Move a process automation between folders

After a process automation has been created in Process Composer, a Bot Creator or Citizen Developer user can move the new process automation from one folder to another within a private workspace.

You can move new process automations only. You cannot move any process automations that have the following statuses:

  • Cloned
  • Checked in
  • Checked out
  • Edited
Note: You cannot move a process automation in a public workspace.

To move a new process automation from one folder to another folder within a private workspace:

Procedure

  1. Log in to the Control Room as a Bot Creator or Citizen Developer user.
  2. On the left pane, click Automation.
    A list of available bots and process automations displays.
    Note: You can move process automations only; you cannot move bots.
  3. Select the new process automation that you want to move to a different folder.
  4. From the right of the selected process automation, open the actions menu (vertical ellipsis) and click the Move process icon.
    Move process automation
  5. From the Find a Folder dialog, select the folder you want to move the process to. If you are unsure, you can click Search or Browse to help locate the folder you want.
    Find a folder to move a process automation
  6. Click Choose to move the process automation to the new folder path. The process automation displays in its new folder under the files and folders list. As a result, this event is logged in the Control Room for Automation 360 as a Move file audit entry which shows the old and new path of the process automation. For log details, see Audit events list.