Working with bots
Depending on the license and permission assigned to you, you can perform various bot operations and access the private and public workspaces in the Control Room.
Two types of licenses are available: Bot Creator and Bot Runner (attended or unattended) licenses.
Bot Creator tasks
A Bot Creator user can access both the private workspace and public workspace in the Control Room by navigating to Automation on the left panel. The license provides the user exclusive access to the registered device. Other users cannot use the default device of a Bot Creator.
With the Bot Creator license and specific permissions, you can perform the following tasks:
- Create a bot
- Run a bot
- Record a bot
- Schedule a bot
- Copy a bot
- Export a bot
- Import a bot
- Check in a bot
- Check out a bot
You can also edit, analyze, save, clone, view content, delete, pause, or stop a TaskBot.
Bot Runner tasks
A Bot Runner can access only to the public workspace in the Control Room. They cannot create or edit bots.
You can also view the content of a TaskBot.
Public and private workspaces
The Automation page lists all the folders and bots available within the selected folder in the Public and Private repositories. If you have migrated the Enterprise 11 or Enterprise 10 data to Automation 360, the Automation page additionally displays the Enterprise 11 or Enterprise 10 TaskBots (.atmx) and MetaBots (.mbot) files in the public repository.
When an Enterprise 11 or Enterprise 10 bot is migrated and converted to the Automation 360 bot, the My Tasks and the My Metabots folders display the migrated (Enterprise 11 or Enterprise 10) and the converted bots with the same name but different extension. This might create confusion to differentiate between the two bots. Also, you cannot take any actions on the migrated bots except deleting them. To avoid this confusion, you can use the Show menu option to show or hide the Enterprise 11 or Enterprise 10 bots.
The Show menu displays three options - Folder, .ATMX Task Bot, and .MBOT Meta Bot. By default, each of these options are selected and displays all the folders and sub folders along with the Enterprise 11 or Enterprise 10 bot files.
If you clear the selected Folder option, then the sub-folders will be hidden from the files and folders list and will only display .atmx or .mbot files and when you clear the selected. .ATMX Task Bot or the .MBOT Meta Bot options, the .atmx or .mbot files, will then be hidden across all the folders.
Depending on the license, users logging in to the Control Room can access the private and public workspaces.
- Private workspace
- Users with the Bot Creator license can access the private
workspace. This workspace is primarily used to create and test bots. It enables users to view and manage all their activities in one primary
location. Bots in the private workspace is available only to the
users who created them.Note: Users with administrative privileges and Bot Runner license cannot access the private workspace because they cannot create bots.
- Public workspace
- Both Bot Creator and Bot Runner users can access
the public workspace. This is a shared workspace where you can execute the bots.
Users with the Bot Runner license can run bots created by the Bot Creator user. Bots created in the private workspace by Bot Creators can be made available to specific Bot Runner users in the public workspace by defining the permissions at the folder or file level. To do this, users have to first check in the bot from the private workspace to the public workspace.