Task List MetaBot
The Human-Bot Collaboration Task List MetaBot is used for creating advanced logic, which can start automated bots or request user approvals to complete a task.
Logic | Description |
---|---|
Ask Boolean | Used to assign the default Boolean value of a task list to a local variable. |
Configure Formats | Used to configure expected formats of inputs and outputs for the task
list, such as:
|
Create Row | Used to create rows in a task list. Rows can have empty or populated
fields. Note: This command can also return the ID of the created
row. |
Fetch Rows | Used to retrieve a list of row IDs from a task list and return the list variable. |
Get Row | Used to retrieve the field values of a row. It can return a list of key
values in the following
pattern:
|
Update Row | Used to update the status and field values of a row. |
Sample use case
Consider a scenario where a client requires an invoice payment form used by a front-desk employee to trigger a bot. The bot can process any pending payment requests, which can further alert an authorized user (Manager) for approval before a payment is processed. The Task List MetaBot can be used to design this script in the Enterprise Client Workbench.
- In the new Workbench screen, go to Create Row.
Create Row is used to create empty or populated fields in a file (form). This can help in creating rows on the linked form.
- In the Input Parameters field, update the
following:
- iStatusID: Enter the status ID of the row you want to create.
- iTaskListID: Enter the task list ID where you
want create the row.
You can use the Human-Bot Collaboration Designer to review the task list and retrieve the ID.
- iFieldsValue: Press F2 in the keyboard to select one of the variable fields or values.
- In the
Press F2 to view the available values. For example, you can select row as the output variable.
field, insert a variable where the output must be
assigned.
and click - In the Input Parameters field, update the
following:
- Go to Fetch Rows.
Fetch Rows is used to retrieve a row value from the task list.
- In the Input Parameters field, update the
following:
- iTaskListID: Enter the task list ID where you want create the row.
- iStatusID: Enter the status ID of the row you
want to create:
You can use the Human-Bot Collaboration Designer to review the task list and retrieve the ID.
- iFieldsValue: Press F2 to select one of the variable fields or values.
- In the
Press F2 to view the available values. For example, you can select row as the output variable.
field, insert a variable where the output must be assigned.
and click - In the Input Parameters field, update the
following:
- Click Save.
The run logic for the form is created in the Workbench.
- Click Commands and drag the Message
box.
This enables you to display the selected value from the linked form as a message on the screen.
- In the Message Box screen, enter a message that the user
must see.
For example, you can enter Approve payment: $Prompt-Assignment$.
- Repeat the run logic and message box for all the fields in the form that you want to link.
- Click Save.
- Choose the folder where you want to save this script.
- On the Human-Bot Collaboration Designer, link the script to the invoice payment task
list and publish it.
Creating and publishing a task list
When the front-desk employee runs a bot, it collects and verifies the invoice details. Any pending payments are returned and the front-desk employee triggers a payment approval request. The manager receives an approval request, and the payment is authorized.