CoE Manager - Link automation to opportunity
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- Updated: 2023/08/25
CoE Manager - Link automation to opportunity
As an administrator, you can review the deployed automations information and link the automations directly to an opportunity.
Procedure
- Log in to the CoE Manager by providing your Email Address and Password.
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Select the opportunity to which you want to link the automation by using one of
the following methods:
- Navigate to Opportunities tab. A list of opportunities are displayed.
- Click the search option (magnifying glass icon) on the Navigation Sidebar and search with the opportunity name.
-
Select the opportunity and navigate to the Execution
Tracking tab.
This tab is only available for opportunities that are in-progress, deployed, or completed.
-
Click Add Task Bot. The Create Task
Bot screen is displayed.
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Enter the Name.
This can be the same name of the Task Bot as in Automation 360 or you can give a more relatable name.
- In the Control Room Instance filed, browse and select the Control Room where the Task Bot is located.
-
Enter the Automation ID.
Note: The Automation ID is same as Bot ID from Automation Anywhere (see example below).
-
Enter the Name.
- Optional:
Select the Include in Successful Execution Count check
box.
The count of successful executions are included in the KPIs in the execution metrics section.
- Optional:
Select the Include in Failed Execution Count check
box.
The count of failed executions are included in the KPIs in the execution metrics section.
-
Click Create.
The associated KPIs are displayed in the Execution Metrics section.