Processes
Overview
The Processes interface enables users to define and manage execution plans for individual processes. This section details how to configure process schedules, properties, and monitor their runtime status.
UI Elements
| Element | Description |
|---|---|
| Every | Defines the recurrence interval for process execution (minute, hour, day, week, month, or year). |
| Start Date | Specifies the calendar date when the process planning will begin. |
| End Date | Specifies the calendar date when the process planning will conclude. |
| Once | Executes the process a single time, without requiring recurring date or time configurations. |
| Immediately | Initiates the process execution instantly on the selected digital employee, bypassing the queue. |
| Worker | Configures the number of times a process should be rerun if an unexpected error occurs. For example, entering '3' will trigger 3 additional reruns upon failure. |
| Retry Count | Specifies the total number of times a process will attempt to rerun after an initial failure. |
| Retry Delay | Sets a delay period between retry attempts for processes that encounter errors. |
| PreEvent | Defines prerequisites that must be met before the process can execute. Prerequisites are configured in the RPA-Admin area and can include options like FTP, MAIL, or FILE events. |
| Post Process | Configures a subsequent process to be executed based on the completion status (successful or unsuccessful) of the current process. |
| Send Process Logs | Enables the transmission of execution logs for the working process. |
| Running (Filter) | Displays processes currently in execution. |
| Failed (Filter) | Displays processes that have terminated with an error. |
| Cancelled (Filter) | Displays processes that have been manually stopped or cancelled. |
| Success (Filter) | Displays processes that have completed successfully. |
| All (Filter) | Displays all processes regardless of their current status. |
| Process Name (Search) | Allows searching for processes by their name. |
| Start Date (Search) | Defines the start date for filtering search results. |
| End Date (Search) | Defines the end date for filtering search results. |
| Search (Button) | Initiates the search for processes based on the specified criteria. |
Initiating Process Planning
To begin planning for a process:
- Navigate to the Scheduler page and select an application.
-
Click the Processes field to access the process planning interface.
-
Click the Start a Process button. This action allows you to select a process and define its execution plan.
Configuring Process Schedules and Properties
Process planning involves defining execution times and operational conditions. You can configure these settings based on time intervals (minute, hour, day, week, month, year) and specify how the process should behave under different outcomes (success or error).
The configuration is divided into two main categories:
Scheduling Properties
These properties allow you to define the temporal aspects of process execution.
Working Properties
These properties enable you to specify operational conditions, such as the assigned digital employee and actions to be taken upon process completion (e.g., in case of error or success).
Once configurations are complete, click the Start process button.
Send Process Logs Configuration
The Send Process Logs feature allows the system to automatically dispatch workflow execution logs to specified recipients upon the completion of a process, depending on its success or failure status.
| Element | Description |
|---|---|
| log.email.host | The SMTP server address used for sending log emails. |
| log.email.port | The port number for the SMTP server (e.g., 587 or 465). |
| log.email.username | The username or email address for SMTP authentication. |
| log.email.password | The password associated with the SMTP username. |
| log.email.ssl.enable | Enables SSL encryption for the connection. |
| log.email.tls.enable | Enables TLS encryption for the connection. |
| log.email.tls.required | Forces the use of TLS for the email transmission. |
| log.email.subject | The default subject line for the process log emails. |
| log.email.text | The plain text body content of the notification. |
| log.email.html | The HTML formatted body content of the notification. |
To enable automatic delivery of process logs based on success or failure status, navigate to the Rpa-Admin Parameters page and configure the fields within the Executor section. After saved the parameters restart the orchestrator.
Technical Notes
Ensure that the SMTP credentials provided have the necessary permissions to send external emails. If both SSL and TLS are enabled, verify that the port matches the primary encryption method required by your mail provider.
Monitoring Processes
After a process has started, its runtime status can be observed directly from the Processes interface. Detailed results, including successful and unsuccessful outcomes, can be examined through the Show Log and Show Diagram interfaces.
To view logs and identify the cause of any errors, click Show logs.
The interface also provides filtering and search capabilities to monitor processes by status or name.
