Ask a teammate

Share a link that asks a teammate for input on a Cartographer business process, then review their reply before accepting it into the process.

Cartographer works with one primary user who drives the documentation and redesign process forward. That user can request assistance from other users in the organization through Ask a teammate, as long as the teammate also has access to Cartographer.

Which option is available depends on the New tasks setting in General settings:

New tasks setting	Available options
Local	Ask someone, from the right-side panel of the New Chat page
Remote	Ask someone, from the right-side panel of the New Chat page Ask a teammate, from a conversation drop-down menu

Prerequisites

• You have a Cartographer business process already in progress, in an open conversation.
• The teammate you want to involve has access to Cartographer and belongs to the same UiPath organization and tenant as you.

Requesting input from the New Chat panel

1. On the New Chat page in a project, select Ask someone from the right-side panel.

   

2. Describe your request in Your request.

3. Select Create link.

4. Share the link Ask a teammate creates with the target user, through any channel, such as Slack, Teams, or email.

5. Wait for the target user to select the link. This opens Cartographer on their machine and presents your request.

6. Review their reply in your original chat, in the context of the business process.

7. Accept the reply into the business process's knowledge, or reject it.

Result: Accepted replies become part of the business process's knowledge and inform the current stage of documentation. Rejected replies are discarded and do not affect the map.

Requesting input from the conversation drop-down menu

Available only when New tasks is set to Remote. This option summarizes the conversation's context for the teammate you ask, in addition to your request.

1. In an open conversation, expand the chat drop-down menu from the conversation title, then select Ask a teammate.

   

2. Review your request and the context summary Cartographer generates from the conversation.

3. Edit either field freely before sending, if needed.

4. Select Create link.

5. Share the link with the target user, through any channel, such as Slack, Teams, or email.

6. Wait for the target user to select the link. This opens Cartographer on their machine and presents your request and the context summary.

7. Review their reply in your original chat, in the context of the business process.

8. Accept the reply into the business process's knowledge, or reject it.

Result: Accepted replies become part of the business process's knowledge and inform the current stage of documentation. Rejected replies are discarded and do not affect the map.

Note:

The target user must be a member of the same UiPath organization and tenant as you, and is asked to sign in to that tenant before they can view your question.

Next steps

Continue to TO-BE design and PDD generation.