When you use robotic desktop automation (RDA), you configure a flow action to run an automation. When the flow action runs, the system invokes the robotic automation and then runs it.
Before you begin:
Before you begin, ensure that you have an automation configured in Pega Robotic Automation
Studio. For more information, see
Automation
configuration.
-
Open the flow action, modal dialog, or overlay that you want to run the automation.
-
Ensure that the fields that contain the information that you want to pass between your
case type and the automation are marked as relevant records. Fields that you add to a case
type or data type are automatically marked as relevant records. You can also add other
fields as relevant records in the Relevant Records landing page. For more information, see
Adding relevant records.
-
Open the flow action from which to run the automation and click the
Action
tab.
-
In the
Robotic automation
field in the
Pre-processing
section, specify the preprocessing automation
to run on the user's desktop. This value is the name of the automation that is
configured in Pega Robotics Automation Studio. Run a pre-processing automation when
you want to fetch data from an automation that will be displayed in a user form.
-
In the
Robotic automation
field in the
Post-processing
section, specify the postprocessing
automation to run on the user's desktop. This value is the name of the automation that
is configured in Pega Robotics Automation Studio. Run a postprocessing automation when
you want to collect information from a user to send to the automation.