- Starting as the Account Owner
- 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
- Learn More With Courses From Academy
- Admin Console Overview
- Deleting Data
- Explore Overview
- Automation Store Flow
- Publish Settings
Sharing an Automation
As soon as you click Share > Share and Automation the automation submission form is displayed. This is split into 4 sections each containing several subsections created in order to capture all the information relevant for your automation.
Type in a suitable Name and Description for your automation. After this select the corresponding Categories.
- the new category entry you defined is displayed under the Other filters that can be applied for Categories when searching for a specific idea in Workspace.
- the new category entry you defined is not displayed as an option for further idea submissions.
- all the new category entries manually created while submitting ideas are not saved in Admin Console > Categories. This is made in order to keep the inventory of categories clean.
all the new category entries manually created while submitting ideas are found by accessing the Other filter option.
For details about the Categories and how these are set up please check the Setting up and Managing the Categories.
In the Pain Points section add a detailed description of the issues that the automation aims to solve.
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.
- 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.
Potential Benefit: 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.
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.
- 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.
- User Guides and Documents: upload any documents that describe your automation capabilities. This includes user guides and also PDD and SDD documents.
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.
- Components: tag the components used in this automation.
Compliance and privacy checkmark is added to make sure that the technical documentation you upload does not contain classified information or personal data. e.g. personally identifiable information.
To conclude you have two options:
- Save draft and exit: 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 for review triggers the review process described in the message below.