Example: Automating service requests for payslips by using Automation Anywhere RPA

Use the BMC Sample Request Payslip 21.05.zip sample service in the BMC Helix Digital Workplace Catalog application to automate service requests for payslips.

Scenario

Ajay, an application business analyst wants to create a service to automate user requests for payslips. He uses the content package to create the service.

Ajay creates an Automation Anywhere connector configuration. He creates an Automation Anywhere Robotic Process Automation (RPA) bot script by using sample BMC Sample Request PaySlip Bot Script.zip bot script. Ajay configures the bot to fetch a payslip from a payroll system and to send the payslip to the user through an email. He updates the BMC Sample Request Payslip 21.05.zip service in the BMC Helix Digital Workplace Catalog application. He then publishes the service and makes it available for users.

The following video (2:43) explains how to automate a user request for pay slip provision through RPA bots:
https://youtu.be/51xQUl6EY3Y

Before you begin

• Make sure that you download the following files:
  •  BMC Sample Request PaySlip Bot Script.zip
  •  Sample Payslip.zip
• Make sure that you configure a webhook callback URL.
  Learn about configuring a webhook callback at Adding an Automation Anywhere RPA connector configuration.

Task 1: To create an Automation Anywhere connector configuration

1. Log in to BMC Helix Digital Workplace Catalog.
2. On the Services tab, click Connectors.
3. Select Automation Anywhere, click Actions, and click Open.

4. Update the following fields:

   Field	Description
   URL	Automation Anywhere Enterprise Control Room URL. For information about Enterprise Control Room, see Using Enterprise Control Room .
   User	User name of the user in Control Room who has permissions to run a bot.
   Password	Password for login.
   Trust All Certificates	If you want to trust your certificates, specify the value as True, else do not specify any value.
   Callback URL	URL that was populated automatically when you configured the webhook callback. Important: Make sure that you use this field as a bot parameter in your bot script or use the same field value when you specify the callback URL in the bot script.
   Callback Auth Key or User Name	Authorization GUID or string that you added while configuring the webhook callback URL for Automation Anywhere connector, such as AA-12345. Important: Make sure that you use this field as a bot parameter in the bot script or use the same field value when you specify the authentication key in the bot script.
   Callback Password	Password for the account you are using.

5. Click Save.

Task 2: To define the RPA bot

1. Log in to Automation Anywhere Enterprise client as a bot creator.
   
2. In Automation Anywhere Enterprise client, create GetPayslipBot bot script by using the BMC Sample Request PaySlip Bot Script.zip sample script.

3. In the bot script, select VARIABLE MANAGER > Local variables.

4. In the dbFileLocation variable, configure the path for sample payslips.
   

5. Update the values for the input variables such as host.

   Important

   Make sure that the input variables in the bot script and the input variables in the service workflow are the same.

   The following image shows an example of local variables:
   

6. If required, add more local variables.
   

7. To receive a callback from the bot, configure the REST service as shown in the following images:
   

   

8. To enable the bot execution, log in to Automation Anywhere Enterprise client as a bot runner.

Task 3: To define Request Payslip service

1. Log in to BMC Helix Digital Workplace Catalog.
2. On the Services tab, click Services.
   The service BMC Sample Request Payslip 21.05.zip is displayed in the Service Management console.
   
3. Select the service, click Actions, and click Edit Service Name.
   
   
4. Update the service name, and click Save.
   For example, Request Payslip.
   

Task 4: To define the Request Payslip service workflow

1. In the BMC Helix Digital Workplace Catalog application, in the Service Management console, select the Request Payslip service.
2. Click Actions, and click Open.
3. In the Service Options pane, click Edit corresponding to the Workflow option.
   
   
4. In the Workflow and Questions pane, in the Workflow section, click Edit.
   
   The following workflow is displayed in the Workflow designer:
   
   

   The following elements are used in the workflow:

   Element	Label	Description
   Create Document	Bot input parameters	Accesses the attributes within the schema of the AutomationAnywhereBotParams document definition. You must specify the document node values as they are used as input to run the RPA bot.
   Run Automation Anywhere Bot	Run Automation Anywhere Bot	Triggers an Automation Anywhere RPA bot. You must specify the bot name in the element properties.
   Receive Task	Receive bot status	Adds wait steps in the workflow and waits for bot run completion.
   Timer	NA	Interrupts a wait step after time out.
   Send In App Notification	Send notification on bot failure	Sends the bot status to the service requester through a notification.
   Send In App Notification	Send notification on successful bot execution	Sends the bot status to the service requester through a notification.

5. If required, update the workflow input variables.
   The following input variables are available:
   
   You must map the payslipMonth input variable to the service questionnaire so that user responses to service question is used as variable value.

6. Select the Create Document element with the Bot input parameters label, and make sure that you specify the keys in the document nodes in the same manner as you specify in the bot script input variables.

7. Select the Run Automation Anywhere Bot element and update the following properties:

   Property	Description
   Connection ID	Connection ID of your Automation Anywhere connector that you configured in Task 1.
   File ID or name	Name of the bot, GetPayslipBot.

8. Save the changes.

Task 5: To define the Request Payslip service questionnaire

1. In the BMC Helix Digital Workplace Catalog Service Management console, select the service.
2. Click Actions, and click Open.
3. In the Service Options pane, click Edit corresponding to the Workflow option.
   
   
4. In the Workflow and Questions pane, in the Questions section, click Edit.
   
   The following question about select the month for which the user needs the payslip is displayed in the Questions Designer:
   
   
5. If you have added additional input variables in the workflow to receive inputs from the service requester, add questions corresponding to the variables.
6. Save the changes.
   

Task 6: To publish the Request Payslip service

1. In the BMC Helix Digital Workplace Catalog application, in the Service Management console, select the Request Payslip service.
2. In the Service Options pane, click , and click Publish.
   
   

After you publish the service, the service is available to users.

Task 7: To test the Request Payslip service

1. Log in to BMC Helix Digital Workplace Advanced application.
2. Submit a payslip request by using the Request Payslip service.
   
   
3. Verify that you receive an email with the payslip attached.
   

Result

The Request Payslip service is available to the users. Users can submit payslip requests by using this service and their request are processed automatically.

Related topic

Automating tasks by using Automation Anywhere RPA bots