Automation Co-Pilot for Business Users v.34 release

Review what's new and changed, and the fixes and limitations in Automation Co-Pilot for the v.34 release.

What's new

To provide an improved user experience, when you add or resize a new element in a row of a form created in Process Composer, the form renders the row and its elements consistently regardless of how the form was created via the desktop, web, embedded, or mobile platform.
Additionally, each row on a form can contain up to 10 elements with a total combined cell width limited to 100%. When adding or editing elements to a row, if you exceed either the number of elements in a row, or the combined cell width is greater than 100%, two new messages are displayed:
  • If you add a new element to a row that already contains 10 elements, this message is displayed: Do you want to replace the element in the column? The element originally in the target column will be replaced by the new element. Click either No, Cancel or Yes, replace.
  • When adding a new element to a row, if the combined cell width is greater than 100%, this message is displayed: Maximum combined cell width is 100%.

You must adjust the number of elements and/or cell width of an element in the row to proceed.

When you add rules to forms in Process Composer, hidden variables now support all the same If/Else conditions that are available for their respective visible form elements, except for the Has errors condition. This applies to these specific hidden variable types:
  • String
  • Number
  • Date
  • Time

The Has errors condition remains exclusive to visible form elements only.

What's changed

When elements in a form have any errors in their property values (such as minimum/maximum, height, and so on), the form Save option will be disabled. In previous Automation 360 versions, the Save option was enabled. If you open an older form that contained errors in their properties, you must resolve the errors before you can save and proceed; otherwise, you can close the form.
To better assist users with troubleshooting errors, when they edit a process task in Process Composer, validation error messages now display specific information as to which field needs to be corrected, and any required fields that are missing information are highlighted with a red box.
Override business attributes

You can now configure the option to override existing business attributes at specific nodes in a process. This enables you to make dynamic modifications to the process to adapt to changing workflow requirements.

Prepared session for Automation Co-Pilot automation

A prepared (pre-warmed) session is now utilized while deploying Automation Co-Pilot automations that reduces the automation runtime significantly.

Service Cloud case ID: 02138574, 02110088

Automation Co-Pilot Desktop Assistant automation activities

Fixes

Fix for performance issues while running an Automation Co-Pilot process. Previously, after enabling a retention policy, the user still experienced an out-of-memory (OOM) issue with millions of records in the RIW_STEP_RECORD and TSK_TASK files. Due to the large number of records, the system purged the files from the database, thereby increasing the query performance.

Service Cloud case ID: 02125758

When a user now creates a new form in Process Composer, the following special characters are retained (as entered) and are no longer converted to HTML characters:
  • < (less than)
  • > (greater than)

Service Cloud case ID: 02126485, 02140633, 02146807

Fix for an issue when a user uploaded Automation Co-Pilot forms and processes files to their S3 bucket using Amazon cloud storage. The files are now loaded successfully to the S3 bucket, without generating 500 and 404 errors.

Service Cloud case ID: 02134781

For some pages in Automation Co-Pilot (such as the Detailed View of the Requested Tasks list page), the options at the bottom of the page did not load properly and were inaccessible previously. This is now fixed so that all options are visible and clickable.

Service Cloud case ID: 02136082

When a user added form elements to a form in Process Composer, if there was a clear value action set for an element (such as Number, Checkbox, Date, and Time), the following Is Empty condition now works properly. Previously, after clearing the value from the field, the form failed to update the element with the empty value. As a result, the following Is Empty condition did not work properly.

Additionally, when a rule was created for an element with Character Count conditions in a form with a default of 0, if the element does not have any content, it will now execute the rule properly. Previously, the rule did not execute for this situation.

The URL change rule condition now works properly for table elements of a form. When the URL of a table hyperlink changes, all actions defined in the URL change rule conditions will be applied.
The font size has been increased and the alignment is now fixed for the Attribute display label field in Process Composer.
When a new hidden Date variable is added to a form without specifying a default value, the date set for this variable through a rule does not follow the default format of MM/DD/YY.

When an approval task (which has been assigned to a private team) is moved to a failed status, the task is no longer available to be approved or declined. It remains with a failed status and does not proceed to the next step in the process.

When using the Get Storage File action in a bot to download a file in Process Composer, the process that is initiated by the associated bot no longer fails nor generates a java error.

Service Cloud case ID: 02106777, 02125429, 02122302, 02136807, 02138565, 02142422, 02143988, 02145290, 02135652, 02155338, 02153996, 02157810, 02163845, 02169805

Completed tasks in the Human Task tab in Automation Co-Pilot now show their correct status.

Service Cloud case ID: 02145713, 02143999

The scrolling issue for documents is now fixed in Process Composer and now works properly.

Service Cloud case ID: 02126244

The request and task pages now accurately display the total number of request or task page counter, regardless of the page currently open. Previously, the counter was restricted to 10,000 unless the 100th page was opened.
When you create and add a Bot Task to execute inside a process automation, the bot no longer stays stuck in the in-progress status and executes successfully.
Previously, the bot execution stuck when you performed the following steps:
  1. The device setting for auto login was configured to Reuse an existing session, if available, to reduce the bot start time, and you select the following options (a new session, an existing locked session, an existing unlocked session, and a disconnected session) to lock the session.
  2. When you select the Run now option to start an automation and stop the execution midway to run another automation, the automation you stopped midway would get stuck in the in-progress status until you restarted the Bot Agent.

Service Cloud case ID: 02143152

You can add tag names that include parentheses, example (cases) in a process without any issues.

Previously, tag names containing parentheses could not be added successfully.

If you use Process Composer > Create a Request action inside an API Task, the action now completes, and the request is created.

Previously, the request was not created as the Browse button for selecting a Public process was disabled for API Tasks.

When you execute a process that contains two or more forms in the human task steps and variable mapping is performed, the element label content of the subsequent human tasks does not change and retains the element label to indicate the appropriate form.

Previously, the element labels changed to reflect the same label as the initial form.

When you create a form with hidden variables and add an action with hidden variable rule in the form, the hidden variables are now listed in the expression for set value option.

Previously, hidden variables were not listed in the expression.

You can now successfully add the Dynamic Area element between existing rows in a form.

Previously, the element could only be added at the end or not at all.

Limitations

Currently, a user who is logged in as an Automation Co-Pilot admin without having an Automation Co-Pilot user license is prevented from running or scheduling a process from a public workspace. A user who has run or schedule permission and access to the folder of the process should be able to run or schedule the process.

Workaround: Add the required license.

When you create a form that contains Checkbox and Textbox elements, and a rule to set a value, the rule does not trigger the next Human task step to occur. Instead, the rule uses the element values from the form instead of those values derived from the input.
When you create a form with a Table element, and create a rule for the Table element to change its table column label, the change element label rule does not work properly for the table and the label remains unchanged.
If you created a form with a hidden variable date element, if you try to override the hidden date element on the form in Process Composer by adding static data when you are mapping the variable, then the overridden static data is not passed to the next step in the form.
After you delete data from an input field in Process Composer, the value that was deleted re-appears in the field.
Workaround:
  • Copy and paste the new value in the input field, or delete the date slowly from the input field.
  • If a form/bot step, to delete the field, un-check the selected field to remove the field.
Component to be updated in future release.
When a user with access to process in the web application logs into Automation Co-Pilot within the Salesforce application, logs out of the Control Room and logs in with a different user who does not have a valid Automation Co-Pilotlicense, Automation Co-Pilot still displays the automations list in Salesforce. Instead of showing a license error with a logout option, the system displays content from the prior session, even though the user has logged in with different credentials. This issue occurs because the Automation Co-Pilot window is using session data from the original session instead of refreshing for the new login.

Workaround: Disable the third party storage partition flag from the browser. See Automation Co-Pilot for Business Users FAQ.

Updates to the interface

Automation Co-Pilot
Two elements on the form builder page in Process Composer have been reorganized and renamed. The BlankSpace form element has been removed from the Elements section and added to the Layout section (with a new icon), and the Column element has been renamed to Row.

BlankSpace and Row elements