Managing bots

Before you begin

• Configure a project. See Projects for details.
  Projects organize automation resources. Bots live under a project. In fact, to create a bot, you must create a project first.
• Your user must have the necessary permissions to perform the procedures. You can find these permissions on each procedure. See the Checking user permissions topic to learn how to check your user permissions.
• You can modify the Unique ID field only when you create a bot.
• If you haven't already, set up a computer group.
  Important:Bots require computers running client version 23.0.0 or later.
• The computer that you configure to run bots must have a Reserved runtime for queued bot runsChanged on 23.0.10 value above 0. See details about the Reserved runtime for queued bot runs in Managing computers. In versions prior to 23.0.10, this field is labeled as Queues runtime percentage.
• For IBM RPA on premises only:
  • IBM RPA on premises server requires a queue provider such as IBM MQ or Microsoft™ Message Queue (MSMQ) installed and operational to run bots. Check with your server administrator if your server supports one of these queue providers. The recommended message queue provider is IBM MQ.
  • If you are a server administrator, see Installing IBM MQ for instructions about how to install it. You can later change to MSMQ after you install the server.
  • If IBM MQ is not available, see the steps to enable MSMQ in Installing Message Queue (MSMQ) 🡥. You can later change to IBM MQ.

Supported data types for input and output parameters

If the script that you are going to use to create the bot use input parameters, ensure that these parameters input only supported data types for script input parameters and script output parameters. If your script is not compliant with these supported data types, you can't use it to create bots.

The following list defines the fully supported data types for script input parameters and script output parameters of Bots:

• Date
• Number
• Boolean
• Date and Time
• Text

Creating bots

Your user must have the Manage bots permission to create bots. The following procedure details how to create a bot:

1. On the left menu, click Projects.
2. Click the project that you want to use the bot.
3. Click the Create bot button.
4. In Name, enter a name to the bot.
5. Optional: Modify the auto-generated Unique ID.
6. In Description, enter a description to the bot and click Next.
7. In Script, select the script that has the action that the bot runs.
8. In Version, select the version of the script.
9. In Computer group, select one or more computers and click Next.
10. On the Summary tab, check whether all the information is correct and click Create.

Editing bots

Your user must have the Manage bots permission to edit bots.

1. On the left menu, click Projects.
2. Click the project that has the bot you want to edit.
3. Find the bot that you want to edit, click the vertical ellipsis button ⋮, and click Edit.

Deleting bots

Your user must have the Manage bots permission to delete bots.

1. On the left menu, click Projects.
2. Click the project that has the bot you want to delete.
3. Find the bot that you want to delete, click the vertical ellipsis button ⋮, and click delete.

Viewing bot runs

Your user must have the View bots permission to view bots that are scheduled to run.

1. On the left menu, click Projects.
2. Click the project that has the bot you want.
3. Find the bot that you want, click the vertical ellipsis button ⋮, and click View bot runs.

Viewing schedule

Your user must have the View bots permission to view bots that are scheduled to run.

1. On the left menu, click Projects.
2. Click the project that has the bot you want.
3. Find the bot that you want, click the vertical ellipsis button ⋮, and click View schedule.

Viewing upcoming bot runs

Your user must have the View bots permission to see upcoming bot runs details.

1. On the left menu, click Projects.
2. Click the project that has the bot you want.
3. Find the bot that you want, click the vertical ellipsis button ⋮, and click View upcoming bot runs.

Running bots

"dataTableVar": [
  {       
    "City": "Raleigh",
    "State": "North Carolina"
  },   
  {
    "City": "New York",
    "State": "New York"
  }
]

Scheduling bots

Your user must have the Manage scripts permission.

1. On the left menu, click Projects.
2. Click the project that has the bot you want.
3. Find the bot that you want, click the vertical ellipsis button ⋮, and click Create schedule.
4. In Time zone
5. In Starts on, enter the date and time the bot will start.
6. In Recurrence, select one of the options.
   1. See Setting a recurrence interval for schedules for more details on each option.
7. Click Next.
8. In Name, enter a unique name to the schedule.
9. Optional: In Description, enter a description for your schedule.
10. Click Next.
11. On the Summary tab, check whether all the information is correct and click Create.

A notification appears if the schedule was created successfully.

Related links

• Counters
• Dashboard
• Bots
• Security settings
• Upcoming bot runs
• Bot details
• Bot runs
• Bot runs details