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.

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

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

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

Process Package

A process package (.nupkg) is a compressed package file containing the entire process folder contents. The process folder includes the following files.

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

Uploading Process

You can upload a new process into 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 processes 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 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
View Log	View logs of this Process. It will show all the job logs associated with this process
Shared With	Shows all the users with whom this Process is shared

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.

By default, the current version of the Process will be the Active version. You can edit the Active version of the Process 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 Process published or uploaded 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	User 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
Admin	Users with this permission type can view and delete the process even without sharing it with them.

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 be shared 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 Control Room to your local file system by selecting Context-Menu > Download option.