Run a process automation from public workspace

Process composer enables you to build long-running automations that combine bots, forms, integrations, and API Tasks. After you have created a process automation, you can check it in to a public workspace so that it is available for all other users who are part of the assigned team or role.

Considerations

Review the following considerations before running a process automation:
  • Only users with Automation Co-Pilot Business User license can schedule a process from public workspace.
  • Ensure that you log in to the Control Room with the following permissions:
    • View and Manage all processes.
    • Schedule permission to run a process.
    • Schedule permission at folder level for specific processes and the dependencies.

      See Process Composer roles and permissions.

  • Ensure that you are a part of one of the teams or roles configured for the process.

    See Configure a process.

Procedure

  1. Log in to the Control Room.
  2. Click Automation > Public.
    Available automations and forms are displayed.
  3. At the top right, click Run > Run now.
  4. Click Choose.
    All the available files including Task Bots, API Tasks and processes are displayed. You can click Browse to view all the available folders and files in the Public workspace.
  5. Select the process that you want to run and click Choose.
  6. Use the Automation and dependencies tab to review the following:
    1. (Optional) Click the Choose button in the Automation file field to select a different process.
    2. The Latest version of the process is selected in the Run automation and dependencies using field, and the Production label is disabled.
  7. Click Next.
  8. Use the Team/Role assignment field to select one of the following tabs to specify the owner of the requests created through the scheduled process:
    • Role: To assign the user roles that can run this process.
    • Team: To assign the teams that can run this process.
    Note: The team or role set in the Default assigned group field is selected by default.
  9. Click Next.
  10. Use the General tab to change the default settings for the following options:
    • Activity name: Edit or rename the process.
    • Description (optional): Enter a short description of the process automation that you are about to run.
  11. Click Run now.
    The selected process is executed along with any available dependencies.
    Note: If you have not set the device credentials from the My settings page, you are prompted to provide the device credentials to run the process.