automation-hub

latest

false

Getting Started
- Introduction
- Feature Availability
- Software Requirements and Browser Compatibility
- Licensing
- The User Interface
  - User Options
  - Localization
- Creating a Trial Tenant
  - Trial Services
- Sign up Process
- FAQ
Permissions
- Role Description and Matrix
- Collaborator Roles Information and Matrix
- Understanding the Roles and Collaborator Roles
- Citizen Developer Roles and Collaborator Roles
Starting as
- Starting as the Account Owner
- Starting as the System Admin
  - Predefined Content From the Tenant
  - Importing your ideas
- Starting as an RPA Sponsor
- Starting as a Component Curator
- Starting as a Program Manager
- Starting as an Idea Approver
- Starting as an Authorized User
- Starting as a Standard User
- Starting as a Citizen Developer
- Learn More With Courses From Academy
Admin Console
- Admin Console Overview
- Account
- Manage Access
- Platform Setup
- Manage Components
  - Curating a Component
  - Component Statuses
- Deleting Data
Workspace
- Workspace Overview
- Automation Pipeline
- My Submissions
- My Collaborations
- My Components
  - Uploading a Component
  - Creating a New Version for a Component
- Following
Explore
- Explore Overview
- Automation Program
- Process Repository
- People
  - User Profile
  - Accomplishments
- Components
  - Component Profile Page
  - FAQ
- Leaderboard
  - Leveling Up
Submit a new entry
- Submission types
- Submit a new idea
- Submitting a Citizen Developer automation
  - Submit an Automation Flow
  - Sharing a Citizen Developer automation
- Submit a Change Request
- Submitting a business process
- Using the Jira Integration
- FAQ
Dashboards
- Dashboards Overview
My Tasks
- My Tasks Overview
- Incomplete Tasks
  - Reviewing My Assigned Tasks
- Complete Tasks
Notifications
- Notifications
  - Reviewing My Notifications
Email Notifications
- Email Types
- Email Content
- Email Settings
Resources
- Resources
  - Updating My Profile
Process Mining Integration
- Set up Integration With UiPath Process Mining
Studio Integration
- Linking a Project to an Idea in Automation Hub
- Automation Hub Policy in Automation Ops
Task Capture Integration
- Documenting Your Ideas and Automations Using Task Capture
  - Downloading Task Capture
- Editing a Document Using Task Capture
- Task Capture Usage Specifications
Automation Hub - Automation Cloud Integration
- Introduction to the Automation Cloud Integration
- Migration Guide
  - Migration - Case: New Automation Cloud Account
  - Migration - Case: Existing Automation Cloud Account
- Migration FAQ
- Provisioning
  - Enabling Automation Hub in Automation Cloud
  - Provisioning From Automation Hub
- License Allocation and Management
- Managing Automation Hub Service
- User Management
- Authentication and security
- Differences in the Service View
Automation Hub - Maestro integration
- About the Process Repository
- Linking a solution to a business process
- Importing business processes in bulk
  - Set up the business process import skill
Automation Hub - Task Mining Integration
- Automation Hub - Task Mining Integration
Automation Store
- Overview
- Enabling the Store
- Permissions
- Automation Store Flow
- Publishing to Store
  - Publishing From the Citizen Development Flow
  - Publishing a Live - In Production Automation Idea
- Publish Settings
- Store Experience
  - Browsing the Store Gallery
  - Getting and Requesting Automations
Additional Resources
- Glossary
- Academy Courses

Automation Hub user guide

Documentation

To set up and manage the documentation templates you can use the provided default templates or you can import customized ones.

To upload a new template click Import New Template. The Import New Template form is displayed.

Upload the template, add a relevant title, and select the document type.

Note:

The following formats are accepted for the imported templates: doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf.
For the uploaded templates to be visible in the Idea Profile > Documentation tab > Automation Templates, set them as default in the Import New Template form.

To delete a template, select the three-doted menu of the desired template, and select Delete. Only imported templates can be deleted.

Was this page helpful?

PREVIOUSApp Inventory

NEXTCustomize Assessments