Check in a process automation

Bot Creators can check in a process automation from the private workspace to the public workspace to make it available for other users.


  • You must have a Bot Creator license.
  • You must be assigned a custom role with the following permissions:
    • Required: Check-in and check-out permission
    • Optional: Create folder permission
    • Optional: View packages permission
  • To check in a process automation with dependent folders and files, ensure you have the following:
    • Create folder permission.

      If you are checking in a process automation from your private workspace and if the folder containing the process automation does not yet exist in the public workspace, then you must have the create folder permission to successfully check in the process automation.

    • Check-in permission on the dependency folder.
      Important: If a bot is checked out, edited, and then checked in again, the changes to the bot are reflected immediately. Whereas, if you follow the same procedure for forms, the changes to forms are only reflected when the entire process automation is checked in again.


  1. Log in to the Control Room as a Bot Creator user.
  2. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  3. Select the process automation you want to check in, open the actions menu (vertical ellipsis), and click Check in process.
  4. In the Check in Process dialog, add your comment and click Check in.
    The process automation displays in the same folder structure in the public workspace.