Robotic process automations (RPAs) are automations that run in the back office. For
example, you can use an RPA to obtain a credit score from a legacy system that you can then
display on a Pega Customer Service application account overview dashboard.
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In App Studio or Dev Studio, build a
simple case type to model the overall robotic automation. Include the input
fields that you want to pass to the RPA robot in the case data model, for
example, customer ID, mailing address, or account number. In addition, include
the output data fields that you want the robot to pass back to your Pega
application, for example, credit score, account balance, or claim number.
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In App Studio or Dev Studio, build a
simple case life cycle. The case life cycle must include the Route to robot
smart shape. The smart shape queues the automation request to the RPA robot.
This is the case that will be referenced on the data page.
- In Pega Robotic Automation Studio, build the automation logic for the robot to
execute. Once your automation is completed, reference the robot activity name in
the Queue for robot smart shape.
- Configure the location of the Robot Manager host server and the authentication
profile to use when connecting to it.
- Configure the data page.