Import a process automation

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

Prerequisites

  • To import process automations, ensure that you have the following permissions:
    • Import bots permission
    • Create folder permission (if required)
    • Manage package permission
    • Check-in to public workspace permission if you are importing to the public workspace
    • Check-out permission (if the process with the same name exists in the target Control Room
  • The process automation directory path is case-sensitive. As a result, ensure that the export and import paths use the same case in the Control Room to avoid any process automation execution failure.

In this task, the required process automation is already exported and an email is received with a link to the zip file containing the package to import.

Any previously exported process automation is located in the public repository. It must be imported and checked in so that it can be deployed from the new Control Room.

The imported process automation will be available in the public repository.

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click Import bot, browse, and then select the process automatoin to import.
    Note: This option applies to both bots and processes.
  3. Select the option to import a process automation into the private or public workspace.
  4. Set the option for importing the process automation based on whether a previous version of the process automation resides in the destination location.
    During the import, if a file already exists, you can skip the process during import or overwrite the existing process and file.
  5. Click the Import bot icon.
  6. Click Check in.
    On completion, the imported process automation is placed in the public repository and is ready to deploy from the new Control Room.