45 docs tagged with "Business Process configuration"

Description

To customize the Answer style, perform the following actions:

You can use links to secure S3 buckets in the input data files for Manual Tasks and Business Processes.

The Data Store module is a web interface for managing database (DB) tables in the WorkFusion platform. A Field Scheme defines the Data Store table structure and column data format.

Start from

A crucial aspect of installation and further support is implementing a Use Case so that you can change any setting outside of the implementation code without recompiling, updating, or re-deploying your Use Case. Typically, this is achieved by making your configuration external to the source code.

Custom Attributes are intended to set parameters specific to a particular run of Business Process or Task. Using Custom Attributes, you do not need to create a new Campaign for a Task or BP to set new parameters.

Business Process (BP) step configurations might require minor adjustments, which you can perform using the ETL bot configuration in the Control Tower user interface (UI). Once a bot is converted into an ETL bot, users can leverage an editable form featuring HTML-like fields instead of Groovy or XML code. This approach offers an easy and error-proof way to configure bot steps.

The Correlated fields Answer Type allows you to repeat a block of answer fields, so Workers can dynamically add Answers. This feature is useful when the number of task answers is unknown, for example: "Find all members of the Board of Directors from an annual report".

Before reading this topic, see the detailed Operation description here.

The instruction contains Manual Task customization samples with standard scenarios. The samples are divided into the two groups:

When adding or editing an Answer, you need to set an Answer Type. The parameter defines an input field type and format.

All stored procedures supporting the Data Purge API functionality reside within the dp schema and are divided into the following subsets:

When two or more users are editing the same Business Process (BP) or different runs of the same BP, the WorkFusion engine detects the situation and performs the following actions:

PDF

The topic describes how to enable Tableau-based analytics to collect and visualize model data using an out-of-the-box (OOTB) AutoML Business Process (BP).

Data flow

Dynamic Task Rendering (DTR) is not supported. You must not enable it, otherwise custom sorting will not work.

The qualification mechanism is no longer available for access control purposes. It is replaced with a new user management approach.

Information Extraction (IE) is a special answer type used for extracting structured content from raw unstructured text. It displays input data as non-editable text where a user can select text chunks and tag them.

Global variables are intended to store common values used in different BPs and not hard-code them in Bot Tasks. Global variables can be used to store the following information:

The Answer Types tab allows creating and managing Answer Types within the IA Cloud Enterprise. These Answer Types are used for the following actions:

IA Cloud Enterprise generates a considerable amount of data. Much of it results from completed Business Processes (BPs) or internal maintenance. Accumulation of obsolete data can lead to the following issues:

The platform lets users create Data Purge configurations to delete obsolete operational data. Each configuration comprises user-defined data cleanup logic based on a stored procedure or custom SQL. Custom SQLs clean up Data Stores (ds schema), whereas stored procedures purge all other data schemas.

Templates provide a way to reuse objects. Almost every object within IA Cloud Enterprise, including Manual Tasks and Business Processes, is based on templates.

The guide explains how to add a Manual Task to a Business Process based on ODF 2. When working with Manual Tasks, consider the following aspects:

The System Preferences page contains all Control Tower parameters. It is available only to users with Admin privileges.

High-level description

The instruction describes running, stopping, and scheduling Business Processes based on the ODF 2 Full Archetype.

After you activate a Cognitive Bot by configuring AutoML in a Manual Task and run the Manual Task, Control Tower automatically launches an instance of the out-of-the-box AutoML Business Process. This BP is auto-created, with the original Manual Task inside it used for those cases when manual processing is still required.

Besides running Business Processes (BPs) manually, you can set them to run on schedule.

Download the Scheduler package.

Control Tower provides a capability for collaborative work to multiple teams in the same environment. For this purpose, you can use filters to allow a group of users to access only certain Control Tower items while the others are hidden.

To manage the access to Superset dashboards and related components, use standard Control Tower roles and permissions. To view or change the Superset-related permissions in Control Tower, navigate to System setting > Role management.

To configure the settings for a specific Business Process (BP) run, select it in the BP list and navigate to the Run page.

Software development life cycle (SDLC) is a process for planning, creating, testing, and deploying an information system. The instruction focuses on a recommended SDLC approach for Intelligent Automation Cloud automation solution implementation.

Split and merge records

The information in the article relates to the low-code approach of creating AI Agents using IA Cloud Developer.

If you have several Business Processes (BP) where one BP produces data for another, you can apply the event-based communication mechanism and easily configure data transfer between them. To do it, you can start a sub-process from another BP based on a specific event or initiate transaction processing from another transaction within a different BP.

You can start a Business Process (BP) from a Manual Task. Below are some code samples of how you can perform various operations associated with this.

A Data Source is a mechanism providing input data and configuration for your Business Processes (BPs) and tasks. The input format is best suited for those use cases where the data resides on an external source, such as an SFTP Server or Amazon S3 Cloud.

While designing a solution using WorkFusion Business Process Management (BPM), it is helpful to use a synchronization design pattern.

The article describes how to enable tracking the Service-Level Agreement (SLA) and Straight Through Processing (STP) metrics for the Analytics component.

The guide is intended for IT Operations Support Engineers who own the IA Cloud Enterprise environment. Those engineers are expected to have access permissions to configure servers for the Open Development Framework (ODF).

General overview