Configure Lightning Flow trigger for Automation Anywhere for Salesforce
- Updated: 2023/08/09
Configure Lightning Flow trigger for Automation Anywhere for Salesforce
Lightning Flow is the newest mechanism to create a flow with an event-triggered bot. This method offers users an opportunity to automate processes while setting a required criteria for the bot to be triggered.
Prerequisites
- You should have the AAI RPA Bots Lightning Component User permission set applied.
- The object and criteria defined by the administrator and a result you aim to achieve by using a flow.
- Familiarity with mapping an object ID field to the record ID field required by the Run Bot class.
- Bot Configurations record ID if you are planning on Running Bot by Bot Configuration.
Procedure
- From Salesforce navigate to Setup > Process Automation > Flows.
- Click New Flow.
-
Choose a Trigger and Event.
Trigger Event Record-triggered Flow Define the Object and Condition Requirements. Platform Event-triggered Flow Choose a Platform Event. - Click Next.
-
Choose one of the following options to control how elements connect in your
Flow.
Option Action Freeform Drag the Action element into the Flow. Auto-Layout Click the plus icon. Important: The following initial steps are required within every Action:- Enter a Label for the action.
- Enter the API Name.
- Optionally, enter a Description.
-
Enter an Apex Action in the
Action field.
Four APEX actions are available to run Automation Anywhere for Salesforce from a Flow. Each action accesses the bot and its data differently. Select one that best meets your requirements based on following descriptions:
-
Run Bot By Bot Configuration:
Use saved Bot Configurations from the Automation Anywhere for Salesforce connector.
- Enter the record id of the configuration as the Bot
Configuration ID.Tip: This id is found on the bot configuration page and at the end of the URL of the record. For example: https://na1.lightning.force.com/lightning/r/Case/5003000000D8cuIQAA.
- Choose the field type of the Record ID, by
scrolling the drop-down menu and selecting the field type of the
record that the bot will run on. Tip: The field type of the prior example looks like the following:
$Recordid:Case
- Enter the record id of the configuration as the Bot
Configuration ID.
-
Run Bot with API Key
Connect to your Control Room by entering your credentials to run a saved bot.
- Enter the Bot Name.
- Enter the CR API Key.
- Enter the CR URL.
- Enter the CR Username.
- Assign the Run As User Id for the
Bot Runner user that will execute the bot.
Click the slider for Run As User Id and enter the ID in the field that appears.
- Optionally, click any other sliders to select more parameters to use
in the bot output such as Device Pool
Id, RecordId,
Variable Names, and Variable
Values.
-
Variable Names must match the exact
name of the input variable defined within the bot.
If you are specifying multiple variable names, use a pipe to separate each (for example, inputOne|inputTwo|inputThree).
- Variable Values are passed to the bot in the same order as variable names are provided (for example, as in the previous step inputValue1|inputValue2|inputValue3).
-
Variable Names must match the exact
name of the input variable defined within the bot.
-
Run Bot with Connection
Use a live connection to your Control Room to run a saved bot.
- Enter the Bot Name.
- Enter the Connection Id.
- Assign the Run As User Id for the
Bot Runner user that will execute the bot.
Click the slider for Run As User Id and enter the ID in the field that appears.
- Optionally, click any other sliders to select more parameters to use
in bot outputs such as: Device Pool
Id, RecordId,
Variable Names, and Variable
Values.
-
Variable Names must match the exact
name of the input variable defined within the bot.
If you are specifying multiple variable names, use a pipe to separate each (for example, inputOne|inputTwo|inputThree).
- Variable Values are passed to the bot in the same order as variable names are provided (for example, as in the previous step inputValue1|inputValue2|inputValue3).
-
Variable Names must match the exact
name of the input variable defined within the bot.
-
Run Bot with Password
Connect to your Control Room by entering your credentials to run a saved bot.
- Enter the Bot Name.
- Enter the CR Password.
- Enter the CR URL.
- Enter your CR Username.
- Assign the Run As User Id for the
Bot Runner user that will execute the bot.
Click the slider for Run As User Id and enter the ID in the field that appears.
- Optionally, click any other sliders to select more parameters to use
in the bot output such as Device Pool
Id, RecordId,
Variable Names, and Variable
Values.
-
Variable Names must match the exact
name of the input variable defined within the bot.
If you are specifying multiple variable names, use a pipe to separate each (for example, inputOne|inputTwo|inputThree).
- Variable Values are passed to the bot in the same order as variable names are provided (for example, as in the previous step inputValue1|inputValue2|inputValue3).
-
Variable Names must match the exact
name of the input variable defined within the bot.
-
Run Bot By Bot Configuration:
- Click Save.
- Enter a Flow Label.
- Enter a Flow API Name.
- Optional: Enter a Description.
- Click Save.