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Publish the learning instance

  • Updated: 2022/09/14
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Publish the learning instance

Check-in the process associated with the learning instance. Then, build a bot that uploads documents from a source folder to the learning instance and check it in to the public repository. Finally, deploy the process and bots to unattended Bot Runner devices to begin processing documents in real time.

Prerequisites

Procedure

  1. Publish the process.
    1. Navigate to Automation > Private tab > Bots > Document Workspace processes and select the folder with the same name as the learning instance.
    2. Mouse over the vertical ellipses to the right of the process to open the actions menu and click Check in process.
      The Check in Process window opens with the bots and form auto-selected to also be checked in.
    3. In the Check in Process window, add your comment and click Check in.
      The process appears in the same folder structure in the public workspace.
    See these steps in a video:

  2. Build the Extraction-Scheduler bot to automate uploading documents to the learning instance: Build a bot to upload documents to Document Automation
  3. Publish the Extraction-Scheduler bot.
    1. Locate the Extraction-Scheduler bot in the private tab.
    2. Mouse over the triple ellipses to the right of the bot to open the menu and click Check in Task bot.Check in Task Bot
      The Check in Task bot page opens with the bot auto-selected.
    3. Add a comment and click Check in.
  4. Login as the Admin user to deploy the process and bots to unattended Bot Runner devices: Deploy the learning instance assets

Once the process and Extraction-Scheduler bot are deployed, documents in the specified folder are uploaded to Document Automation, and Document Automation either extracts data from the documents or sends the documents for validation.

Next steps

Navigate to Activity > In progress to see the status of the running bots.

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