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Contents
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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
Automation Anywhere Secure Software Development Lifecycle (SSDLC) policy
Customer support policy for external scanning and penetration testing
Cryptographic providers
Cryptographic ciphers
Additional security controls
General Data Protection Regulation compliance
Automation 360 software lifecycle policy
Data retention 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.36 Release Notes
AI Agent Studio v.36 release
Automator AI v.36 release
Automation Workspace v.36 release
Packages updated in v.36
Automation Co-Pilot for Business Users v.36 release
Document Automation v.36 release
Automation 360 v.35 Release Notes
AI Agent Studio v.35 release
Automator AI v.35 release
Automation Workspace v.35 release
Updating to v.35 release
Packages updated in v.35
CoE Manager v.35 release
Automation Co-Pilot for Business Users v.35 release
Document Automation v.35 release
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
Previous Automation 360 Release Notes
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
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.36 Community Edition Release Notes
Automation 360 v.35 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 2024
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
GitHub 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
Jira 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 Services 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 Service 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.35.0 Release Notes
Process Discovery Sensor Release Notes
Process Discovery Sensor version 2.5.0 release notes
Privacy Enhancement Gateway v.3.3.21 release
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 Agent
Developing a car loan AI Agent
Building an AI Recommendation Agent
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 Automation Anywhere Enterprise Knowledge
Create Grounded Model connections with Azure OpenAI RAG capability
Create Grounded Model connections with Google Vertex AI RAG capability
Create a Vertex Data Store
Custom model definitions
Authenticate Model connections
Configure Reauthentication policy for Google Vertex AI
Create AI Skills
Create template from an AI Skill
Create AI Skills from a template
System prompt
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
Create AI Skills with Grounded by AI Search 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 Guardrails
Assign roles and permission to enable AI Guardrails
Create and manage AI Guardrails
AI Governance updates
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 log interactions
Audit logs for generative AI interactions
AI Governance code analysis rule
AI Agent Studio FAQs
Automation Anywhere Enterprise Knowledge
Automation Anywhere Enterprise Knowledge On-Premises deployment options
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
Anatomy of a good prompt
Examples of prompting for automation
Build automation via prompt
Prompting for a process
Prompting to add existing repository file
Support for learning instance in a process
Example of prompting for a process
Prompting for task bots
Prompting for variables
Prompting for loops
Example of prompt to loop logic
Example of prompting for a task bot
Update automation via select and prompt
Response messages from Co-Pilot for Automators
Co-Pilot for Automators FAQs
Suggest next actions
Suggest Next Actions settings
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
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 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
Configure custom proxy during Bot Agent installation
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
License group management
Create a license group
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
Configure queue deployment
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
Create OAuth connection
OAuth client credentials flow
OAuth authorization code flow
Configure enterprise applications
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
Packages certified for Microsoft Office 2021
Packages certified for Microsoft Windows 11
External key vaults for Automation 360
Integrating external key vault with Control Room
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
ARCON Key Vault integration
On-Premises integration using ARCON key vault
ARCON credential retrieval use cases
BeyondTrust Password Safe integration
Cloud integration using BeyondTrust Password Safe
BeyondTrust credential retrieval use cases
External key vault naming conventions
Custom secrets naming convention
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
License 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 Plus - Integrate with Jira
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
Manage roles
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
Measuring benefit for process automation
Configure process automation to calculate ROI
Considerations for configuring process automation
Configure Document Automation to calculate ROI
Configure queue automation to calculate ROI
Transaction-based ROI for task automation
Execution-based ROI for API automation
Transaction-based ROI for API automation
Visualization and insights
Opportunities
Processes
Dashboard
Ideas
Pipeline
In progress
Deployed
CoE Manager API
Pipeline Accelerator package
CoE Manager software lifecycle policy
CoE Manager FAQ
Activities
Historical activity
View completed activity
Scheduled activities
Schedule an automation
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 email report
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
Different ways of invoking API Tasks
Invoke API Tasks in form (Real-time)
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 Tasks in process (On-demand)
Configure API Task in process
Test Process (API Task in process)
Check in API Tasks to Repository
Run API Tasks
Schedule API Tasks
Invoke API Tasks as endpoints
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
Run-as-user for API Task (apitaskrunner)
Packages supported in API Tasks
API Task IP addresses for external integrations
Configure API Task for Private Database Access
API Task FAQs
Example: API Task
Task Bots
Using Bot editor
Using virtual window (PIP) for developers
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
Hugging Face
Hugging Face: Authentication action
Hugging Face: Serverless Inference action
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: MultiModal 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
Goto package
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
Find next empty cell action in Microsoft 365 Excel
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
Get worksheet as data table 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
Write from data table 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
Assign attachment(s) action in 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
Using dictionary variable for email properties in Microsoft 365 Outlook
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 Services 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 assign file 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 Insert work item action
Using Update 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
Expression builder
Working with automations
Run automation from public workspace
Considerations for running automations
Run a bot in elevated mode
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 automation 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
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
Triggers
Web triggers
Types of Web triggers
Web triggers workflow
GitHub Organization web trigger
GitHub Repository web trigger
Google Calendar web trigger
Jira web trigger
Microsoft 365 Outlook web trigger
ServiceNow web trigger
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
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
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
Understanding Bot Store templates
Uploading templates from Control Room to Bot Store
Downloading templates from Bot Store to Control Room
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
Document Automation - scaling requirements
Baseline performance and influencing factors
Volume tiers
Bot Runner configuration and settings
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