Example: Use Select File to upload or download a file for web
- Updated: 2024/08/13
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
- 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:
Before you use file storage, review the following storage elements:
Storage element | Description |
---|---|
On-Premise file storage service |
|
Cloud file storage service |
|
Quotas |
For all editions (Community, Enterprise Cloud, and Enterprise On-Premise), the following quotas apply to storage:
|
File life cycle |
A file in storage is deleted when:
|
Procedure
- Log in to the Automation Workspace as a Bot Creator.
- Create a form where the file can be accessed. See Create a form to view documents.
- Create a bot that can call and store the input file. See Create a bot with Get Storage file action.
- Create a process that allows users to run the bot and access the file. See Create a process automation to select a file input.
- Run the process and access the file. See View uploaded file.