Gestor de automatización

Introducción

El Automation Manager le permite administrar las automatizaciones conectadas a Process Mining. Con el Gestor de automatización puede seleccionar las colas de Orchestrator que se utilizarán en las automatizaciones desencadenadas por los usuarios empresariales desde la aplicación de proceso.

Automation manager is integrated in the dashboard editor. Refer toWorking with the dashboard editor for details.

Importante:

Publish your process app after adding or editing an automation to make the automation available to business users. Refer to Publishing process apps.

Also make sure that business users have the proper access rights in Orchestrator to access the queue. Refer to Default roles for details.

Manually triggered automations and automatically triggered automations

There are two different types of automations that can be triggered from a process app.

1. Manually triggered automations are initiated by business users from the process app dashboards.

2. Automatically triggered automations are initiated when predefined conditions, determined by tags, are met during data ingestion for the process app.

Nota:

Manual triggers can be done from both the development and published app. Automatic triggers are only applied when running ingestions on a published app.

Manually triggered automations

When you select the Manual trigger type for the automation, business users can trigger the automation from the published process app. The Trigger an automation option is available on most dashboards and charts. Check the illustration below for an example.

When the user has selected cases that are candidate for automation ,the Trigger an automation option can be selected to enter the input data for the automation. Check the illustration below for an example.

For every case that is selected, a Queue item is created in the Orchestrator queue that will trigger the automation defined in Studio.

Refer to Triggering an automation from a process app for details on how to trigger an automation from a published process app.

Automatically triggered automations

Automated triggers can trigger automations when specific events occur within the process. This allows for immediate attention to a case for enhanced efficiency and streamlined workflows.

When you select the Automatic trigger type for the automation, the automation is triggered automatically when the trigger conditions have met. The trigger conditions are determined by tags that are evaluated any time data for the process app is ingested. Each case that meets the conditions creates a Queue item in the Orchestrator queue, which initiates the automation defined in Studio.

Opening Automation manager

Selecciona el botón Gestor de automatización en la esquina superior derecha del editor del panel para abrir el Gestor de automatización. Se muestra la página Gestor de automatización , que muestra las automatizaciones definidas para tu app de proceso.

Diseñar una automatización

Puedes empezar a crear una automatización en Studio directamente desde el Gestor de automatización.

1. In Process Mining open the process app for which you want to enable automation integration in the Dashboard editor. Refer to Working with the dashboard editor for details.

2. En el editor del panel, selecciona la opción Gestor de automatización para abrir el Gestor de automatización.

3. Select Build automation to open Studio. Refer to Automation manager for details.

Adding an automation

Follow these steps to add an automation for your process app:

1. In Automation manager, select + Connect automation. The Add queue page is displayed, showing all Orchestrator queues that have Specific data JSON schema. Refer toSetting up Automation integration.

2. Select the queue you want to use for the automation. The required input fields for the queue are displayed in the Properties panel.

   
   

   

   
   

3. Select the type of trigger for the automation from the Trigger list box.

4. Asigna los campos de entrada de la cola a los campos de datos apropiados de su aplicación de proceso.

   Importante:

   Consulta el tipo de datos de los campos de entrada de cola definidos en el esquema JSON de datos específicos, y asegúrate de asignar los campos de entrada a un campo de datos de Process Mining con el tipo de entrada correcto. Consulta Plantillas de aplicación.

   
   

   

   
   
   Instead of mapping to a specific data field, you can select the Busines user input option for a text input field. This enables business users to enter a free text when triggering an automation.
   Note: The Business user input option is only applicable to Manual triggers.

5. Introduce el número máximo de casos enviados a la vez para limitar el número de casos que se pueden enviar a Orchestrator.

   Nota:

   Como analista, es importante considerar la posibilidad de limitar el número de casos que un usuario empresarial puede enviar a Orchestrator en función del caso de uso específico. De forma predeterminada, el sistema permite enviar 50 casos a la cola, pero el rango puede ajustarse de 1 a 1000, proporcionando flexibilidad para diferentes escenarios.

   
   

   

   
   

6. Select the type of the trigger for the automation from the Trigger list box.

   • If you want to configure an Automatic trigger for an automation, add the tags to define the trigger conditions. A case that meets a condition when the filter is evaluated will be sent to Orchestrator.

     Nota:

     Each trigger condition is evaluated separately. For example, Case 001 has tags A and B. When you have set the trigger conditions for both A and B, this case will be sent to Orchestrator twice (one based on condition A, and one based on condition B).

7. Selecciona Guardar.

Editing an automation

Sigue estos pasos para editar una automatización.

1. In Automation manager, locate the automation you want to edit on the list of automations and select .

2. Change the settings as desired.

3. Selecciona Guardar.

Refreshing the queue

Importante:

Si se realiza algún cambio en la cola de Orchestrator , debe actualizar la cola en Process Mining. Por ejemplo, cuando el esquema JSON de datos específicos ha cambiado o cuando el nombre o la descripción de la cola se han editado en Orchestrator. Para actualizar la cola en Process Mining, edite la automatización en Automation Manager.

Sigue estos pasos para actualizar la cola de una automatización.

1. Locate the automation for which you want to refresh the queue and select .

2. Select the Refresh button at the top of the properties panel. See the illustration below.

   
   

   

   
   

3. Selecciona Guardar.

Removing an automation

Sigue estos pasos para eliminar una automatización.

1. Locate the automation you want to remove from the automations list and select .

La automatización se elimina de la lista de automatizaciones.