Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Configuring a case type with a UiPath automation

Updated on April 5, 2022

To save time and decrease implementation costs, you can run your UiPath automation in your case type to fetch data during case processing.

Before you begin: Create a work queue to which your UiPath assignments are routed. Be sure to select Robotic-UiPath in the Type field. This option only appears if you have configured UiPath integration in your application. For more information, see Configuring a work queue for robotic automation.
  1. In the navigation pane of Dev Studio, click Case types.

  2. Click an existing case type to open it, or add a new case type. For more information, see Creating a top-level case type.

  3. On the Workflow tab, click Stage, and then enter a name in the field.

  4. In the Process section, click StepMoreAutomationsAssign to robot queue, then click Select.

  5. In the Step pane, in the Robot type field, select UiPath.

  6. In the Automation section, in the Process field, select the process that you want to run. This field displays all available processes in your application.

  7. In the Request data transform field, select the data transform that you want to use to map the property on the work page to the input of your process.

  8. In the Response data transform field, select the data transform that you want to use to map the output of the process to a property on your work page.

  9. In the Robot queue section, enter the work queue to which the assignment is routed.

  10. To validate the incoming values after your automation is complete, in the Assignment validation criteria field, select a validate rule.

    If the validation fails, the values do not appear on the work page, and the system routes the assignment to the Conflicting Robotic Assignments work queue. If a job fails in Orchestrator, the system routes the assignment to the Failed Robotic Assignments work queue.
  11. Apply a goal and deadline to the assignment by pressing the Down arrow key in the Assignment service level field and then selecting the name of a service-level agreement.

  12. Click Save.

    UiPath automation configuration in a case type
    Configuring a Stock Purchase Order case type.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us