Support Import

Processes

The Processes tab consists of the following menus:

processestab.png

1. Create:

In the Create group you can create a new folder to save your Processes in the Control Desk.

2. Edit:

In the Edit group you can view the Properties of a Process, Select all Processes in the folder that you are currently in, Rename/Cut/Copy/Paste a Process and Enable or Disable it.

3. Enable/Disable

In this group you can Enable or Disable a Process.

4. Execution:

Through the Execution group you can Run-Start a Process on a specific Robot or Robot Pool and then Stop it at any time before its completion.

5. Lifecycle:

In this group you can move a Process to another step of its Lifecycle. If a Process is in the stage of Production, then, it can ONLY be Discarded and be transferred back to Development. If a Process is in Review, you can either Discard it OR move it to Production. You can also Discard a folder.

The Lifecycle of a Process consists of three stages:

Development: When a Process is being created and it is under Development, then it is visible only in the Process Studio in its corresponding folder. Once the development of a Process has been completed, then it is ready to move to the Review stage, via the corresponding button in Process Studio "Move to Review". In case that a Process has already been in Production, but it is discarded for development again due to an error, then it is available both in the Control Desk and the Process Studio.

Review: When a Process is under Review then it is available in the Control Desk and it is listed under the "Review" Tag. Being under Review means that this Process can be Started for testing purposes from an Administrator, but it cannot be used in sophisticated features of ProcessRobot, like Schedules or Triggers.

Production: After testing is completed, the Process can move to Production. In this stage, the Process is available to all features of Control Desk.

Processes are available to different components according to the Lifecycle stage they are currently in.

Before you consider your self ready to build an enterprise grade RPA solution with PR please make sure that you feel comfortable with Version Control.  

6. Version control:

In this pane you are able to view the Version History of a Process. Through this button you can see information about the Process's versions and the Lifecycle stage each version is or has been in the past.

7. Find Process or Folder:

An invaluable facility that can help you locate the process or folder of your interest in case you are working with a complex treeview (or you simply can not remember where a favorite process is).

8. The Processes Folders List pane:

In this pane you are able to view your saved Processes folder structure.

9. The Processes List pane:

In this pane you can see all the Processes that are saved in a specific folder. You can click on a folder in the Processes' Folder pane and all its Processes will be listed in the Processes' pane. The Columns in the Process List pane can be rearranged should you click and drag them according to your desirable display.