When you use Robotic Desktop Automation (RDA), pconfigure a flow action on a connector, overlay, or modal to run an automation on the user's desktop.
Before you begin, ensure that you have an automation configured in Pega Robotics Automation Studio. See Automation configuration.
Open the flow, 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 application and the automation are marked as relevant records.
Fields that you add in Case Designer or Data Designer 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. Run a preprocessing automation when you want to retrieve data from an application running on the user's desktop that will be displayed in a user form in a case.
In the Robotic automation field in the Post-processing section, specify the postprocessing automation to run on the user's desktop. Run a postprocessing automation when you want to collect information from a user that will be sent to applications that are running on a user's desktop.
For more information about the Action tab on flow actions, see Action tab on the Flow Action form