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Create a request and complete a task

  • Updated: 6/11/2021
    • Automation 360 v.x
    • Build
    • AARI
    • Process flow

Create a request and complete a task

An AARI 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 AARI user.
  • Assigned the AARI user license.
  • Have access to the web interface.

Procedure

  1. Log in to the web interface as an AARI user.
    As an AARI user, you are now assigned to a team with an owner or member team role, created by the AARI manager or admin.
  2. Navigate to the Processes page.
    This page shows all available processes that your team was assigned to by the AARI 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 upgrade.
  4. Complete the required information to the initial form.
  5. Click Submit to confirm the information and progress.
    Optionally, you can click Cancel to discard your changes.
  6. View the request view page.
    Your process is now running, and you might be prompted to complete pending tasks in the request tabs.
  7. 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.
  8. View your request status.
    Your request is now completed.
  9. Navigate to Requests > All requests to view all requests created in the team.
  10. Optional: Click Create request button to create a new request from the Request page.
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