Agent Management Settings to Execute the Process with an Automation

Now that you have your project free of errors, ready to be released, you need to add an Attribute to your project. But first, you need to create an Agent Attribute.

To do so, please follow these steps:

1. Select Settings.

2. Choose Agent Attributes.

3. Choose Create Attribute.

4. In the Create Agent Attribute dialog box, please enter My Agent Attribute in the Name field.

5. From the Type dropdown list, select Predefined if you wish to add values or else leave Free as Type.

   • Free – With this type of attribute, you won’t be able to add any predefined value. Whenever you want to use this attribute, you will be able to parametrize the value of this attribute.
   • Predefined – With this type of attribute, you will be able to populate values for any specific attribute.

6. In the Values field, you may enter any value you wish (i.e. employee ID).

7. Choose Create.

   

1. Choose Agent List, then search for your agent and verify that it is idle or ready and connected in unattended mode then click on it.

   

2. Choose Manage Attributes.

3. In the Manage Matching Attributes dialog box, add your attribute:

   • From the drop-down list, select My Agent Attribute
   • Enter the value you selected previously in the Values field and press ENTER
   • Choose Confirm
   

1. Navigate back to your project in the Process Builder.

2. Choose Settings.

3. Select Attributes.

4. From the dropdown list, select My Agent Attribute.

5. Enter your value in the Values field and press ENTER.

6. Choose Save.

7. Choose Close.

   

When you are running the process make sure to have the Desktop Agent in unattended mode.