Action Center has been pivotal in expanding the range of business processes that could be automated through RPA. Out-of-the-box integrations with our AI and process mining offerings have introduced infinite process automation opportunities using Action Center with seamless human-Robot hand-offs during an automation execution.
We are excited to announce the public preview of a brand new Action Center application with a complete makeover tailored for business users, as simple as using an email.
We are not stopping there but watch out this space for more cool features added to Action Center in coming weeks as we work towards our vision to make Action Center, the hub for all business user interactions with un-attended Robots, be it triggering an automation with business input or handling any actionable tasks.
This offering will be a cloud first preview available on Automation Cloud.
Unveiling the new look here
The most relevant actions presented for business users in the cloud portal home page. Users to take quick actions by navigating directly from portal home.
Navigate to Actions from the left rail directly in to an intuitive, self-explanatory actions inbox, categorized based on status and a side-by-side view of form with the actions list. Users will be auto navigated to the next action in the list.
And of-course with all the options for bulk assignment, search, sort and filter
“My Actions” and “Manage Actions” focused views for only those users who have administrator permissions in certain folders. Admin operations like assign to another user or re-assign an action happens from “Manage Actions” view
Actions forms became much richer with dynamic drop-downs, cascaded drop-downs, storage bucket-based images and JSON logic-based forms rendering.
How to enable this new service from Automation Cloud
- Sign up for community cloud account if you have not done this already
- Go to ‘Admin’ > Tenants > ‘Edit Services’
- Check ‘Actions’ and proceed to SAVE without any additional license implications
- You are ready to take actions now
How to provide access to users
- While inviting users to an account, add them to ‘Automation User’ group. Existing users could be edited to be part of ‘Automation User’ group (cloud account > admin > users)
- Access control for users are managed within the corresponding Orchestrator tenant. Actions portal will display tasks for a user as per permissions/roles assigned in a corresponding Orchestrator folder.
- Use Orchestrator modern folder concepts to containerize actions (to restrict view of actions to different sets of users) : Modern Folders
- Refer to ‘Form Action’ section here
What will happen to Actions within Orchestrator?
We will continue to support Orchestrator Actions for a period, they will not be removed soon. Most importantly, all the actions created in earlier releases will start reflecting in the new interface automatically.
Features in pipeline for preview
Not explored UiPath Action Center yet?
You are definitely missing some action here…
We released Human-In-The-Loop capability as part of our platform release 19.10 onwards to bring in seamless human-robot collaboration in un-attended scenarios UiPath Action Center
Usecase Demo Video : Invoice Processing with Action Center
Get started today !
Guides and Resources
|How to build Orchestration Process (Long running workflow) from studio to inject human actions||https://docs.uipath.com/studio/docs/orchestration-process|
|How does long running workflows reflect in Orchestrator||https://docs.uipath.com/orchestrator/docs/about-jobs#section-long-running-workflows|
|Academy Course on Orchestration Process||https://academy.uipath.com/DirectLaunch?cid=WX%2FbrCa73UM_&io=tgpwv6P5Xm0_&md=IS2TIgXikDA_|
|Sample snippets||Open studio > project > snippets > Orchestration|
Sample workflow to demonstrate injection of human actions based on type of document and wait for both actions before completing the process execution InvoiceAndClaimProcessing_with_Actions.zip (1.7 MB)
Add [nuget.org] https://api.nuget.org/v3/index.json to the package feed to resolve dependencies
Sample workflow to demonstrate all type of forms controls supported FormTests.zip (76.5 KB)
Storage bucket based images workflow to demonstrate rendering of high resolution images within action forms without bundling them in base64 encoded format Storage_Sample.zip (148.9 KB)
Create storage bucket with name ‘ActionsTest’
Provide folder level permissions to Actions user ( Storage Bucket[view], Storage File[view] )
Provide folder level permissions to Robot user ( Storage Bucket [View, Edit], Storage File[View, Create] )
<fieldkey>_storage to be used in <HTML Element> control in the form https://docs.uipath.com/activities/docs/create-form-task#section-storage
Dynamic drop-down based workflow to send data from workflow to be populated in Actions and define dependencies between two drop-downs DynamicDropdowns (1).zip (14.9 KB)
Developer Info : Use a suffix (<fieldkey>_ dropdown) as the argument name(field key) containing list of values in the ‘form data’ collection and bind the same <field key> to the drop-down list control in the forms designer.
To get the user selected entry back to workflow, add argument name with just the <field key> and direction (IN/OUT or OUT). Default value assigned to <field key> will be the default selection in the drop down.
We look forward for your feedback and valuable suggestions to make Action Center more impactful for our customers and drive the best value out of RPA implementations with true process automation