Example: Use Select File to upload or download a file for web

This example describes how to use the Select File element to upload or download files that are passed in the initial forms in the web interface.

Prerequisites

Before you can upload or download a file using Select File, you must have the following:
  • A Bot Creator license with a custom role assigned that has the create folder permission.
  • Access to the Automation Workspace.
  • A system-created AAE_Robotic_Interface User role with the Automation Co-Pilot for Business Users user license.
  • Access to the web interface.

File storage service architecture and considerations

The following image describes the architecture of the file storage service:
File storage service architecture
Before you use file storage, review the following storage elements:
Table 1. File storage service, quotas, and life cycle
Storage element Description
On-Premise file storage service
  • Uses NFS of the Control Room server. Files are in this location: C:\ProgramData\AutomationAnywhere\Server Files\storageservice
  • Files are categorized by user, consumer, and dates
Cloud file storage service
  • Uses Amazon S3 services
  • Storage is migrating to Google Cloud Platform
Quotas

For all editions (Community, Enterprise Cloud, and Enterprise On-Premise), the following quotas apply to storage:

  • Max File Size = 50 MB
  • Max Storage Size
    • Base = 250 MB
    • Additional capacity per licensed Automation Co-Pilot for Business Users user = 1 GB
    • The Community edition is capped at 250 MB, and a company with 100 active users is capped at 100 GB + 250 MB.
File life cycle

A file in storage is deleted when:

  • The request where the file was uploaded is deleted. However, when the request is inside the Recycle Bin, the file remains in storage.
  • Ninety days have passed since the file was uploaded in storage (regardless of the status of the request).
To upload or download a file using Select File, complete the following:

Procedure

  1. Log in to the Automation Workspace as a Bot Creator.
  2. Create a form where the file can be accessed. See Create a form to view documents.
  3. Create a bot that can call and store the input file. See Create a bot with Get Storage file action.
  4. Create a process that allows users to run the bot and access the file. See Create a process automation to select a file input.
  5. Run the process and access the file. See View uploaded file.