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Automation 360

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Contents
  • Automation 360
    • Automation 360 FAQ
    • Automation 360 Cloud
      • Automation 360 Cloud FAQ
      • Automation 360 Cloud Service Status site
      • Automation 360 Cloud updates
      • Subscribing to notifications
    • Automation 360 architecture and resiliency
      • Control Room overview
      • Distributed architecture
        • Distributed architecture with HA/DR support
      • Security architecture
        • Security architecture model
          • Cloud operational responsibilities
        • Securing the RPA environment with external controls
        • Independent categories for Bot Creators and Bot Runners
        • RBAC in Control Room
          • RBAC on bots
          • RBAC on Bot Runners
          • RBAC for Credential Vault credentials management
          • Role-based processing domains
          • RBAC on Audit Log
          • RBAC on viewing bot activity
          • RBAC on User Management
          • RBAC on roles and permissions management
          • RBAC on bot schedules
          • RBAC on license management
        • Bot execution access by dynamic access token
        • Secure credential store through Credential Vault
          • Credential Vault encryption
          • Credential storage
          • Credential provisioning to bots
        • Secure recording
        • Authentication with Control Room
          • Supported authentication methods for On-Premises Control Room
          • Supported authentication methods for Automation 360 Cloud
        • Support for secure protocols
        • Network security overview
        • Change management
        • Identity and authentication
          • Password hashing
          • Secure authentication
          • Authentication for Bot Runners
          • Dynamic access token authentication of Bot Runners
        • Defenses against common vulnerabilities
        • Automation Anywhere Secure Software Development Lifecycle (SSDLC) policy
        • Customer support policy for external scanning and penetration testing
        • Cryptographic providers
        • Cryptographic ciphers
        • Additional security controls
      • General Data Protection Regulation compliance
    • Automation 360 software lifecycle policy
    • Data retention policy
    • Automation resiliency
      • Managing unexpected pop-ups
        • Configure pop-up handling
      • Record automation execution
        • Configure automation recording
        • Manage automation recording
    • Upcoming feature deprecation
      • Completed feature deprecations
        • Deprecation of Google Less Secure Apps (LSAs)
          • Google Less Secure Apps (LSAs) deprecation FAQ
          • Scan automations that use Email action for Gmail with Basic authentication
            • Scanning messages for automations using Gmail with basic authentication
        • Deprecation of EWS APIs in Exchange Online
          • EWS API deprecation FAQ
          • Scan bots that use email action with EWS option
        • Deprecation of Tesseract OCR v3
        • Google Chrome and Microsoft Edge Manifest V3 extensions
          • Manifest V3 extensions FAQ
          • Manage multiple browser profiles for Manifest V3 extension
        • Deprecation of Basic authentication in Exchange Online
          • Automation 360 and Basic authentication deprecation FAQ
          • Scan bots for Basic authentication
          • Basic authentication scanning messages
        • Microsoft Internet Explorer EOL overview
          • Microsoft Internet Explorer 11 EOL FAQ
          • Scan Automation 360 bots for Internet Explorer usage
          • Analyze report for Internet Explorer bots
          • Update Bot wizard for converting IE bots
          • Viewing conversion details for Internet Explorer bots
        • Discovery Bot end-of-life (EOL) FAQ
      • Deprecation of Process Composer legacy editor
      • Bot Scanner for EOL features
    • In-product user assistance
  • Features, licenses, and deployment
    • Deployment models
    • Platform licenses
      • Automation Platform Core
      • Enterprise Platform
      • Intelligent Automation - Automator AI Base
    • Cloud licensing FAQ
    • GUID licensing model
    • License server architecture with HA/DR support
  • Release Notes
    • Automation 360 Release Notes
      • Automation 360 v.40 Release Notes
        • AI Agent Studio v.40 release
        • AI Governance v.40 release
        • Automator AI v.40 release
        • Agent Interoperability v.40 release
        • Automation Workspace v.40 release
          • Updating to v.40 release
        • Packages available in v.40
        • CoE Manager v.40 release
        • Automation Co-Pilot for Business Users v.40 release
        • Document Automation v.40 release
      • Automation 360 v.39 Release Notes
        • AI Agent Studio v.39 release
        • Automator AI v.39 release
        • Agent Interoperability v.39 release
        • Automation Workspace v.39 release
          • Updating to v.39 release
        • Packages available in v.39
        • CoE Manager v.39 release
        • Automation Co-Pilot for Business Users v.39 release
        • Document Automation v.39 release
        • Package SDK v.39 release
      • Automation 360 v.38 Release Notes
        • AI Agent Studio v.38 release
        • Automator AI v.38 release
        • Automation Workspace v.38 release
          • Updating to v.38 release
        • Packages available in v.38
        • CoE Manager v.38 release
        • Automation Co-Pilot for Business Users v.38 release
        • Document Automation v.38 release
        • Bot Insight v.38 release
      • Automation 360 v.37 Release Notes
        • AI Agent Studio v.37 release
        • Automator AI v.37 release
        • Automation Workspace v.37 release
          • Updating to v.37 release
        • Packages available in v.37
        • CoE Manager v.37 release
        • Automation Co-Pilot for Business Users v.37 release
        • Document Automation v.37 release
        • Bot Insight v.37 release
        • macOS support v.37 release
          • macOS - FAQ
        • Package SDK v.37 release
      • Automation 360 v.36 Release Notes
        • AI Agent Studio v.36 release
        • Automator AI v.36 release
        • Automation Workspace v.36 release
          • Updating to v.36 release
        • Packages updated in v.36
        • CoE Manager v.36 release
        • Automation Co-Pilot for Business Users v.36 release
        • Document Automation v.36 release
      • Automation 360 v.35 Release Notes
        • AI Agent Studio v.35 release
        • Automator AI v.35 release
        • Automation Workspace v.35 release
          • Updating to v.35 release
        • Packages updated in v.35
        • CoE Manager v.35 release
        • Automation Co-Pilot for Business Users v.35 release
        • Document Automation v.35 release
      • Automation 360 v.34 Release Notes
        • AI Agent Studio v.34 release
        • Automator AI v.34 release
        • Automation Workspace v.34 release
          • Updating to v.34 release
          • Migration updates for v.34 release
        • Packages updated in v.34
        • CoE Manager v.34 release
        • Automation Co-Pilot for Business Users v.34 release
        • Document Automation v.34 release
        • Bot Insight v.34 release
        • Package SDK v.34 release
      • Automation 360 v.33 Release Notes
        • AI Agent Studio v.33 release
        • Automator AI v.33 release
        • Automation Workspace v.33 release
          • Updating to v.33 release
          • Migration updates for v.33 release
        • Packages updated in v.33
        • CoE Manager v.33.1 release
        • Automation Co-Pilot for Business Users v.33 release
        • Document Automation v.33 release
    • Community Edition Release Notes
      • Automation 360 v.40 Community Edition Release Notes
      • Automation 360 v.39 Community Edition Release Notes
      • Automation 360 v.38 Community Edition Release Notes
      • Automation 360 v.37 Community Edition Release Notes
      • Automation 360 v.36 Community Edition Release Notes
      • Automation 360 v.35 Community Edition Release Notes
      • Automation 360 v.34 Community Edition Release Notes
      • Automation 360 v.33 Community Edition Release Notes
    • Sandbox environment
    • Package updates overview
      • Periodic package updates - summary list
        • Periodic packages updated in 2025
        • Periodic packages updated in 2024
        • Periodic packages updated in 2023
      • Periodic package updates - FAQ
      • Active Directory package updates
      • AI package updates
      • AI Skills package updates
      • Advanced Classifier package updates
      • AWS EC2 package updates
      • Analyze package updates
      • Apple Calendar package updates
      • App Integration package updates
      • Apple Keynote package updates
      • Apple Mail package updates
      • Apple Numbers package updates
      • Apple Pages package updates
      • AppleScript package updates
      • Application package updates
      • Asana package updates
      • Azure DevOps package updates
      • Boolean package updates
      • Bot Migration package updates
      • Box package updates
      • Browser package updates
      • Clipboard package updates
      • Comment package updates
      • Credential package updates
      • CSV/TXT package updates
      • Data Table package updates
      • Database package updates
      • Databricks package updates
      • Datetime package updates
      • Delay package updates
      • Dictionary package updates
      • DLL package updates
      • Document Classifier package updates
      • Document Extraction package updates
      • Email package updates
      • Email trigger package updates
      • Error handler package updates
      • Excel advanced package updates
      • Excel basic package updates
      • File package updates
      • File Folder trigger package updates
      • Folder package updates
      • FTP/SFTP package updates
      • Generative AI package updates
      • Genesys package updates
      • GitHub package updates
      • Google Application Integration package updates
      • Google Calendar package updates
      • Google Document AI package updates
      • Google Drive package updates
      • Google Sheets package updates
      • Hotkey trigger package updates
      • If package updates
      • Image Recognition package updates
      • Interactive Forms package updates
      • Interrupt handler package updates
      • IQ Bot package updates
      • IQ Bot - Document Automation Bridge package updates
      • IQ Bot Pre-processor package updates
      • JavaScript package updates
      • Jira package updates
      • JSON utilities package releases
      • Legacy AISense package updates
      • Legacy Automation package updates
      • List package updates
      • Logging package updates
      • Loop package updates
      • Message Box package updates
      • Microsoft 365 Calendar package updates
      • Microsoft 365 Excel package updates
      • Microsoft 365 OneDrive package updates
      • Microsoft 365 Outlook package updates
      • Microsoft 365 Outlook trigger package updates
      • Microsoft Outlook (macOS) package updates
      • Microsoft Teams package updates
      • Mouse package updates
      • Number package updates
      • OCR package updates
      • Okta package updates
      • PDF package updates
      • PGP package updates
      • Ping package updates
      • Pipeline Accelerator package updates
      • Play Sound package updates
      • PowerPoint package updates
      • Printer package updates
      • Process Composer package updates
      • Process Any package updates
      • Conditional package updates
      • Process Event package updates
      • Process Swimlane package updates
      • Process Table package updates
      • Process Tasks package updates
      • Prompt package updates
      • Python Script package updates
      • Python Script for API Task package
      • Record package updates
      • Recorder package updates
        • Remote agent updates
      • REST Web Services package updates
      • Salesforce package updates
      • SAP BAPI package updates
      • SAP package updates
      • Screen package updates
      • Service package updates
      • Service trigger package updates
      • ServiceNow package updates
      • SharePoint package updates
      • Simulate keystrokes package updates
      • Slack package updates
      • SNMP package updates
      • SOAP Web Service package updates
      • Step package updates
      • String package updates
      • System package updates
      • Task Bot package updates
      • Terminal Emulator package updates
      • Text file package updates
      • Trigger loop package updates
      • UI Agents package updates
      • Universal web trigger package updates
      • V11 Task Bot package updates
      • VBScript package updates
      • Wait package updates
      • Window package updates
      • Window trigger package updates
      • Word package updates
      • Workday package updates
      • Workload package updates
      • XML package updates
    • License Server updates
    • Previous Package SDK Release Notes
    • Process Discovery Release Notes
      • Process Discovery v.36 release
      • Process Discovery Sensor Release Notes
        • Process Discovery Sensor version 2.5.0 release notes
      • Privacy Enhancement Gateway v.3.3.22 release
    • Browser extensions for Automation 360
      • Browser extensions for web applications
      • Previous versions of browser extensions
      • Install browser extensions offline on Windows device
      • Install browser extension offline on macOS device
  • Automation and generative AI
    • Process Reasoning Engine and generative AI
    • AI Agent Studio
      • Roles and permissions
      • AI Agent
        • Create and manage AI Agent
        • Running AI Agents in a public workspace
        • AI Agent - Best practices
        • Create template from an AI Agent
        • Create an AI Agent from a template
        • Repository operations of AI Agent and AI Agent template
        • Configuring settings in Tools for an AI Agent
        • Licensing model for AI Agents
      • Skills
        • AI Skills - Supported models
        • Create AI Skills
        • Create template from an AI Skill
        • Create AI Skills from a template
        • System prompt
        • Create AI Skills with Grounded by knowledge base Model connections
          • How to generate a JSON Filter for Amazon Bedrock
        • Create AI Skills with Grounded by data store Model connections
        • Create AI Skills with Grounded by AI Search Model connections
        • Understanding parameter settings for supported foundational models
        • Use AI Skills in a Task Bot
          • Exporting an AI Skill
        • Use AI Skills in API Tasks
      • Model connections
        • Create and manage Model connections
        • Create Fine tuned Model connections
        • Automation Anywhere provided models
        • Create Grounded Model connections with Amazon Bedrock RAG capability
          • Add Amazon Bedrock models from AWS Services
          • Create Amazon Knowledge Base
        • Create Grounded Model connections with Automation Anywhere Enterprise Knowledge
        • Create Grounded Model connections with Automation Anywhere (Grounded by Aisera)
        • Create Grounded Model connections with Azure OpenAI RAG capability
        • Create Grounded Model connections with Google Vertex AI RAG capability
          • Create a Vertex Data Store
        • Custom model definitions
          • Create Custom model API
          • Create Custom model using Microsoft Entra ID
          • Resolving cross-region model access errors on Amazon Bedrock
        • Authenticate Model connections
          • Configure Reauthentication policy for Google Vertex AI
      • AI Agent Studio FAQs
      • Automation Anywhere Enterprise Knowledge
        • Automation Anywhere Enterprise Knowledge On-Premises deployment options
        • Automation Anywhere Enterprise Knowledge On-Premises FAQs
    • AI Guardrails
      • Data masking in AI
      • Toxicity in AI
      • Assign roles and permission to enable AI Guardrails
      • Create and manage AI Guardrails
      • AI Guardrails FAQs
    • AI Governance
      • Assign roles and permissions to enable AI Governance
      • AI Governance dashboard
        • Using AI Governance dashboard widgets
      • AI prompt log
      • Event log
      • Audit logs for generative AI interactions
      • AI Governance code analysis rule
    • AI Evaluations
      • Licensing model for AI Evaluations
      • Run AI Evaluations manually
      • Run AI Evaluations automatically
      • Metrics for AI Evaluations
    • Agent Interoperability
      • Set up user and automation access for the MCP server
      • Configure an Agent connection (MCP inbound tool)
      • Manage Agent connections
      • Configure Automation Anywhere MCP server in Enterprise Knowledge platform
      • Configure Automation Anywhere MCP server in Microsoft Copilot
      • Configure OAuth 2.0 Support for MCP Inbound Tools
      • MCP Tools in Automation Anywhere
      • Agent Interoperability use cases
      • Automation Anywhere Agent Interoperability security and governance
      • Agent Interoperability FAQs
      • Agent Interoperability best practices
      • Troubleshooting Agent Interoperability
    • Automator AI
      • Autopilot
        • Autopilot workflow for BPMN
          • BPMN file guidelines
          • Generate automation from BPMN file
        • Autopilot workflow for Process Discovery and CoE Manager
          • Configure Autopilot workflow for Process Discovery and CoE Manager
          • Submit PDD as opportunity to CoE Manager
          • Approve opportunity and assign developer
          • Generate automation from Process Discovery PDD
        • Transformation errors
      • Co-Pilot for Automators
        • Set up Co-Pilot on private cloud
        • Best practices when prompting with Co-Pilot for Automators
          • Examples of prompting for automation
        • Planning before prompting
        • Build automation via prompt
          • Prompting for a process
            • Prompting to add existing repository file
            • Prompting for a learning instance
            • Example of prompting for a process
          • Prompting for task bots
            • Prompting for variables
            • Prompting for loops
              • Example of prompt to loop logic
            • Prompting for script
            • Custom packages and custom connectors in prompts
            • Example of prompting for a task bot
          • Prompting for API Tasks
          • Update automation via select and prompt
        • Explain the current automation
        • Response messages from Co-Pilot for Automators
        • Co-Pilot for Automators FAQs
      • Suggest next actions
        • Suggest Next Actions settings
        • Suggest next actions - best practices
        • Suggest next actions FAQ
      • Generative Recorder
        • Generative Recorder FAQs
        • Generative Recorder - Vision-based fallback
        • Generative AI text-based fallback
        • Recorder native fallback
        • Audit logs and notifications
        • Generative Recorder use cases
      • Process Reasoning Engine empowering Automator AI
      • Security and architecture for Automator AI
    • UI Agents package
      • Quick start: hello world UI Agent
      • Set up for UI agents
        • Set up Narada for UI Agents
      • Configurations of UI Agents package
      • How to prompt UI Agents
      • Use cases and examples for UI Agents
        • Structured Output from UI Agents
        • Runtime options for UI Agents
        • Multiple tasks and browsers in UI agents
        • Securing and downloading data with UI Agents
        • Logging with UI agents
    • Data security for generative AI - FAQ
  • Set up Automation 360
    • Get started with Automation 360 Cloud
      • Automation 360 Cloud prerequisites
        • Bot Runner device requirements
          • Factors impacting Bot Runner devices after Windows 11 update
        • Add service URLs to trusted list for Cloud
        • Allow Automation Anywhere communications ports
        • Add IQ Bot cloud server IP addresses to allowed list
    • Installing Control Room On-Premises
      • Automation 360 On-Premises prerequisites
        • Attended and unattended automation
        • Capacity and performance planning
          • Attended automation capacity planning
          • Unattended automation capacity planning
        • Control Room server requirements
        • Database requirements
          • Working with SQL Servers
          • Working with Azure SQL PaaS
        • Operating system, environment, and platform supported for Control Room
          • Supported cloud platforms
        • Credential requirements
        • Load balancer requirements
        • Ports, protocols, and firewall requirements
        • Control Room repository requirements
        • Browser requirements for Automation Workspace
        • Internationalization, localization, and language support
        • Components for Control Room and bot actions
        • HA and DR deployment models
          • Convert single-node deployment to multi-node deployment
          • High availability deployment
          • Disaster recovery deployment
            • Image based replication
            • Warm stand-by
          • Replicate data between primary and secondary sites
      • Installing Control Room using Custom mode
        • Run Control Room installer
          • Windows authentication using gMSA for database connectivity
        • Integrate external key vaults
        • Configure application Transport Layer Security
        • Configure service credentials
        • Select Control Room services to automatically run at startup
        • Configure Microsoft database type and server
          • Configure default database port
          • Updating to Windows Server 2022 Datacenter
        • Add OpenSearch credentials
          • OpenSearch custom certificate
        • Configure IP cluster
          • Add nodes to a cluster setup
          • Update nodes in a cluster setup
          • Remove nodes from a cluster setup
        • Setup installation summary
      • Installing Control Room using Express mode
      • Installing Control Room on Amazon Web Services
        • Prepare for installation on Amazon Web Services
        • Customize Control Room installation on Amazon Web Services
        • Configure settings post-installation on Amazon Web Services
      • Installing Control Room on Microsoft Azure
        • Verify readiness for installation on Microsoft Azure
          • Supported component versions on Microsoft Azure
        • Begin Control Room installation on Microsoft Azure
        • Customize Control Room installation on Microsoft Azure
        • Configure settings post-installation on Microsoft Azure
      • Installing Control Room on Google Cloud Platform
        • Prepare to install Control Room on Google Cloud Platform
        • Perform custom installation of Control Room on Google Cloud Platform
        • Configure Google Cloud Platform settings after installation
      • Installing Control Room on Linux
        • Silent installation of Control Room on Linux
        • Uninstall Automation 360 On-Premises from Linux server
        • Performing silent uninstallation of Control Room on Linux
        • Configure Control Room in cluster setup with shared repository for Linux
          • Add nodes to a cluster setup for Linux
          • Remove nodes from a cluster setup for Linux
        • Stop and start Control Room services on Linux
      • Installing Control Room on Microsoft Windows Server using scripts
      • Complete Control Room post-installation configuration
        • Configuring post-installation settings
        • Verifying Automation Anywhere services
        • Configure disaster recovery site for OpenSearch IP addresses
        • Add primary IP address for cluster
        • Configure additional IP address for a new cluster node
        • Add URLs and files to trusted list for On-Premises
      • Using the Control Room diagnostics utility
      • Uninstalling Automation 360
    • Citrix integration
      • Using the Recorder on Citrix Virtual Apps servers
      • Using Citrix XenDesktop on Cloud
      • Installing the Citrix required components on local machines
      • Installing Automation Anywhere remote agent on Citrix servers
        • Install Automation Anywhere remote agent for Citrix and VMware
        • Install Automation Anywhere remote agent for Citrix 1.0: Recorder package version 2.7.3 and earlier
    • Set up Community Edition
      • Community Edition capabilities
    • Get started with Bot Agent
      • Bot Agent communication with Control Room
      • Bot Agent compatibility
        • Auto-login support for Bot Agent
      • Bot Agent device requirements for Windows
      • Bot Agent device requirements for macOS
      • Manage Bot Agent
      • Install Bot Agent and register Windows device
        • Update Bot Agent on Windows device
          • Automatically update the Bot Agent
          • Manually update the Bot Agent
            • Update the Bot Agent from a local drive
        • Configure custom proxy during Bot Agent installation
        • Switch Bot Agent to a different Control Room
        • Connect Bot Agent to a device with a proxy
        • Set user device credentials
        • View and update Bot Agent settings for Windows
      • Uninstall Bot Agent from Windows device
      • Install Bot Agent and register macOS device
        • Update Bot Agent on macOS device
          • Automatically update Bot Agent on macOS device
          • Manually update Bot Agent on macOS device
        • View and update Bot Agent settings for macOS
      • Uninstall Bot Agent from macOS device
      • Change your default device
      • Bulk install Bot Agent on Windows
        • Configuring the Bot Agent Windows Installer file
        • Generate autoregistration.properties file for Windows
        • Bulk install Bot Agent using authenticated proxy
        • Bulk install Bot Agent using Microsoft Endpoint Configuration Manager
      • Bulk install Bot Agent on macOS
        • Generate autoregistration.properties file for macOS
      • Install or uninstall auto-login plugin in macOS
      • Perform Bot Agent diagnostic checks
    • Supported special characters in usernames and passwords
    • Naming guidelines for Control Room URLs
    • Post-installation user management
      • Configure Control Room as a service provider
        • Examples: Configure IdP applications for Control Room
      • Configure Control Room authentication options
        • Configure Control Room in Express mode
        • Configure Active Directory in Control Room
          • Configure Control Room for Active Directory: auto mode
          • Configure Control Room for Active Directory: manual mode
            • Configure LDAP channel binding
            • Configuring LDAP signing
        • Create an Active Directory user
        • Manage Active Directory role mapping
          • Sync Active Directory role mapping
          • Create Active Directory role mapping
          • Edit Active Directory role mapping
          • Delete Active Directory role mapping
          • Troubleshooting LDAP timeout error during Active Directory role mapping
        • Configure Smart Card authentication installation procedure
          • Control Room smart card first administrator
        • Configure Control Room database
        • Change Control Room configuration to HTTPS from HTTP mode
          • Intermediate certificates
          • Import HTTPS SSL, intermediate, and CA certificates
          • Add Control Room certificate to Windows certificate stores
      • Preparing for users
        • Set up SAML authentication
        • Configure SSO authentication with Okta
          • Create app integration
          • Assign application to user
          • Configure Control Room for Okta user
          • Validate the connection
        • Edit profile
      • Installed Control Room directories and files
        • Control Room fail-safe status
      • Licenses and cloud services
        • Managing Cloud and file licenses
        • Automation 360 licenses
          • Accessing Automation 360
        • Provision Cloud Control Room instances
        • Manage and allocate licenses (partners)
        • View and edit Cloud Control Room instances
        • Control Room license expiry notifications
        • License grace policy and notifications
        • License group management
          • Create a license group
    • Update Automation 360 to latest version
      • Update Automation 360 on Microsoft Windows Server using scripts
    • Install and update Automation 360 IQ Bot
      • IQ Bot installation prerequisites
        • IQ Bot system requirements
        • IQ Bot prerequisite steps
        • IQ Bot service configuration
        • IQ Bot Windows services
        • RabbitMQ v3.8.18 and Erlang/OTP upgrade
        • Installing IQ Bot in Cluster mode on machines with IQ Bot preinstalled
        • Prerequisites for installing IQ Bot in Express mode
      • Installing IQ Bot in Express mode
      • Installing IQ Bot in Custom mode
      • Installing IQ Bot in Cluster mode
        • RabbitMq cluster configuration for IQ Bot
        • Make a Shared Folder Accessible
      • Installing IQ Bot in Cluster mode on Amazon EC2
      • Postinstallation checklist
        • Creating a self-signed certificate with Subject Alternative Name
        • Registering IQ Bot with the Control Room
        • Configuring IQ Bot with HTTP and HTTPS
          • Configuring IQ Bot with HTTPS when Control Room is configured with HTTP
          • Configuring IQ Bot with HTTP when Control Room is configured with HTTPS
          • Configuring IQ Bot with HTTPS using single domain
          • ConfiguringIQ Bot with HTTPS using multiple domains
        • Use Microsoft Azure Computer Vision OCR engine
          • Use your own keys for Microsoft Azure Computer Vision OCR engine
        • Use ABBYY FineReader Engine OCR engine in IQ Bot
          • Use your own ABBYY FineReader Engine license
          • Installation steps if ABBYY FineReader Engine remains installed from a previous IQ Bot version
        • Use Google Vision API OCR engine
          • Use your own license keys for Google Vision API OCR engine
          • Potential impact of Google Vision API OCR upgrade
        • Resolving IQ Bot registration failure
        • Unregistering IQ Bot from the Control Room
        • Set up log file automatic rollover
        • Health Check API response if RabbitMQ v3.8.18 fails to start
        • Reinstalling HTTPS SSL certificate for secure communication when it expires
      • Updating Automation 360 IQ Bot
        • Run IQ Bot On-Premises database migration script
        • Update Automation 360 IQ Bot On-Premises to the latest version
        • Upgrading and downgrading IQ Bot
      • Uninstalling IQ Bot
      • High availability and disaster recovery overview
        • HA cluster configuration overview
          • High Availability deployment model
        • Disaster Recovery deployment model
          • DR configuration requirements
          • Disaster recovery failover steps overview
          • Re-establish a duplicate DR site
    • Log in to Automation Anywhere Control Room
    • Create your first bot
    • Run your first bot
    • Moving from Automation 360 On-Premises to Cloud
      • Moving data using Control Room operations
      • Migrate using Control Room APIs
    • Automation 360 feature comparison matrix
    • Migrate to Automation 360
  • Configure Automation 360
    • Manage Control Room users
      • Create a Windows device user
        • Citizen Developer user
        • Create a Citizen Developer user
        • Multi-login user
      • Create a macOS device user
        • Set macOS user device credentials
      • Delete a user
      • Reset user password
      • User sessions
      • Disable inactive users
    • Roles
      • Create a role
        • Feature permissions for a role
        • Bot permissions for a role
        • IdP group mapping
          • Create IdP group mapping
          • Enable SAML automatic user account provisioning
          • License allocation for IdP group mappings
            • Configure license order preference
          • Manage IdP group mapping
          • IdP group mapping examples
        • Create a Citizen Developer role
        • Configure API key
          • Create API key generation role
          • Generate API key
          • Configure API key duration
      • Assign a role
      • View a role
      • Edit a role
      • Copy a role
      • Delete a role
      • System roles
      • Export roles
    • Manage licenses
      • View license details
      • Installing additional licenses
      • Using Automation credits
    • Create your users and assign their licensed roles
    • Configure Settings
      • Manage device settings
        • Configure General settings
        • Configure device registration
        • Configure browser extensions
        • Configure log collection
        • Configure global cache settings
        • Configure screen resolution for a device session
          • Screen resolution dependent packages
        • Configure temporary devices
        • Configure threshold settings for user devices
        • Configure auto-login settings on Windows device
        • Configure auto-login settings on macOS device
        • Configure advanced options
      • Configure queue deployment
      • Document Automation settings
      • Switch device registration between Control Room instances
      • Allowed IP addresses
      • Set callback URLs
      • Two-factor authentication
      • Configure forward proxy settings
      • Configure Credential Vault Connection mode
      • Manage domain
      • Editing SQL user information
      • Syslog server integration
      • Edit email notifications
      • Version control in Automation 360
      • Integrating Control Room with Git repositories
        • Configure a remote Git repository in Control Room
        • Connect to Azure DevOps Git from Control Room
        • Remove Git integration configuration
        • Restore bots from Git repository
        • Understanding repository partitioning
          • Repository partitioning - best practices
          • Considerations for partitioning a repository
          • Partition a repository
      • Usage statistics
        • Disable usage statistics
      • Generate Control Room registration key
      • Configure integration with SIEM
        • Setting up Sumo Logic
        • Adding Sumo Logic as an SIEM logging endpoint
        • Verifying data in Sumo Logic
      • Use AuthConfig App to enable OAuth2 services
        • Access the AuthConfig App
          • Review Control Rooms
          • Configure SAML connection details
          • Manage refresh tokens
      • Cloud device management (API Task)
      • Audit log settings FAQ
    • Edit My settings
      • Edit profile settings
    • Working with repositories
      • Set up your bot repository
    • Credentials and lockers in the Credential Vault
      • Set up lockers and credentials in Credential Vault
      • Set up locker and assign credentials
      • Create credential
        • Edit a credential
        • Transfer credential ownership
        • Manage user credentials
      • Create locker
        • Edit a locker
      • Credential Vault email notifications
    • External key vaults for Automation 360
      • Integrating external key vault with Control Room
      • CyberArk Password Vault integration
        • Cloud integration using CyberArk Password Vault
          • Integrate Automation 360Control Room with CyberArk using API gateway
        • On-Premises integration using CyberArk Password Vault
          • On-Premises initial installation using CyberArk Password Vault
          • On-Premises post-installation using CyberArk Password Vault
        • CyberArk credential retrieval use cases
          • Using optional safes in CyberArk Password Vault integration
      • Azure Key Vault integration
        • Cloud integration using Azure Key Vault
        • On-Premises integration using Azure Key Vault
          • On-Premises initial installation using Azure Key Vault
            • Configure Azure Key Vault requirements for initial installation
            • Integrate Azure Key Vault and Control Room
            • Set up authentication type for Azure Key Vault
          • On-Premises post-installation using Azure Key Vault
        • Azure credential retrieval use cases
      • AWS Secrets Manager integration
        • Cloud integration using AWS Secrets Manager
        • On-Premises integration using AWS Secrets Manager
          • On-Premises initial installation using AWS Secrets Manager
            • Configure AWS Secrets Manager requirements for initial installation
            • Integrate AWS Secrets Manager and Control Room
            • Set up authentication type for AWS Secrets Manager
          • On-Premises post-installation using AWS Secrets Manager
        • AWS credential retrieval use cases
      • HashiCorp Vault integration
        • Cloud integration using HashiCorp Vault
        • On-Premises integration using HashiCorp Vault
          • On-Premises initial installation using HashiCorp Vault
          • On-Premises post-installation using HashiCorp Vault
            • On-Premises post-installation for secret ID rotation
        • HashiCorp credential retrieval use cases
      • ARCON Key Vault integration
        • Cloud integration using ARCON key vault
        • On-Premises integration using ARCON key vault
        • ARCON credential retrieval use cases
      • BeyondTrust Password Safe integration
        • Cloud integration using BeyondTrust Password Safe
        • On-Premises integration using BeyondTrust Password Safe
        • BeyondTrust credential retrieval use cases
      • Delinea Secret Server integration
        • Cloud integration using Delinea Secret Server
        • On-Premises integration using Delinea Secret Server
        • Delinea Secret Server credential retrieval use cases
      • External key vault naming conventions
        • Secrets naming convention
        • Custom secrets naming convention
      • Changing external key vault to another
      • Verify external key vault configuration
      • Troubleshooting external key vaults
    • Control Room IP addresses for external integrations
  • Manage Automation 360
    • About Windows devices
      • About multi-user devices
        • Configure RDP-based deployment for multi-user devices
          • Configure legal disclaimer timeout for RDP-based deployment
          • How to save RDP logs into a separate file
          • Configure the number of NamedPipe Client connections
        • Convert an existing device to a multi-user device
      • Edit multiple devices simultaneously
    • About macOS devices
    • About device pools
      • Create device pools
      • View device pool details
      • Edit device pools
        • Order of the automation queue
      • Delete device pools
    • Add queue, Bot Runner, and device pool
    • Configure OAuth connections in Control Room
      • Create OAuth connection
        • OAuth client credentials flow
        • OAuth authorization code flow
      • Use OAuth connection
      • Authenticate user-specific OAuth connections
      • OAuth support for Microsoft Entra using Private Key JWT
        • Microsoft Entra ID configuration
        • Determine X5T header
    • Configure OAuth clients
      • View and manage OAuth clients
    • Packages
      • RBAC on packages
        • Configure RBAC for packages
        • Packages RBAC for bot developer
      • Updating packages in Control Room
        • Automatic package updates for On-Premises Control Room
        • Automatic package updates for Cloud Control Room
      • Add packages to the Control Room
      • Updating package versions
        • Update bots to default package version
        • View audit log for bulk package updates
      • Removing unused package versions
        • Delete unused package versions
      • Manage Control Room packages
      • Packages certified for Microsoft Office
      • Packages certified for Microsoft Windows 11
    • Workload management
      • WLM key concepts
      • WLM deployments and system requirements
      • WLM work item lifecycle
      • WLM: getting started
      • Working with queues
        • Create express queues
        • Create standard queues
        • Add queue owners
        • Add participants to queue
        • Add consumers of queues
        • Define Work Item structure
        • Insert Work Items
        • Manage workload queues
          • View queue details
          • Edit queues
          • Delete queues
          • Export queues
          • Import queues
          • Actions allowed on view queue page
        • Example of configuring a queue
      • Working with work items
        • Work item status and actions
        • Manage Work Items
          • View work items
          • Edit work items
          • Delete work items
          • Export work items to CSV file
          • Purge work items
      • Working with workload automations
        • Using the Run with queue
          • Add Task Bots and dependent files
        • Validate WLM automation on developer device
          • Test and run WLM automation on developer device
          • Example of calculating employee bonus from queue data
        • Parallel queue processing
          • Scenario: processing parallel queues
          • Parallel queue processing FAQ
        • Manage WLM automations
          • Edit Workload Management automations
          • Manage the status of automation in queue
          • Understanding WLM automation priority
      • WLM recommended practices
      • WLM FAQ
    • Bot Lifecycle Management
      • Guidelines for exporting and importing bots
      • Export bots
      • Import bots
      • Move bots across environments
      • Recover bots and files
  • Monitor Automation 360
    • Automation Command Center
      • ACC home page for administrators
      • ACC home page for Pro and Citizen Developers
      • Monitoring dashboard
      • Automations dashboard
        • Export Automation dashboard
      • Processes dashboard
      • License dashboard
    • Automation program lifecycle with CoE Manager
      • CoE Manager
      • CoE Manager Plus
      • Getting started with CoE Manager
        • CoE Manager email notification checklist
        • Create and manage your account
        • Enterprise administration
      • Configure CoE Manager
        • Program settings
          • Set up organization hierarchy and link opportunities
          • Export and import data in CoE Manager
        • Opportunity Configurations
          • Create opportunity sources
          • Add applications
          • Create and manage activity
          • Create change request types
        • Integrations
          • CoE Manager Plus - Integrate with Cloud Control Room
          • CoE Manager Plus - Integrate with Microsoft Power Automate
          • CoE Manager Plus - Integrate with UiPath
          • CoE Manager Plus - Integrate with Blue Prism
          • Update metrics using the GraphQL API
          • CoE Manager Plus - Integrate with ServiceNow
          • CoE Manager Plus - Integrate with Jira
          • CoE Manager - Integrate with Cloud Control Room
          • CoE Manager - Integrate with On-Premises Control Room
        • Users
      • Configure CoE Manager for SSO
      • Enable CoE Manager
      • Add CoE Manager IP addresses to allowed list
      • Roles and user management
        • Manage roles
      • Create and manage opportunity
        • Details
          • Savings and man hours calculation
          • Add non-automation benefits and additional costs
        • Activities
          • Best practices for activity creation
          • Change requests
        • Workflow
        • Execution and transaction tracking
          • CoE Manager - Link automation to opportunity
          • CoE Manager Plus - Link automation to opportunity
      • CoE Manager Plus - Integrate with other reporting tools
        • CoE Manager Plus - Integrate with Power BI
        • CoE Manager Plus - Integrate with Tableau
      • User-defined Business KPI
      • Configure sync bot
      • ROI tracking
        • Measuring benefit for process automation
          • Configure process automation to calculate ROI
            • Considerations for configuring process automation
          • Configure Document Automation to calculate ROI
          • Configure queue automation to calculate ROI
          • Transaction-based ROI for task automation
          • Execution-based ROI for API automation
          • Transaction-based ROI for API automation
      • Visualization and insights
        • Opportunities
        • Processes
        • Dashboard
        • Ideas
        • Pipeline
        • Build
        • Deployed
      • CoE Manager API
      • Pipeline Accelerator package
        • Start Pipeline Accelerator session
        • End Session action in Pipeline Accelerator package
        • Update process metrics
        • Update metrics
      • CoE Manager software lifecycle policy
      • CoE Manager FAQ
    • Activities
      • Historical activity
        • View completed activity
      • Scheduled activities
        • Schedule an automation
        • Schedule a process automation
        • Change ownership of scheduled activity
          • How changing ownership of multiple activities works
        • Edit a scheduled activity
        • Delete a scheduled activity
        • Automatically select the number of Bot Runners users
      • Event triggers
        • Adding event triggers
        • Linking event triggers to a Bot Runner
    • Audit log
      • Audit events list
      • Export audit data to CSV
    • Code analysis
      • Code analysis policy management
      • Code analysis rules
      • Checking out code analysis results
      • Code analysis reports
      • Code analysis enforcement
      • Configure and assign code analysis policy
      • Run code analysis
      • Upgrade changes in code analysis policy for Automation 360 v.28 or later versions
    • Notifications
      • Getting started with Notifications
        • Automation events
        • Platform events
        • Process events
      • Administer notifications for Control Room
        • Manage notification email report
        • Configure custom announcements
        • Lock event categories
      • Enable or disable event categories
        • Enable email report channel
      • Capabilities supporting notifications
    • Control Room log files
      • Manage server location for storing automation logs - Cloud
      • Manage server location for storing automation logs - On-Premises
  • Build automations
    • Mozart Orchestrator
      • Key concepts
        • Mozart Orchestrator- transforming workflow automations
        • Roles and user management
        • Mozart Orchestrator-FAQs
      • Get started
        • Get familiar with Mozart Orchestrator
          • Comparison of former and new process editor
          • Understanding business attributes
          • Add tasks in process automation
            • Create automations within the process workflow
            • Add AI Agent to a process automation
            • Add Bot Task to a process automation
            • Add Document Extraction Task to a process automation
            • Add Form Task to a process automation
            • Add custom style to a process automation
            • Add API Task to a process automation
            • Add input variables to a process automation
            • Add Filter Task to a process automation
            • Add Process Task to a process automation
            • Add Approval Task to a process automation
              • User configurations for an approval task
            • Add Document Validation to a process automation
          • Add conditions in process automation
            • If and else condition
            • Split and Merge conditions
              • Using Split nodes in a process automation
              • Get familiar with branch types
              • Using Merge nodes in a process automation
              • Run a parallel process with split and merge
              • Split and merge - best practices
          • Add events in process automation
            • Start point in a process automation
            • Add End Point to a process automation
            • Add Go to node to a process automation
          • triggers-in-process-automation
          • Process editor guide
            • Process editor
            • Using swimlanes
            • Breadcrumbs in editors
            • Process editor toolbars
            • Process compatibility version
            • Supported behaviors for tasks and elements in Process Composer
          • Understanding variables
            • Variables management in process automation
            • Supported variable types in Process Composer
            • Create hidden variables in a form
            • Dynamic human task assignment using variable expressions
          • About forms
            • Create a form
              • Building forms for web and desktop
              • Using the Button element
              • Using the Checkbox element
              • Using the Date element
              • Using the Document element
              • Using the Dropdown element
              • Using the Dropdown Multi-Select element
              • Using the Dynamic Area element
              • Using the Formula element
              • Using the Hyperlink element
              • Using the Image element
              • Using the Label element
              • Using the Number element
              • Using the Password element
              • Using the Radio Button element
              • Using the Rich Text Editor element
              • Using the Select File element
              • Using the Select Folder element
              • Using the Snapshot element
              • Using the Table element
              • Using the Text Area element
              • Using the Text Box element
                • Enable Enter key submission in Text Box element
              • Using the Time element
            • Construct URL parameters for supported elements
            • Password element behavior
            • Conditional actions, rules, and elements
            • Example: Use Checkbox element in a form dynamically
          • Managing your process automations
            • Process management overview
            • Check in a process automation
            • Check out a process automation
            • Run a process automation from private workspace
            • Run a process automation from public workspace
            • Move a process automation between folders
            • Import a process automation
              • Import process automation dependencies
            • Export a process automation
            • Delete a process automation
            • Display child process automation output
          • Process building: Examples and use cases
            • Create your first process automation
            • Scenario: Employee onboarding process automation
            • Create a business process
            • Example: Use Select File to upload or download a file for web
              • Create a bot with Get Storage file action
              • Create a process automation to select a file input
              • View uploaded file
              • Cloud storage usage
            • Example: Upload and view PDF file
              • Create a form with the Select File element
              • Create a form with the Document element
              • Create a process automation to view files
    • Interactive forms
      • Add a form to bot
    • Task Bots
      • Using Bot editor
      • PiP mode for developers
        • Run automations in PiP mode
      • Keyboard shortcuts to expand or collapse elements in bot logic
        • Keyboard shortcuts list for Windows
        • Keyboard shortcuts list for macOS
      • Persistent table customizations across sessions and browsers
      • Application permissions on macOS
      • Create automations on macOS
      • Actions to build automations
        • Advanced search option in Bot editor
        • Search and replace option in Bot editor
        • Active Directory package
          • Computer operations
            • Create computer action in Active Directory
            • Delete computer action in Active Directory
            • Get computer property action in Active Directory
            • Using the Move computer action
            • Rename computer action in Active Directory
            • Set computer property action in Active Directory
          • Group operations
            • Create group action in Active Directory
            • Delete group action in Active Directory
            • Get group property action in Active Directory
            • Rename group action in Active Directory
            • Set group property action in Active Directory
          • LDAP operations
            • Add LDAPS server certificate to Windows certificate store
            • Using Connect action for Active Directory
            • Run query action in Active Directory
          • Organizational unit operations
            • Create organizational unit action in Active Directory
            • Delete organizational unit action in Active Directory
            • Get organizational unit property action in Active Directory
            • Using the Move organizational unit action
            • Rename organizational unit action in Active Directory
            • Set organizational unit property action in Active Directory
          • User account operations
            • Using the Add users to group action
            • Using the Create user action
            • Change user password action in Active Directory
            • Delete user action in Active Directory
            • Disable user account action in Active Directory
            • Enable user account action in Active Directory
            • Get all users of a group action in Active Directory
            • Get user property action in Active Directory
            • Using the Remove users from group action
            • Rename user action in Active Directory
            • Set user property action in Active Directory
            • Update account options action in Active Directory
            • Using the Update user details action
          • Active Directory attributes list
        • AI package
          • AWS SageMaker
            • AWS SageMaker: Authentication action
            • Invoke SageMaker Endpoint action
              • Invoke a Text based model on SageMaker
              • Invoke an Image based model on SageMaker
          • Hugging Face
            • Hugging Face: Authentication action
            • Hugging Face: Serverless Inference action
        • AI Skills package
          • Execute action
        • Analyze package
        • App Integration package
          • Capture area action
          • Capture scrollable text action
          • Capture text of window action
        • Application package
          • Open program/file action
        • Apple Calendar package
          • Add alert action
          • Connect action
          • Create calendar action
          • Create event action
          • Create recurrence action
          • Delete alert action
          • Delete calendar action
          • Delete event action
          • Disconnect action
          • List calendar action
          • Rename calendar action
          • Set event status action
          • Update event action
        • Apple Keynote package
          • Add media to slide action
          • Add slide action
          • Add text to slide action
          • Close action in the Apple Keynote package
          • Copy paste slide action
          • Create Keynote file action
          • Create table action
          • Delete object action
          • Delete slide action
          • Delete table action
          • Edit slide text content action
          • Edit table action
          • Find and replace text action
          • Format media action
          • Format table cell action
          • Format text action
          • Get all table names action
          • Get cell value action
          • Get column name action in Apple Keynote package
          • Get row number action in Apple Keynote package
          • Get slide content action
          • Go to cell action in Apple Keynote package
          • Merge table cells action
          • Open action in the Apple Keynote package
          • Rename table action
          • Save presentation action
          • Set cell action in Apple Keynote package
          • Switch to slide action
          • Write from data table action in Apple Keynote package
        • Apple Mail package
          • Change status action in the Apple Mail package
          • Check if folder exists action in the Apple Mail package
          • Connect and Disconnect actions in the Apple Mail package
          • Delete and Delete all actions in the Apple Mail package
          • Forward action in the Apple Mail package
          • Move and Move All actions in the Apple Mail package
          • Reply and Reply All actions in the Apple Mail package
          • Save attachments and Save all attachments action in the Apple Mail package
          • Save email action in the Apple Mail package
          • Send action in the Apple Mail package
          • Using the For each mail in mail box iterator for Apple Mail
        • Apple Numbers package
          • Spreadsheet operations in Apple Numbers
            • Create spreadsheet action in Apple Numbers package
            • Close action in Apple Numbers package
            • Open action in Apple Numbers package
            • Save spreadsheet action in Apple Numbers package
            • Save as action in Apple Numbers package
          • Sheet operations in Apple Numbers
            • Create sheet action in Apple Numbers package
            • Delete sheet action in Apple Numbers package
            • Get all sheet names action in Apple Numbers package
            • Get sheet name action in Apple Numbers package
            • Rename sheet action in Apple Numbers package
            • Retrieve sheets count action in Apple Numbers package
            • Switch to sheet action in Apple Numbers package
          • Table operations in Apple Numbers
            • Create table action in Apple Numbers package
            • Delete table action in Apple Numbers package
            • Get all table names action in Apple Numbers package
            • Get table name action in Apple Numbers package
            • Get Table Range action in Apple Numbers package
            • Rename table action in Apple Numbers package
            • Sort table action in Apple Numbers package
            • Write from Datatable action in Apple Numbers package
          • Cell operations in Apple Numbers
            • Clear cells action in Apple Numbers package
            • Find action in Apple Numbers package
            • Find next empty cell action in Apple Numbers package
            • Get cell address action in Apple Numbers package
            • Get cell data action in Apple Numbers package
            • Go to cell action in Apple Numbers package
            • Go to next empty cell action in Apple Numbers package
            • Get multiple cell action in Apple Numbers package
            • Replace action in Apple Numbers package
            • Set cell data action in Apple Numbers package
          • Row and column operations in Apple Numbers
            • Delete rows/columns action in Apple Numbers package
            • Get number of columns action in Apple Numbers package
            • Get number of rows action in Apple Numbers package
            • Insert rows/columns action in Apple Numbers package
            • Read row or column action in Apple Numbers package
            • Remove blank rows action in Apple Numbers package
            • Select cells/columns/rows action in Apple Numbers package
        • Apple Pages package
          • Close action in the Apple Pages package
          • Create document action
          • Find and replace media action
          • Find and replace text action
          • Format text action
          • Insert media action
          • Insert table action
          • Insert text action in the Apple Pages package
          • Open action in the Apple Pages package
          • Read table action in the Apple Pages package
          • Read text action in the Apple Pages package
          • Save action in the Apple Pages package
          • Save as action in the Apple Pages package
          • Set document properties action
        • AppleScript package
          • asana-update-comment-action
          • Open action in AppleScript package
          • Run action in AppleScript package
          • Close action in AppleScript package
          • Example of saving webpage URL and title to notes
        • Asana package
          • Connect
          • Create project
          • Get project
          • Update project
          • Delete project
          • Create task
          • Get task
          • Update task
          • Delete task
          • Create comment on task
          • Get comment
          • Update comment
          • Delete comment
          • Disconnect
        • AWS Comprehend NLP package
        • AWS EC2 package
          • Connect
          • Start instance
          • Stop instance
          • Terminate instance
          • Describe instance
          • Get instance status
          • Enable monitoring
          • Disable monitoring
          • Disconnect
        • Azure DevOps package
          • Connect action in Azure DevOps package
          • Create pipeline action in Azure DevOps package
          • Delete pipeline action in Azure DevOps package
          • Disconnect action in Azure DevOps package
          • Edit pipeline action in Azure DevOps package
          • Get pipeline details action in Azure DevOps package
          • Get pipeline run details action in Azure DevOps package
          • List pipeline runs action in Azure DevOps package
          • List pipelines action in Azure DevOps package
          • Run pipeline action in Azure DevOps package
        • Boolean package
          • Assign action in Boolean
          • Compare to action in Boolean
          • Equal to action in Boolean
          • Invert action in Boolean
          • To number action in Boolean
          • To string action in Boolean
        • Bot migration package
          • Migrate legacy bot action in Bot Migration
          • Update bot action in Bot Migration
        • Box package
          • Connect action in the Box package
          • Copy file action
          • Create folder action
          • Create shared link action
          • Delete file action
          • Delete folder action
          • Disconnect action in the Box package
          • Download file action
          • Get folder details action
          • List folder items action
          • Move file action
          • Search files/folders action
          • Upload file action
        • Browser package
          • Call a JavaScript function action
          • Close action
          • Download file action
          • Using Find broken links action
          • Get source code action
          • Go back action
          • Open action
          • Run JavaScript action
        • Clipboard package
          • Clear action in Clipboard
          • Copy from action in Clipboard
          • Copy to action in Clipboard
        • Credential package
        • CSV/TXT package
          • Using the Open action for CSV/TXT file
          • Using Read action
        • Comment package
        • Data Table package
          • Assign action in the Data Table package
          • Change column type action
          • Clear content action
          • Delete column action
          • Delete row action
          • Get column name action
          • Get number of columns action
          • Get number of rows action
          • Insert column action
          • Insert row action
          • Using Join action
            • Join type output examples
          • Using the Merge action
            • Merge output example
          • Remove duplicate rows action
          • Search for a value action
          • Set value of a single cell action
          • Sort action
          • Using Write to file action
          • Using Write to file stream action
        • Database package
          • Begin database transaction action
          • Bulk insert action
          • End database transaction action
          • Export to file stream action
            • Example of using export to file stream action
          • Using Connect action for database
            • Connect to Microsoft SQL Server with Windows authentication
          • Disconnect action
          • Using the Read from action
          • Using the Run stored procedure action
          • Using the Export to data table action
          • Manage stored procedure action
          • Insert/Update/Delete action
          • Database server support matrix
        • Databricks package
          • Connect action for Databricks
          • Disconnect action in the Databricks package
          • Cancel job run action
          • Cancel SQL statement action
          • Delete file action
          • Download file action
          • Execute SQL statement action
          • Get job run output action
          • Get job run status action
          • Get SQL statement result action
          • List jobs action
          • Run job action
          • Upload file action
        • Datetime package
          • Using the Add action
          • Using the Assign action
            • Example of using the Assign action
          • Using the Difference between dates action
          • Get action in Datetime
          • Is after action in Datetime
          • Is before action in Datetime
          • Is equal action in Datetime
          • Is leap year action in Datetime
          • Using the Subtract action
          • Using the To string action
          • Datetime formats
            • Custom datetime formats
        • Delay package
          • Delay action in Delay
        • Dictionary package
          • Assign action in Dictionary
          • Get action in Dictionary
          • Put action in Dictionary
          • Remove action in Dictionary
          • Size action in Dictionary
        • DLL package
          • Close action
          • Open action
          • Sharing sessions across bots
          • Using the Run function action
        • Email package
          • Change status action
          • Check if folder exists action
          • Delete all action
          • Delete action
          • Disconnect action
          • Connect action in Email package
            • Email server settings
          • Using Forward action
          • Move all action
          • Move action
          • Reply All action
          • Using Reply action
          • Save all attachments action
          • Save attachment action
          • Save email action
          • Using Send action
          • Using the For each mail in mail box iterator
            • Using dictionary variable for email properties
          • How subject filter works when moving emails
        • Error handler package
          • Try action in Error handler
          • Catch action in Error handler
          • Finally action in Error handler
          • Throw action in Error handler
        • Excel basic package
          • Close action
          • Delete cells action
          • Get multiple cells action
          • Get single cell action
          • Get cell address action
          • Get column name action
          • Get row number action
          • Go to cell action
          • Using the Open action for Excel basic
          • Save workbook action
          • Set cell action
          • Switch to sheet action
        • Excel advanced package
          • Workbook operations in Excel advanced
            • Append workbook action
            • Break workbook links action
            • Change workbook links action
            • Close action in Excel advanced package
            • Convert excel to PDF action
            • Create workbook
            • Get workbook links action
            • Sensitivity label
              • Set sensitivity label action
                • Example for adding sensitivity label to Excel workbook
              • Get sensitivity label action
            • Using the Open action for Excel advanced
            • Protect workbook action
            • Save workbook action in Excel advanced package
            • Save as action for workbook
            • Unprotect workbook action
          • Worksheet operations in Excel advanced
            • Access password protected worksheet action
            • Using Append worksheet action
            • Create worksheet action
            • Delete worksheet action
            • Disable or enable real-time screen update action
            • Get current worksheet name action
            • Get worksheet as data table action
            • Get worksheet names action
            • Hide worksheet action
            • Password protect worksheet action
            • Rename worksheet action
            • Retrieve sheets count action
            • Run macro action
            • Switch to sheet action
            • Unhide all worksheets action
            • Unhide worksheet action
            • Write from data table action
          • Row and column operations in Excel advanced
            • Get column name action
            • Get row number action
            • Hide rows/columns in selection action
            • Using Insert/Delete rows/columns action
            • Read column action
            • Read row action
            • Remove blank rows action
            • Using Select action for cells, rows, and columns
            • Unhides rows/columns in selection action
          • Cell operations in Excel advanced
            • Delete cells action
            • Using Find next empty cell action
            • Using Find action in Excel
            • Using the Get cell address action
            • Using Get cell color action
            • Get multiple cells action
            • Using Get number of rows action
            • Get single cell action
            • Go to cell action
            • Go to next empty cell action
            • Read cell formula action
            • Using the Replace action
            • Set cell action
            • Set cell formula action
          • Table operations in Excel advanced
            • Delete table column action
            • Using Filter action
            • Get table range action
            • Insert table column action
            • Using Sort action
          • CSV operations in Excel advanced
        • File package
          • Assign action
          • Using Copy Desktop file action for file
          • Create action
          • Using Delete action for file
          • Copy Control Room file action
          • Get name action
          • Get path action
          • Open action
          • Using Print action for file
          • Using Print multiple files action
          • Using Rename action for file
            • Example of using Rename action
          • Create shortcut action
          • Create symbolic link action
        • Folder package
          • Zip action
          • Copy action in Folder
          • Create action in Folder
          • Unzip action
          • Delete action in Folder
          • Create shortcut action
          • Open action in Folder
          • Rename action in Folder
          • Create symbolic link action
        • FTP / SFTP package
          • Change folder action
          • Connect action
          • Create folder action
          • Delete folder action
          • Delete files action
          • Disconnect action
          • Get folders action
          • Get files action
          • Put folders action
          • Put files action
          • Rename files action
        • Fuzzy match package
        • Generative AI package
          • Amazon Bedrock
            • Amazon Bedrock: Authenticate action
            • AI21 Labs Chat AI action
            • AI21 Labs Prompt AI action
            • Anthropic: Chat AI action
            • Anthropic: MultiModal AI action
            • Anthropic: Prompt AI action
            • Amazon Titan: Chat AI action
            • Amazon Titan: Prompt AI action
            • Stability Text to Image AI action
          • Google Cloud
            • Vertex AI: Connect action
            • Vertex AI: Chat AI action
            • Vertex AI: Prompt AI action
            • Vertex AI: Multimodal Prompt AI action
            • Vertex AI: Disconnect action
          • Microsoft Azure OpenAI
            • Configuring Azure OpenAI
            • Azure OpenAI: Authenticate action
            • Azure OpenAI: Chat AI action
            • Azure OpenAI: MultiModal Chat AI action
            • Azure OpenAI: Prompt AI action
          • OpenAI
            • OpenAI: Authenticate action
            • OpenAI: Chat AI action
            • OpenAI: MultiModal Chat AI action
            • OpenAI: Prompt AI action
            • OpenAI: Run Assistant action
            • OpenAI: Run Assistant Function action
        • Genesys package
          • Authentication action in Genesys
          • Conversation action in Genesys
          • Division palette
            • Add role into division action
            • Bulk-add roles into division action
            • Bulk-remove roles for division action
            • Bulk-replace roles in division action
            • Get the home division action
            • List/search divisions action
            • Remove role from division action
          • External contact palette
            • Create contact action
            • Delete contact action in Genesys
            • List/search contacts action
            • Update contact action
          • Group palette
            • Bulk-add members into group action
            • Delete member action in Genesys
            • List groups action
            • List members (Group) action
          • Language palette
            • Add routing language action
            • Bulk-add routing languages to user action
            • List user's routing languages action
            • List all routing languages action
            • Remove routing language from user action
          • External organization palette
            • Create organization action
            • Delete organization action
            • Get organization action
            • List/search organizations action
            • Update organization action
          • Phone palette
            • Assign phone action
            • Create a phone action
            • List phone base settings action
            • List/search phones action
            • List/search sites action
            • Remove a phone action
          • Queues palette
            • Add to queue action in Genesys
            • List members (Queues) action
            • List/search queues action
            • Remove from queue action
          • Role palette
            • Add users to role action
            • List/search roles action
            • List user's roles action
            • List users in a role action
            • Remove users from role action
            • Set the user's roles action in Genesys
          • Skill palette
            • Add user routing skills action
            • Bulk-add routing skills action
            • Bulk-replace routing skills action
            • List/search routing skills action
            • List user's routing skills action
            • Remove user routing skills action
          • User palette
            • Create user action in Genesys
            • Delete user action in Genesys
            • Get user action in Genesys
            • List/search users action
            • Update user action in Genesys
        • Google Application Integration package (formerly known as Apigee package)
          • Google Application Integration: Connect
          • Google Application Integration: Disconnect
          • Google Application Integration: Execute Integration
          • Google Application Integration: Resume Integration
        • Google packages
          • Google Calendar package
            • Using the Create event action in Google Calendar
            • Delete event action in Google Calendar
          • Google Drive package
            • Assign file action in Google Drive
            • Check permissions action in Google Drive
            • Copy file action in Google Drive
            • Copy folder action in Google Drive
            • Create file permission action in Google Drive
            • Create folder action in Google Drive
            • Delete file action in Google Drive
            • Delete file permission action in Google Drive
            • Delete folder action in Google Drive
            • Download file action in Google Drive
            • Find file/folder action in Google Drive
            • Get file information action in Google Drive
            • Get file permission action in Google Drive
            • Move file action in Google Drive
            • Move folder action in Google Drive
            • Rename file action in Google Drive
            • Rename folder action in Google Drive
            • Upload file action in Google Drive
          • Google Sheets package
            • Activate sheet action in Google Sheets
            • Autofit columns action in Google Sheets
            • Autofit rows action in Google Sheets
            • Close action in Google Sheets
            • Create sheet action in Google Sheets
            • Create workbook action in Google Sheets
            • Delete cell action in Google Sheets
            • Delete range action in Google Sheets
            • Delete row/column action in Google Sheets
            • Delete sheet action in Google Sheets
            • Disconnect action
            • Format cells action
            • Get All Sheet Names action
            • Get Cell/text color action
            • Get Current Sheet Name action
            • Get multiple cells action in Google Sheets
            • Get number of rows action
            • Get single cell action in Google Sheets
            • Go to cell action in Google Sheets
            • Hide worksheet action
            • Insert cell action
            • Insert range action
            • Insert row/column action in Google Sheets
            • Open spreadsheet action in Google Sheets
            • Paste cell action
            • Read column action in Google Sheets
            • Read row action in Google Sheets
            • Read cell formula action
            • Rename sheet action
            • Retrieve sheets count action
            • Set cell action in Google Sheets
            • Set cell formula action
            • Set cell or text color action
            • Show worksheet action
            • Write from data table action in Google Sheets
          • Connect action for Google packages
          • Disconnect action for Google packages
        • Google Document AI package
          • Using the Extract action for Google Document AI
        • Goto package
        • IBM Watson Authentication package
        • IBM Watson Speech to Text package
        • If package
          • If action
            • Using If action
          • Else if (optional) action
          • Else action
        • Image Recognition package
          • Using Find image in window action
          • Using the Find window in window action
        • Interactive forms package
        • Interrupt handler package
          • Scope action in Interrupt handler package
          • Handle action in Interrupt handler package
          • Interrupt handler conditions
        • IQ Bot package
          • Download all documents action
          • Upload Document action
        • IQ Bot Extraction package
          • Move from IQ Bot Extraction package to Document Automation
          • Using IQ Bot Process documents action
        • JavaScript package
          • Close action in JavaScript
          • Open action in JavaScript
          • Run JavaScript action
        • JSON utilities package
          • Add node value
          • Convert Dictionary to JSON
          • End session action in JSON
          • Get node list action in JSON
          • Get nodes in JSON
          • Get node value action in JSON
          • Convert JSON to Dictionary
          • Convert JSON to Table
          • Start session action in JSON
          • Update node value
          • Validate action
        • Jira package
          • Connect
          • Create project
          • Get project
          • Update project
          • Delete project
          • Create issue
          • Get issue
          • Update issue
          • Delete issue
          • Add comment
          • Get comments
          • Update comment
          • Delete comment
          • Disconnect
        • Legacy Automation package
          • Using legacy Web actions
        • List package
          • Add item action in List
          • Append action in List
          • Assign action in List
          • Clear action in List
          • Get item action in List
          • Join items action in List
          • Remove item action in List
          • Set item action in List
          • Size action in List
        • Logging package
          • Using Log text to file action
          • Using Log variables to file action
          • Log to Server action
          • Configuring the Log to Server action in an API Task
        • Loop package
          • Using Loop action
          • Continue action
          • Break action
          • Iterator-related conditions
            • Using the For each event in a calendar
            • Using the For each row in table iterator
            • Using the For each row in CSV/TXT iterator
            • Using the For each work item in queue iterator
            • Using Loop iterator for Microsoft Outlook (macOS)
            • Using the For each chat of the user iterator
            • Using the For each channel in a team iterator
            • Using the For each message in a channel iterator
            • Using the For each message in a chat iterator
            • Using the For each team iterator
            • Using the For each channel in a workspace iterator
            • Using the For each message of the user iterator
            • Use the For each message in a conversation iterator
            • Using the For each message in a channel iterator
          • While-related conditions
        • Message box package
          • Using the Message box action
        • Microsoft 365 Calendar package
          • Add attachment action in Microsoft 365 Calendar
          • Add attendees action in Microsoft 365 Calendar
          • Cancel meeting action in Microsoft 365 Calendar
          • Using Connect action in Microsoft 365 Calendar package
            • Permissions for application
          • Using the Create Meeting action
          • Delete attendees action in Microsoft 365 Calendar
          • Delete meeting information action in Microsoft 365 Calendar
          • Using Disconnect action in Microsoft 365 Calendar package
          • Using the Get available meeting slots action
          • Modify meeting action in Microsoft 365 Calendar
          • Respond to meeting action in Microsoft 365 Calendar
          • Using Microsoft 365 Calendar actions in a loop
        • Microsoft 365 Excel package
          • Using Connect action in Microsoft 365 Excel package
          • Cell operations in Microsoft 365 Excel
            • Delete cell action in Microsoft 365 Excel
            • Delete range action in Microsoft 365 Excel
            • Using the Format cell action
              • Frequently used cell colors
            • Find next empty cell action in Microsoft 365 Excel
            • Get cell action in Microsoft 365 Excel
            • Using the Get cell/text color action
            • Get multiple cells action in Microsoft 365 Excel
            • Get cell address action in Microsoft 365 Excel
            • Go to cell action in Microsoft 365 Excel
            • Go to next empty cell action in Microsoft 365 Excel
            • Insert cell action in Microsoft 365 Excel
            • Insert range action in Microsoft 365 Excel
            • Paste cell action in Microsoft 365 Excel
            • Read cell format action in Microsoft 365 Excel
            • Read cell formula action in Microsoft 365 Excel
            • Set cell action in Microsoft 365 Excel
            • Set cell color action in Microsoft 365 Excel
            • Set cell formula action in Microsoft 365 Excel
          • Column/Row operations in Microsoft 365 Excel
            • Autofit columns action in Microsoft 365 Excel
            • Autofit rows action in Microsoft 365 Excel
            • Using Delete row or column action
            • Get row count action in Microsoft 365 Excel
            • Get column name action in Microsoft 365 Excel
            • Get row number action in Microsoft 365 Excel
            • Using Insert row or column action
            • Read column action in Microsoft 365 Excel
            • Read row action in Microsoft 365 Excel
          • Table operations in Microsoft 365 Excel
            • Create table action in Microsoft 365 Excel
            • Delete table action in Microsoft 365 Excel
            • Get table column action in Microsoft 365 Excel
            • Get table names action in Microsoft 365 Excel
            • Get table row action in Microsoft 365 Excel
            • Get table row count action in Microsoft 365 Excel
            • Rename table action in Microsoft 365 Excel
          • Workbook operations in Microsoft 365 Excel
            • Close action in Microsoft 365 Excel
            • Create workbook action in Microsoft 365 Excel
            • Using the Open action
            • Using the Find action in Microsoft 365 Excel
            • Get worksheet as data table action in Microsoft 365 Excel
          • Worksheet operations in Microsoft 365 Excel
            • Using the Copy worksheet action
            • Create sheet action in Microsoft 365 Excel
            • Delete worksheet action in Microsoft 365 Excel
            • Get current worksheet name action in Microsoft 365 Excel
            • Get worksheet names action in Microsoft 365 Excel
            • Hide worksheet action in Microsoft 365 Excel
            • Rename worksheet action in Microsoft 365 Excel
            • Retrieve sheet count action in Microsoft 365 Excel
            • Show worksheet action in Microsoft 365 Excel
            • Switch to sheet action in Microsoft 365 Excel
            • Write from data table action in Microsoft 365 Excel
        • Microsoft 365 OneDrive package
          • Assign file action
          • Check permission action
          • Using Connect action in Microsoft 365 OneDrive package
          • Copy file or folder action
          • Create folder action
          • Delete file or folder action
          • Download file action
          • Export to PDF action
          • Find files and folders action
          • Get file or folder information action
          • Move file or folder action
          • Rename file or folder action
          • Restore last version action
          • Upload file action
          • Using the One Drive actions in a loop
        • Microsoft 365 Outlook package
          • Assign attachment(s) action in Microsoft 365 Outlook package
          • Change status action in Microsoft 365 Outlook package
          • Check if folder exists action in Microsoft 365 Outlook package
          • Using Connect action in Microsoft 365 Outlook package
            • Set up OAuth 2.0 using client credentials
            • Set up OAuth 2.0 using authorization code with PKCE
            • Set up OAuth 2.0 using Control Room managed
            • Configure OAuth 2.0 connection in Control Room
            • Using dictionary variable for email properties in Microsoft 365 Outlook
          • Delete action in Microsoft 365 Outlook package
          • Delete all action in Microsoft 365 Outlook package
          • Disconnect action in Microsoft 365 Outlook package
          • Forward action in Microsoft 365 Outlook package
          • Move action in Microsoft 365 Outlook package
          • Move all action in Microsoft 365 Outlook package
          • Reply action in Microsoft 365 Outlook package
          • Reply all action in Microsoft 365 Outlook package
          • Save all attachments action in Microsoft 365 Outlook package
          • Save attachments action in Microsoft 365 Outlook package
          • Save email action in Microsoft 365 Outlook package
          • Send action in Microsoft 365 Outlook package
        • Microsoft LUIS NLP package
        • Microsoft Outlook (macOS) package
          • Check if folder exists action in Microsoft Outlook (macOS) package
          • Change status action in Microsoft Outlook (macOS) package
          • Delete and Delete all actions in Microsoft Outlook (macOS) package
          • Forward action in Microsoft Outlook (macOS) package
          • Move and Move all actions in Microsoft Outlook (macOS) package
          • Reply and Reply All actions in Microsoft Outlook (macOS) package
          • Save attachments and Save all attachments actions in Microsoft Outlook (macOS) package
          • Save email action in Microsoft Outlook (macOS) package
          • Send action in Microsoft Outlook (macOS) package
          • Using Connect and Disconnect actions in Microsoft Outlook (macOS) package
        • Microsoft Teams package
          • Connect action in the Microsoft Teams package
          • Disconnect action in the Microsoft Teams package
          • Get channel by name action
          • Get channel details action
          • Get team details action
          • Get team by name action
          • Get user details action
          • Send channel message action
          • Send chat message action
          • Example of using the Microsoft Teams package
        • Mouse package
          • Using the Click action
          • Using the Move action
          • Using the Scroll action
        • Number package
          • Assign action in Number
          • Decrement action in Number
          • Increment action in Number
          • Random action in Number
          • To string action in Number
        • OCR package
          • Using Capture image by path action
          • Using Capture image by URL action
          • Using Capture window action from OCR package
          • Using Capture area action from OCR package
        • Okta package
          • Connect action in the Okta package
          • Create user action in the Okta package
          • Update user action in the Okta package
          • Activate user action in the Okta package
          • Deactivate user action in the Okta package
          • Get user details action in the Okta package
          • Search users action in the Okta package
          • Add user to group action in the Okta package
          • Remove user from group action in the Okta package
          • List user groups action in the Okta package
          • Get group ID by name action in the Okta package
          • Search groups action in the Okta package
          • Disconnect action in the Okta package
          • Example for automating Okta user on-boarding
        • PDF package
          • Using the Encrypt document action
          • Using the Extract field action
          • Using Extract text action from PDF
          • Using the Extract image action
          • Using the Decrypt document action
          • Using the Get property action
          • Using the Merge documents action
          • Using the Split document action
          • Using a dictionary variable for PDF properties
        • PGP package
          • Create keys action in PGP
          • Using the Decrypt files action
          • Using the Encrypt files action
        • Play Sound package
          • Play beep action
          • Play media file action
        • PowerPoint package
          • Add slide action
          • Close action
          • Copy paste slide action
          • Create presentation action
          • Delete slide action
          • Find and replace text action
          • Find and replace picture action
          • Format text action
          • Insert table action
          • Insert text action
          • Insert picture action
          • Open action in the PowerPoint package
          • Save action
          • Save as action
        • Printer package
          • Get default action
          • Remove action
          • Set default action
        • Process Composer package
          • Assign Human Task action
          • Cancel Human Task action
          • Create a Request action
          • Get Storage file action
          • Query Requests action
          • Query Human Tasks action
          • Team Members action
          • Upload Storage file action
          • Example of using Create a Request action
        • Prompt package
          • For file action in Prompt
          • For folder action in Prompt
          • For value action in Prompt
          • For yes/no action in Prompt
        • Python Script package
          • Close action
          • Execute function action
          • Execute script action
          • Open action
          • Example of creating a PDF using Python script
        • Record package
          • Add column action in the Record package
          • Assign action in the Record package
          • Delete column action in the Record package
          • Update column action in the Record package
        • Recorder package
          • Recorder best practices
          • Structure data extraction action
          • Actions performed on objects captured with Universal Recorder
          • Search criteria used by the Recorder
          • Secure recording mode
          • Using the Capture action
            • Capture using specific technology
            • Automate applications running on remote machines
            • Automate right-click action on objects hidden behind runtime window
          • Simplified recording experience
          • Automate Curl applet applications
            • Curl applet supported controls
          • Automate web apps that use the shadow DOM standard
          • Recorder actions supported in various SAP versions
          • SAP automation support for macOS
          • Recorder actions supported with SAP FIORI
        • REST Web Services package
          • Using the Get method
          • Using the Get file stream action
          • Using the Post method
            • Upload file with Post method
          • Using the Put method
          • Delete method
          • Patch method
        • Salesforce package
          • Salesforce Assign file action
          • Authentication
          • Salesforce Insert record action
          • Salesforce Get record action
          • Salesforce Update record action
          • Salesforce Delete record action
          • Salesforce Upsert record action
          • Salesforce Execute SOQL action
          • Salesforce Upload file attachment action
          • Salesforce Download file attachment action
        • SAP package
          • Check/uncheck check box action
          • Click action
          • Click menu action
          • Using Connect action for SAP
          • Disconnect action
          • Double click action
          • Expand action
          • Using Export table action
          • Get cell count action
          • Get children names action
          • Get children text action
          • Get column count action
          • Get row count action
          • Get selected item action
          • Get status action
          • Get table cell index action
          • Get table cell text action
          • Get text action
          • Get item count action
          • Left click action
          • Right click action
          • Select item action
          • Select radio option action
          • Send virtual key action
          • Using Set table cell text action
          • Set text action
        • SAP BAPI package
          • Using Connect action for SAP BAPI
          • Create function action
          • Get field value action
          • Get structure action
          • Get table action
          • Run function action
          • Set field value action
          • Run standard workflow action
          • Run custom workflow action
          • Run custom workflow advanced action
        • Screen package
          • Using Capture area action from Screen package
          • Capture desktop action in Screen
          • Using Capture window action from Screen package
        • Service package
          • Pause service action in Services
          • Resume service action in Services
          • Start service action in Services
          • Get service status action in Services
          • Stop service action in Services
        • ServiceNow package
          • Authentication
            • ServiceNow authentication action
            • ServiceNow revoke authentication action
          • Records
            • ServiceNow create record action
            • ServiceNow delete record action
            • ServiceNow get record action
            • ServiceNow get multiple records action
            • ServiceNow update record action
          • Attachments
            • ServiceNow Add attachment action
            • ServiceNow Assign file action
            • Using ServiceNow Assign file action
            • ServiceNow delete attachment action
            • ServiceNow get attachment action
          • ServiceNow field types: Table API
        • SharePoint package
          • Configuring SharePoint app, sites, and app permissions
          • Configuring SharePoint app in Microsoft Azure portal
          • SharePoint Authenticate action
          • SharePoint folder and file
            • SharePoint Create folder action
            • SharePoint Delete folder action
            • SharePoint Get folder action
            • SharePoint Rename folder action
            • SharePoint Assign file action
            • SharePoint Delete file action
            • SharePoint Download file action
            • SharePoint Get file(s) action
            • SharePoint Upload file action
          • SharePoint list and list items
            • SharePoint Create list action
            • SharePoint Delete list action
            • SharePoint Get list action
            • SharePoint Update list action
            • SharePoint Create list item action
            • SharePoint Delete list item action
            • SharePoint Get list item(s) action
            • SharePoint Update list item action
            • SharePoint Upload list image action
            • SharePoint Delete list attachment action
            • SharePoint Download list attachment(s) action
            • SharePoint Upload list attachment action
        • Simulate keystrokes package
          • Using Keystrokes action
        • Slack package
          • Connect action in the Slack package
          • Disconnect action in the Slack package
          • Get channel ID by name action
          • Get channel details action
          • Get conversation details action
          • Get user details action
          • Get workspace details action
          • Get workspace ID by name action
          • Send channel message action in the Slack package
          • Send direct message action
        • SNMP package
          • Get action
          • Get next action
          • Send trap action
          • Set action
          • Walk action
        • SOAP Web Service package
        • Step package
          • Step action
        • String package
          • Assign action
          • Using Extract text action of String package
            • Examples of using Extract text action
          • Compare action
          • Evaluate variable action
          • Using Find action of String package
          • Length action
          • Lowercase action
          • Generate random string action
          • Using Replace action
          • Reverse action
          • Using Split action
            • Example of using Split action
          • Substring action
          • To boolean action
          • To locale number action
          • To number action
          • Trim action
          • Uppercase action
        • System package
          • Lock computer action
          • Logoff action
          • Restart action
          • Shutdown action
          • Get environment variable action
        • Task Bot package
          • Pause action
          • Using the Run action
            • Repeating a bot
          • Stop action
          • Example for sharing an Excel session between bots
        • Text file package
          • Using Get text action of Text file package
          • Read variables action
        • Terminal Emulator package
          • Clear terminal action
          • Using Connect action for Terminal Emulator
          • Disconnect action
          • Get all fields action
          • Get field action
          • Using Get text action for Terminal Emulator
          • Hide terminal action
          • Search field action
          • Using Send key action
            • How send key works in Send text action
          • Using Send text action
          • Using Set key mappings
          • Set cursor position action
          • Using Set field action
          • Show terminal action
          • Using Wait action
          • Share session between Task Bot logic
        • Trigger loop package
          • Using Email Trigger in Trigger loop Handle
          • Using File Trigger in Trigger loop Handle
          • Using Folder Trigger in Trigger loop Handle
          • Using Hot key Trigger in Trigger loop Handle
          • Using Form Trigger in Trigger loop Handle
          • Using Object Trigger in Trigger loop Handle
          • Using Microsoft 365 Outlook trigger in Trigger loop: Handle
          • Use Process Trigger in Trigger loop Handle
          • Using Service Trigger in Trigger loop Handle
          • Using ServiceNow New Record Trigger in Trigger loop Handle
          • Using ServiceNow Updated Record Trigger in Trigger loop Handle
          • Using Window Trigger in Trigger loop Handle
        • V11 Task Bot package
          • Using Run action
        • VBScript package
          • Close action in VBScript
          • Run function action in VBScript
          • Open action in VBScript
        • Wait package
          • Wait for condition action
          • Using Wait for screen change action
          • Using Wait for window action
        • Word package
          • Close action
          • Create document action
          • Find and replace picture action
          • Find and replace text action
          • Format text action
          • Insert picture action
          • Insert table action
          • Insert text action
          • Open action
          • Read table action
          • Read text action
          • Save action
          • Save as action
          • Example for automating monthly sales report
        • Workday package
          • Workday Authentication action
          • Launch EIB action
          • Configuring Workday Launch EIB action
          • Workday Get Integration Event action
          • Workday get report action
        • Window package
          • Activate action in Window
          • Assign action in Window
          • Close action in Window
          • Close all action in Window
          • Get active window title action in Window
          • Maximize action in Window
          • Minimize action in Window
          • Resize action in Window
          • Restore action in Window
          • Set title action in Window
        • Workload package
          • Using Insert work item action
          • Using Update work item action
          • Example of using actions in workload package
        • XML package
          • Delete node action in XML
          • End session action in XML
          • Execute XPath function action in XML
          • Get multiple nodes action in XML
          • Get single node action in XML
          • Using Insert node action
          • Save session data action in XML
          • Start session action in XML
          • Update node action in XML
          • Validate XML document action in XML
          • Example of using actions in XML package
      • Expression builder
      • Working with automations
        • Run automation from public workspace
          • Considerations for running automations
          • Run a bot in elevated mode
        • Repository operations
          • Move a bot
          • Check in a bot
          • Checking out a bot and dependencies
            • Check out a single bot
            • Check out multiple bots
              • Considerations for checking out multiple bots
          • Clone a bot
          • Delete a bot
          • Preload packages
          • Copy a bot
          • View Task Bot version history
          • Assign label to a bot
          • Edit a bot
          • Compare bot versions
          • View bot dependency map
          • Attach work item template to bot
        • Packages available in Automation 360
          • Select the package version used in your bot
        • Bot compatibility version
        • Set automation priority for your bots
        • Configure timeout for bot execution
        • Create and rename folders
      • Debugging your automations
        • Debugging tools
        • Watched variables
      • Bot dependencies
        • Upload automation and its dependencies
        • Download dependency files
        • Add bot dependencies
        • View bots dependencies
        • Edit bot-dependent text-based files
        • Check out non-bot file dependencies
        • View version history of non-bot file dependencies
      • Get started building automations
        • Build a Go be Great bot
        • Build a basic bot that uses a desktop application
        • Example of extracting data from a web table
      • Examples of building automations
        • Common automation tasks and examples
        • Example of entering data into a webform from a spreadsheet
        • Example of passing a value between bots
        • Example of using a conditional statement
        • Example of using Python script to join a list
        • Example of using the DLL package
        • Example of using To string action from Datetime package
        • Example of transferring data from CSV file to Excel worksheet
        • Example of using Find file/folder action from Google Drive package
        • Example of using Create Folder action from Google Drive package
        • Example of using Go to Cell action from Google Sheets package
        • Run TaskBot to merge Excel sheets
        • Example of migrating data from Excel to a database
        • Example of reading data from a spreadsheet
        • Example of using the Run action
        • Example of using the SOAP web service action
        • Example of using Get structure command from SAP BAPI package
        • Example of writing data to SAP using SAP BAPI package
        • Example of using Run standard workflow from SAP BAPI package
        • Example of using the VBScript package in a resilient automation
        • Build a Bot Insight dashboard bot
        • Example of using multiple analyze actions in a task
        • Example of updating default package version across bots
        • Example of using remote function call in SAP
        • Example of using JSON package actions in a bot
        • Build automation using JSON actions
        • Example using Email actions in a bot
        • Example using user account actions from Active Directory package
        • Example of using Custom column option in Data Table package
        • Example of using a file variable
        • Example of using a file variable with streaming
        • Example of using Salesforce package and record variable
        • Example of using Custom selection option in Log variables to file action
        • Create dictionary type variables
    • Connector Builder
      • File stream in Connector Builder
      • AWS Signature authentication
      • Create custom connector
      • Use connector editor
        • Enable authentication action
        • Add action in Connector Builder
        • Edit action in Connector Builder
        • Enable and disable action in Connector Builder
        • Copy action in Connector Builder
        • Delete action in Connector Builder
        • Testing actions
        • Import API definition
        • Edit icon in Connector Builder
        • Edit connector properties
      • Configure action in connector editor
        • Request parameters
        • Request headers
        • Request body
          • JSON
          • Form data
          • Form URL encoded data
        • Response
      • Test custom connector
      • View custom connectors
      • Publish custom connector
      • Edit published custom connector
      • Download published custom connector
      • Connector Builder audit entries
      • Connector Builder FAQs
    • Recorders
      • Universal Recorder for object-based automation
        • Record a task with the Universal Recorder
        • Edit a task recorded with the Universal Recorder
        • Universal Recorder supported applications and browsers
          • Google Chrome browser extension requirements
          • Google Chrome extension troubleshooting
        • Recording tasks in applications that run on JRE
      • AISense for recording tasks from remote applications
        • Record a task with AISense Recorder
        • Edit a task recorded using AISense
          • Actions performed on objects captured with AISense Recorder
        • Capture Image button through AISense Recorder
        • Capture link button through AISense Recorder
        • Capture text value through AISense Recorder
        • Capture Textbox, Radio, Checkbox, and Combobox
        • Table data extraction through AISense Recorder
        • Use variable anchor
        • Enable debug logs for AISense Recorder
        • AISense Recorder best practices
    • Triggers
      • Adding a trigger to run an automation
        • Apple Mail Email trigger
        • Creating an email trigger
        • Creating a file and folder trigger
        • Creating a hot key trigger
          • Example for using hot key to trigger a bot
        • Creating an interface trigger
        • Creating a Microsoft 365 Outlook trigger
        • Configuring Microsoft Outlook (macOS) Email trigger
        • Creating a process trigger
        • Creating a service trigger
        • Creating a ServiceNow New Record trigger
        • Creating a ServiceNow Updated Record trigger
        • Window trigger
          • Using Window trigger - Application option
          • Using Window trigger - Browser option
      • Web triggers
        • Web trigger types
        • Web trigger availability
        • Web triggers workflow
        • GitHub web triggers
        • Configuring a GitHub Repository web trigger in an automation
        • Configuring a GitHub Organization web trigger in an automation
        • Google Calendar web triggers
        • Configuring a Google Calendar web trigger in an automation
        • Jira web triggers
        • Configuring a Jira web trigger in an automation
        • Microsoft 365 Outlook web triggers
        • Configuring a Microsoft 365 Outlook web trigger in an automation
        • Microsoft Teams web triggers
        • Configuring a Microsoft Teams web trigger in an automation
        • ServiceNow web triggers
        • Configuring a ServiceNow web trigger in an automation
        • SharePoint web triggers
        • Configuring a SharePoint web trigger in an automation
        • Universal web trigger
        • Listener trigger
        • Creating listener URL for Listener web trigger
        • Configuring Listener web trigger in an automation
        • Poller
    • Variables overview
      • Predefined variables
      • Your variables (user-defined)
        • Create a variable
        • Type conversion
        • Recursive expressions
        • Record variable
        • Unicode range supported in variables
      • File streaming using file variable
      • Use Work Item variables
      • Credentials and credential variables in the Bot editor
        • Example of building a bot that uses credentials
        • Example of building a bot that uses credential variables
      • Global values
        • Create a global value
        • Overwrite the default value
    • Templates
      • Automation Anywhere templates
        • Pre-built templates settings
      • Create template
      • Edit a template
      • Create automation from a template
      • Copy a template
      • Delete a template
      • Check in a template
      • Check out a template
        • Cancel template check out
      • View version history of template
      • View template dependencies and references
      • Import templates
      • Export templates
      • Understanding Agentic App Store (formerly Bot Store) templates
        • Uploading templates from Control Room to Agentic App Store (formerly Bot Store)
        • Downloading templates from Agentic App Store (formerly Bot Store) to Control Room
      • Templates - Known behaviors
    • Agentic App Store (formerly Bot Store)
      • Access Agentic App Store (formerly Bot Store) from the Control Room
      • Submit bots or packages to Agentic App Store (formerly Bot Store)
      • Directly import bots and packages from Agentic App Store (formerly Bot Store) to Control Room
      • Download locally and import bots and packages from Agentic App Store (formerly Bot Store) to Control Room
    • Advanced bots and packages
      • Package SDK
        • Setting up the Java project
        • Standard coding practices and guidelines for developing packages
        • Develop a sample package
        • Using the package SDK
          • Configuring build files
          • Creating new Java class
          • Upload custom package to your Control Room
          • Create a bot to test the new package
        • Package SDK examples
          • Return a value from an action
          • Expose property attributes of action
          • Organize and group actions when developing packages
          • Input types - UI elements
          • Create custom variables using Package SDK
          • Using EntryList
          • Using regular expression
          • FILE2 (Regex) attribute
          • Create a condition using Package SDK
          • Add a condition in a custom package for If condition
          • Create an iterator using Package SDK
          • Create a custom trigger (Example 1)
          • Create a custom trigger (Example 2)
          • Create a custom trigger (Example 3)
          • Add debug logs of custom packages to bot_launcher.log file
          • Handle sessions in a custom package
          • Configure shared session using Package SDK
          • Build bots to share session details using Package SDK
          • Create a custom bot command exceptions
        • Annotations
          • Creation and function annotations
          • Validation annotations
          • Configure and use credential allow password annotation
        • Build and test a demo package and bot
          • Update related workflow and build files
          • Compile a demo JAR file from the Eclipse UI
          • Compile a demo JAR file from the command line
          • Add your demo package to the Control Room
          • Create a demo bot with the demo package
          • Change the Java file used to create the package JAR file
          • Upload new demo package
          • Update the demo bot with the updated package
        • Build and test a custom package
          • Build a custom package in IntelliJ
          • Add custom package to your Control Room
          • Create a bot to test the custom package
      • Using Python to parse JSON response
      • Use JavaScript to build a bot to take user input
      • Bot developer recommendations
        • Agentic App Store (formerly Bot Store) submissions checklist
        • Building reusable bots
        • Building reusable packages
    • Automation scenarios
      • Scenario: Generating insurance quote with Automation Co-Pilot and Process Composer
      • Scenario: Developing and using templates in an automation
    • Troubleshooting and debugging
      • Troubleshoot bot run issue
      • Bot Agent log files in Windows
      • Bot Agent log files in macOS
      • Preprocessing error messages
  • Automation Co-Pilot
    • Users and roles for Automation Co-Pilot
      • Create users for Automation Co-Pilot
      • Create a team and assign roles to team members
      • Manage roles and teams for Automation Co-Pilot
      • Scheduler users and device pools in Automation Co-Pilot
        • Configure scheduler user for Automation Co-Pilot
        • Create a scheduler user
        • Assign a scheduler user to a process
      • Configure a process or AI Agent in Automation Co-Pilot
    • Automation Co-Pilot for Business Users
      • Conversational automation with Automation Co-Pilot
        • Using the Conversational Automation Interactions license
        • Manage AI knowledge base for Automation Co-Pilot
        • Workflow for business user
      • Embed automations in your application using Automation Co-Pilot
        • Automation Co-Pilot using embedded widget overview
          • Setup iFrame widget using Automation Co-Pilot
          • Assign automations to teams
            • Assign members to a team
            • Assign teams to a process
            • Assign teams to a bot
          • Configure an iFrame widget in a web application
          • Deploy automations in web application
          • Automation Co-Pilot for Business Users supported features
          • Smart embedded forms and dynamic data mapping
            • Map host data to Automation Co-Pilot forms
              • Map data from HTML to form
              • Map data from ServiceNow to form
            • Map host data using bot inputs
        • Automation Co-Pilot using Chrome extension
          • Set up and connect Automation Co-Pilot using Chrome extension
            • Firewall configuration and trusted URLs for Chrome extension
            • Create a service account for Automation Co-Pilot using Chrome extension
          • Develop a widget for Automation Co-Pilot using Chrome extension
          • Deploy an extension version using Chrome extension
          • Provisioning Automation Co-Pilot using Chrome extension to users
        • Use Automation Co-Pilot as embedded widget in Genesys
        • Use Automation Co-Pilot as embedded widget in Salesforce and map data
        • Use Automation Co-Pilot as Chrome extension in Workday
        • Access Automation Co-Pilot in SAP and ServiceNow
        • Integrate Automation Co-Pilot with Microsoft Teams
          • Enable deep link to access Automation Co-Pilot in Microsoft Teams
        • Automation Co-Pilot for Business Users FAQ
      • Using Automation Co-Pilot for Business Users on desktop
        • Automation Co-Pilot Desktop Assistant
          • Sign in to Automation Co-Pilot Desktop Assistant
          • Automation Co-Pilot Desktop Assistant automation activities
          • Queue automations
        • Add Automation Co-Pilot URLs to trusted list
        • Using virtual window for picture in picture
          • Create a bot for a virtual window
          • Configure a bot to use virtual window
          • Run your bot with virtual window
          • Solution for server manager error
        • Using virtual desktop for picture in picture
      • Automation Co-Pilot for Business Users on the web interface
        • Deploy processes
        • Team management
        • Manage a process in Automation Co-Pilot
        • Request management
        • Reference ID properties
        • Update changes in Automation Co-Pilot for Business Users from Automation 360 v.21 or later versions
        • Create a request and complete a task
        • Delete a request
        • Assign a team to a process
        • Bot setup for Bot Runner users
        • Assign or unassign a task
          • Assign multiple tasks
        • View and search for a process
        • Filter and search for a request
        • Filter and search for a task
        • Configure a bot
        • Configure a process
        • Understanding the Business user
      • Approvals in Automation Co-Pilot
        • Using and sorting the Tasks view
      • Automation Co-Pilot status and notifications
  • Document Automation
    • Key concepts
      • Document Automation processing workflow
      • Document types
      • Automation Co-Pilot for Business Users process in Document Automation
      • Document Automation FAQ
    • Get started
      • Set up your Document Automation environment
      • Document Automation - scaling requirements
        • Baseline performance and influencing factors
        • Volume tiers
      • Bot Runner configuration and settings
      • Create a custom role for Document Automation
      • Document Automation users
      • Configure key for Google Document AI
      • Learning instances overview
        • Create a learning instance in Document Automation
          • Considerations when creating learning instance in Document Automation
          • Using Model connections in Document Automation
          • Document types: support matrix
        • Cloud Extraction Service
          • Using Cloud Extraction Service
            • Enable Cloud Extraction Service in a new learning instance
            • Enable Cloud Extraction Service in an existing learning instance
            • Enable Cloud Extraction Service when you import a learning instance
          • Reverting from Cloud Extraction Service to Task Bot extraction
        • Test learning instances
          • Enable test mode for learning instances
          • Process documents in test mode
          • Validate documents in test mode
            • Validating documents in test mode using Automation Co-Pilot validator
          • Version control in learning instances
            • Select a learning instance version
            • View version history of a learning instance
            • Version history fields
            • Compare versions of a learning instance
            • Restore a learning instance version
        • Adaptive Search Queries
          • Using Adaptive Search Queries
        • Copy a learning instance in Document Automation
        • Export and import learning instances
          • Incorporating validation feedback in export/import of learning instances
        • Choosing an extraction model
        • Using pre-trained document types
        • Using the user-defined document type
        • Using the unstructured document type
      • Process documents in Document Automation
        • Change output format from CSV to JSON
      • Create custom models in Document Automation using Standard Forms
        • Evaluate your use case
        • Data Flow for Standard Forms in Document Automation
        • Set up extraction service
        • Configure Document Automation with Azure AI Document Intelligence
        • Create a custom extraction model using Standard Forms
        • Delete an extraction model created using Standard Forms
        • Copy projects in Standard Forms
        • Delete projects in Standard Forms
        • Create a learning instance for standard forms
        • Copy a learning instance in Standard Forms
        • Transfer standard forms learning instance
    • Licensing
      • Understanding licenses in Document Automation
      • Connect your own Microsoft Azure AI Document Intelligence model
      • Connect your own generative AI services
    • Architecture and security
      • Document Automation architecture
        • Document Automation high-level data flow
        • Cloud Extraction Service architecture
      • Document Automation security FAQ
    • Document preprocessing
      • Document pre-processing overview
      • IQ Bot Pre-processor package
        • Using Concatenate Images action
        • Using Convert Image To PDF action
        • Using Edit Image action
        • Using Get Bar Codes action
        • Using Get Document Info action
        • Using Get page content action
        • Using Enhance Image action
          • Image enhancement options in Enhance Image action
        • Using Orient Image action
      • Using pre-processing in data extraction workflow
    • Document classification
      • Document classification overview
      • Document Classifier overview
        • Document Classifier package
          • Using Classify action
          • Using the Classify document action
          • Using Train Classifier action
      • Advanced Classifier overview
        • Advanced Classifier package
          • Using the Train Advanced Classifier action
            • Set up rules for classifying documents or pages
          • Using the Classify Document action
          • Using the Classify Pages action
          • Using the Split Document action
          • Comparing Advanced Classifier and Document Classifier
          • Configuring bring your own key (BYOK) for Advanced Classifier package
      • Using classification in data extraction workflow
    • Document extraction
      • Document extraction overview
        • Guidelines for extracting data from handwritten documents
      • Languages supported in Document Automation
        • OCR engines
      • Integrate third-party parser in learning instance
        • Create a parser and configure with learning instance
          • Sample codes for parser contracts
          • Sample SDK Project: AWS Textract
      • Document Automation support for Google Custom Document Extractor (CDE)
        • Create a Custom Document Extractor (CDE)
          • Train multi-row tables
        • Create a learning instance using Google CDE
        • Configure bring your own key BYOK for Google CDE
      • Document Automation - Data extraction using generative AI
        • Vision-powered generative AI data extraction
          • Using prompt tags in generative AI prompts
        • Enable generative AI and other external connections to Document Automation
        • Create learning instance with generative AI for unstructured documents
        • Create learning instance with generative AI for semi-structured documents
        • Architecture and security guidelines for Document Automation with Generative AI capability
      • Document Extraction package
        • Get document data action
        • Update document data action
        • Extract data action
          • Extract data using Google Document AI
        • Configure Extract action to process documents in Google Document AI
        • Download data action
      • Evaluating learning instance success
        • Calculating automation rate
    • Document validation
      • Validating documents overview
      • Validating documents through Automation Co-Pilot validator
      • Validation rules in Document Automation
        • Use regex extract action in validation rule
      • Formula validation
      • Regex pattern validation
      • Improve extraction accuracy through validation
        • Improve table data extraction
        • Lock the validation feedback
    • Move learning instance to production
      • Publish the learning instance to production
        • Build a bot to upload documents to Document Automation
        • Deploy the learning instance assets
    • Advanced customization of learning instance
      • Advanced customization of data extraction process
      • Modify default process
    • Moving from IQ Bot to Document Automation
      • IQ Bot to Document Automation: Transition plan
      • End-to-end workflow for moving learning instances from IQ Bot to Document Automation
      • IQ Bot - DA Bridge package
        • Export IQ Bot learning instance
        • Import IQ Bot learning instance into Document Automation
        • Feedback-based validation for bridged learning instances
        • Applicable scenarios to use the Bridge package
        • IQ Bot - DA Bridge package FAQ
      • Intelligent document processing solutions - feature comparison matrix
    • Community Edition
      • Document Automation Community Edition
        • Create a learning instance in Community Edition
        • Process documents in Community Edition
  • Automation 360 IQ Bot
    • IQ Bot Cloud end-of-life FAQ
    • IQ Bot On-Premises end-of-life FAQ
    • IQ Bot architecture diagram
    • Using Automation 360 IQ Bot On-Premises
    • Using Automation 360 IQ Bot Cloud
    • IQ Bot user personas and roles
      • Defining a custom role for IQ Bot
      • Creating a user with an IQ Bot specific role
    • Languages supported in Automation 360 IQ Bot
    • About the Classifier
      • Create a new document group
    • Create a learning instance
      • Select an OCR engine
      • Edit a learning instance
        • Limit the creation of document groups
        • Errors generated while editing learning instances
      • Delete a learning Instance
      • Disable PDFBox option
    • Train a learning instance
      • Introduction to the Designer
      • Change the training document for a group
      • Tasks performed from Bot page
      • Improve output quality using OCR confidence
      • Map a field
        • Use list validation to improve accuracy of a text field
        • Use validation patterns/lists to flag discrepancy in extracted data
      • Map a table
        • Mapping a table in a page with many tables
      • Add multiple tables in Designer
      • Define one or more linked fields in a child table
      • Extract data from check boxes or check box groups
      • Preview extracted data
      • Review the learning instance details
      • Delete mapping in the Designer
      • Designer validation patterns
        • Starts With and Ends With
        • Pattern
        • Lists
        • Formulas
      • Adding custom logic to improve automatic extraction in production
        • Form fields
        • Table fields
        • Use cases and examples
        • Pre-installed Python packages
        • Additional Python packages
      • Extract data using magnetic ink character recognition
      • Set learning instance to Production
    • Manage learning instances
    • Use the IQ Bot Validator
    • Review the dashboard
      • Performance report page
      • Performance report details
    • Custom domains in IQ Bot
    • Automation 360 IQ Bot feature comparison matrix
    • Automation 360 IQ Bot version compatibility
  • Automation Anywhere Cloud Service
    • API Task
      • API Task license and consumption model
      • API Task IP addresses for external integrations
      • Configure API Task for Private Database Access
    • Automation Anywhere Cloud Service on AWS private cloud
      • Key concepts
        • Architecture
        • Resources and references
        • Deployment phases
        • CloudFormation stack for Automation Anywhere Cloud Service
        • AWS EC2 instance for Automation Anywhere Cloud Service
      • Get started
        • Before you begin
        • Setting up domain names for Control Room
        • Creating CloudFormation stack
        • Launching AWS EC2 instance
        • Installing Control Room on Windows EC2 instance
        • Installing Control Room on Windows EC2 instance - Silent mode
        • Installing Control Room on Linux EC2 instance
        • Installing Control Room on Linux EC2 instance - Silent mode
        • Configuring post installation settings
    • Different ways of invoking API Tasks
      • Invoke API Tasks in form (Real-time)
        • Configure an API Task in a form
        • Configure a form with API Task in a process
        • Check in API Tasks to Repository
        • Add API Task to Cloud
        • Test Process (API Task in form)
        • View API Task run time audit logs
        • Form elements compatible with API Tasks
      • Invoke API Tasks in process (On-demand)
        • Configure API Task in process
        • Test Process (API Task in process)
      • Invoke API Tasks as endpoints
        • API Task real-time endpoint
          • API Task real-time endpoint - Authenticate
          • Create an API Task allocation (admin)
          • List API Task allocation (admin)
          • Generate task execution URL and token
          • Execute API Task real-time endpoint
        • API Task on-demand endpoint
    • Run-as-user for API Task (apitaskrunner)
    • Packages supported in API Tasks
      • Python Script for API Task package
        • Open
        • Execute function
        • Execute script
        • Close
    • Example: API Task
    • Run API Tasks
    • Schedule API Tasks
    • API Task FAQs
  • Process Discovery
    • Overview of Process Discovery
      • Configure Observer activity
      • Create a cycle
      • Classify application screens and create web applications
        • Applications with auto-assigned screen signatures
      • Review Events and filter data
      • Mining for processes
        • Create a Mining Run
        • Flow Graph
          • Create a Flow-based mining run
          • Export Process as CSV
          • Using the Flow Graph to find common steps and loops
        • Create a Path-based mining run
        • Create a Butterfly mining run
        • Export Mining Runs
      • Analyze and prioritize processes
      • Creating groups for the process and generate a PDD
    • Manage IP allow list for security
    • Options to reduce exposure of sensitive data
    • Process Discovery user roles
      • Create Process Discovery users and assign roles
    • Create your event reporting password
    • Create a URL and application list
    • Integrate SAML with SSO for Process Discovery
    • Process Discovery - CoE Manager integration
    • Use Process Discovery with Kibana dashboard
      • Access the Kibana dashboard
    • Getting started with Privacy Enhanced Gateway
      • Install PEG
        • Deployment and networking requirements
        • Create certificates
          • Create certificates option 1: PEG generates keys and CSRs
        • Renew and replace certificates and keys using PEG
          • Upload the new certificates
        • Create DNS entries and deploy PEG VM
        • Uninstall PEG
      • Set up and configure PEG
        • Validate PEG is running
        • Configure PEG to work with a proxy
      • Update to latest PEG VM
      • Configure PEG image redaction
        • User settings
          • Create image viewer user in analytics portal
        • Manage redaction list configurations
        • Review redaction results
        • Manage forwarding configurations
          • Switch between modes
      • Manage disk space
      • Manage PEG events
      • Using Bulk delete
    • Process Discovery Sensor application
      • Installing Process Discovery Sensor
      • Uninstalling Process Discovery Sensor
      • Installing Process Discovery Sensor in a VDI environment
        • Modifying the log and configuration storage location
      • Verify Process Discovery Sensor Installation
      • Event Recording
      • Enable and disable the users recording
    • Process Discovery FAQ
  • Bot Insight
    • Business analytics through Bot Insight
    • Accessing Bot Insight
      • Access Bot Insight from the Control Room
      • Roles to access Bot Insight
      • Role-based access control in Bot Insight
      • Bot Insight dashboards
        • Viewing Bot Insight dashboards
        • Viewing Insights
        • Operations dashboard
        • Business dashboard
        • Document Workspace dashboard
          • Edit widget settings
        • Automation Co-Pilot dashboard
        • Editing a data profile
        • Bot Insight dashboard filter
          • Adding a dashboard filter
        • Working with Bot Insight dashboards
        • Comparing dashboards
        • Customizing a dashboard
          • Viewing ranks of string datatype values
          • Previewing data
          • Verifying data populated in a custom dashboard
          • Publishing a business analytics dashboard
            • Save a published dashboard
            • Delete a published dashboard
          • Reviewing data in a published dashboard
          • Sharing a dashboard
          • Downloading a PDF file from a dashboard
          • Taking a screenshot of a dashboard
    • Using Bot Insight
      • Business analytics
        • Configuring a task for business analytics
    • Using widgets
      • Adding a dashboard widget
        • Bot Insight visualizations
        • Configuring a Line Bar Chart query
      • Editing a dashboard widget
      • Drilling down information in dashboard widget
      • Renaming a dashboard widget
      • Exporting data from a dashboard widget
    • Data connector for Power BI
      • Deploy Power BI connector
      • Configure Power BI connector
      • Example: Retrieve information in Power BI using business information API
    • Configure Tableau web data connector in Bot Insight
  • API References
    • Control Room APIs
      • v1
        • Authentication API
        • Audit API
        • Device API
        • Automations API
        • Trigger API
        • API Task Execution API
        • Policy Management API
        • AI Agent Studio API
        • ACC Automations API
      • v2
        • Authentication API (v2)
        • User Management API (v2)
        • Credential Vault API
        • Bot Execution Orchestrator API
        • Repository Management API
        • BotInsight API
        • BLM API
        • Device Pool API
        • License API
        • Process Composer API
        • Automation Scheduler API (v2)
        • Policy Management API (v2)
        • Team Management API
        • Packages Usage API
      • v3
        • Bot deploy API
        • Workload Management API
        • Migration API (Deprecated)
        • Bot Execution Orchestrator API
      • v4
        • Bot deploy API (v4)
        • Workload Management API (v4)
        • Migration API
    • Filtering, pagination, and sorting
    • API response codes
    • Comparing Automation 360 and Enterprise 11 APIs
    • Configure the Control Room
    • Roles and permissions
      • System-created roles
      • Administration permissions
      • API permissions
      • Audit log permissions
      • Automation Co-Pilot permissions
      • Bot and bot credential permissions
      • Agentic App Store (formerly Bot Store) permissions
      • Dashboard and activity permissions
      • Devices permissions
      • Event triggers permissions
      • IQ Bot permissions
      • MetaBot permission
      • Package manager permissions
      • Workload permissions
    • How to find a migration journalid
    • Using Auto registration API
  • Glossary
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  • Updated: 2026/04/30
    • Automation 360
    • Automation Workspace

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