Create and Manage Automation Workflows
- sneha.tripathi
Serviceaide Automation allows you to create Automation Workflow and automate complex business processes in your organization. You can configure organization-specific custom processes that can integrate with your 3rd party systems and execute tasks in the target system. These workflows can be used to simplify and automate end-to-end business processes across different components and endpoints. Developers/Administrators can manage business decisions and manual tasks in a single flow with maximum control and visibility.
In Serviceaide Automation, workflows are built using Workflow Designer. The designer facilitates complex business workflows using the globally recognized BPMN standards. Business Process Modeling Notation (BPMN) is a graphical representation method that is used to design and depict the steps of a business process. Using BPMN notations, we can visually represent the detailed sequence of business activities and information flows that complete the business process. Developers can easily drag and drop connectors and build the sequence of tasks to be executed, and information flow from one step to another.
You can use the Out-of-the-box operations or REST operations to connect to the target systems and execute tasks such as Create user, Create tasks, Adding Worklogs, Change Priority, Create Tickets, etc.
Following are the steps to automate a Business process in Serviceaide Automation and trigger it through a Luma Skill:
Step 1: Create an Integration
The first step is to create integration with your target system. Configure the Web Service and Instance of the target third-party system where you want to execute the task. You can also use the out-of-the-box (OOTB) operations that are already available.
Step 2: Design the Automation Workflow
The next step is to design your workflow to be executed in the target system created or identified in Step 1. On the Workflow designer, add a series of Events and Service Tasks that can be executed as per the defined path. All the controls that can be added to a workflow are available out-of-the-box. For a complete list, refer to the section on Out-of-the-box Events and Service Tasks.
Step 3: Configure Operation and Input-Output Attribute Mapping for the Service Task
The next step is to configure the Operation to be executed at each step in the Workflow. Create the operation to be executed in the target system and add the input-output parameters required for the task.
Step 4: Add the Automation Workflow in your Skill as a Conversation Item
Once the workflow is ready, you can now create a skill and add the automation workflow as a conversation item. Select the required workflow service from the list and add the required mapping field details.
Step 5: Configure the Attribute mapping fields
After selecting the workflow, the next step is to configure the input mapping fields for the selected workflow. This is done in the Conversation items section by associating the required mapping fields to the attributes in the skill. Once the skill is saved successfully and published, upon skill execution, Luma will prompt the user to enter values for the attributes in order to execute the automation task.