After registering the instance and agent to connect the
client to the API, complete the following steps to set up a process to run on an
instance:
-
Create and configure a process.
See the section on processes within the Hyland RPA Platform - Web Manager documentation for more information.
Important: Add an .ampro process file.
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Create a group in which you add the process and the agent.
See the section on groups within the Hyland RPA Platform - Web Manager documentation for more information.
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Upload the activity version used in the process file.
See the section on activities within the Hyland RPA Platform - Web Manager documentation for more information.
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Ensure that the instance, process, and group are activated.
Your process is set up to run.
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To verify that your agents can process tasks:
- In Hyland RPA Web Manager, in the left pane, click Tasks.
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Create a task for your process.
See the section on creating a task within the Hyland RPA Platform - Web Manager documentation for more information.