You can now build end-to-end workflows by adding a task element, creating a new
automation asset, configuring its inputs, and returning to the process, all without leaving
the process editor.
About this task
As a developer or process owner, when you add a Task Bot, API, form, or any other task element
to the canvas and navigate to select the corresponding file, you can either select
an existing file or click Create new to build a new
automation on the fly.
To use the create automation feature in the process editor:
Procedure
-
Drag any task element (Task Bot, API task, Form, Process, or AI Agent) from the
Elements panel or use the Quick Add option to insert
the task after the Start node.
-
In the Properties panel, when selecting the
corresponding file, you can browse for an existing automation or click
Create new to build a new one.
Note:
The Create button is displayed only if you have a Bot Creator license and the required
permissions. Availability might be restricted based on your license. For
example, AI Agents requires an Enterprise Platform license.
-
When you select Create new, a prompt window appears.
Enter the required automation details (such as name, description, and folder
path), then click Create & Edit. The process will be
auto saved.
Note: The folder path inherits the parent process’s file path.
-
You will be navigated to the appropriate editor (Bot Editor, API Task Editor,
Form Designer, or AI Agent) to create your new automation.
Note: Breadcrumbs will update to reflect the path to the
newly created automation.
-
Using the breadcrumb, navigate back to the parent process. The newly created
task will be automatically mapped to the task element, with input values listed
if available.
Note: The breadcrumb feature is currently not available for Form Designer
and AI Agent builder. You must manually click to return to the
process.