Run a process automation

In the Control Room, as a Bot Creator, you can run a process automation from the Process Composer in the private workspace.

Best practices:

  • When the process automation is executed in the private workspace, the Bot Creator can create a request and enter data in the initial form.

    In the private workspace, the bots are executed on the default device of the Bot Creator.

  • Requests created from the private workspace can be viewed only by the user creating the request.

    The Co-Pilot Admin cannot view the process automations executed from the private workspace in the process management page.

  • When process automation 1 (parent) calls process automation 2 (child), two requests are generated:
    • Request started by the parent process automation to the child process automation shows the status as pending.
    • Second request started by the child process automation requires the user to complete the first request to proceed.

    User must first complete the 2nd request (child process automation) so the callback goes to process automation 1 (parent). The user can then continue with process automation 1 to complete the task.

Procedure

  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. Click the process automation name.
  4. When the process automation opens in the Process Composer, click Run.
    A dialog opens prompting you with the initial form.