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Example of Creating an Action and Its Configuration#

This example describes a scenario of interaction between Robots and employees working at the workplace through the "Actions" screen.

You can watch the video demonstration here:

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First, one of the Robots receives and recognizes the invoices, then creates Tasks (based on the recognition results) and assigns the tag 1CNew to them.

Next, the correctness of the recognition (and correction, if necessary) of the data at the workplace created within the Action is checked. The tag in the task changes from 1CNew to 1СModified.

Accordingly, another Robot will pick up tasks with the tag 1СModified and input the data.

  1. Open the "Actions" screen and click the "Create" button.
  1. In the opened form, specify the name, working queue (it must be created in advance), task status, and tag.
  1. Go to the "Action Buttons" tab. For the first button, specify the name and check the box "Save changes to the current task."

Specify the tag to be added and the tag to be removed in the corresponding text fields.

  1. Save and close the form by clicking the "OK" button.
  2. Go to the "Form Designer" of the just created Action.
  3. In the "Form Designer," add two text fields (Text) and specify the parameter names in the Task. These names must be specified when creating the Task.
  4. After that, add a data table field (Data Table) and specify the Task parameter "Products."
  5. Next, add a "PDF" field and specify the Task parameter for the PDF file.

If necessary, adjust the sizes of the fields and move them.

  1. Click the "Save" button. After that, click the button to enter the settings of the created "Action," and in the "Access" tab, copy the link for accessing the Action.

When following the link, the created form is available.

If you have launched Robots in the process of receiving and recognizing invoices, a Task will already be created in the Queue, and when selected, the recognized data will be displayed.

  1. After verifying the data and making corrections, click the "Save changes" button. The Task's tag will change according to the algorithm you specified in the settings of the "Action" for this button.

After performing the above actions, this Task will no longer be displayed in the list of the workplace form of the Action. You can start entering data from the processed Tasks into 1C.