Check out a process automation

Bot Creators can check out a process automation from the public workspace to create an editable copy of the process automation.

Prerequisites

  • Ensure you have the Bot Creator license to check out a process automation to your private workspace.
  • To check out a process automation with dependent folders and files, you must have the following:
    • Create folder permission
    • Check-out permission on the dependency folder

Procedure

  1. Log in to the Control Room as a Bot Creator user.
  2. In the public workspace, click Automation.
    The Automation page is displayed with the list of folders or files containing the process automations.
  3. Select the process automation, open the actions menu (vertical ellipsis), and click Check out process.
    The process automation appears in the same folder structure in the private workspace.