Adding an automation to a flow

If you are using automations to share information between your Pega Platform and applications that are running on the user's desktop, you can specify the automation to run on a flow action for a connector, modal dialog, or connector.

1. Open a flow by searching for it or by using the Application Explorer.

2. Double-click the connector, overlay, or modal dialog for which you want to use an automation.

3. In the Flow action field, click the Open icon .

4. Click the Action tab of the Flow Action form.

5. Specify the preprocessing automation to run on the user's desktop. Run a preprocessing automation when you want to retrieve data from an application that is running on the user's desktop and will then be displayed in a user form in your application.
   Complete the following steps:

   1. In the Robotic automation field, enter the automation name.

   2. In the Description field, enter text that describes what the automation does.

6. Specify the postprocessing automation to run on the user's desktop. Run a postprocessing automation when you want to send data that users enter in a case form to all the applications that are running on a the user's desktop.
   Note: Automations are always run synchronously; flow processing pauses while the automation is running. After the automation stops running, the clipboard is updated, and the section on the user form is rendered.

7. Click Save.