Automation Co-Pilot for Business Users v.33 release
- Updated: 2024/09/05
Automation Co-Pilot for Business Users v.33 release
Review what's new and changed, and the fixes and limitations in Automation Co-Pilot for the v.33 release.
What's new
New Hyperlink form element added to table design Hyperlink has been added as a new form element type that you can select as a Column setting when designing a table column in Form Composer. You no longer need to use a text box to copy and paste a URL into a browser tab to add the hyperlink to a table.See Using the Table element and Using the Hyperlink element. Additionally, when
building rules with a Hyperlink type
of column, you can set the following conditions:
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Line numbers automatically added to tasks in Process Composer To enhance the readability and manageability of process automations (particularly in complex or lengthy workflows), Process Composer now adds line numbers to tasks automatically. With unique line numbers assigned to each task, you can easily reference, locate, and discuss specific parts of the process automation.You can use this feature for prompt to automate, debugging, collaborative work, and maintaining clear documentation of the process flow. These visible line markers are consistent with how they work in the Bot editor. |
Improved log in license messaging for end-users To deliver a consistent end-user experience, these new error messages now display for the following users.Non-Admin users without an
Automation Co-Pilot license attempt to log in
to:
Admin users attempt to log in to:
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Event trigger audit log enhancements (Service Cloud case ID: 02099424) Audit log entries are now added to the Audit log page when you create or delete an event trigger. |
Improved Task type filtering for logged-in users To provide a more efficient and accurate filtering end-user experience for a logged-in user, the tasks that display on the Tasks page in Automation Co-Pilot now show the following:
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Simplify
navigation with business attributes Business attributes enable easy navigation between various requests and tasks within Automation Co-Pilot. They can also be used for analytics (providing valuable insights) and for integration purposes (APIs and third-party applications). You can do this by setting up the business attributes in the Process Composer for Form Tasks. For example, in an invoice approval process, if approval is required for any amount exceeding 5000 dollars, you can create a business attribute named Amount with the type Number. This allows the business users to quickly search and navigate to tasks that require approval. |
What's changed
The shortcut name for the
desktop icon has changed from AARI to Automation Co-Pilot: |
Enhanced
user session management Improved session management of Automation Co-Pilot users now ensures better tracking of the upcoming token expiry. Users' work is no longer disrupted by frequent logouts while working on tasks. If a user is active on the Automation Co-Pilot instance, an activity notification is sent to the Control Room, and the session time is extended in the background. The users can complete tasks without being logged out. |
Enhancement
to launching Bot Tasks locally from
process The following enhancements are made for
executing Bot Tasks locally from
process:
|
Auto scroll
to show process activity history of all created
requests The process activity history page shows history of all the requests created and is no longer limited to 10 historical requests. When new steps are added as part of request creation, auto scroll is enabled to automatically scroll to the bottom of activity history page. This allows the logged-in user to view all the automation execution history relevant for them and quickly determine the status of their automations. |
Enhanced
process status notifications The process status notifications are now enhanced to include a request title and request ID that is more relatable to their application or process. This request ID and title are clickable hyperlinks for completed, failed, or canceled notifications which redirects user to their corresponding request page for more information. |
Label
change of Task sequence to Process Steps To enhance user understanding and simplify terminology, the Task Sequence view has been renamed to Process Steps. This change aims to more accurately reflect the purpose of the view and make it easier for users to grasp its function. |
Standardized
label for bot and API Tasks
The labels for both bot tasks and API Tasks have been standardized in the Process Steps view. They are now collectively called Automated task. The previous segregation between Bot Task and API Tasks was an internal term and has been removed to streamline the user experience, as users are primarily interested in the outcome of the task. |
Fixes
When the idle session timeout is set to a specific time interval and Automation Co-Pilot sessions are used in multiple tabs, the Automation Co-Pilot users can now maintain their session for the entire timeout period as configured in the Control Room. Previously, users experienced intermittent logout issues despite the configured timeout settings. |
Fix for issue when retrieving
Automation Co-Pilot requests. Errors are no
longer generated and the page opens properly without any
timeout. Service Cloud case ID: 02146434 |
Fix for issue where completed
tasks in the Human Task tab in Automation Co-Pilot now show their correct
status. Service Cloud case ID: 02145713, 02143999 |
When you submit a form that includes data for any element (such as RadioButtonGroup, CheckBox, Number, and so on), the selected data now displays correctly as the input instead of the element’s label. |
Fix for an issue where you could
not create an Automation Co-Pilot request after
updating to v.31 release for Cloud deployments. On-Premises deployments were fixed in the
previous release. Service Cloud case ID: 02120024, 02124487, 02127955, 02143415 |
The form renders
the scroll bar correctly for the table element after you perform
the following actions:
|
From the Add bot page, after you enter content to search for a bot, the Bot setup page correctly returns to its original state. |
The Request visibility filter on the Teams page filters correctly and no longer displays "undefined" in the filter text. |
The value in
the Variable to be filtered: field of the
Task: Filter package is no longer duplicated and retained when
you perform the following actions:
Service Cloud case ID: 02091063 |
When using Process Composer, when you copy a form from a
different process (where the new process contains many similar
elements and rules to the former process), the new form now only
applies and implements those rules it currently has. It does not
apply validations from the original copied form. Service Cloud case ID: 02114131 |
When you
copy a table element in an Automation Co-Pilot form,
the copied table element correctly maintains the same metadata
structure. Service Cloud case ID: 02100366, 02100415 |
When you
choose the Select File download option in
an Automation Co-Pilot form, the download link now
displays the correct file and extension name and displays with a
single download icon. Service Cloud case ID: 02091631 |
The
time lapse to navigate between Task Bot steps in
Process Composer has been reduced. Service Cloud case ID: 02088350 |
While
making edits to a process in Process Composer, edits
now persist when switching between nodes even without saving the
actual process while editing. Variables that were mapped within
a Go to action are no longer overridden.
Service Cloud case ID: 02117372 |
When embedding automations with Automation Co-Pilot, all assigned users now display correctly and are available from the Assignment drop-down instead of only the logged in user. |
Badge notifications
now update correctly to reflect the number of items in the
Tasks Assigned tab. When tasks are
assigned intermittently and the user navigates between tabs, the
badge count will now display the correct number of
tasks. Previously, badge notifications were not updated until the Automation Co-Pilot was manually refreshed. |
The Automation Co-Pilot
Bot Insight dashboard now displays the
correct data and it matches with the data in the Automation Co-Pilot dashboard overview.
Previously, there was a mismatch of data between Automation Co-Pilot Bot Insight dashboard and the Automation Co-Pilot dashboard overview. Service Cloud case ID: 01941806, 01976954, 01980428 |
Limitations
Automation Co-Pilot
business users are logged out intermittently when idle session
timeout is set to a longer period and when Automation Co-Pilot is used in multiple tabs for
several hours. Workaround: See Logout issues observed when working on single or multiple sessions (A-People login required) |
If you use Action inside an API Task, the action does not complete, and you
will be unable to create the request. This occurs because the
Browse button for selecting a Public
process is disabled for API Tasks. Workaround: Create a request using Process Composer API. See Process Composer API. |
Updates to the interface
Automation Co-Pilot for Business Users |
---|
Hyperlink has been added as a new form
element type that you can select as a Column
setting when designing a table column: See New table element. |
When building rules with a Hyperlink column-type, the following two conditions have been added: |