Processes

Overview

A Process represents your automation definition. It consists of a single or a group of workflows and resources needed to execute your automation. It is packaged and bundled into a particular folder.

The Processes page lets you manage all your automation processes from the Control Room. You can import new Processes, update and manage previously created processes, download process packages, clone processes (BPA), access control processes, directly create a request (BPA) or start a job (RPA) for the selected Process, and view all the process instances (BPA) or jobs (RPA) associated with the corresponding processes from here.

Publishing or importing a process requires the User to have View and Create permission on Processes. Cloning a process requires the User to have Create permission on BPA Processes. Starting a job or a process instance for this Process requires the User to have View and Create permissions for Jobs (RPA) or Process Instances (BPA). You can find more information about permissions here: Automation Roles

IntelliBuddies is an RDA platform supporting both RPA and BPA processes.

RPA Processes

The RPA Processes page lists all the RPA Processes owned or shared with the current User.

RPA Process is designed using Process Designer and is executed by either a Smart Buddy or an Assistant Buddy.

An RPA Process can be published directly to the Control Room from the Process Designer or imported into the Control Room. A Process package is version-controlled. Each time you publish the Process to Control Room, a new version of the Process package is created. The Process published will be available to all users with access to that process package.

BPA Processes

The BPA Processes page lists all the BPA Processes owned or shared with the current User.

You can design the BPA Process using BPA Designer and execute it using your Control Room workflow engine.

A BPA Process can be published directly to the Control Room from the BPA Designer or imported into the Control Room. A Process package is version-controlled. Each time you publish the Process to Control Room, a new version of the Process package is created. The Process published will be available to all users with access to that process package.

Process Package

A process package (.nupkg) is a compressed package file containing all the contents of the process folder.

RPA Process Package

The RPA process package includes the following files.

• workflow files (.xaml)
• project file (project.json)
• imported files (.)
• assembly extensions (*.dll)

BPA Process Package

The RPA process package includes the following files.

• workflow files (.json)
• project file (project.json)
• form schema (*.iform)

Uploading Process

You can upload a new process into the Control Room from the Processes page by following the steps provided below:

• Click on Toolbar-Menu > button

• Select the process package(.nupkg) file to be uploaded

• Click on Upload

  

You can view the uploaded Process in the grid on the Processes page.

note

If you try to upload/publish a new process when you already have exceeded the process license count, then you will encounter an error Process count exceeds the licensed count. Please top-up your license and try again.

In this case, you either need to top-up your Subscription with extra process licenses or delete some of the published processes from the Control Room to make license space for the new Process.

Context Menu

The Processes page supports the following functionality through context menu options.

Context Menu Option	Description
View	View your process metadata, configuration, and version information in read-only mode
Edit / Edit Metadata	Edit your process metadata and configuration
Share	Manage your process permissions with other users
Delete	Delete this process. This functionality will be available only if you have Delete permission to process the entity.
Download	Downloads this Process as a package file into your file system
Submit Job	Creates a job out of this Process and submits into Job Queue.This option is available only for RPA Processes.
Create a Request	Creates an instance of this process.This option is available only for BPA Processes.
Clone	Clone this Process to a new process. This option is available only for BPA Processes.
Edit Process	Checks-out the process and opens it inside BPA Designer for editing.This option is available only for BPA Processes.
Embed	Creates a URL for the Process monitor instance and the access token. You can use this URL to embed as part of an external application. This option is available only for BPA Processes.
View Log	View logs of this Process. It will show all the job logs associated with this process
Shared With	This option lists all users accessing this Process.

Version Management

Every time you publish a Process, it creates a new version of a Process inside the Control Room. You can view the Process's version history by right-clicking the Context-Menu > View option (RPA) or Context-Menu > View Metadata option (BPA).

By default, the current version of the Process will be the Active version. You can edit the Active Process version from the Context-Menu > ** Edit option. Control Room feeds the Active version of the Process to Buddies for execution.

Sharing Process

The Owner can share a published or uploaded process to the Control Room with other users. You can share a Process with the following permission types.

Permission Type	Description
Viewer	User with this permission type can view and execute the process
Editor	Users with this permission type can view, re-publish, and run the process
Owner	User with this permission type can view, re-publish, execute, delete, and share the Process with other users. By default, the User who published the Process for the first time into Control Room would be the Owner of the process

You must be the Process Owner to share a process with other users. You can share the Process by performing the following actions:

• Go to Processes page
• Select the Process to share inside the grid
• Select Context-Menu > Share option
• Select the User to whom you want to share this Process
• Change the permission type based on your needs. By default, a user gets Viewer permission.
• Click on Share

You can view the sharing information by selecting the Context-Menu > Shared With option. It will display a list of Process users along with their Permissions.

Downloading Process

You can download a process package(.nupkg) from the Control Room to your local file system by selecting Context-Menu > Download option.

Cloning a BPA Process

You can clone a process to a new one by following the steps below.

• Login to Control Room
• Go to Automation > Processes > BPA processes page
• Select the Process to clone
• Right-click and click on Clone
• Specify a Name to the new process
• Optionally, change the Category and Description
• Click on Clone
• The current active version of the Process will be cloned as a new process.

note

To clone, you need to be a Owner or an Editor of the Process.