Automating tasks by using Blue Prism processes

As an application business analyst, automate tasks and repetitive actions, such as onboarding employees, scheduling systems, and data processing, by using the Robotic Process Automation (RPA) processes in Blue Prism. To trigger a Blue Prism RPA process, create a process in your application by using the Run Blue Prism Process element in the Process designer.

The following image describes the actions to automate a task by using a Blue Prism process:

Before you begin

Make sure that an administrator has configured a webhook callback and Blue Prism connector.

To create a process that triggers a Blue Prism process

1. Log in to BMC Helix Innovation Studio.
2. Navigate to the Workspace tab, and select the application in which you want to create a process.
3. In the application, select Processes, and click New.
4. In the Process designer, drag the Run Blue Prism Process element to the canvas.

5. In the element Properties pane, enter the values of the following input properties:

   Property	Description
   Connection ID	Connection ID of the Blue Prism connector.
   Process Name	Name of the RPA process that you want to trigger. Important: The RPA process must be exposed as a web service in Blue Prism.
   Parameters	Parameters for the process. Important: The following data types are supported: String Time Number—To use Number, in Blue Prism, accept a number parameter in the string type and internally convert it to number. Date—In Blue Prism, Date is used in the UTC format. DateTime—In Blue Prism, DateTime is used in the UTC format. Boolean—To use Boolean, in Blue Prism, accept a Boolean parameter in the string type and internally convert it to Boolean. Timespan—To use Timespan, specify a duration in minutes.

6. If required, add the other process elements and specify the execution flow that you want to create.
7. Save the process.

Example: Automating the task of onboarding an employee by using a Blue Prism RPA process

Ajay is an application business analyst at Calbro Services. He wants to automate the task of onboarding an employee by using a Blue Prism RPA process so that minimal manual intervention is required to complete the task. Ajay performs the following actions to create a process to trigger the Blue Prism RPA process that performs the employee onboarding task.

1. Create a process as shown in the following image:
   
2. Add the process properties as shown in the following image:
   
3. To access attributes within the schema of the BlueprismParameters document definition, add the Create Document element, and enter the element properties as shown in the following image:
   
   
   1. To add a document, select the BlueprismParameters document definition as shown in the following image:
      
   2. Add the values for the document nodes and use these values as input to trigger the Blue Prism RPA process. To add values for the document nodes, click Add/Remove Document Nodes, and select the key and value check boxes of nodes as shown in the following image:
      
      
      
4. To trigger the RPA process in Blue Prism, add Run Blue Prism Process, and enter the element properties as shown in the following image:
   
5. In Run Blue Prism Process properties, in the Parameters field, map Create Template output as shown in the following image:
   
6. Save the process.

Learn about how to run a process by using the Manage Processes dashboard at Managing-processes-by-using-the-Manage-Processes-dashboard.

Example: Using Blue Prism Callback to receive notifications about process execution

Ajay is an application business analyst at Calbro Services. He automates a task by using an RPA process in Blue Prism. He wants to receive a notification about the process completion. Ajay performs the following actions to automate the task and receive notification about the completion or failure of the task:

1. In your application, create the following process to automate the task:
   

1. 1. Add the process output variable as shown in the following image:
      

1. 1. Add Create Document properties as shown in the following image:
      

      
      

      1. To add a document, select the BlueprismParameters document definition as shown in the following image:
         
      2. Add the values for the document nodes and use these values as input to trigger the Blue Prism RPA process. To add values for the document nodes, click Add/Remove Document Nodes, and select the key and value check boxes of nodes as shown in the following image:
         

      Important

      Make sure that you use the authkey, processCorelationid, and callbackurl nodes as process parameters in your Blue prism process script.

   2. Add Run Blue Prism Process properties as shown in the following image:
      

1. 1. Add Receive Task properties as shown in the following image:
      

1. 1. Add Timer properties as shown in the following image:
      

1. 1. Add Send In App Notification properties as shown in the following image:
      

1. 1. Add Send In App Notification properties as shown in the following image:
      
   2. Save the process.

1. Create the following rule that is triggered by the Blue Prism callback:
   
   1. Add the following Trigger properties:
      

1. 1. Add the following Qualification properties:
      
      

      Important

      Make sure that you specify the Expression field value in the following format:

      ="<application bundle ID:Callback Configuration name>"

      For example, if you are using the BMC Helix Digital Workplace Catalog application and BlueprismConfig callback configuration, the Expression value is ="myit-sb:BlueprismConfig"

   2. Add the following Signal Process properties:
      
   3. Save the rule.

Related topics

Creating-a-document-instance

Process-variables-and-data-types