Creating a New Process (Scenario) in the Orchestrator#

To add a new Process to the Orchestrator, go to the “Processes” screen. This screen contains two tables: “Processes” and “Process Versions”.

Click the “Create” button above the “Processes” table and fill out the form that appears:

  • field “Name*” (mandatory) - the name of the Process, the current date, and the time of version creation. This data can be changed to the relevant name if necessary;
  • field “Run on Sherpa RPA Runtime version no lower than” - the version number of Sherpa RPA Runtime below which the Process will not run;
  • field “Description” (if necessary) - a description for the created Process;
  • field "Access Folder" - the access folder for the created Process;
  • flag "Available through Sherpa Assistant" (check the flag if necessary) - this Process is available through Sherpa Assistant.

After filling in the fields, click the “OK” button to save the Process. A new Process will appear in the “Processes” table. The new Process has no versions. To create a version of the Process, check the flag next to the Process for which you want to create a version.

If no Process is selected, the Orchestrator will warn you with a message:

Above the “Process Versions” table, click the “Create” button and fill out the form that appears:

  • field “Name*” (mandatory);
  • field “Description” (if necessary);

Using the “Select Process File” button, attach the Process file by selecting it from your computer files. After attaching the file, a "Download" button will appear next to it:

A Process file (file with the .robot extension) must be attached. Without the file, the Process version will not be saved.

Multiple versions of each Process can be created. The current version of the Process is highlighted in bright blue:

To set the current version of the Process, select the version with the mouse and click the “Make Current” button: