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Sharing a Citizen Developer automation
The submission form is split into sections each containing several subsections created in order to capture all the information relevant for your automation.
In the first section of the form, the Overview, you can set an Automation name, add an Automation ID, a description of the process in the Description field.
- In the Automation name field you are allowed to enter alphanumerical characters and the following special characters: dash (-), exclamation mark (!), hash sign (#), comma (,), underscore (_) and a limit of 100 characters.
- A Potential Duplicate message is displayed if the title and the automation category you added for your ideas are similar to other ideas. Before going forward please check the profile of the idea displayed as duplicate. The below options are available:
- My idea is a duplicate: mark your idea as duplicate and suspend the submission process.
- Continue with my idea: continue the submission process.
This section allows you to select different parameters that define the automated process such as:
- Process Frequency: select how often you have to perform this process.
- Automation process peaks: select how consistent are the peaks in activity/volume for this process.
- Volume average: enter the number of repetitions typically performed on this process in the selected frequency.
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Number of people that could benefit form this automation: enter the number of people from your organization who can benefit from using this automation.
The Pre and Post Automation allows you to illustrate the automation's characteristics by listing the before and after being implemented process information.
- Average Process Duration: enter the before and after values describing how long it takes to perform this process once.
- Average Error Rate: enter the before and after percentages of error occurrence.
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Average Rework Time: enter the before and after values in minutes of how long it takes to resolve an error.
This section includes all the documents already created for the automation and includes the following subsections:
- Source Code: upload your code (.zip, .xaml) or provide a link to the repository. Check here where to find the source code of your automation. The maximum file size is 50MB.
- User Guides and Documents: upload any documents that describe your automation capabilities. This includes user guides and also PDD and SDD documents.
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Media: upload here images and videos associated with the described automation.
Uploading Video Files:
- For better visibility and consumption during the Automation Profile exploration we recommend uploading videos in the profile's About page as here a media player is embedded.
- Videos can also be uploaded in the Automation Profile . Still, no media player is displayed in this case. The video file appears as a card with the download option.
- The video maximum size is 200 Mb and the accepted format is mp4 only.
- Applications Used: select from the list all the applications that are being used when performing the process described. This list was previously defined by the Program Manager in the Admin console > Platform Setup > App Inventory.
- Components: tag the components used in this automation.
To conclude you have the following options:
- Save as draft: this allows you to save the automation as a draft and resume working on it at a later time. The details of the automation saved this way are saved in Automation hub still they are visible only to you by accessing the Workspace > My Submissions > Draft view.
- Submit triggers the review process described in the message below.
