Video and Materials
In this guide, we will show you how to create a business process on an example of BR-Rating BP. You can see the process of creating the BR-Rating BP in Control Tower in the video.
Here are the materials you can use to implement the BP-Rating BP.
- The raiting_website_validation recording that can be opened in WorkFusion Studio and published to Control Tower
- The raiting_website_scraping recording that can be opened in WorkFusion Studio and published to Control Tower
- The BP-Rating package that can be imported into Control Tower as a ready business process (BP)
- The Input data file
The recording has been created using RPA Express 2.0.3.
Below, you can find the detailed guide on how to publish your recordings to Control Tower and create a BP step by step.
Publishing Recording to Control Tower
To publish a recording to Control Tower, do as follows.
- Click the Publish to Control Tower button on the menu.
- Enter the BP name.
- Click Finish. If the recording has been published successfully, the following dialogue window appears.
To open the BP draft in Control Tower for editing, click Open in Control Tower.
Each recording is published both as a ready one-step BP that can be run in Control Tower and as a BP step (or a Bot Task) that can be used in other business processes.
To update a recording that has already been published, publish it again using the Publish to Control Tower button. You will be prompted with the following message.
Click Finish to update both the BP and the Bot Task in Control Tower. It will also update all BPs that include this Bot Task.
To publish a recording as a different BP, use the As new business process option.
Publishing the recording as a new BP will remove connection between the recording and the previously published BP, and will create a connection to the new BP. If the recording is published again, only the new BP will be updated.
Publishing Bot Task to Control Tower
To publish a Bot Task to Control Tower from the Code perspective in WorkFusion Studio, follow the scenario below.
- Open the Configs folder of your project.
- Right-click on the Bot Task you need to publish.
- Select Publish Bot Task.
- Enter Instance URL (the URL of the Control Tower) and the BP name.
- Click Finish.
To update the already published Bot Task, publish it again.
To publish without updating the previously published Bot Task, select the Publish Bot Task to new BP option.
Designing Business Process
Besides running the one-step BPs published from WorkFusion Studio, Control Tower allows you to create complex BPs with multiple steps (bot tasks and manual tasks) and various workflows.
To create a new BP in Control Tower, do as follows.
Go to Business Processes > Create
You can also click the Create New button on the business processes page.
- Press Select Use Case. Go to Other > Miscellaneous Tasks > Select This Use Case.
The Workflow tab opens for you to define the BP workflow.
As an example, we will use the BP-Rating BP that collects information about a number of companies online. The BP consists of two bot tasks and a manual task. These are as follows.
- The raiting_website_validation Bot task that checks if the provided web-page URL is valid.
- The raiting_website_scraping Bot task that extracts information from the web-page.
- A manual task, in which a human is able to review the URL that was marked as wrong and provide the correct URL for the second Bot task.
In the manual task, you see which webpages return the Not found status (saved in the is_valid variable) in Bot Task 1, find the correct url manually, and pass it to Bot Task 2.
You can find the video demonstrating how to create a BP in Control Tower, and download used recordings and input data at the end of this guide.
On the Workflow tab, perform the following steps.
Step 1: Enter the BP title and tags if required.
Step 2: Add the BP elements to the canvas.
Available BP elements in are as follows: Start, End, Manual Task, Bot Task, Decision Rule. A process must contain start and end elements and at least one bot or manual task.
Using BPs as elements of other BPs is not available in Express or Business Editions. The option is available in Enterprise Edition.
You can add the elements to the canvas by:
- adding them from the toolbar or via the context menu (invoked by right-clicking on the canvas). In this case, an empty element is created that needs to be defined. To define the element, you need to drag the required bot task, manual task or rule on the respective element icon from the side panel.
- dragging them from the side panel (only bot tasks, manual tasks, and rules). In this case, the already existing element is added to the workflow and doesn’t need to be defined.
To edit a step in the workflow, double-click on its element in the canvas.
Step 3: Create connections between the elements by dragging the arrow iconfrom one element to the other. If the line is green, the connection is allowed. If the line is red, the connection is not allowed (an error message is displayed in this case).
Rules for creating connections
- The Start element must have 1 outgoing connection.
- The End element must have at least 1 incoming connection.
- All tasks and rules must have at least 1 incoming and 1 outgoing connection
Step 4: Make sure all the BP steps use valid data from the previous tasks, i.e.:
- column headers from Input Data
- Answer codes from manual tasks
- variable values from the published recordings
Step 5: Validate and save your BP by pressing the corresponding buttons. In case you have any error messages, click them one by one, and appropriate steps or connections will be highlighted in red.
Adding Decision Rule
You can define several flows for a BP, depending on certain conditions with the help of Rules.
Rules are added to a BP by:
- adding a new rule from the toolbar or using the context menu
- adding the existing rule from the sidebar
To define a new or edit existing rule, double-click on the element's icon. The following actions are performed in the Rule Editor.
- Enter the rule name.
- Click Add Outcome. Outcomes define different BP workflows based on certain conditions.
- Click Add Condition to add a condition to the outcome. Thus, you can add multiple conditions. If Outcome has no conditions, it means for all other records.
- Click Save.
The logic of Rule elements is the following:
- OR between Outcomes
- AND between Conditions
Each Condition contains three fields:
- Variable (Answer code from a manual task, Column header from input data, variable from a bot task)
- Logical Operator (i.e. equals, less than)
- Value or regular expression, if required.
Outcomes are connected to respective elements in the BP.
Validate the BP to check that the workflow is valid.
Adding Input Data
Using Input Data in a BP is optional.
If you need to use input data, do as follows.
- Open the Data tab of the BP.
- Uncheck the No Data box and click Upload Data.
- Click Add, select the data file, and click Upload.
- Click Clear to remove the selected file and select another one.
The input data file has to be a .csv file. The column headers in the file should be the same as the variables used in the BP.
The default data file settings are as follows.
- File separator – Comma
- File encoding – UTF-8
You can change the settings by clicking the Show options link.
Input data file
Input data can contain values for different types of variables.
Follow these rules to create the correct input data file.
- The List variables values need to be written in this form:
["1", "2", "3"].
- The Table variables values need to be written in this form:
[["1", "2", "3"], ["a", "b", "c"]], where
["1", "2", "3"]and
["a", "b", "c"]are table rows.
- The Boolean variables values have to be started with an apostrophe:
Download a sample data file.
Upon uploading, the contents of the input file is displayed along with the file's existing columns headers.
You can remove the uploaded data by clicking the Remove Data button.
In case the headers do not correspond to the variables used in the BP, the following notification appears. Click Map columns to see the error and re-map the columns.
Click Next to proceed to the Workflow tab.
Adding Manual Task to BP
To create a manual task in a BP, double-click on the manual task element in the workflow.
You can also create a standalone manual task not connected to any BP, by clicking Create Manual Task on the manual tasks list, or by selecting Manual tasks > Create.
To add the existing manual task to the BP workflow later, drag it from the side panel.
Design the manual task as follows.
Click Select Use Case.
If you create the manual task from the dashboard, you can upload Input Data that will be used in it (read about data file format here). If the manual task receives data from the previous BP steps, no input data is required. Click Next.
Add Title and instructions if required, and click Save.
- Reopen the editor by double-clicking on the manual task icon.
- Select data elements that the manual worker will need to use to complete the task from the side panel. Data elements are received from the input data file and from the previous BP steps.
- Add Answer, that is the data that will be provided by the manual worker to the next step in the BP, or as its final result.
- Fill in Unique Code, that is the variable in which the result of the Manual task is saved.
- Enter the answer name into the Answer field, that is the name the worker sees on opening the task.
- Select Answer Type.
- Add Description (optional).
- Check whether the answer is required.
Click Save Answer.
You can add several answers to one manual task.
- Press Validate and Save to complete the BP.