Process Automation Overview
The Process Automation module is the heart of RPA Manager. After a citizen technologist evaluates processes and approves them for automation in the Process Evaluation module, you, as a project manager, create a project here for each suitable process by starting the automation from the My RPA module. A project defines the framework conditions for the execution of a process and is managed by a team.
Processes go through several phases in sequence.
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In the design phase, a citizen designer creates a model of the process using BPMN.
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During the build phase, in RPA Builder, a RPA developer fills the model with concrete instructions for the bot.
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In the test phase, a quality assurance team checks if the automated process delivers the required results.
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Then you transfer the process to the production phase, where it is carried out fully automatically.
The process team can revise the process continuously.
Getting Started
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List all applications required for the automation of a process in the Process Applications view of the Process Automation module.
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Start the automation of a process in the My Backlog view of the My RPA module.
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Create a project containing the settings and data of the process to be automated in the Process Management view of the Process Automation module.
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In the design phase, record a process with RPA Recorder or model the process using BPMN.
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In the build phase, use RPA Builder to edit or create a machine-readable program from the model.
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In the test phase, run an automated process in a test environment.
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In the production phase, deploy the automated process to a bot. Choose one or both of the following options:
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Create a run configuration to execute the automated process by scheduling it in RPA Manager.
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Create and publish an invocable configuration to Anypoint Exchange or Salesforce and use it with MuleSoft Composer or Salesforce Flow.
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