Scenario: Developing and using templates in an automation
- Updated: 2023/10/30
Scenario: Developing and using templates in an automation
Use this scenario to understand how to create a template for automations, and how to use these templates to simplify the process of creating automations.
About this scenario
This scenario details the actions and workflow of the following users:
Marcus is a Professional Developer who works in the Acme healthcare company. He works in the Human Resources department and is responsible for designing, developing, and implementing automations to improve process efficiency and has created many such automations to automate business processes in his organization.
In this scenario, Marcus creates a template to automate the performance metric process. Performance metrics workflow consists of a series of repetitive steps that is widely used across multiple departments. Creating a template for this workflow will benefit all departments by saving the time and effort for each department to build its own automation from the start. Instead, they can use the template Marcus creates and customize it based on their specific requirements. After he creates the template, Marcus checks in his template to the public repository and makes it available for other users in different departments.
Sue is a Citizen Developer who works in the same organization as Marcus but in the Finance department. She is responsible for calculating annual employee appraisals and decides to automate this process. While working on the automation workflow, Sue uses the template created by Marcus for performance metrics to help save time.
The following workflow illustrates how Marcus (Professional Developer) develops a template for performance metrics, and then how Sue (Citizen Developer) uses that template in the appraisal calculation automation.
Marcus creates a template
The following procedure summarizes how Marcus creates a template for the performance metric process and checks in the template to the public repository.
Procedure
- Marcus log in to the Control Room as a Bot Creator.
- He navigates to the Automation tab, and creates an automation.
- After entering the required details for the automation, he opens the automation on the Bot editor to build the performance metric automation.
- He uses the action to get the performance metrics report and save the outcome to a list variable.
- He uses to read and iterate each item in the list.
- He uses to update the performance metrics component for each employee in the database.
- He saves this automation as a template.
- On the Automation page, he selects the Performance metrics template and check in the template to the public workspace from his private workspace to make it available for all users.
Sue builds automation using the template
Sue uses Marcus's template and creates an annual appraisal automation.
Procedure
Summary and benefits
Using templates benefited Sue and Marcus to achieve their automation goals in specific ways.
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Marcus creates templates for use cases that are common across different departments. |
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Using a predefined template enables Sue to quickly build automation without recreating the same automation, thus saving time. |
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Overall benefits include cost reduction, enhancement in productivity, and accelerated automation development. |