Category: Version 8

Queue scheduler can be used if a user needs to trigger a process when items are added to a particular Queue. On clicking the ‘Queue Scheduler’ option, it takes the user to a window where they need to fill out the necessary details as follows:

• Trigger Name: Provide a name for the trigger that is to be created.
• Queue: Using the drop-down, select the queue in which new queue items will be added.
• Process:  Using the drop-down, select the process that needs to be triggered once the queue item(s) gets added to the queue.
• Robot Allocation: In the Robot Allocation, there are two options:
  • Dynamic: On selecting the dynamic option, then the process will be triggered based on the availability of the bots.
  • Static: On selecting the static option, specify one or more robots that will be used to trigger the process using the dropdown.
• Tags: This field allows to enter a relevant tag name for easy filtering in Bot Manager. (Optional)
• Priority:  Using the drop-down, set the priority of the job to either High, Medium or Low.
• Expire Time: This field is used to terminate the Job which is not running and is in the Scheduled State after the specified time.
• Calendar: Select any holidays that were created previously. The Calendar field can be used to manage the trigger on the selected holidays. 
• Maximum Jobs Allowed: Specify the maximum number of jobs that will be created when a certain number of queue items are added to the queue.     
• Maximum Job QueueItem Allowed: Specify the number of Queue Items that should be allowed in order to create a particular job.   

A Time Scheduler is used when a job needs to be triggered based on a specified date and time. On clicking the ‘Time Scheduler’ option, it takes the user to a window where they need to fill out the necessary details regarding the Date, Time and Frequency of the trigger based on their requirement. 

• Name: The name for the trigger that is to be created can be provided.
• Process Name: Select or search for the process that needs to be triggered using the drop-down.
• Calendar: Using the Calendar drop-down, select holidays that were created previously. This can be useful to manage the trigger on the selected holidays.
• Robot Name: Select one or more robots which is used to execute the process using the dropdown.
• Priority: The priority of the job can be set to either High, Medium or Low using a dropdown.
• Enabled: The ‘Enabled’ checkbox determines the status of the trigger. If it is ticked, the trigger will get executed.
• Refresh Last Scheduled DateTime: This checkbox enables the user to reset the last scheduled date time i.e. change it to null. This can be beneficial if the user wants to run the trigger again.
• Prevent Parallel Job Creation: If this checkbox is ticked then, it will avoid another job with the same process name and robot to be scheduled until the execution of the ongoing job has been completed.
• Tags: This field allows to enter a relevant tag name for easy filtering in Bot Manager. (Optional)
• Schedule Type: Using this dropdown, the user can select the schedule type of the process. It is a plan for the execution of a trigger. Users can either select the “Recurring” or the “One Time” option:

• Recurring: Recurring trigger occurs periodically or repeatedly. If the user selects Recurring, then they need to provide the frequency, daily frequency, duration and job failure monitor option for that particular trigger.
  • Frequency: Select the frequency of execution occurrence from the drop-down list given below:
    • Daily triggers which will be executed based on the specified number of days.
      • Recurs every- Specify the frequency of the days for which the trigger should be executed. 
    • Weekly triggers will be executed based on the specified number of weeks.
      • Recurs every- Specify the frequency of the weeks for which the trigger should be executed. 
      • Select the days for which the triggers need to be executed
    • Monthly trigger is performed in a scheduled manner in the specified months. Two options are available: 
      • A trigger can be executed on a particular day of the month either every month or at certain intervals of months.
      • A trigger can be executed on a particular day of the month based on a specified interval of the day of the week. This trigger can be set for every month or at certain intervals of months.
  • Daily Frequency: Specify the regular frequency of a trigger. There are two options:  “occurs every” and “occurs once at”.
    • Occurs Once At- If the trigger needs to be executed once, then the time as to when it should occur should be specified. If the ‘Ending at’ checkbox is ticked, the ‘stop request type’ option will be available to either stop or request to stop the trigger.
      • On selecting the “Stop” option, the process will be immediately terminated without completing the active transaction.
      • On selecting the “Request” option, the process will stop. In addition to that, the running transaction will get processed and all subsequent transactions will not execute, which will cause the job to halt eventually.
    • Occurs Every- If the trigger needs to be executed at certain time intervals on a day repeatedly, then we must specify the time intervals (hours/minutes/seconds) along with the start and end time. If the ‘End Job Execution After the Specified End time’ checkbox is ticked, the ‘stop request type’ option will be available to either stop or request to stop the trigger.
      • On selecting the “Stop” option, the process will be immediately terminated without completing the active transaction.
      • On selecting the “Request” option, the process will stop. In addition to that, the running transaction will get processed and all subsequent transactions will not execute, which will cause the job to halt eventually.
  • Duration: It determines for how long the trigger should continue to run.
    • Start Date: The date on which the trigger starts executing. 
    • End Date: The date on which the trigger stops.
    • No End Date: Indicates that triggers are capable of running continuously without an end date. 
    • Expire Time: The Time at which the trigger should stop executing and end the trigger.
  • Advance: It allows the user to monitor the trigger by using the below option:
    • Job Failure Monitor – If this checkbox is ticked then, the user must specify the job failure count for which the trigger will try to execute the job. Trigger will be automatically disabled if a job is unable to execute even after the last attempt, provided the error message for the errored jobs remains the same.

• One Time: The trigger will be executed only once according to the specified date and time.
  • Date: Specify the date on which the trigger should be executed.
  • Start at: Specify the time at which the trigger needs to be executed.
  • Expire Time: Specify the time at which the trigger should stop executing and end the trigger.
  • If the ‘Ending at’ checkbox is ticked, the ‘stop request type’ option will be available where to either stop or request to stop the trigger.
    • On selecting the “Stop” option, the process will be immediately terminated without completing the active transaction.
    • On selecting the “Request” option, the process will stop. In addition to that, the running transaction will get processed, and all subsequent transactions will not execute, which will cause the Job to halt eventually.

To create a new trigger, click on the ‘Add’ button in the triggers tab and then select the desired trigger type.

There are three types of triggers:

1. Time Scheduler: This is used when a user wants to trigger a job based on date and time.
2. Queue Scheduler: This is used when a user has a process that needs to be triggered each time an item or items get added to a particular queue. 
3. Maintenance Mode: This can be used to trigger Maintenance mode which provides an option to stop all the activity in the Genie Server or Robot Machine. This can be helpful when a user needs to down the machine for maintenance.

Triggers are used to perform activities in a predefined manner to execute Jobs or perform Maintenance. With the help of Triggers, Jobs can be executed either at specified time intervals (Time Scheduler) or each time new items get added to the specified queue (Queue Scheduler).

In the Triggers tab, users can generate new and manage existing triggers. The table displays the trigger names of all the triggers that are created. The ‘Requested Datetime’ column displays the date and time when it was last scheduled. The next column ‘Enabled’ indicates the status of the trigger (true or false). It also displays the trigger type (Time Scheduler, Queue Scheduler or Maintenance Mode Trigger). The ‘History’ column provides details about all the scheduled triggers such as the robot name, process name, start date time, end date time, status and scheduler Date Time. The table also contains the ‘Edit’ and ‘Delete’ buttons where users can edit or delete the trigger as per the requirements.

Using the ‘Show filter’ option, the user can filter Processes based on the process name and tags.

 The “Search” button can be clicked after entering the required data in the respective field(s).

The ‘Refresh’ button adjacent to the Show Filter button helps to reload the processes tab. 

Steps to add a package as a process in Bot Manager:

• Click on the ‘Add’ option in the ‘Processes’ tab.
• The ‘Add Process’ window will appear allowing users to select the Package (which is the published process) as per the requirement from the Package dropdown menu. Next, select the version available for that particular package using the Version dropdown menu. 
• Tags field allows to enter a relevant tag name for easy filtering in Bot Manager. (Optional)
• Then click on ’Save’. 

This process will now be available to all the users in the processes tab of the BOT Manager. It will also be reflected in the Co-pilot tray, through which the user can start the job by clicking on the play button. Additionally, the user can also start the process as a Job under the Jobs tab of the Bot Manager.

The version of a process can be managed using the ‘View’ button. Users can update or roll back the process by changing the version. 

• On clicking the ‘View’ button, a ‘Versions’ wizard will be displayed which lays out all the available versions of a particular process.
• It consists of a feature called Auto-update, which ensures that the process version gets updated automatically each time a new version of the project is published in Studio.
• Tags field allows to enter a relevant tag name for easy filtering in Bot Manager. (Optional)
• Select any desired version of the process manually by enabling the toggle switch button adjacent to each version of the process in the table.

A Process can be defined as a package version of a project. Once a project is published through RPA Genie Studio, it will be uploaded to the BOT Manager in the form of a package.  To incorporate a package as a process, select the desired package name and version. It will then be displayed in the ‘Processes’ tab, where the process name and its current version will be visible. Additionally, the newly added process will appear in the RPA Genie agent/co-pilot tray, ensuring easy access.

Furthermore, Processes can be executed at a scheduled time, by using the Job scheduler feature in the Triggers. This enables us to trigger the required process based on a predefined date, time and frequency without running the process manually. However, if it is a queue-based process, then we can execute that process using the Queue scheduler feature. In this case, each time a new queue item(s) gets added to the queue, the selected process will be executed accordingly. 

In the Processes tab, the first column displays all the names of the published projects in Studio, also known as packages. The next column displays the current version of a particular process. It is followed by the versions column where users can view the different versions of a particular process.

Note: Separate versions for a single process will only be available if the corresponding project gets republished each time after making necessary changes to it in Studio.

The ‘View’ button can be used to manage the version of a process i.e. update or roll back the process by changing the version.  Last is the ‘Delete’ column where the user can delete a particular process.

Using the ‘Show filter’ option, the user can filter NuGet Packages based on the package name. 

The “Search” button can be clicked after selecting the package using the dropdown.

The ‘Refresh’ button helps to reload the NuGet Packages tab with the latest details.