Create a process automation in Process Composer

As a Bot Creator, you create and design process automations which consist of human and robot tasks listed as elements in the Process Composer.

Prerequisites

Procedure

  1. Create a process automation:
    1. From your local machine, log in to your Control Room as a Bot Creator.
    2. From the left pane, click Automation, and then click Create new > Process.
    3. In the Create process page, enter a name for the new process automation. By default, process automations are saved in the \Bots\ folder. Click Browse to change the default folder.
    4. Click Create & edit.
    5. Click the process automation name to rename it.
  2. To add initial form and data to the process automation, click Start.
  3. From the Start panel, you can either browse and select an initial data form or choose input variables to begin the automation process.
  4. Ajouter une tâche robot à une automatisation de processus.
    The Bot Task runs a bot with inputs and outputs.
  5. Ajouter une tâche de formulaire à une automatisation de processus.
    The Form Task displays a form that requires interactions by a user.
  6. You can add these optional elements to the process automation:
  7. You can add logical conditions to include internal and conditional branching of the process automation. Drag the condition from the Elements panel. You can select an If/Else pair or Else if.
  8. From the Condition panel, you can add these optional fields:
    1. Add a description in the Description field.
    2. Add a message in the Display message field. As a result, the display message you enter is shown in the request view page in the web interface.
    3. Click Add Condition to add a condition.
      You can select a condition from these available types: Boolean, Datetime, Number, or String.
    4. Optional: Override business attributes.
      1. In the Override Request attributes field, click Select attribute.
      2. In the Attribute display label field drop-down, select the attribute you want to override.
      3. Optional: Provide a value in the Value assignment field.
        Note: If the business attribute is of Datetime type, you must provide a value when you override that attribute.

      Repeat these steps for all the attributes that you want to override.

  9. Ajouter un point de terminaison à une automatisation de processus.
    You can add End Point to end a process automation with a selected status (such as: completed, failed, or canceled) or add Go to to navigate to other tasks in the process automation.
    You have now configured your process automation!
  10. To preview your robot or forms information in the Process Composer (Edit process page) in both your public and private workspace:
    1. Click the vertical ellipsis next to the Bot Task or the Form Task.
    2. Select either the Preview bot or Preview form option.
      In the public workspace, these options display the Bot name preview or Form name preview page where you can quickly view a robot or form.
      In the private workspace, these options display the Edit Task Bot or Edit form page where you can make changes to your Bot Task or form.