Review what's new and changed and the fixes and limitations in Automation Co-Pilot for the v.40 release.

What's new

AI Agent discovery and deployment in Automation Co-Pilot
Automation Co-Pilot now supports unified search and deployment for both Processes and AI Agents within the Assistant conversational tab.
  • AI Agents published to the Public repository are now processed with the same summary generation and metadata extraction logic used for processes.
  • Relevant descriptions and dependency information are generated and stored in VSS for improved indexing and search ability.
  • Assistant search results are now filtered to surface only Processes and AI Agents, excluding other automation types (such as API Tasks and Bot Tasks) to maintain relevance and usability.

This enhancement delivers a consistent discovery and launch experience, enabling business users to interact with AI Agents in the same streamlined manner as Processes.

What's changed

Multiple task assignment in Co-Pilot Web

Team managers and administrators can now assign or reassign multiple tasks at a time directly from the Tasks page in Co-Pilot Web. This enhancement streamlines task distribution during peak processing periods, reducing manual overhead and operational bottlenecks. Delivered in response to customer feedback, the feature is expected to significantly improve workload management efficiency and reduce labor waste associated with manual task reassignment.

Fixes

Fixed an issue where you perform the following steps:
  1. Create a form with a Checkbox group element and set default values.
  2. Create a Task Bot with list and dictionary output variables.
  3. Create a process, add the Task Bot and an Approval task, and assign the created form.
  4. Map the list and dictionary variables to the checkbox group in the approval task.
  5. Save and run the process.

The Checkbox group elements in the approval task now correctly retain the dynamically mapped values after task submission, rather than reverting to the form’s defaults.
Users will now continue to see the appropriate inline notification pill button after refreshing the page, regardless of whether the automation includes input variables.

Previously, the inline notification pill button in the Conversational interface was replaced with a static Automation launched successfully message after a page refresh.
File uploads for Learning Instance processes submitted directly in Automation Co-Pilot chat work as expected, and users no longer see an error message after submission.

Previously, users encountered an error message after submitting a Learning Instance (Document Automation) process with file inputs directly from Automation Co-Pilot chat.
Forms now open in a dedicated right-hand pane, ensuring the entire form is immediately visible and eliminating the need for additional scrolling.

Previously, users opening a form task notification in Automation Co-Pilot would initially see only a partial form, requiring manual scrolling to view the full content.
Sending additional prompts is now temporarily disabled while the assistant is responding, ensuring that all submitted messages are properly captured and displayed.

Previously, some chat messages were not displayed if users submitted multiple prompts in quick succession before receiving a response in Automation Co-Pilot Assistant.
Forms now render consistently with other execution entry points (Automation Co-Pilot and Automations tab), providing a polished and space-optimized user experience.

Previously, in the Conversational Assistant where forms with fewer elements rendered within a fixed half-height container in the right pane, leaving the lower section blank and positioning the Submit button midway on the screen.

Hidden tasks can now be opened from task page and re-hidden without generating Invalid Task Id error.
Pagination is now displayed correctly on the Recycle Bin page, allowing users to navigate through recycled requests as expected.

Previously, pagination controls were not visible on the Recycle Bin page after deleting a large number of requests.
File upload using File type input variables now works correctly in Automation Co-Pilot.

Previously, file upload using File type input variables was not working correctly with public process in Automation Co-Pilot.
Hidden elements are no longer rendered inside forms displayed in the right pane of the chat assistant.

Previously, forms containing elements marked as hidden were incorrectly rendered as visible in the chat assistant right pane during automation execution.
Tables are now displayed with improved alignment and structural consistency in the chat interface.

Previously, certain tables retrieved through Conversational Assistant (RAG responses) were not rendered correctly in the chat interface.
File uploads for learning instance processes submitted directly in Automation Co-Pilot chat work as expected, and users no longer see an error message after submission.

Previously, users encountered an error message after submitting a learning Instance (Document Automation) process with file inputs directly from Automation Co-Pilot chat.
The Forms rules engine has been corrected to ensure validation rules are consistently re-evaluated when field values are modified programmatically.

Previously, the IsEmpty validation rule was not triggered when a TextBox field was programmatically reset to its default (empty) value through a rule action (For example, using button click).
The approval task rendering and completed step display have now been updated to ensure that checkbox values mapped from list variables are correctly preserved and displayed.

Previously, only selected value is getting displayed on approval task.
Fixed an issue where RadioButtonGroup elements did not display dynamically mapped values at runtime.

Previously, when you created a form with a RadioButtonGroup containing default values and used that form in a Bot task or Approval task, mapping list and string output variables (from a Task Bot or process inputs) to the Available and Picked option fields did not work as expected. After running the process, the RadioButtonGroup continued to show only its default values and ignored the mapped inputs.

With this fix, the RadioButtonGroup now correctly displays the mapped list and string values during process execution.
Fixed an issue where importing a process with a Filter task caused the Value to filter field to incorrectly remap to the Any type when originally mapped to a Dictionary or Record variable. The Process editor now preserves the correct variable mapping during import and no longer displays an error.
Fixed an issue where Dropdown elements did not display dynamically mapped values at runtime.

Previously, when you created a form with a Dropdown containing default values and used that form in a Bot task or Approval task, mapping list and string output variables (from a Task Bot or process inputs) to the Available and Picked option fields did not work as expected. After running the process, the Dropdown continued to show only its default values and ignored the mapped inputs.

With this fix, the Dropdown now correctly displays the mapped list and string values during process execution.
Fixed an issue where a Dropdown element did not retain dynamically mapped values when passed from an Approval task to a subsequent Form task using the Any:asAny expression. Previously, the Form task reverted to the Dropdown’s default configuration at runtime, causing mapped values to be lost. The Dropdown now correctly displays the dynamic values.

Limitations

If you are on using Automation 360 v.28 or earlier version and encounter duplicate Submit buttons in form step, you need to remove these duplicate buttons manually.

Service Cloud Case ID: 02211874
When a File element is added inside a Dynamic Area element and rendered through an interactive form, file upload functionality might fail.
When using the Number elements (without selecting Allow Negative Value) in combination with a Formula element, invalid character entry might not trigger immediate validation and can affect formula results.
When a process uses a start‑step form with a Time element, IF condition that compare this Time value to a static DateTime value using Equal To do not evaluate as true. Even if the user enters a Time that matches the time portion of the static DateTime, the condition still fails.
When a Multiselect drop-down field from an Approval task is referenced in a subsequent Form task, the selected and available options might not render correctly.

Workaround: To fix this issue, use the original variable mapped in the Approval step such as$list_string_avail$), instead of referencing the Approval input as

amp;Approval{input}{MultiSelectDropdown0}$.

This workaround avoids the V1 list-to-string conversion issue while preserving correct values.