Creating a Task Using the RPA API - Platform - Foundation 24.1 - Foundation 24.1 - Ready - Hyland RPA - external - Hyland-RPA/Platform/Foundation-24.1/Hyland-RPA-Platform/Hyland-RPA-Web-Manager/Tasks/Creating-a-Task-Using-the-RPA-API - 2025-04-03

Hyland RPA Platform
Platform
Hyland RPA
Product
Platform
Release
Foundation 24.1
License

The Hyland RPA API supports the creation of tasks out from 3rd party applications such as OnBase or any other available application. Complete the following steps.

  1. In RPA Platform, in the upper-right corner, click and then click View account.
    The Profile pane is displayed.
  2. In the left pane, select Access token.
    The Access token pane is displayed.
  3. Click Create Add.jpg.
    The Create personal access token dialog box is displayed.
  4. In the Token name field, enter a name for the token.
  5. In the Expiration date field, enter or select a date.
    Note: The date must not be more than one year in the future.
  6. From the Space drop-down list, select a space.
    Note: The access token is valid only for the selected space and cannot access objects in other spaces. Make sure the process you want to create tasks for is in the selected space.
  7. Under Scopes, leave All APIs selected.
  8. In the Password field, enter your password.
  9. Click Create token.
    The Access token dialog box is displayed.
  10. In the Token field, click Copy to copy the field content to the clipboard.
    CAUTION: Store the token in a safe place.
  11. In the HTTP request header field, click Copy to copy the field content to the clipboard.
    CAUTION: Be sure to keep the HTTP request header in a safe place because you will not have access to this dialog box again.
  12. Click Close.
  13. In Hyland RPA Platform, in the upper-right corner, click and then select Start.
    The Hyland RPA Platform start page is displayed.
  14. In the Developer applications area, click Heart Swagger.
    The RPA Heart API page is displayed.
  15. In the Task list, select POST /api/TASKS.
  16. In the Request Body section, specify the processId.
  17. Specify the number of tasks you want to create in the amount parameter.
  18. Clear the value in the executionDate parameter.
  19. Click the lock icon.
    The Available authorizations dialog box is displayed.
  20. In the Bearer Token field, enter the token you created earlier, click Authorize and then click Close.
  21. Click Execute.