Developing Automations
The first phase of process automation is the Design phase.
In this phase, the flow of the process is modeled using BPMN.
You can create a new model, import a model that has been created with other tools and edit it or record a process with RPA Recorder.
As an option, you can have the model tested for formal correctness and completeness while it is being created. This enables you to quickly detect and resolve errors in the structure.
The second phase of process automation is the Build phase.
In the build phase the elements of the process model are filled with concrete instructions in RPA Builder. RPA Bots execute these instructions when a process is deployed to them.
As long as the project is in the build phase, it can be seen in the repository of RPA Builder.
Before You Begin
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Ask an organization administrator in Access Management to assign you the required permissions:
Action RPA Permission Deprecated RPA Permission Open the Process Automation module.
RPA Automations Designer, RPA Automations Contributor, RPA Automations Manager, RPA Administrator
Process Automation Open
Create processes.
RPA Automations Designer, RPA Automations Contributor, RPA Automations Manager, RPA Administrator
Process Create
Record processes with RPA Recorder.
RPA Automations Designer, RPA Automations Contributor, RPA Automations Manager, RPA Administrator
Process Recording
Implement process projects in RPA Builder
RPA Automations Contributor, RPA Automations Manager, RPA Administrator
Builder Usage
Open and use the activity library in RPA Builder and the bot workflow library in RPA Manager.
RPA Automations Contributor, RPA Automations Manager, RPA Administrator
Activity Library Open
Use and manage the activity library in RPA Builder and the bot workflow library in RPA Manager.
RPA Automations Manager, RPA Administrator
Activity Library Administration
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To record a process, RPA Recorder must be installed and connected to RPA Manager.
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To build a process automation, RPA Builder must be installed and connected to RPA Manager.
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A project must exist in the Project Management view of the Process Automation module.
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Obtain the needed permissions as a member of the process team in the project data sheet in the Project Management view of the Process Automation module.
Design a Process Model
Create, record or import a model of the flow of the process using Business Process Model and Notation (BPMN).
The process model should include all possible paths and outcomes. You can add documentation to each element of the diagram.
Model a Process
Create a process model by arranging the BPMN elements on the workbench.
Each model must consist at least of a Start Event, a Bot Task or a User Task and an End Event. All elements must be connected by Sequence Flows. RPA Manager automatically checks the syntax of the model.
After saving the process model, move the project to the Build phase and open it in RPA Builder. The model can be edited in RPA Builder, too.
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Open the Process Management view of the Process Automation module and click on the name of the category of your project.
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Click on the name of the project to open it.
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In the panel Automation, on the workbench, click on an element to select the next step from the context pad or drag an element from the palette onto the workbench and connect it to the previous step with a Flow element.
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Add documentation
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Add, edit, and remove elements until the model is finished.
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On the workbench, click the icon Save.
Record a Process
If you record a process the model is prefilled with instructions for RPA Builder to generate code.
After saving the recorded process model, move the project to the Build phase and open it in RPA Builder. The model can be edited in RPA Builder, too.
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Open the Process Management view of the Process Automation module and click on the name of the category of your project.
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Click on the name of the project to open it.
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In the panel Automation, on the workbench, click on the icon Record BPMN to start RPA Recorder.
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After recording, click the icon Save on the workbench.
Import a Process
Import a process model generated with another BPMN tool. Only the elements shown in the workbench are supported. Importing a model overwrites previously created models.
After saving the recorded process model, move the project to the Build phase and open it in RPA Builder. The model can be edited in RPA Builder, too.
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Open the Process Management view of the Process Automation module and click on the name of the category of your project.
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Click on the name of the project to open it.
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In the panel Automation, on the workbench, click on the icon Import BPMN to select a file for import.
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In the palette on the workbench, click the icon Fit to Viewport to see the complete model.
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On the workbench, click the icon Save.
Build a Process
In the build phase, use RPA Builder to fill the process model with bot-readable code.
Open a Process in RPA Builder
Publish a project to build phase to open it in RPA Builder. The process is shown in the RPA Builder repository explorer while the project is in the build phase.
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Open the Process Management view of the Process Automation module and click on the name of the category of your project.
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Click on the name of the project to open it.
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Click Publish.
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In the window Release to Build, add the needed applications.
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Check I confirm that the process should be released into the build phase and all responsible persons have agreed.
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Click Release to Build to confirm the transition.
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Open RPA Builder.
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In the explorer pane, in tab Repository, click <process name>.
View a Process Build in RPA Manager
View the project in RPA Manager after the implemented process has been uploaded from RPA Builder. Move the project to Test phase to test the build.
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Open the Process Management view of the Process Automation module and click on the name of the category of your project.
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Click on the name of the project to open it.
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Click on a bot task in the diagram in the Automation panel to view the outline of the implementation in the panel Implementation.