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Example of using Create a Request action

  • 已更新:2022/04/02
    • Automation 360 v.x
    • 构建
    • 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.

先决条件

  • 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.

过程

  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 given below:
      Key Value
      CheckBoxGroup0_0 True
      CheckBoxGroup0_1 False
      CheckBoxGroup0_2 False
    • employee_registration_request_id: Number type; use as output
  6. Use the Create a Request action from AARI Web package.
    1. In the Actions palette, double-click or drag the Create a Request action from the AARI Web package.
    2. In the Public Process field, browse and select the public process employee_register. The initial form fields from the process are displayed in the Input values field. These fields are from supported interactive form elements.
    3. In the Input values field, enter the values or variables to complete the required information to the initial form as given below:
      • emp_name: $emp_name$
      • emp_id: $emp_id$
      • emp_date_of_joining: $emp_date_of_joining$
      • emp_gender: $emp_genders$
      • emp_location: $emp_location$. To select the location San Jose in the initial form field, add the key and value pair as given below:
        Key Value
        CheckBoxGroup0_0 True
        CheckBoxGroup0_1 False
        CheckBoxGroup0_2 False

        This indicates

      • employee_registration_request_id: $employee_registration_request_id$
    4. Click Save.
    5. Click Close.
  7. Deploy the bot.
    1. Click Run.
    2. In the Set input variables field, enter the values for the input variable.
    3. Click Confirm.
    The bot deploys successfully and a new request is created through the default team assigned to the process. The initial form fields are filled with the input provided through the bot. In the web interface, an AARI admin can verify that a new request is created, and the data has been selected properly.
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