Create a process automation in Process Composer
- 版本:
- 已更新: 2023/09/22
Create a process automation in Process Composer
As a Bot Creator, you create and design process automations which consist of human and botbot tasks listed as elements in the Process Composer.
Prerequisites
- You must have a Bot Creator license.
- You must be assigned a custom role with the create folder permission.Note: Each task, logic condition, and end point supports the copy, paste, and cut elements from the Bot editor. Additionally, you can double-click to add and replace items on the canvas. See Supported behaviors for tasks and elements in Process Composer.
Procedure
-
Create a process automation:
- From your local machine, log in to your Control Room as a Bot Creator.
- From the left pane, click Automation, and then click Create new > Process.
- In the Create process page, enter a name for the new process automation. By default, process automations are saved in the \Bots\ folder. Click Browse to change the default folder.
- Click Create & edit.
- Click the process automation name to rename it.
- To add initial form and data to the process automation, click Start.
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From the Start panel:
- Browse and Select initial data form.
-
In the Request title field, enter text or insert a
variable as an input variable. A dynamic title is created for this request that
will display in the web interface and serve as a reference.
Note: You can use a Reference ID such as
ref ID = $RefId$
. Reference ID is a Meta variable type.
-
In the Task name field, enter the name of the
task.
You can use a Reference ID such as
task ref ID = $RefId$
. - In the Data privacy tag field (same as a PII [Personally Identifiable Information] tag), enter a text or variable to generate hidden custom output.
- Click Apply.
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Add Bot Task to a process automation.
The Bot Task runs a bot with inputs and outputs.
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Add Form Task to a process automation.
The Form Task displays a form that requires interactions by a user.
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You can add these optional elements to the process
automation:
- Add API Task to a process automation - Use the API Task to enable API calls for inputs and outputs.
- Add input variables to a process automation - Use input variables to start a process without having to build a form as the point of entry for a process automation.
- Add Filter Task to a process automation - Use the Filter Task to filter a variable based on your specific criteria.
- Add Process Task to a process automation - Use the Process Task to run a process automation.
- Add Document Validation to a process automation - Use the Document Validation Task to display a validator for a document that requires validations.
- Add Approval Task to a process automation - Use the Approval Task to share requests with decision makers before the process is completed.
- You can add logical conditions to include internal and conditional branching of the process automation. Drag the condition from the Elements panel. You can select an If/Else pair or Else if.
-
From the Condition panel, you can add these optional
fields:
- Add a description in the Description field.
- Add a message in the Display message field. As a result, the display message you enter is shown in the request view page in the web interface.
-
Click Add Condition to add a condition.
You can select a condition from these available types: Boolean, Datetime, Number, or String.
- Click Apply.
-
Add End Point to a process automation.
You can add End Point to end a process automation with a selected status (such as: completed, failed, or canceled) or add Go to to navigate to other tasks in the process automation.You have now configured your process automation!
-
To preview your bot or forms information in
the
Process Composer
(Edit process page) in both your public and private
workspace:
- Click the vertical ellipsis next to the Bot Task or the Form Task.
-
Select either the Preview bot or Preview
form option.
In the public workspace, these options display the Bot name preview or Form name preview page where you can quickly view a bot or form.In the private workspace, these options display the Edit Task Bot or Edit form page where you can make changes to your Bot Task or form.