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The UiPath Automation Hub Guide
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Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
Security
Regions
Creating a Trial Tenant
Enabling Automation Hub on an existing Automation Cloud Trial Account
Enabling Automation Hub on an existing Automation Cloud Community Account
Sign up Process
Roles & Permissions
Role Description and Matrix
Collaborator Roles Information and Matrix
Understanding the Roles and Collaborator Roles
Citizen Developer Roles and Collaborator Roles
Starting as
Starting as the Account Owner
Starting as the System Admin
Predefined Content from the Tenant
Starting as an RPA Sponsor
Starting as a Component Curator
Starting as a Program Manager
Starting as an Idea Approver
Starting as an Authorized User
Starting as a Standard User
Starting as a Citizen Developer
Starting as a Citizen Developer Self User
Starting as a Citizen Developer Power User
Starting as a Business Reviewer
Starting as a Technical Reviewer
Learn More with Courses from Academy
Admin Console
Admin Console Overview
Account
Customizing Your Tenant
Updating the Settings
Audit Logs
Manage Users
Adding New User Accounts
Managing User Accounts
Completing the User Account Form
Assigning Categories to Roles and Collaborator Roles
Downloading and Uploading a CSV
Creating a New User Role
Creating a New Collaborator Role
Platform Setup
Categories
App Inventory
Documentation
Customizing the Detailed Assessment
Managing the Cost
Import your Pipeline
Generating your API Token
Manage Components
Curating a Component
Component Statuses
Workspace
Workspace Overview
Automation Pipeline
Review
Decision Pipeline
Implementation
Live
Column Information
Reviewing Ideas in Idea Phase, Awaiting Review Status
My Submissions
Managing my Ideas
Managing my Automations
Managing Drafts
My Collaborations
My Components
Uploading a Component
Creating a New Version for a Component
Following
Explore
Explore Overview
Ideas
Automation Idea Profile Page
About Information
Detailed Assessment
Detailed Assessment Algorithm
Performing the Cost Benefit Analysis
Documentation
Components
Collaborators
Idea Phase and Status
Automations
Automation Profile Page
About Information
Documentation
Components
Collaborators
Automation Phase and Status
People
User Profile
Accomplishments
Components
Component Profile Page
Leaderboard
Leveling Up
Dashboards
Dashboards Overview
Automation Program Performance
Average Automation Cost
Planning Report
Cost Report
Downloading Information from Dashboards
Share Idea or Automation
Share an Idea
Sharing an Employee-driven Idea
Sharing a CoE-driven Idea
Information About the Idea Score
Idea Review Flow
Share an Automation
Sharing an Automation
Understanding the Citizen Developer Flow
My Tasks
My Tasks Overview
Incomplete Tasks
Reviewing My Assigned Tasks
Complete Tasks
Notifications
Notifications Types
Reviewing My Notifications
Resources
Resources
Updating My Profile
Customize the Email Settings
Open API
Introduction to Automation Hub API
Consuming API
Available Operations
Input Dictionary
Building API Requests
Examples of API Calls
Integration with Task Capture
Documenting your Ideas and Automations Using Task Capture
Downloading Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Automation Hub - Automation Cloud Integration
Table of Contents
Introduction to the Automation Cloud Integration
Provisioning
Enabling Automation Hub in Automation Cloud
Provisioning from Automation Hub
License Allocation and Management
Checking the License Usage
Managing Automation Hub Service
User Management
Adding Individual Users
Bulk Upload Users
Managing Groups
Active Directory Integration
Azure AD Integration Roll Out
Differences in the Service View
FAQ
Getting Started
Changes
Migration
Licensing and Pricing
Data and Storage
Misc
Email Notifications
Email Types
Email Content
Pricing Plans
Pricing Plans Details
Trial Plan
Standard Plan
Video Tutorials
Getting Started
Admin Console
Platform Setup
Manage Components
Workspace
Manage the Automation Pipeline as a Program Manager
Upload Components and Update their Version
Explore
Ideas
Components
People
Leaderboard
Dashboards
My Tasks and Notifications
Integration with Task Capture
Citizen Developer Flow
Additional Resources
Glossary
Academy Courses
Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
Security
Regions
Creating a Trial Tenant
Enabling Automation Hub on an existing Automation Cloud Trial Account
Enabling Automation Hub on an existing Automation Cloud Community Account
Sign up Process
Roles & Permissions
Role Description and Matrix
Collaborator Roles Information and Matrix
Understanding the Roles and Collaborator Roles
Citizen Developer Roles and Collaborator Roles
Starting as
Starting as the Account Owner
Starting as the System Admin
Predefined Content from the Tenant
Starting as an RPA Sponsor
Starting as a Component Curator
Starting as a Program Manager
Starting as an Idea Approver
Starting as an Authorized User
Starting as a Standard User
Starting as a Citizen Developer
Starting as a Citizen Developer Self User
Starting as a Citizen Developer Power User
Starting as a Business Reviewer
Starting as a Technical Reviewer
Learn More with Courses from Academy
Admin Console
Admin Console Overview
Account
Customizing Your Tenant
Updating the Settings
Audit Logs
Manage Users
Adding New User Accounts
Managing User Accounts
Completing the User Account Form
Assigning Categories to Roles and Collaborator Roles
Downloading and Uploading a CSV
Creating a New User Role
Creating a New Collaborator Role
Platform Setup
Categories
App Inventory
Documentation
Customizing the Detailed Assessment
Managing the Cost
Import your Pipeline
Generating your API Token
Manage Components
Curating a Component
Component Statuses
Workspace
Workspace Overview
Automation Pipeline
Review
Decision Pipeline
Implementation
Live
Column Information
Reviewing Ideas in Idea Phase, Awaiting Review Status
My Submissions
Managing my Ideas
Managing my Automations
Managing Drafts
My Collaborations
My Components
Uploading a Component
Creating a New Version for a Component
Following
Explore
Explore Overview
Ideas
Automation Idea Profile Page
About Information
Detailed Assessment
Detailed Assessment Algorithm
Performing the Cost Benefit Analysis
Documentation
Components
Collaborators
Idea Phase and Status
Automations
Automation Profile Page
About Information
Documentation
Components
Collaborators
Automation Phase and Status
People
User Profile
Accomplishments
Components
Component Profile Page
Leaderboard
Leveling Up
Dashboards
Dashboards Overview
Automation Program Performance
Average Automation Cost
Planning Report
Cost Report
Downloading Information from Dashboards
Share Idea or Automation
Share an Idea
Sharing an Employee-driven Idea
Sharing a CoE-driven Idea
Information About the Idea Score
Idea Review Flow
Share an Automation
Sharing an Automation
Understanding the Citizen Developer Flow
My Tasks
My Tasks Overview
Incomplete Tasks
Reviewing My Assigned Tasks
Complete Tasks
Notifications
Notifications Types
Reviewing My Notifications
Resources
Resources
Updating My Profile
Customize the Email Settings
Open API
Introduction to Automation Hub API
Consuming API
Available Operations
Input Dictionary
Building API Requests
Examples of API Calls
Integration with Task Capture
Documenting your Ideas and Automations Using Task Capture
Downloading Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Automation Hub - Automation Cloud Integration
Table of Contents
Introduction to the Automation Cloud Integration
Provisioning
Enabling Automation Hub in Automation Cloud
Provisioning from Automation Hub
License Allocation and Management
Checking the License Usage
Managing Automation Hub Service
User Management
Adding Individual Users
Bulk Upload Users
Managing Groups
Active Directory Integration
Azure AD Integration Roll Out
Differences in the Service View
FAQ
Getting Started
Changes
Migration
Licensing and Pricing
Data and Storage
Misc
Email Notifications
Email Types
Email Content
Pricing Plans
Pricing Plans Details
Trial Plan
Standard Plan
Video Tutorials
Getting Started
Admin Console
Platform Setup
Manage Components
Workspace
Manage the Automation Pipeline as a Program Manager
Upload Components and Update their Version
Explore
Ideas
Components
People
Leaderboard
Dashboards
My Tasks and Notifications
Integration with Task Capture
Citizen Developer Flow
Additional Resources
Glossary
Academy Courses
Introduction
Introduction to Automation Hub API
API References
Generate your Token from Automation Hub
Consuming API
Logical Resources and Metadata
Available Operations
Get Started
Input Dictionary
Input for Automation Pipeline
Input for Submission Type
Input for Phase
Input for Status
Input for Phase and Status Update
Input for Business Unit
Input for Applications
Input for Category
Input for Cost Benefit Analysis
Input for High Level Assessment
Input for Detailed Assessment
Input for Automation Idea Creation Date
Input for Automation Idea Update Date
Input for Users
Input for User Status
Input for Collaborators
Output Dictionary
Permissions Per Endpoint
Response Codes
Authentication Error Codes
Submit Idea Error Codes
Add/Update User Error Codes
Token Without an Assigned User Error Codes
The Swagger Definition
Managing Logical Resources
Building API Requests
Examples
Automation Idea
Retrieve Automation Idea in Idea Phase Awaiting Review Status
Import Automation Idea Trough the Employee-driven Flow
Import an Automation Idea Through the CoE Flow
Retrieve the Cost Benefit Analysis for a Specific Idea
Update Automation Idea Phase and Status
Power BI Integration Video Tutorial
Service Now Outbound Integration Video Tutorial
Import Ideas Video Tutorial
Categories
Retrieve Automation Categories
Application Inventory
Retrieve Automation Inventory
Users
Retrieve a User Account
Import a New User Account
Update Account Details for Employees from Automation Hub
Inactivate User Accounts that are Not Part of the Company
Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
View All 7
Roles & Permissions
Role Description and Matrix
Collaborator Roles Information and Matrix
Understanding the Roles and Collaborator Roles
View All 4
Starting as
Starting as the Account Owner
Starting as the System Admin
Starting as an RPA Sponsor
View All 10
Admin Console
Admin Console Overview
Account
Manage Users
View All 5
Workspace
Workspace Overview
Automation Pipeline
My Submissions
View All 6
Explore
Explore Overview
Ideas
Automations
View All 6
Dashboards
Dashboards Overview
Share Idea or Automation
Share an Idea
Share an Automation
My Tasks
My Tasks Overview
Incomplete Tasks
Complete Tasks
Notifications
Notifications Types
Resources
Resources
Open API
Introduction to Automation Hub API
Consuming API
Available Operations
View All 6
Integration with Task Capture
Documenting your Ideas and Automations Using Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Automation Hub - Automation Cloud Integration
Table of Contents
Introduction to the Automation Cloud Integration
Provisioning
View All 9
Email Notifications
Email Types
Email Content
Pricing Plans
Pricing Plans Details
Video Tutorials
Getting Started
Admin Console
Workspace
View All 8
Additional Resources
Glossary
Academy Courses