Review what's new and changed, and the fixes and limitations in Automation Co-Pilot for the v.36 release.

What's new

New Task Contributor Options

When adding a form task using Process Composer, two new options have been added to the Task contributor drop-down list:
  • Random user from user group - Select to randomly assign the task to someone from the user group, such as to load balance work among members of a large team.
  • Specific user - Select to assign a previous task participant from the request. The system uses the UserID from either a manually entered string expression; or a process variable of type UserID based on the contributor ID of a previous task, or the creator ID of the request.

These two new options enable process builders to automate scenarios where targeting a specific user to approve or review a task is required. They are available to select from the Task contributor drop-down list when the following conditions are met:

Condition Available Option
When Task Assigned = Request creator then … Only Request creator is available to select
When Task Assigned = the assigned group of the request then … These additional options are available to select:
  • Random user from user group
  • Specific user
When Task Assigned = specify user group then … These additional options are available to select:
  • Random user from user group
  • Specific user
See Add Form Task to a process automation

Enhanced Analytics and Monitoring with New Metadata

For improved analytics and monitoring purposes, the ability to track time for when a user submits a Human task using Process Composer has been simplified. The following two new metadata items have been added:

New metadata items

Human Task Metadata Item
Form Task
  • Opened On - DATETIME: Last timestamp of when the user (who submitted the form) opened the form before submission.
  • Submitted On - DATETIME: Last timestamp of when the first user submitted the form.
Document Validation Task
  • Opened On - DATETIME: Last timestamp of when the user (who submitted the task) opened the document validation task before submission.
  • Submitted On - DATETIME: Last timestamp of when the first user submitted the document validation task.
Approval Task Submitted On - DATETIME: Last timestamp of when the last user submitted the approval task.

Simplified Process Setup

To simplify setting up a process and reduce the need for scheduler users, a new option has been added to the top of the Process Setup page that enables you to easily switch the default deployment resource from Scheduler user to Role for role-based deployment:

New default deployment resource selection

See Manage a process in Automation Co-Pilot.

Accessible Resource Center from Form Builder

The Resource Center is now accessible from Form Builder by clicking this icon at the right bottom of its page:

Pendo icon

Enhanced Email Notifications Includes Link

Email notifications have been enhanced for Automation Co-Pilot users by including a link to the Automation Co-Pilot request so that users can quickly and easily open the intended form and complete assigned tasks.
Users will receive the enhanced email notification when the following tasks occur:
  • Approval Task assigned to the user's group
  • Approval Task assigned to the user
  • Form Task assigned to the user

The following shows a sample email notification:


Enhanced email notification

Service Cloud case ID: 02146551

Ability to Enable or Disable Form Rules

The ability to enable or disable Form rules for elements has been added as a new toggle next to the rule name:

Enable or Disable Rules

By default, existing and new rules are Enabled. Disabled rules are not executed but are editable. If you duplicate a disabled rule, the duplicate rule is also disabled.

See Conditional actions, rules, and elements.

Newly Supported Conditions and Actions for Form Elements

The following conditions and actions are now supported for these form elements:
Form Element Condition Action
  • Select File
  • Table
  • Is enable
  • Is disable
  • Is not empty
  • Is empty
  • Is visible
  • Is hidden
  • Enable
  • Disable
  • Set hidden
  • Set visible
  • Image
  • Label
  • Is not empty
  • Is empty
  • Is visible
  • Is hidden
  • Set hidden
  • Set visible

What's changed

When using Automation Co-Pilot on the web interface, the following icon displays indicating that the form does not have a document:

new icon

Fixes

Bot deployments no longer fail when they contain a large input size (such as 18 MB).

Service Cloud case ID: 02193652

The task expiration time set in a task for attended or unattended license users no longer fails subsequent tasks in a process.

Service Cloud case ID: 02186823, 02187943

The Process and Team setup pages now load properly in Automation Co-Pilot and no longer generate a 504: Gateway time-out error.

Service Cloud case ID: 02152431, 02152518, 02152796, 02152810, 02153073, 02152475
You can now successfully pass user-defined input variables from a Process Request in Process Composer to a step attribute on a form.
Using Form Composer, if you changed an element name within a valid rule on a form (for example, changing Number1 to Number2 element), it would trigger an invalid rule. This has been resolved and the rule no longer shows as invalid.
Desktop notifications display correctly in Automation Co-Pilot for the request creator indicating requests have been completed from the public side.
When creating a form in Automation Co-Pilot for web and changing the Password element's label, the correct label now displays for the Password element when viewing it in Read-only mode.
When resizing the width of the Process Composer Template page, the Process template tag no longer wraps over the Template title. It now responds to a smaller sized page and displays as a small icon.
It is no longer mandatory to add a key to a Dictionary variable when creating a process in Process Composer.

Service Cloud case ID: 02166498
When selecting to display radio buttons using a horizontal alignment on a form in Automation Co-Pilot, the radio buttons no longer display vertically after running the form using a process. The radio buttons retain the correct horizontal alignment.

Service Cloud case ID: 02160997
Task auto-assignment to the user who opens the form task in Automation Co-Pilot now works properly in the Japanese language.

Service Cloud case ID: 02146806

Limitations

When formatting a Number field on a form using the Use comma to separate thousands option, the number only displays two digits on using Interactive Set action on number field. For example, if you enter 12345, the number displays as 12 instead of 12,345.

Workaround: If you focus on the Number field, the formatted number will display without the comma (such as 12345).

Limitations from previous releases
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.
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.
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-Pilot license, 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

Process Composer
When adding a form task using Process Composer, two new options have been added to the Task contributor drop-down list:

Task contributor options
Two new metadata items have been added to the Form Task, Document Validation Task, and Approval Task in Process Composer:

New metadata
New option has been added to the top of the Process Setup page that enables you to easily switch the default deployment resource:

New default deployment resource selection
The ability to enable or disable Form rules for elements has been added as a new toggle next to the rule description:

Enable or disable Form rules