Processes
An overview of the Processes tab
Overview
Within Kognitos, think of a Process as an automation. You can create an automation from the Playground tab and push it to the Processes tab.
Process Creation
How To Create A New Process
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First, build and test your automation in the Playground.
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Convert your automation into a Process by clicking Create Process.
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Name your process using one of the following patterns:
- Starts with "to"
- Ends with "is", "if", or "are"
Examples:
- to do something
- a book is good if
- the cool penguins are
- the valid string is
Additional Rules:
- Only use alphumeric characters, including letters
A-Z, a-z
and numbers0-9
. - Do not use special characters, including but not limited to:
! - @ # $ % ^ & * ( ) _
- This makes it easy for Kognitos to read the process name like an English phrase!
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Click on Create a Draft Process.
Troubleshooting
- Make sure the process name is valid. Your process should either start with 'to' or end with 'if', 'is' or 'are'. The process name should also only contain alphanumeric characters. If these naming conventions are not followed, you may encounter the following error:
The name you entered is not a valid procedure name.
For more information, please read How To Create A New Process. - Test your automation in the Playground first. If there are any errors, Kognitos may prevent you from creating the process. Run and test the script to identify any issues before saving it as a new process.
You can review all of your Processes under the Processes tab.
Specific Process View
From the Processes tab, if you click on a Process name, you'll be taken to a detailed view.
Viewing and Editing Your Automation
When you first land on the detailed view, you'll be able to see each line of your automation in the main window. You can edit your automation from this view similar to how you would in the Playground view.
If you do edit your automation, before you can save the changes, Kognitos will make sure there are no grammar issues and present you with a green checkmark allowing you to save. If there is a grammar issue, you'll see an orange triangle that will present the issue within your automation.
Kicking Off a Run
Within Kognitos, a Run represents each execution of an automation. In addition to editing your automation, you can also kick off a Run with the purple button in the top right corner. The Run will start immediately and you can monitor your run on the lefthand side of the screen under the Runs tab.
Viewing Past Runs
You can click on any Run in the Runs tab to view the results of each step of the automation for that particular Run.
You can also click on a Run that has an orange triangle in order to provide input to the automation when it gets stuck on a step. For more information on how provide user input and Kognitos's human-in-the-loop capabilities, checkout this guide!
Other Actions
Viewing the Learnings Tab
You can view all of the learnings associated with this process by clicking Learnings in the lefthand tab. This can be helpful if you need to update or edit a Learning. To learn more about Learnings, check out this guide!
Triggering Your Process
You can read all about triggering your process in these guides:
Updated 12 days ago