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

  1. Create a process automation:
    1. From your local machine, log in to your Control Room as a Bot Creator.
    2. From the left pane, click Automation, and then click Create new > Process.
    3. 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.
    4. Click Create & edit.
    5. Click the process automation name to rename it.
  2. To add initial form and data to the process automation, click Start.
  3. From the Start panel:
    1. Browse and Select initial data form.
    2. 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.
      Shows how to drill down in the UI to select the reference ID for meta variable.
    3. In the Task name field, enter the name of the task.
      You can use a Reference ID such as task ref ID = $RefId$.
    4. In the Data privacy tag field (same as a PII [Personally Identifiable Information] tag), enter a text or variable to generate hidden custom output.
    5. Click Apply.
  4. Add Bot Task to a process automation.
    The Bot Task runs a bot with inputs and outputs.
  5. Add Form Task to a process automation.
    The Form Task displays a form that requires interactions by a user.
  6. You can add these optional elements to the process automation:
  7. 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.
  8. From the Condition panel, you can add these optional fields:
    1. Add a description in the Description field.
    2. 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.
    3. Click Add Condition to add a condition.
      You can select a condition from these available types: Boolean, Datetime, Number, or String.
    4. Click Apply.
  9. 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!
  10. To preview your bot or forms information in the Process Composer (Edit process page) in both your public and private workspace:
    1. Click the vertical ellipsis next to the Bot Task or the Form Task.
    2. 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.