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Example of using Create a Request action

  • Aggiornato: 2022/04/02
    • Automation 360 v.x
    • Crea
    • AARI

Example of using Create a Request action

The Create a Request action from the AARI Web package enables you to create a new request in AARI on the web through a bot. In this example, use the Create a Request action to pass data through bot variables to initial form of the AARI process.

Prerequisiti

  • You must have a Bot Creator license and be assigned a custom role with the following permissions:
    • Check-in and check-out permission
    • Create folder permission
  • Create a process and check-in the process to the public workspace
  • Assign at least one team to the process with the default team selected
  • Select the by bot option in the Request creation field
In this example, we will create a process to register new employee details in the company database. The initial form contains basic information such as Name, ID, Date of Birth, Gender, and Location. We will pass the initial form data through bot variables.

Procedura

  1. Log in to the Control Room as a Bot Creator user.
  2. Create the initial form.
    1. On the left plane, click Automation.
    2. Click Create new > Form.
    3. Enter the form name employee_register_initial_form.
    4. Enter the folder location Bots\Employee Registration.
      To change where your form is stored, click Choose and follow the prompts.
    5. Click Create & edit.
    6. Use the following Elements and Element label in the form.
      Elements Element label
      TextBox Full Name
      Number ID
      Date Date of Joining
      Dropdown Gender
      Checkbox ID
      • For the Dropdown element, enter Male, Female in the Enter list items separated by commas field.
      • For the Checkbox element, click the plus icon in Checkbox content field and add the locations San Jose, Tokyo, India.
    7. Click Save.
    8. Click Close.
  3. Create a new process.
    1. In the same folder location, click Create new > Process.
    2. Enter the process name employee_register.
    3. Click Create & edit.
    4. Click Start to add an initial form to the process.
    5. In the Select initial data form field, browse and select the initial form, employee_register_initial_form.
    6. Provide Request title as Employee Registration.
    7. Click Save.
    8. Click Close.
    9. Check in this process to the public workspace.
  4. Create a new bot.
    1. In the same folder location, click Create new > Bot.
    2. Enter the bot name employee_register_request_bot.
    3. Click Create & edit.
  5. Create the following variables:
    • emp_name: String type; use as input
    • emp_id: Number type; use as input
    • emp_date_of_joining: Datetime type; use as input
    • emp_gender: List type; use as input; click the plus icon and add the default values as Male and Female
    • emp_location: Dictionary type, Boolean subtype; use as input; click the plus and add the key and value pair as g