Setup iFrame widget using Automation Co-Pilot

You can setup your iFrame widget for your supported web applications. This includes embedding a widget and configuring the iFrame widget code.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface Admin role for the Co-Pilot Admin.
  • Have access to the Automation Co-Pilot for Business Users on the web interface.
  • Complete any necessary password changes to access the Automation Co-Pilot for Business Users on the web interface.
Note: Ensure third party partitioning is disabled in your Google Chrome settings. Automation Co-Pilot for Business Users FAQ
Create new connections to applications and configure your iFrame widget details including access to the embed code for you to copy and use in a web application.

You can only setup the iFrame widget for web applications that support the iFrame widget. If the web application does not support the iFrame widget, refer to Embed automations in your application using Automation Co-Pilot.

Important: The iFrame URL has changed starting from Automation 360 v.32 release. If you have set up your iFrame widgets in Automation 360 v.31 or earlier and are updating to Automation 360 v32 or later, you must recreate these widgets in the updated version to generate the code with new URL for the iFrame widgets. Copy this new iFrame URL in your applications for Co-Pilot to run successfully.

See the video below on how to obtain the new iFrame URL:

Procedure

  1. Log in to Automation Co-Pilot for Business Users on the web interface.
  2. Navigate to Manage > Applications.
    The Applications Setup page appears for you to setup your connection. If this is your first time accessing this page, you will see the No applications label.
  3. Click Add application to add a new application.
  4. Specify a name for the application in the Name field.
    You can name it Applications or the name of your favorite web application to help you define the web application that you plan to embed the iFrame widget.
  5. Optional: Specify a description for your application in the Description field.
  6. Click Create & edit.
    Your instance is now created and forwards you to an Edit application page where you can make edits.
  7. Navigate to the Widgets tab in the same page.
    You can add iFrame widgets to your application in this tab.
  8. Click the plus (+) icon.
    The Add Widget page prompts you to add a new iFrame widget to your application.
  9. Specify a name for the iFrame widget in the Widget name field.
  10. Specify your tags in the Filtered automations field.
    You can select existing tags from the drop-down to add to the widget. When you add tags, they display in the embedded widget tab on your desktop application, in the tags column next to the widgets. Tags allow you to filter out automations and display only a subset of automations from the entire list. This will give you the ability to call and access only the tagged automations in your embedded widget. To add a tag, see: Configure a process.
    Select tags in the filter automations field
  11. Click Save.
    You have now successfully defined a new iFrame widget for your application.
    You can now generate an iFrame code.
  12. Click the three dots (ellipses) next to the name of your iFrame widget.
    • Embed code option allows you to generate code for the iFrame widget.
    • Edit option enables you to edit the iFrame widget details.
    • Delete option will delete the iFrame widget.
  13. Click Embed code option.
    The Embed code window appears and prompts you configure the code details.
  14. Specify the size of the iFrame widget width and height in the Widget width and Widget height fields, respectively.
    Note: The default size of the iFrame widget width and height are 100 %. You can change % (default) to px for pixels depending on your preference.
  15. Click Copy in the Embed code section to copy the code.
    Example of the embed code window
  16. Optional: Click Email embed code if you would like to open your local mail client to email the embed code to another individual.
    You now have access to the iFrame widget code.
  17. Click Close.
    You have now successfully copied your iFrame widget code that can be used in a supported web application.
    For your next steps, you can assign automations to your team, see Assign automations to teams.