Create a Request action

Creates a request with input values.

Settings

  • In the Actions palette, double-click or drag the Create a Request action from the Process Composer package.
  • In the Public Process field, browse and select the public process. The initial form fields from the process are displayed in the Input values field. These fields are from supported interactive form elements.
  • In the Input values field, enter the values or variables to complete the required information to the initial form.
    Note: For passing the values through variables, create a custom variable of any type: String, Number, Datetime, Boolean, Dictionary, Table, or File. Use the Dictionary variable for completing the check box information in the initial form. Enter the variable information in the Type, Subtype, Key, and Value fields. In the Subtype field, choose Boolean. Follow the format convention while creating Dictionary variables.

    For example, consider the check box attributes as San Jose, Atlanta, and Sacramento, and we want to select the value Atlanta in the initial form field. Create a Dictionary variable of subtype Boolean in the format as follows:

    Name: CheckBoxGroup0

    Attributes Key Value
    San Jose CheckBoxGroup0_0 false
    Atlanta CheckBoxGroup0_1 true
    Sacramento CheckBoxGroup0_2 false
    Note: When passing values of a table, the schema of the input table and schema of the initial form (in the process) needs to be the same for the bot to execute.
  • Optional: In the Assign the Request ID to field, assign a variable to store as output. This returns the ID of the created request.
  • Optional: In the Assign the Request Reference to field, assign a variable to store as output. This returns the ID of the request that was created.
  • Click Save.
Note:

To configure that the request be created by a bot or a user, you select the Request creation field. This field is available when you edit the process containing the request. To edit a process, navigate to Manage > Process and select the process you want to edit. This opens the Edit Process page in the General tab. Towards the bottom of the page, you can set to have the request created by a bot or a user. For more details, see Configure a process.

To learn how to create a request action, click Example of using Create a Request action.