Configuring a case type with Pega Open Robotics
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To save time and decrease implementation costs, you can run your UiPath or Blue Prism automation in your case type to fetch data during case processing.
- For UiPath integration, select Robotic-UiPath in the Type field.
- For Blue Prism integration, select Robotic-Blue Prism in the Type field.
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In the navigation pane of Dev Studio, click Case types.
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Click an existing case type to open it, or add a new case type. For more information, see Creating a top-level case type.
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On the Workflow tab, click Stage, and then enter a name in the field.
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In the Process section, click Select.
, then click -
In the Step pane, in the Robot type field, select the robot type that corresponds with your integration.
- UiPath
- Blue Prism
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In the Automation section, in the Process field, select the process that you want to run. This field displays all available processes in your application.
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In the Request data transform field, select the data transform that you want to use to map the property on the work page to the input of your process.
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In the Response data transform field, select the data transform that you want to use to map the output of the process to a property on your work page.
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In the Robot queue section, enter the work queue to which the assignment is routed.
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To validate the incoming values after your automation is complete, in the Assignment validation criteria field, select a validate rule.
If the validation fails, the values do not appear on the work page, and the system routes the assignment to the Conflicting Robotic Assignments work queue. If a job fails, the system routes the assignment to the Failed Robotic Assignments work queue.
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Apply a goal and deadline to the assignment by pressing the Down arrow key in the Assignment service level field and then selecting the name of a service-level agreement.
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Click Save.
An example of UiPath automation configuration in a case type
Published September 11, 2020 - Updated January 21, 2021