Learnings are rules that your automation can follow and use while running. These learnings can be as simple as
the username for my salesforce account is XXXXX to something more complicated like
in the case of an invoice, where to explicitly look on a document to find a specific field.
Most of the time, Learnings can be thought of as two main things: reusable assets and exception handling instructions.
Think of values needed for client ids and secrets as well as any sort of value needed for file saving/access
Exception Handling Instructions
You can write full sentences back to Kognitos in order to teach it to handle and exception, like where to find a missing field or what email address to send to in case none is provided. These sentences are stored as learning in order for the automations to handle the errors again in the future.
At this time, Learnings can only be created through a Process run prompting the user for more information
When you run an Automation that requires the human to provide input, the inputs will be saved as a Learning if it is can be reused in later runs! See the below section Providing Learnings to an Automation to learn more!
You can view all of your learnings at the department level and see them broken out for each process or you can view the learnings at the process level.
Navigate to the main Department tab, then click on the Learnings tab in the window:
On this screen you can edit and delete Learnings too!
When reviewing a specific process, you can find the Learnings on the left-hand menu.
Once clicked on, the Learnings tab should look identical to the view in the Department level, just isolated to the Learnings for the selected Process.
When the automation needs the user to provide input, it can be saved as a Learning. Let's show an example of the process requesting login information.
Here we start with an easy example where we are trying to connect to an instance of Sharepoint so we can work with it in our automation.
In the automation, you would write the line:
connect to sharepoint
When you run the automation, you'll get notified that the automation needs user help! For more details on this flow, check out this page.
Updated 4 months ago