Automation Co-Pilot for Business Users v.28 release

Review what's new and changed, and the fixes and limitations in Automation Co-Pilot for the v.28 release.

What's new

Enhanced automation experience for Automation Co-Pilot
We have improved the automation experience for your automation activities to run attended bots:
  • As a prerequisite, you must have the Manage my activity permission to use the bot controls.
  • When you run your attended automation, its progress, execution status, and controls for pause, start (resume), and stop, are located on the new progress page inside the Automation Co-Pilot application.
  • You can easily switch between the Automation tab to execute additional automations and navigate back to the progress view, to monitor the running automations.

Automation Co-Pilot for Business Users supported features

Platform alerts and notifications
You will be notified with real-time message alerts based on recent automation events that occurred in Automation Co-Pilot.
  • The Notifications tab in the Automation Co-Pilot will alert you of your automation outcomes (failed, successful) and provide as detailed information for each bot, such as the start and end times.
  • When required, there is a short message describing if any specific issues occured.
  • The New task assigned message will notify you if any new tasks were assigned to you, and you can click that alert message to be redirected to the newly assigned tasks.
  • Similarly, if you receive multiple new notifications, you can click the Load New Notification message, located at the top of the notification list, to load additional unread notifications.

Automation Co-Pilot for Business Users supported features

Stationary action buttons

While completing forms in Automation Co-Pilot, action buttons are positioned in the fixed footer of the form. The footer and its contents are responsive to the size of your window and adjust to fit buttons and minimize the footprint.

Add Form Task to a process automation

What's changed

Enhancements to tags
When you configure a process, tag improvements provide a more accurate tag selection when you look for available tags:
  • You can select and manage up to 500 tags at a time, in tag selector.
  • Your search results will vary depending on the number of search terms you use with the most recently created tags always showing at the top.
  • You can use the search all tags option to search for all available tags.

Configure a process | Automation Co-Pilot for Business Users supported features

Process level URL parameters

These process level URL improvements make it easier for you to pass URL data to your requests:

  • You can pass custom data from applications to requests.
  • Supported data types include: dates, time, number, text box, check box, radio button, text area, and drop-down.
  • Hidden variable types in a form are supported to receive URL data.

Automation Co-Pilot for Business Users supported features

Improved formatting options for Label element

The Label element has been improved with new formatting properties where you can configure the font sizes, colors, and text alignments in a form.

Using the Label element

The name of the Process Editor has been changed to Process Composer to better reflect its comprehensive capabilities.
Forms have improved responsiveness due to this next generation of form rendering technology.
Users receive a notification in the Warning tab when a task is assigned or reassigned to them.

Service Cloud case ID: 01869263

Fixes

Build 17571 (On-Premises) and Build 17557 (Cloud): These builds includes the following fix (along with fixes from the previous builds):

When you open a request, that is in an open status, the request page will now render properly. Previously, when you use a form that contains a table and you pass a data variable to more than the column numbers that was specified, this caused the form to not render properly. This issue has been fixed.

Service Cloud case ID: 01970938, 01970524, 01969797, 01973370

When you use a table element in your form which contains a text area data type, the text area generates data from the database without issues.

Service Cloud case ID: 01905252

In a table cell field, when you enter Chinese, Japanese, and Korean characters, the characters renders correctly.

Service Cloud case ID: 01914818

When you create a form with a column width that is less than 20% in Automation 360 v.26 and you open the form in the current version, the will now render without issues.

Service Cloud case ID: 01944387

In an Automation Co-Pilot process, when you use the if/else condition, a process error no longer occurs when you add the else if condition after the if condition.

Service Cloud case ID: 01949808

In Automation Co-Pilot Web forms, the text area size renders as specified. Previously, the height did not render as designed.

Service Cloud case ID: 01911488, 01910936, 01914476, 01924252, 01929268, 01946479, 01958805, 01961238, 01997996

When filtering Automation Co-Pilot requests by date, the date displays correctly.

Service Cloud case ID: 01915259

Automation Co-Pilot forms works as expected when adding a new rule to an existing form.

Service Cloud case ID: 01925778
When a required field has not been completed, the process prevents users from submitting the task.

Service Cloud case ID: 01932933, 01958556

When a parent process in a private folder references a child process in a public folder the Process Composer alerts the user to the missing dependency with a local error. Previously a process with this dependency would fail when run, throwing a global error.

Service Cloud case ID: 01849502

In Automation Co-Pilot Desktop Assistant, the last runtime information no longer causes performance issues.

Limitations

When you view your bot details in the Historical Activity page, the description for the bot errors are not populated.

Workaround: To access the description of the bot error, you can access the error log from the Audit Logs panel.

Service Cloud case ID: 01850454, 01908923
When you use the Search and Replace option to replace a form variable in a bot, the Search and Replace option does not function properly and cannot locate the form variable.
When using a form with an image, users require the View permission to access the image and have it render in forms.
In Automation Co-Pilot Desktop Assistant, when you use the Email Automation command with the email server option and set Google Chrome as the default browser, and you run your bot, the browser does not open to generate email details. This issue does not occur if you select a non-interactive mode of authentication.

Updates to the interface

Review the updates to the interface in this release. Use the following video to orient yourself to these changes.

While completing forms in Automation Co-Pilot, action buttons are positioned in the fixed footer of the form.

Stationary action buttons

We have improved the automation experience for your automation activities to run attended bots.

Enhanced automation activities

You will be notified with real-time message alerts based on recent automation events that occurred Embedded Automation.

Platform alerts and notifications

The Label element has been improved with new formatting properties where you can configure the font sizes, colors, and text alignments in a form.

Label element