When a Co-Pilot User has created many requests, they can quickly search for a specific request in the Requests page.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface User role for the Co-Pilot User.
  • You are assigned the Automation Co-Pilot license.
  • You have access to Automation Co-Pilot.

Procedure

Follow these steps to quickly search or filter your requests:

  1. Log in to the web interface as a Co-Pilot User.
    You are now in your home page, where you can view your requests.
  2. Navigate to the Requests page and choose from these options:
    Note: When viewing the Request title on the Requests page, the title text is truncated to show up to 128 characters of the title.
    OptionSteps
    Sort
    1. Click on a column.

      You can choose from: Status, Reference, Process, Team, Request title Created ,Updated or Tags.

      The column is sorted to ascending order by default.

    2. Optional: Click the same column again.

      The column is now sorted to descending order.

    3. View your sorted requests.
    Search
    1. Click Status (set by default).

      You can search by Request title, Reference, Process, Tags, Data Privacy Tags (Automation Co-Pilot Admin only), and Team .

    2. Search for your request.
      The search bar dynamically searches for common keywords.
      • Enter the title in the Request title field.
      • Enter the reference key in the Reference field.
      • Enter a process name in the Process field.
      • Enter a tag name in the Tags field.
      • Enter a team name in the Team field.
      • Optional: Enter the query in the Data Privacy tag field.
        Note: This option is available only for the Automation Co-Pilot admin. The admin can update the field and manage any information about data privacy.
    3. Optional: Click x to clear searched keywords.
    4. View the searched requests.
    Filter
    1. Click Status (set by default).

      You can filter by selecting from the drop-down menu.

    2. Select from the drop-down menu.

      You can choose from Completed, Failed, Cancelled, and Open.

    3. Optional: Click x to clear filtered keywords.
    4. View your filtered requests.
    Date
    1. Select Created date or Updated date field.

      The date range window appears.

    2. Select the current date or specify any dates in the From and To fields.

    3. Click Submit.
    4. View your requests by the creation or modified dates.