Project Configuration
Project Configuration in Robility Interact sets up everything a workflow needs to coordinate robots and human operators: the data it captures, how tasks are organized, the rules that govern them, and how people are kept informed.
A well-configured project keeps workflows organized, data consistent, and task handling aligned with your business requirements.
Why Configure a Project?
Configuring a project helps you:
a. Enable collaboration: Create a structured hand-off between robots and human operators.
b. Define execution requirements: Specify the data and rules a workflow needs to run.
c. Organize workloads: Group and distribute tasks for efficient processing.
d. Standardize data: Handle information consistently across all workflow activities.
e. Keep users informed: Communicate task status, exceptions, and other workflow events.
Key Components
| Component | Purpose |
|---|---|
| Field Configuration | Defines the data captured in a workflow. |
| Queue Configuration | Organizes and distributes tasks. |
| Business Rules | Controls routing, priority, and exception logic. |
| Email Notifications | Alerts users to workflow events. |
| Master Data | Provides shared reference data. |
1. Field Configuration
Defines the data fields used to capture and manage information within a workflow, based on the needs of individual tasks.
Key capabilities:
i. Define fields of different types, such as text, number, and dropdown.
ii. Map fields to tasks so the required data is available during execution.
iii. Set field properties, including mandatory status, default values, and validation rules.
Learn more about Field Configuration
2. Queue Configuration
Organizes the tasks processed in a workflow and controls how they are distributed and handled.
Key capabilities:
i. Create queues based on task categories or workflow requirements.
ii. Assign robots to the appropriate queues for automated processing.
iii. Monitor queue status and task progress.
Learn more about Queue Configuration
3. Business Rules
Defines the conditions and logic that determine how tasks are processed, routed, or handled.
Key capabilities:
i. Set conditions for task routing and processing.
ii. Configure rules for prioritization and exception handling.
iii. Apply decision logic to guide both robot and human tasks.
Learn more about Business Rules
4. Email Notifications
Keeps users and stakeholders informed with timely updates triggered by specific workflow conditions.
Key capabilities:
i. Send notifications for task assignments, completions, and other workflow events.
ii. Customize email content with relevant task and workflow details.
iii. Alert the right people to exceptions or errors that need attention.
Learn more about Email Notifications
5. Master Data
Provides centralized reference information that can be reused across workflows, keeping data consistent throughout the project.
Key capabilities:
i. Define and maintain reusable reference data.
ii. Standardize the data used across workflow activities.
iii. Reduce duplicate data entry and manual dependencies.
iv. Support consistent workflow processing with a single source of truth.
