Export a process automation

As a Bot Creator, you can export a process automation from one Control Room to another.

Prerequisites

Only process automations within the public workspace can be exported. To export a process automation, check the process automation into the public workspace.
Ensure that you have the correct role and permissions to export the process automation, including the View package permission.
To receive the link to the exported package through email, enable SMTP. See Email server settings.
To export the process automation from one Control Room to another, both Control Rooms must be the same version.

The Control Room maintains a maximum of 10 GB of historical export files in the download directory. To maintain this threshold, files are deleted on a first-in/first-out basis.

Procedure

On the left pane, click Automation.
A list of available bots and forms is displayed.
Click the Export bot, browse the public directory, and then select the process automation to export.

Note: This option applies to both bots and process automations.

The selected process automation and the required dependencies are displayed.
Click Next.
The process automation and its dependencies are ready for export and displayed in the Review Dependencies window.
Click Next.
All related packages are displayed.
Select the necessary packages associated with the process automation to export.
You can select Exclude process packages to remove all packages from the export.
Click Export bots and files.
If you have configured SMTP, an email is sent containing a link to the zip file of the exported package.

If you have not configured SMTP, perform the following steps to access the link to the zip file of the exported package:
1. Navigate to Activity > Historical.
2. Search and view the historical activity of the exported package.
3. Click Download exported zip file.
  A link to download the zip file is displayed.
Use the link to download the zip file and save it to a location for importing it to another Control Room.

Next steps

Import the process automation to another Control Room.

Automation 360

Export a process automation