A Co-Pilot User can create a new request from processes that is their team is assigned to, enter required information in an initial form, and complete tasks.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface User role for the Co-Pilot User.
  • Assigned the Automation Co-Pilot license.
  • Have access to Automation Co-Pilot.

Procedure

  1. Log in to Automation Co-Pilot as an Co-Pilot User.
    As a Co-Pilot User, you are now assigned to a team with an owner or member team role, created by the Co-Pilot Manager or Co-Pilot Admin.
  2. Navigate to the Processes page.
    This page shows all available processes that your team was assigned to by the Co-Pilot Admin.
  3. Select an assigned process.
    The initial form appears and shows the required fields for you to complete. These fields are from supported interactive form elements.
    Important: Processes now includes team names associated to the process that the team is assigned to. The Team Migrated For Process team name indicates that the process is available to team members who had previous access to that process, regardless of team assignment, before the Automation 360 update.
  4. Complete the required information to the initial form.
    You can also fill your initial forms via the URL parameters that is for your Date, Number, Text Box, and Time elements.
  5. Optional: To view the request in a different tab, select the Open request in New Tab option.
  6. Click Submit to confirm the information and progress.
    Optionally, you can click Cancel to discard your changes.
  7. View the request view page.
    Your process is now running, and you might be prompted to complete pending tasks in the request tabs.
  8. Complete the required task information in the request tab.
    As the bot completes its task, it might prompt you to take over and complete the remaining steps.
  9. View your request status.
    Your request is now completed.
  10. Navigate to Requests > All requests to view all requests created in the team.
  11. Optional: Click Create request button to create a new request from the Request page.