Automation Hub - Documentation

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Automation Hub user guide

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
- Creating and editing process models
- Managing process model versions
- Commenting on process models
- 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

Documentation

Documentation template settings for uploading, naming, and assigning document types in Automation Hub in Automation Cloud.

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.

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