オートメーションマネージャー

はじめに

オートメーションマネージャーを使用して、Process Mining に接続されたオートメーションを管理できるようになりました。オートメーションマネージャーでは、ビジネスユーザーがプロセスアプリからトリガーしたオートメーションに対して使用する Orchestrator のキューを選択できます。

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

重要:

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.

Manually triggered automations are initiated by business users from the process app dashboards.
Automatically triggered automations are initiated when predefined conditions, determined by tags, are met during data ingestion for the process app.

注:

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.

オートメーションマネージャーを開く

ダッシュボードエディターの右上隅にある [オートメーションマネージャー] ボタンを選択して、オートメーションマネージャーを開きます。[オートメーションマネージャー] ページには、お使いのプロセスアプリに対して定義されたオートメーションが表示されます。

オートメーションを構築する

Studio でのオートメーションの構築を、オートメーションマネージャーから直接開始できます。

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.
ダッシュボードエディターで [オートメーションマネージャー] オプションを選択し、オートメーションマネージャーを開きます。
Select Build automation to open Studio. Refer to Automation manager for details.

オートメーションを追加する

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

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.
Select the queue you want to use for the automation. The required input fields for the queue are displayed in the Properties panel.
Select the type of trigger for the automation from the Trigger list box.
キュー入力フィールドをプロセスアプリの適切なデータフィールドにマッピングします。

重要:
固有データ JSON スキーマで定義されているキュー入力フィールドのデータ型を確認し、正しい入力型を持つ Process Mining データフィールドに入力フィールドをマップしてください。詳しくは、「アプリテンプレート」をご覧ください。

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.
[一度に送信するケースの最大数] を入力すると、Orchestrator に送信できるケースの数を制限できます。

注:
As an analyst, it is important to consider limiting the number of cases a business user can send to Orchestrator based on the specific use case. By default, the system allows 50 cases to be sent to the queue, but the range can be adjusted from 1 to 1000, providing flexibility for different scenarios.
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.
  
  注:
  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).
[保存] を選択します。

オートメーションを編集する

オートメーションを編集するには、以下の手順に従います。

In Automation manager, locate the automation you want to edit on the list of automations and select .
Change the settings as desired.
[保存] を選択します。

キューを更新する

重要:

Orchestrator のキューに変更が加えられた場合は、Process Mining のキューを更新する必要があります。たとえば、固有データ JSON スキーマが変更された場合や、キューの名前または説明が Orchestrator で編集された場合などです。Process Mining のキューを更新するには、オートメーションマネージャーでオートメーションを編集します。

オートメーションのキューを更新するには、以下の手順に従います。

Locate the automation for which you want to refresh the queue and select .
Select the Refresh button at the top of the properties panel. See the illustration below.
[保存] を選択します。