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, ensure that you have an automation configured in Pega Robotic Automation Studio. 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 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. 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.
For more information about the Action tab on flow actions, see Action tab on the Flow Action form.