using the Move computer action
            • Rename computer action in Active Directory
            • Set computer property action in Active Directory
          • Group operations
            • Create group action in Active Directory
            • Delete group action in Active Directory
            • Get group property action in Active Directory
            • Rename group action in Active Directory
            • Set group property action in Active Directory
          • LDAP operations
            • Using Connect action for Active Directory
            • Run query action in Active Directory
          • Organizational unit operations
            • Create organizational unit action in Active Directory
            • Delete organizational unit action in Active Directory
            • Get organizational unit property action in Active Directory
            • Using the Move organizational unit action
            • Rename organizational unit action in Active Directory
            • Set organizational unit property action in Active Directory
          • User account operations
            • Using the Add users to group action
            • Using the Create user action
            • Change user password action in Active Directory
            • Delete user action in Active Directory
            • Disable user account action in Active Directory
            • Enable user account action in Active Directory
            • Get all users of a group action in Active Directory
            • Get user property action in Active Directory
            • Using the Remove users from group action
            • Rename user action in Active Directory
            • Set user property action in Active Directory
            • Update account options action in Active Directory
            • Using the Update user details action
          • Active Directory attributes list
        • AI package
          • AWS SageMaker
            • AWS SageMaker: Authentication action
            • Invoke SageMaker Endpoint action
              • Invoke a Text based model on SageMaker
              • Invoke an Image based model on SageMaker
        • Analyze package
        • App Integration package
          • Capture area action
          • Capture scrollable text action
          • Capture text of window action
        • Application package
          • Open program/file action
        • AWS Comprehend NLP package
        • Boolean package
          • Assign action in Boolean
          • Compare to action in Boolean
          • Equal to action in Boolean
          • Invert action in Boolean
          • To number action in Boolean
          • To string action in Boolean
        • Bot migration package
          • Migrate legacy bot action in Bot Migration
          • Update bot action in Bot Migration
        • Browser package
          • Call a JavaScript function action
          • Close action
          • Download file action
          • Using Find broken links action
          • Get source code action
          • Go back action
          • Open action
          • Run JavaScript action
        • Clipboard package
          • Clear action in Clipboard
          • Copy from action in Clipboard
          • Copy to action in Clipboard
        • Credential package
        • CSV/TXT package
          • Using the Open action for CSV/TXT file
          • Using Read action
        • Comment package
        • Data Table package
          • Assign action in the Data Table package
          • Change column type action
          • Clear content action
          • Delete column action
          • Delete row action
          • Get number of columns action
          • Get number of rows action
          • Insert column action
          • Insert row action
          • Using Join action
            • Join type output examples
          • Using the Merge action
            • Merge output example
          • Remove duplicate rows action
          • Search for a value action
          • Set value of a single cell action
          • Sort action
          • Using Write to file action
        • Database package
          • Begin database transaction action
          • End database transaction action
          • Using Connect action for database
            • Connect to Microsoft SQL Server with Windows authentication
          • Disconnect action
          • Using the Read from action
          • Using the Run stored procedure action
          • Using the Export to data table action
          • Manage stored procedure action
          • Insert/Update/Delete action
          • Database server support matrix
        • Datetime package
          • Using the Add action
          • Using the Assign action
            • Example of using the Assign action
          • Using the Difference between dates action
          • Get action in Datetime
          • Is after action in Datetime
          • Is before action in Datetime
          • Is equal action in Datetime
          • Is leap year action in Datetime
          • Using the Subtract action
          • Using the To string action
          • Datetime formats
            • Custom datetime formats
        • Delay package
          • Delay action in Delay
        • Dictionary package
          • Assign action in Dictionary
          • Get action in Dictionary
          • Put action in Dictionary
          • Remove action in Dictionary
          • Size action in Dictionary
        • DLL package
          • Close action
          • Open action
          • Sharing sessions across bots
          • Using the Run function action
        • Email package
          • Change status action
          • Check if folder exists action
          • Delete all action
          • Delete action
          • Disconnect action
          • Using Connect action in Email package
            • Email server settings
          • Using Forward action
          • Move all action
          • Move action
          • Reply All action
          • Using Reply action
          • Save all attachments action
          • Save attachment action
          • Save email action
          • Using Send action
          • Using the For each mail in mail box iterator
            • Using dictionary variable for email properties
          • How subject filter works when moving emails
        • Error handler package
          • Try action in Error handler
          • Catch action in Error handler
          • Finally action in Error handler
          • Throw action in Error handler
        • Excel basic package
          • Close action
          • Delete cells action
          • Get multiple cells action
          • Get single cell action
          • Get cell address action
          • Get column name action
          • Get row number action
          • Go to cell action
          • Using the Open action for Excel basic
          • Save workbook action
          • Set cell action
          • Switch to sheet action
        • Excel advanced package
          • Workbook operations in Excel advanced
            • Append workbook action
            • Close action
            • Convert excel to PDF action
            • Create workbook action
            • Using the Open action for Excel advanced
            • Protect workbook action
            • Save workbook action
            • Save as action for workbook
            • Unprotect workbook action
          • Worksheet operations in Excel advanced
            • Access password protected worksheet action
            • Using Append worksheet action
            • Create worksheet action
            • Delete worksheet action
            • Disable or enable real-time screen update action
            • Get current worksheet name action
            • Get worksheet as data table action
            • Get worksheet names action
            • Hide worksheet action
            • Password protect worksheet action
            • Rename worksheet action
            • Retrieve sheets count action
            • Run macro action
            • Switch to sheet action
            • Unhide all worksheets action
            • Unhide worksheet action
            • Write from data table action
          • Row and column operations in Excel advanced
            • Get column name action
            • Get row number action
            • Hide rows/columns in selection action
            • Using Insert/Delete rows/columns action
            • Read column action
            • Read row action
            • Remove blank rows action
            • Using Select action for cells, rows, and columns
            • Unhides rows/columns in selection action
          • Cell operations in Excel advanced
            • Delete cells action
            • Using Find next empty cell action
            • Using Find action in Excel
            • Using the Get cell address action
            • Using Get cell color action
            • Get multiple cells action
            • Using Get number of rows action
            • Get single cell action
            • Go to cell action
            • Go to next empty cell action
            • Read cell formula action
            • Using the Replace action
            • Set cell action
            • Set cell formula action
          • Table operations in Excel advanced
            • Delete table column action
            • Using Filter action
            • Get table range action
            • Insert table column action
            • Using Sort action
          • CSV operations in Excel advanced
        • File package
          • Assign action
          • Using Copy Desktop file action for file
          • Create action
          • Using Delete action for file
          • Copy Control Room file action
          • Get name action
          • Get path action
          • Open action
          • Using Print action for file
          • Using Print multiple files action
          • Using Rename action for file
            • Example of using Rename action
          • Create shortcut action
          • Create symbolic link action
        • Folder package
          • Zip action
          • Copy action in Folder
          • Create action in Folder
          • Unzip action
          • Delete action in Folder
          • Create shortcut action
          • Open action in Folder
          • Rename action in Folder
          • Create symbolic link action
        • FTP / SFTP package
          • Change folder action
          • Connect action
          • Create folder action
          • Delete folder action
          • Delete files action
          • Disconnect action
          • Get folders action
          • Get files action
          • Put folders action
          • Put files action
          • Rename files action
        • Fuzzy match package
        • Generative AI package
          • Amazon Bedrock
            • Amazon Bedrock: Authenticate action
            • AI21 Labs Chat AI action
            • AI21 Labs Prompt AI action
            • Anthropic: Chat AI action
            • Anthropic: MultiModal AI action
            • Anthropic: Prompt AI action
            • Amazon Titan: Chat AI action
            • Amazon Titan: Prompt AI action
            • Stability Text to Image AI action
          • Google Cloud
            • Vertex AI: Connect action
            • Vertex AI: Chat AI action
            • Vertex AI: Prompt AI action
            • Vertex AI: Multimodal Prompt AI action
            • Vertex AI: Disconnect action
          • Microsoft Azure OpenAI
            • Configuring Azure OpenAI
            • Azure OpenAI: Authenticate action
            • Azure OpenAI: Chat AI action
            • Azure OpenAI: Prompt AI action
          • OpenAI
            • OpenAI: Authenticate action
            • OpenAI: Chat AI action
            • OpenAI: MultiModal Chat AI action
            • OpenAI: Prompt AI action
            • OpenAI: Run Assistant action
            • OpenAI: Run Assistant Function action
        • Genesys package
          • Authentication action in Genesys
          • Conversation action in Genesys
          • Division palette
            • Add role into division action
            • Bulk-add roles into division action
            • Bulk-remove roles for division action
            • Bulk-replace roles in division action
            • Get the home division action
            • List/search divisions action
            • Remove role from division action
          • External contact palette
            • Create contact action
            • Delete contact action in Genesys
            • List/search contacts action
            • Update contact action
          • Group palette
            • Bulk-add members into group action
            • Delete member action in Genesys
            • List groups action
            • List members (Group) action
          • Language palette
            • Add routing language action
            • Bulk-add routing languages to user action
            • List user's routing languages action
            • List all routing languages action
            • Remove routing language from user action
          • External organization palette
            • Create organization action
            • Delete organization action
            • Get organization action
            • List/search organizations action
            • Update organization action
          • Phone palette
            • Assign phone action
            • Create a phone action
            • List phone base settings action
            • List/search phones action
            • List/search sites action
            • Remove a phone action
          • Queues palette
            • Add to queue action in Genesys
            • List members (Queues) action
            • List/search queues action
            • Remove from queue action
          • Role palette
            • Add users to role action
            • List/search roles action
            • List user's roles action
            • List users in a role action
            • Remove users from role action
            • Set the user's roles action in Genesys
          • Skill palette
            • Add user routing skills action
            • Bulk-add routing skills action
            • Bulk-replace routing skills action
            • List/search routing skills action
            • List user's routing skills action
            • Remove user routing skills action
          • User palette
            • Create user action in Genesys
            • Delete user action in Genesys
            • Get user action in Genesys
            • List/search users action
            • Update user action in Genesys
        • Google Application Integration package (formerly known as Apigee package)
          • Google Application Integration: Connect
          • Google Application Integration: Disconnect
          • Google Application Integration: Execute Integration
          • Google Application Integration: Resume Integration
        • Google packages
          • Google Calendar package
            • Using the Create event action in Google Calendar
            • Delete event action in Google Calendar
          • Google Drive package
            • Check permissions action in Google Drive
            • Copy file action in Google Drive
            • Copy folder action in Google Drive
            • Create file permission action in Google Drive
            • Create folder action in Google Drive
            • Delete file action in Google Drive
            • Delete file permission action in Google Drive
            • Delete folder action in Google Drive
            • Download file action in Google Drive
            • Find file/folder action in Google Drive
            • Get file information action in Google Drive
            • Get file permission action in Google Drive
            • Move file action in Google Drive
            • Move folder action in Google Drive
            • Rename file action in Google Drive
            • Rename folder action in Google Drive
            • Upload file action in Google Drive
          • Google Sheets package
            • Activate sheet action in Google Sheets
            • Autofit columns action in Google Sheets
            • Autofit rows action in Google Sheets
            • Close action in Google Sheets
            • Create sheet action in Google Sheets
            • Create workbook action in Google Sheets
            • Delete cell action in Google Sheets
            • Delete range action in Google Sheets
            • Delete row/column action in Google Sheets
            • Delete sheet action in Google Sheets
            • Disconnect action
            • Format cells action
            • Get All Sheet Names action
            • Get Cell/text color action
            • Get Current Sheet Name action
            • Get multiple cells action in Google Sheets
            • Get number of rows action
            • Get single cell action in Google Sheets
            • Go to cell action in Google Sheets
            • Hide worksheet action
            • Insert cell action
            • Insert range action
            • Insert row/column action in Google Sheets
            • Open spreadsheet action in Google Sheets
            • Paste cell action
            • Read column action in Google Sheets
            • Read row action in Google Sheets
            • Read cell formula action
            • Rename sheet action
            • Retrieve sheets count action
            • Set cell action in Google Sheets
            • Set cell formula action
            • Set cell or text color action
            • Show worksheet action
            • Write from data table action in Google Sheets
          • Connect action for Google packages
          • Disconnect action for Google packages
        • Google Document AI package
          • Using the Extract action for Google Document AI
        • IBM Watson Authentication package
        • IBM Watson Speech to Text package
        • If package
          • If action
            • Using If action
          • Else if (optional) action
          • Else action
        • Image Recognition package
          • Using Find image in window action
          • Using the Find window in window action
        • Interactive forms package
        • IQ Bot package
          • Download all documents action
          • Upload document action
        • IQ Bot Extraction package
          • Move from IQ Bot Extraction package to Document Automation
          • Using IQ Bot Process documents action
        • JavaScript package
          • Close action in JavaScript
          • Open action in JavaScript
          • Run JavaScript action
        • JSON package
          • Add node value
          • Convert Dictionary to JSON
          • End session action in JSON
          • Get node list action in JSON
          • Get node value action in JSON
          • Convert JSON to Dictionary
          • Start session action in JSON
          • Update node value
        • Legacy Automation package
          • Using legacy Web actions
        • List package
          • Add item action in List
          • Append action in List
          • Assign action in List
          • Clear action in List
          • Get item action in List
          • Join items action in List
          • Remove item action in List
          • Set item action in List
          • Size action in List
        • Log To File package
          • Using Log text to file action
          • Log variables to file action
        • Loop package
          • Using Loop action
          • Continue action
          • Break action
          • Iterator-related conditions
            • Using the For each row in table iterator
            • Using the For each row in CSV/TXT iterator
            • Using the For each work item in queue iterator
          • While-related conditions
        • Message box package
          • Using the Message box action
        • Microsoft LUIS NLP package
        • Mouse package
          • Using the Click action
          • Using the Move action
          • Using the Scroll action
        • Number package
          • Assign action in Number
          • Decrement action in Number
          • Increment action in Number
          • Random action in Number
          • To string action in Number
        • OCR package
          • Using Capture image by path action
          • Using Capture image by URL action
          • Using Capture window action from OCR package
          • Using Capture area action from OCR package
        • Microsoft 365 Calendar package
          • Add attachment action in Microsoft 365 Calendar
          • Add attendees action in Microsoft 365 Calendar
          • Cancel meeting action in Microsoft 365 Calendar
          • Using Connect action in Microsoft 365 Calendar package
            • Permissions for application
          • Using the Create Meeting action
          • Delete attendees action in Microsoft 365 Calendar
          • Delete meeting information action in Microsoft 365 Calendar
          • Using Disconnect action in Microsoft 365 Calendar package
          • Using the Get available meeting slots action
          • Modify meeting action in Microsoft 365 Calendar
          • Respond to meeting action in Microsoft 365 Calendar
          • Using Microsoft 365 Calendar actions in a loop
        • Microsoft 365 Excel package
          • Using Connect action in Microsoft 365 Excel package
          • Cell operations in Microsoft 365 Excel
            • Delete cell action in Microsoft 365 Excel
            • Delete range action in Microsoft 365 Excel
            • Using the Format cell action
              • Frequently used cell colors
            • Get cell action in Microsoft 365 Excel
            • Using the Get cell/text color action
            • Get multiple cells action in Microsoft 365 Excel
            • Get cell address action in Microsoft 365 Excel
            • Go to cell action in Microsoft 365 Excel
            • Go to next empty cell action in Microsoft 365 Excel
            • Insert cell action in Microsoft 365 Excel
            • Insert range action in Microsoft 365 Excel
            • Paste cell action in Microsoft 365 Excel
            • Read cell format action in Microsoft 365 Excel
            • Read cell formula action in Microsoft 365 Excel
            • Set cell action in Microsoft 365 Excel
            • Set cell color action in Microsoft 365 Excel
            • Set cell formula action in Microsoft 365 Excel
          • Column/Row operations in Microsoft 365 Excel
            • Autofit columns action in Microsoft 365 Excel
            • Autofit rows action in Microsoft 365 Excel
            • Using Delete row or column action
            • Get row count action in Microsoft 365 Excel
            • Get column name action in Microsoft 365 Excel
            • Get row number action in Microsoft 365 Excel
            • Using Insert row or column action
            • Read column action in Microsoft 365 Excel
            • Read row action in Microsoft 365 Excel
          • Table operations in Microsoft 365 Excel
            • Create table action in Microsoft 365 Excel
            • Delete table action in Microsoft 365 Excel
            • Get table column action in Microsoft 365 Excel
            • Get table names action in Microsoft 365 Excel
            • Get table row action in Microsoft 365 Excel
            • Get table row count action in Microsoft 365 Excel
            • Rename table action in Microsoft 365 Excel
          • Workbook operations in Microsoft 365 Excel
            • Close action in Microsoft 365 Excel
            • Create workbook action in Microsoft 365 Excel
            • Using the Open action
            • Using the Find action in Microsoft 365 Excel
          • Worksheet operations in Microsoft 365 Excel
            • Using the Copy worksheet action
            • Create sheet action in Microsoft 365 Excel
            • Delete worksheet action in Microsoft 365 Excel
            • Get current worksheet name action in Microsoft 365 Excel
            • Get worksheet names action in Microsoft 365 Excel
            • Hide worksheet action in Microsoft 365 Excel
            • Rename worksheet action in Microsoft 365 Excel
            • Retrieve sheet count action in Microsoft 365 Excel
            • Show worksheet action in Microsoft 365 Excel
            • Switch to sheet action in Microsoft 365 Excel
        • Microsoft 365 OneDrive package
          • Assign file action
          • Check permission action
          • Using Connect action in Microsoft 365 OneDrive package
          • Copy file or folder action
          • Create folder action
          • Delete file or folder action
          • Download file action
          • Export to PDF action
          • Find files and folders action
          • Get file or folder information action
          • Move file or folder action
          • Rename file or folder action
          • Restore last version action
          • Upload file action
          • Using the One Drive actions in a loop
        • Microsoft 365 Outlook package
          • Change status action in Microsoft 365 Outlook package
          • Check if folder exists action in Microsoft 365 Outlook package
          • Using Connect action in Microsoft 365 Outlook package
            • Set up OAuth 2.0 using client credentials
            • Set up OAuth 2.0 using authorization code with PKCE
            • Set up OAuth 2.0 using Control Room managed
            • Configure OAuth 2.0 connection in Control Room
          • Delete action in Microsoft 365 Outlook package
          • Delete all action in Microsoft 365 Outlook package
          • Disconnect action in Microsoft 365 Outlook package
          • Forward action in Microsoft 365 Outlook package
          • Move action in Microsoft 365 Outlook package
          • Move all action in Microsoft 365 Outlook package
          • Reply action in Microsoft 365 Outlook package
          • Reply all action in Microsoft 365 Outlook package
          • Save all attachments action in Microsoft 365 Outlook package
          • Save attachments action in Microsoft 365 Outlook package
          • Save email action in Microsoft 365 Outlook package
          • Send action in Microsoft 365 Outlook package
        • PDF package
          • Using the Encrypt document action
          • Using the Extract field action
          • Using Extract text action from PDF
          • Using the Extract image action
          • Using the Decrypt document action
          • Using the Get property action
          • Using the Merge documents action
          • Using the Split document action
          • Using a dictionary variable for PDF properties
        • PGP package
          • Create keys action in PGP
          • Using the Decrypt files action
          • Using the Encrypt files action
        • Play Sound package
          • Play beep action
          • Play media file action
        • Printer package
          • Get default action
          • Remove action
          • Set default action
        • Process Composer package
          • Assign Human Task action
          • Cancel Human Task action
          • Create a Request action
          • Get Storage file action
          • Query Requests action
          • Query Human Tasks action
          • Team Members action
          • Upload Storage file action
          • Example of using Create a Request action
        • Prompt package
          • For file action in Prompt
          • For folder action in Prompt
          • For value action in Prompt
          • For yes/no action in Prompt
        • Python Script package
          • Close action
          • Execute function action
          • Execute script action
          • Open action
          • Example of creating a PDF using Python script
        • Record package
          • Add column action in the Record package
          • Assign action in the Record package
          • Delete column action in the Record package
          • Update column action in the Record package
        • Recorder package
          • Actions performed on objects captured with Universal Recorder
          • Search criteria used by the Recorder package
          • Using the Capture action
            • Capture using specific technology
            • Automate applications running on remote machines
            • Automate right-click action on objects hidden behind runtime window
          • Simplified recording experience
          • Automate web apps that use the shadow DOM standard
          • Recorder actions supported in various SAP versions
          • Recorder actions supported with SAP FIORI
        • REST Web Service package
          • Using the Get method
          • Using the Post method
            • Upload file with Post method
          • Using the Put method
          • Delete method
          • Patch method
        • Salesforce package
          • Salesforce Authentication action
          • Salesforce Insert record action
          • Salesforce Get record action
          • Salesforce Update record action
          • Salesforce Delete record action
          • Salesforce Upsert record action
          • Salesforce Execute SOQL action
          • Salesforce Upload file attachment action
          • Salesforce Download file attachment action
        • SAP package
          • Check/uncheck check box action
          • Click action
          • Click menu action
          • Using Connect action for SAP
          • Disconnect action
          • Double click action
          • Expand action
          • Using Export table action
          • Get cell count action
          • Get children names action
          • Get children text action
          • Get column count action
          • Get row count action
          • Get selected item action
          • Get status action
          • Get table cell index action
          • Get table cell text action
          • Get text action
          • Get item count action
          • Left click action
          • Right click action
          • Select item action
          • Select radio option action
          • Send virtual key action
          • Using Set table cell text action
          • Set text action
        • SAP BAPI package
          • Using Connect action for SAP BAPI
          • Create function action
          • Get field value action
          • Get structure action
          • Get table action
          • Run function action
          • Set field value action
          • Run standard workflow action
          • Run custom workflow action
          • Run custom workflow advanced action
        • Screen package
          • Using Capture area action from Screen package
          • Capture desktop action in Screen
          • Using Capture window action from Screen package
        • Service package
          • Pause service action in Services
          • Resume service action in Services
          • Start service action in Services
          • Get service status action in Services
          • Stop service action in Services
        • ServiceNow package
          • Authentication
            • ServiceNow authentication action
            • ServiceNow revoke authentication action
          • Records
            • ServiceNow create record action
            • ServiceNow delete record action
            • ServiceNow get record action
            • ServiceNow get multiple records action
            • ServiceNow update record action
          • Attachments
            • ServiceNow add attachment action
            • ServiceNow delete attachment action
            • ServiceNow get attachment action
          • ServiceNow field types: Table API
        • SharePoint package
          • Configuring SharePoint app, sites, and app permissions
          • SharePoint authenticate action
          • SharePoint folder and file
            • SharePoint create folder action
            • SharePoint delete folder action
            • SharePoint get folder action
            • SharePoint rename folder action
            • SharePoint delete file action
            • SharePoint download file action
            • SharePoint get files action
            • SharePoint upload file action
          • SharePoint list and list items
            • SharePoint create list action
            • SharePoint delete list action
            • SharePoint get list action
            • SharePoint update list action
            • SharePoint create list item action
            • SharePoint delete list item action
            • SharePoint get list item action
            • SharePoint update list item action
            • SharePoint upload list image action
            • SharePoint delete list attachment action
            • SharePoint download list attachment action
            • SharePoint upload list attachment action
        • Simulate keystrokes package
          • Using Keystrokes action
        • SNMP package
          • Get action
          • Get next action
          • Send trap action
          • Set action
          • Walk action
        • SOAP Web Service package
        • Step package
        • String package
          • Assign action
          • Using Extract text action of String package
            • Examples of using Extract text action
          • Compare action
          • Evaluate variable action
          • Using Find action of String package
          • Length action
          • Lowercase action
          • Generate random string action
          • Using Replace action
          • Reverse action
          • Using Split action
            • Example of using Split action
          • Substring action
          • To boolean action
          • To locale number action
          • To number action
          • Trim action
          • Uppercase action
        • System package
          • Lock computer action
          • Logoff action
          • Restart action
          • Shutdown action
          • Get environment variable action
        • Task Bot package
          • Pause action
          • Using the Run action
            • Repeating a bot
          • Stop action
          • Example for sharing an Excel session between bots
        • Terminal Emulator package
          • Clear terminal action
          • Using Connect action for Terminal Emulator
          • Disconnect action
          • Get all fields action
          • Get field action
          • Using Get text action for Terminal Emulator
          • Hide terminal action
          • Search field action
          • Using Send key action
            • How send key works in Send text action
          • Using Send text action
          • Using Set key mappings
          • Set cursor position action
          • Using Set field action
          • Show terminal action
          • Using Wait action
          • Share session between Task Bot logic
        • Text file package
          • Using Get text action of Text file package
          • Read variables action
        • Trigger loop package
          • Using Email Trigger in Trigger loop Handle
          • Using File Trigger in Trigger loop Handle
          • Using Folder Trigger in Trigger loop Handle
          • Using Hot key Trigger in Trigger loop Handle
          • Using Form Trigger in Trigger loop Handle
          • Using Object Trigger in Trigger loop Handle
          • Using Microsoft 365 Outlook trigger in Trigger loop: Handle
          • Use Process Trigger in Trigger loop Handle
          • Using Service Trigger in Trigger loop Handle
          • Using ServiceNow New Record Trigger in Trigger loop Handle
          • Using ServiceNow Updated Record Trigger in Trigger loop Handle
          • Using Window Trigger in Trigger loop Handle
        • V11 Task Bot package
          • Using Run action
        • VBScript package
          • Close action in VBScript
          • Run function action in VBScript
          • Open action in VBScript
        • Wait package
          • Wait for condition action
          • Using Wait for screen change action
          • Using Wait for window action
        • Workday package
          • Workday Authentication action
          • Workday Launch EIB action
          • Workday Get Integration Event action
          • Workday get report action
        • Window package
          • Activate action in Window
          • Assign action in Window
          • Close action in Window
          • Close all action in Window
          • Get active window title action in Window
          • Maximize action in Window
          • Minimize action in Window
          • Resize action in Window
          • Restore action in Window
          • Set title action in Window
        • Workload package
          • Using Update work item action
          • Using Insert work item action
        • XML package
          • Delete node action in XML
          • End session action in XML
          • Execute XPath function action in XML
          • Get multiple nodes action in XML
          • Get single node action in XML
          • Using Insert node action
          • Save session data action in XML
          • Start session action in XML
          • Update node action in XML
          • Validate XML document action in XML
          • Example for using actions in XML package
      • Variables overview
        • Predefined variables
        • Your variables (user-defined)
          • Create a variable
          • Type conversion
          • Recursive expressions
          • Record variable
          • Unicode range supported in variables
        • Use Work Item variables
        • Credentials and credential variables in the Bot editor
          • Example of building a bot that uses credentials
          • Example of building a bot that uses credential variables
        • Global values
          • Create a global value
          • Overwrite the default value
      • Expression builder
      • Working with automations
        • Run a bot
          • Considerations for running a bot
          • Run a bot in elevated mode
        • Adding a trigger to run a bot
          • Add an email trigger
          • Add a file and folder trigger
          • Add a hot key trigger
            • Example for using hot key to trigger a bot
          • Add an interface trigger
          • Add Microsoft 365 Outlook trigger
          • Add a process trigger
          • Add a service trigger
          • Add a window trigger
          • ServiceNow New Record trigger
          • ServiceNow Updated Record trigger
        • Move a bot
        • Check in a bot
        • Checking out a bot and dependencies
          • Check out a single bot
          • Check out multiple bots
            • Considerations for checking out multiple bots
        • Clone a bot
        • Delete a bot
        • Preload packages
        • Copy a bot
        • View Task Bot version history
        • Assign label to a bot
        • Edit a bot
        • Compare bot versions
        • View bot dependency map
        • Attach work item template to bot
        • Packages available in Automation 360
          • Select the package version used in your bot
        • Bot compatibility version
        • Set automation priority for your bots
        • Configure timeout for bot execution
        • Create and rename folders
      • Debugging your automations
        • Debugging tools
        • Watched variables
      • Bot dependencies
        • Upload bot and its dependencies
        • Download dependency files
        • Add bot dependencies
        • View bots dependencies
        • Edit bot-dependent text-based files
        • Check out non-bot file dependencies
        • View version history of non-bot file dependencies
      • Get started building automations
        • Build a Go be Great bot
        • Build a basic bot that uses a desktop application
        • Example of extracting data from a web table
      • Examples of building automations
        • Common automation tasks and examples
        • Example of entering data into a web form from a spreadsheet
        • Example of passing a value between bots
        • Example of using a conditional statement
        • Example of using Python script to join a list
        • Example of using the DLL package
        • Example of using To string action from Datetime package
        • Example of transferring data from CSV file to Excel worksheet
        • Example of using Find file/folder action from Google Drive package
        • Example of using Create Folder action from Google Drive package
        • Example of using Go to Cell action from Google Sheets package
        • Run TaskBot to merge Excel sheets
        • Example of migrating data from Excel to a database
        • Example of reading data from a spreadsheet
        • Example of using the Run action
        • Example of using the SOAP web service action
        • Example of using Get structure command from SAP BAPI package
        • Example of writing data to SAP using SAP BAPI package
        • Example of using Run standard workflow from SAP BAPI package
        • Example of using the VBScript package in a resilient bot
        • Build a Bot Insight dashboard bot
        • Example of using multiple analyze actions in a task
        • Example of updating default package version across bots
        • Example of using remote function call in SAP
        • Example of using JSON package actions in a bot
        • Build automation using JSON actions
        • Example using Email actions in a bot
        • Example using user account actions from Active Directory package
        • Example of using Custom column option in Data Table package
        • Example of using a file variable
        • Example of using Salesforce package and record variable
        • Example of using Custom selection option in Log variables to file action
        • Create dictionary type variables
    • Templates
      • Automation Anywhere templates
        • Pre-built templates settings
      • Create template
      • Edit a template
      • Create automation from a template
      • Copy a template
      • Delete a template
      • Check in a template
      • Check out a template
        • Cancel template check out
      • View version history of template
      • View template dependencies and references
      • Import templates
      • Export templates
      • Templates - Known behaviors
    • Bot Store
      • Access Bot Store from the Control Room
      • Submit bots or packages to Bot Store
      • Directly import bots and packages from Bot Store to Control Room
      • Download locally and import bots and packages from Bot Store to Control Room
    • Advanced bots and packages
      • Package SDK
        • Set up the Java project
        • Standard coding practices and guidelines for developing packages
        • Develop a sample package
        • Using the package SDK
          • Configuring build files
          • Creating new Java class
          • Upload custom package to your Control Room
          • Create a bot to test the new package
        • Package SDK examples
          • Return a value from an action
          • Expose property attributes of action
          • Organize and group actions when developing packages
          • Input types - UI elements
          • Create custom variables using Package SDK
          • Using EntryList
          • Using regular expression
          • FILE2 (Regex) attribute
          • Create a condition using Package SDK
          • Add a condition in a custom package for If condition
          • Create an iterator using Package SDK
          • Create a custom trigger (Example 1)
          • Create a custom trigger (Example 2)
          • Create a custom trigger (Example 3)
          • Add debug logs of custom packages to bot_launcher.log file
          • Handle sessions in a custom package
          • Configure shared session using Package SDK
          • Build bots to share session details using Package SDK
          • Create a custom bot command exceptions
        • Annotations
          • Creation and function annotations
          • Validation annotations
          • Configure and use credential allow password annotation
        • Build and test a demo package and bot
          • Update related workflow and build files
          • Compile a demo JAR file from the Eclipse UI
          • Compile a demo JAR file from the command line
          • Add your demo package to the Control Room
          • Create a demo bot with the demo package
          • Change the Java file used to create the package JAR file
          • Upload new demo package
          • Update the demo bot with the updated package
        • Build and test a custom package
          • Build a custom package in IntelliJ
          • Add custom package to your Control Room
          • Create a bot to test the custom package
      • Using Python to parse JSON response
      • Use JavaScript to build a bot to take user input
      • Bot developer recommendations
        • Bot Store submissions checklist
        • Building reusable bots
        • Building reusable packages
    • Troubleshooting and debugging
      • Troubleshoot bot run issue
      • Bot Agent log files
      • Preprocessing error messages
  • Automation Co-Pilot
  • Automation Co-Pilot for Business Users
    • Embed automations in your application using Automation Co-Pilot
      • Automation Co-Pilot using embedded widget overview
        • Setup iFrame widget using Automation Co-Pilot
        • Assign automations to teams
          • Create a team and assign roles to team members
          • Assign teams to a process
          • Assign teams to a bot
        • Configure an iFrame widget in a web application
        • Deploy automations in web application
        • Automation Co-Pilot for Business Users supported features
        • Smart embedded forms and dynamic data mapping
          • Map host data to Automation Co-Pilot forms
            • Map data from HTML to form
            • Map data from ServiceNow to form
            • Map data from Salesforce to form
          • Map host data using bot inputs
      • Automation Co-Pilot using Chrome extension
        • Set up and connect Automation Co-Pilot using Chrome extension
          • Firewall configuration and trusted URLs for Chrome extension
          • Create a service account for Automation Co-Pilot using Chrome extension
        • Develop a widget for Automation Co-Pilot using Chrome extension
        • Deploy an extension version using Chrome extension
        • Provisioning Automation Co-Pilot using Chrome extension to users
      • Use Automation Co-Pilot as embedded widget in Genesys
      • Use Automation Co-Pilot as Chrome extension in Workday
      • Access Automation Co-Pilot in SAP and ServiceNow
      • Integrate Automation Co-Pilot with Microsoft Teams
      • Automation Co-Pilot for Business Users FAQ
    • Using Automation Co-Pilot for Business Users on desktop
      • Automation Co-Pilot Desktop Assistant
        • Sign in to Automation Co-Pilot Desktop Assistant
        • Automation Co-Pilot Desktop Assistant automation activities
        • Queue automations
      • Add Automation Co-Pilot URLs to trusted list
      • Using virtual window for picture in picture
        • Create a bot for a virtual window
        • Configure a bot to use virtual window
        • Run your bot with virtual window
        • Solution for server manager error
    • Automation Co-Pilot for Business Users on the web interface
      • Deploy processes
      • Team management
      • Manage a process in Automation Co-Pilot
      • Request management
      • Reference ID properties
      • Update changes in Automation Co-Pilot for Business Users from Automation 360 v.21 or later versions
      • Create a request and complete a task
      • Delete a request
      • Assign a team to a process
      • Bot setup for Bot Runner users
      • Assign or unassign a task
      • View and search for a process
      • Filter and search for a request
      • Filter and search for a task
      • Configure a bot
      • Configure a process
      • Understanding the Business user
    • Approvals in Automation Co-Pilot
      • Using and sorting the Tasks view
    • Automation Co-Pilot status and notifications
  • Users and roles for Automation Co-Pilot
    • Create users for Automation Co-Pilot
    • Create a team and assign roles to team members
    • Manage roles and teams for Automation Co-Pilot
    • Scheduler users and device pools in Automation Co-Pilot
      • Configure scheduler user for Automation Co-Pilot
      • Create a scheduler user
      • Assign a scheduler user to a process
    • Configure deployment type for bots
  • Automation scenarios
    • Scenario: Generating insurance quote with Automation Co-Pilot and Process Composer
    • Scenario: Developing and using templates in an automation
  • Document Automation
    • Key concepts
      • Document Automation processing workflow
      • Document types
      • Automation Co-Pilot for Business Users process in Document Automation
      • Document Automation FAQ
    • Get started
      • Set up your Document Automation environment
      • Create a custom role for Document Automation
      • Document Automation users
      • Configure key for Google Document AI
      • Learning instances overview
        • Create a learning instance in Document Automation
          • Considerations when creating learning instance in Document Automation
          • Document types: support matrix
        • Copy a learning instance in Document Automation
        • Export and import learning instances
          • Incorporating validation feedback in export/import of learning instances
        • Choosing an extraction model
        • Using pre-trained document types
        • Using the user-defined document type
        • Using the unstructured document type
      • Process documents in Document Automation
        • Change output format from CSV to JSON
      • Create custom models in Document Automation using Standard Forms
        • Evaluate your use case
        • Data Flow for Standard Forms in Document Automation
        • Set up extraction service
        • Configure Document Automation with Azure AI Document Intelligence
        • Create a custom extraction model using Standard Forms
        • Create a learning instance for standard forms
        • Transfer standard forms learning instance
    • Licensing
      • Understanding licenses in Document Automation
      • Connect your Advanced Classifier license
      • Connect your own Microsoft Azure AI Document Intelligence model
      • Connect your own generative AI services
    • Architecture and security
      • Document Automation security FAQ
    • Document preprocessing
      • Document pre-processing overview
      • IQ Bot Pre-processor package
        • Using Concatenate Images action
        • Using Convert Image To PDF action
        • Using Edit Image action
        • Using Get Bar Codes action
        • Using Get Document Info action
        • Using Get page content action
        • Using Enhance Image action
          • Image enhancement options in Enhance Image action
        • Using Orient Image action
      • Using pre-processing in data extraction workflow
    • Document classification
      • Document classification overview
      • Document Classifier overview
        • Document Classifier package
          • Using Classify action
          • Using the Classify document action
          • Using Train Classifier action
      • Advanced Classifier overview
        • Advanced Classifier package
          • Using the Train Advanced Classifier action
            • Set up rules for classifying documents or pages
          • Using the Classify Document action
          • Using the Classify Pages action
          • Using the Split Document action
          • Comparing Advanced Classifier and Document Classifier
          • Configuring bring your own key (BYOK) for Advanced Classifier package
      • Using classification in data extraction workflow
    • Document extraction
      • Document extraction overview
      • Languages supported in Document Automation
        • Language support matrix and OCR engines
      • Integrate third-party parser in learning instance
        • Create a parser and configure with learning instance
          • Sample codes for parser contracts
          • Sample SDK Project: AWS Textract
      • Document Automation support for Google Custom Document Extractor (CDE)
        • Create a Custom Document Extractor (CDE)
          • Train multi-row tables
        • Create a learning instance using Google CDE
        • Configure bring your own key BYOK for Google CDE
      • Document Automation - Data extraction using generative AI
        • Enable generative AI and other external connections to Document Automation
        • Create learning instance with generative AI for unstructured documents
        • Create learning instance with generative AI for semi-structured documents
        • Architecture and security guidelines for Document Automation with Generative AI capability
      • Document Extraction package
        • Get document data action
        • Update document data action
        • Extract data action
          • Extract data using Anthropic models
        • Configure Extract action to process documents in Google Document AI
        • Download data action
      • Evaluating learning instance success
        • Calculating automation rate
    • Document validation
      • Validating documents overview
      • Validating documents through Automation Co-Pilot validator
      • Validation rules in Document Automation
        • Use regex extract action in validation rule
      • Formula validation
      • Regex pattern validation
      • Improve extraction accuracy through validation
        • Improve table data extraction
        • Lock the validation feedback
    • Move learning instance to production
      • Publish the learning instance to production
        • Build a bot to upload documents to Document Automation
        • Deploy the learning instance assets
    • Advanced customization of learning instance
      • Advanced customization of data extraction process
      • Modify default process
    • Moving from IQ Bot to Document Automation
      • IQ Bot to Document Automation: Transition plan
      • End-to-end workflow for moving learning instances from IQ Bot to Document Automation
      • IQ Bot - DA Bridge package
        • Export IQ Bot learning instance
        • Import IQ Bot learning instance into Document Automation
        • Feedback-based validation for bridged learning instances
        • Applicable scenarios to use the Bridge package
        • IQ Bot - DA Bridge package FAQ
      • Intelligent document processing solutions - feature comparison matrix
      • Connect learning instance
        • Extracting data from check boxes
    • Community Edition
      • Document Automation Community Edition
        • Create a learning instance in Community Edition
        • Process documents in Community Edition
  • Automation 360 IQ Bot
    • IQ Bot architecture diagram
    • Using Automation 360 IQ Bot On-Premises
    • Using Automation 360 IQ Bot Cloud
    • IQ Bot user personas and roles
      • Defining a custom role for IQ Bot
      • Creating a user with an IQ Bot specific role
    • Languages supported in Automation 360 IQ Bot
    • About the Classifier
      • Create a new document group
    • Create a learning instance
      • Select an OCR engine
      • Edit a learning instance
        • Limit the creation of document groups
        • Errors generated while editing learning instances
      • Delete a learning Instance
      • Disable PDFBox option
    • Train a learning instance
      • Introduction to the Designer
      • Change the training document for a group
      • Tasks performed from Bot page
      • Improve output quality using OCR confidence
      • Map a field
        • Use list validation to improve accuracy of a text field
        • Use validation patterns/lists to flag discrepancy in extracted data
      • Map a table
        • Mapping a table in a page with many tables
      • Add multiple tables in Designer
      • Define one or more linked fields in a child table
      • Extract data from check boxes or check box groups
      • Preview extracted data
      • Review the learning instance details
      • Delete mapping in the Designer
      • Designer validation patterns
        • Starts With and Ends With
        • Pattern
        • Lists
        • Formulas
      • Adding custom logic to improve automatic extraction in production
        • Form fields
        • Table fields
        • Use cases and examples
        • Pre-installed Python packages
        • Additional Python packages
      • Extract data using magnetic ink character recognition
      • Set learning instance to Production
    • Manage learning instances
    • Rotate the external key
    • Use the IQ Bot Validator
    • Review the dashboard
      • Performance report page
      • Performance report details
    • Custom domains in IQ Bot
    • Using IQ Bot for standard forms
      • Evaluate your use case
      • Review extraction service
      • Review implementation prerequisites
        • Considerations for optimum performance
      • Set up extraction service
      • Configure IQ Bot for extraction service
      • Build extraction model
      • Transfer third-party extraction service models
      • Create a learning instance for standard forms
      • Edit a standard forms learning instance
        • Define validation rules for standard forms learning instance
      • Upload documents for standard forms learning instance
      • Download extracted content
      • Transfer standard forms learning instance
        • Export a standard forms learning instance
        • Import a standard forms learning instance
  • Process Discovery
    • Overview of Process Discovery
      • Options to reduce exposure of sensitive data
    • Process Discovery user roles
    • Create Process Discovery users and assign roles
    • Integrate SAML with SSO for Process Discovery
    • Create your event reporting password
    • Create a URL and application list
    • Configure Observer activity
    • Use Process Discovery with Kibana dashboard
      • Access the Kibana dashboard
    • Create a cycle
    • Classify application screens and create web applications
      • Applications with auto-assigned screen signatures
    • Review Events and filter data
    • Mining for processes
      • Create a Mining Run
      • Flow Graph
        • Create a Flow-based mining run
        • Export Process as CSV
        • Using the Flow Graph to find common steps and loops
      • Create a Path-based mining run
      • Create a Butterfly mining run
      • Export Mining Runs
    • Analyze and prioritize processes
    • Creating groups for the process and generate a PDD
    • Process Discovery - CoE Manager integration
    • Getting started with Privacy Enhanced Gateway
      • Install PEG
        • Deployment and networking requirements
        • Create certificates
          • Create certificates option 1: PEG generates keys and CSRs
        • Create DNS entries and deploy PEG VM
        • Configure PEG to work with a proxy
        • Set up and configure PEG
        • Validate PEG is running
        • Create image viewer user in analytics portal
      • Update PEG
      • Uninstall PEG
      • Configure PEG image redaction
        • Manage redaction list configurations
        • Review redaction results
        • Manage forwarding configurations
          • Switch between modes
      • Manage disk space
      • Manage PEG events
      • Using Bulk delete
      • Renew and replace certificates and keys using PEG
        • Upload the new certificates
    • Process Discovery Sensor application
      • Installing Process Discovery Sensor
      • Uninstalling Process Discovery Sensor
      • Installing Process Discovery Sensor in a VDI environment
        • Modifying the log and configuration storage location
      • Verify Process Discovery Sensor Installation
      • Event Recording
      • Enable and disable the users recording
    • Process Discovery FAQ
    • Process discovery by using Discovery Bot
      • Get started with Discovery Bot
      • Discovery Bot users
      • Supported licenses for Discovery Bot
      • Prerequisites for Discovery Bot
      • Upgrade Discovery Bot from Enterprise A2019.15 to later versions
      • Create users for Discovery Bot
        • Create multi-role users for Discovery Bot
        • Create a custom role for Discovery Bot
        • Assign the Discovery Bot custom role to a user
      • Create a Discovery Bot process
      • Supported applications and browsers for Discovery Bot
      • Record a Discovery Bot business process
      • Record a Discovery Bot process using Automation Co-Pilot Desktop Assistant
      • Analyzing opportunities for automation
      • Review opportunities, convert to bot, and generate PDD
        • Using the Filter and Toggle frequency counter options
    • Discovery Bot end-of-life (EOL) FAQ
  • Bot Insight
    • Business analytics through Bot Insight
    • Accessing Bot Insight
      • Access Bot Insight from the Control Room
      • Roles to access Bot Insight
      • Role-based access control in Bot Insight
      • Bot Insight dashboards
        • Viewing Bot Insight dashboards
        • Viewing Insights
        • Operations dashboard
        • Business dashboard
        • Document Workspace dashboard
          • Edit widget settings
        • Automation Co-Pilot dashboard
        • Editing a data profile
        • Bot Insight dashboard filter
          • Adding a dashboard filter
        • Working with Bot Insight dashboards
        • Comparing dashboards
        • Customizing a dashboard
          • Viewing ranks of string datatype values
          • Previewing data
          • Verifying data populated in a custom dashboard
          • Publishing a business analytics dashboard
            • Save a published dashboard
            • Delete a published dashboard
          • Reviewing data in a published dashboard
          • Sharing a dashboard
          • Downloading a PDF file from a dashboard
          • Taking a screenshot of a dashboard
    • Using Bot Insight
      • Business analytics
        • Configuring a task for business analytics
    • Using widgets
      • Adding a dashboard widget
        • Bot Insight visualizations
        • Configuring a Line Bar Chart query
      • Editing a dashboard widget
      • Drilling down information in dashboard widget
      • Renaming a dashboard widget
      • Exporting data from a dashboard widget
    • Data connector for Power BI
      • Deploy Power BI connector
      • Configure Power BI connector
      • Example: Retrieve information in Power BI using business information API
    • Configure Tableau web data connector in Bot Insight
  • API References
    • Control Room APIs
      • v1
        • Authentication API
        • Audit API
        • Device API
        • Automations API
        • Trigger API
        • API Task Execution API
      • v2
        • Authentication API (V2)
        • User Management API (V2)
        • Credential Vault API
        • Bot Execution Orchestrator API
        • Repository Management API
        • BotInsight API
        • BLM API
        • Device Pool API
        • License API
        • Process Composer API
        • Automations API
      • v3
        • Bot deploy API
        • Workload Management API
        • Migration API (Deprecated)
        • Bot Execution Orchestrator API
      • v4
        • Bot deploy API (V4)
        • Workload Management API (v4)
        • Migration API
    • Filtering, pagination, and sorting
    • API response codes
    • Comparing Automation 360 and Enterprise 11 APIs
    • Configure the Control Room
    • Roles and permissions
      • System-created roles
      • Administration permissions
      • API permissions
      • Audit log permissions
      • Automation Co-Pilot permissions
      • Bot and bot credential permissions
      • Bot Store permissions
      • Dashboard and activity permissions
      • Devices permissions
      • Discovery Bot permissions
      • Event triggers permissions
      • IQ Bot permissions
      • MetaBot permission
      • Package manager permissions
      • Workload permissions
    • How to find a migration journalid
    • Using Auto registration API
  • Glossary
Table of Contents

IQ Bot package

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  • Updated: 2021/10/09
    • Automation 360
    • Automation Workspace

IQ Bot package

The IQ Bot package enables you to upload and download documents from an IQ Bot server.

Actions in the IQ Bot package

The IQ Bot package includes the following actions:

Action Description
Download all documents See Download all documents action.
Upload document See Upload document action.

To perform these tasks using APIs, see APIs to upload files, check file status, and downloading CSV file (A-People login required)

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