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Accessing robot registration settings

With the Pega Robot Manager portal, you can edit multiple settings that relate to robot registration, reporting, and configuration in the user interface. In the Robot registration settings, you can update a robot’s registration that corresponds to decision tables in Dev Studio.

The following figure shows where you can access the Robot registration settings in Robot Manager.

The access settings for robot registration in Pega Robot Manager.

Using decision mappings in Pega Robot Manager

By default, Robot Manager inherits all decision tables are inherited from a built-on (parent) application, such as Pega Platform™. To customize settings on an application-specific level, create an application-specific instance of the settings that you want to modify, and then edit the instance. By using application-specific copies of settings, you can customize settings without affecting the built-on application. With the functionality provided in the portal, you can update a robot’s registration by performing by:

  • Creating application-specific copies of decision tables.
  • Changing the values in application-specific decision tables.
  • Reverting to inherited decision tables.

Creating application-specific copy of decision tables

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Note: The following content, referenced from Pega Documentation, is included here to help you better achieve the module learning objectives.

You can create application-specific copies of decision tables, and then customize them for your application.

Before you begin:

  • To change application settings, you must obtain administrative privileges and have an unlocked Ruleset in your current application.
  • If you are updating from Robot Manager 8.3.x and earlier, remove the equalsIgnoreCase function that is defined on the column headers of application decision tables that are used for registering robots.

  • Copy multiple robot registration decision tables from a built-on application:
    Note: Only the settings that are saved for the source application are available for copying. In addition, you can only copy multiple decision tables if the current application does not contain any application-specific settings. Otherwise, you must copy decision tables individually.
    1. In the navigation pane of Pega Robot Manager, click Settings > Robot registration.
    2. Click the More icon in the main section, and then select Copy.
    3. In the Copy decision table(s) window, select an application from the application stack inheritance chain as the source of the decision table.
    4. Select the decision tables to copy.
    5. Click Submit.
  • Copy individual robot registration decision tables from a built-on application:
    1. In the navigation pane of Pega Robot Manager, click Settings > Robot registration.
    2. Click the More icon in the decision table section, and then click Edit.
    3. In the Copy decision table(s) window, select an application from the application stack inheritance chain as the source of the decision table.
    4. Click Submit.
  • Copy the notification thresholds by notification type decision tables:
    1. In the navigation pane of Pega Robot Manager, click Settings > Configurations.
    2. In the Threshold by notification type section, click the More icon, and then click Edit.
    3. In the Copy decision table(s) window, select an application from the application stack inheritance chain as the source of the decision tables.
    4. Click Submit.

Changing the values in application-specific decision tables

By using application-specific copies of settings, you can customize them without affecting the built-on application. In addition, the changes are also reflected in all child applications that inherit these settings from the current application.

Before you begin:

To change the application settings, you must have administrative privileges and an unlocked Ruleset in your current application.
Note: You can only edit the settings that are an application-specific copy in the context of the current application.

When editing Robot registration decision tables, ensure that a default mapping is specified in accordance with all the following conditions:
  • The Work group and robot mapping and Work group and requestor mapping decision tables must contain a default work group.
  • The Work group and Access Group mapping decision table must contain a default Access Group
  • The Candidate work group and requestor mapping decision table must contain a default candidate work group list.

  • Add a row to a robot registration decision table:
    1. In the navigation pane of Pega Robot Manager, click Settings > Robot registration.
    2. Click the More icon in the decision table section, and then click Edit.
    3. Click Add row.
    4. Enter the required information, and then click Submit.
    5. Confirm your settings by clicking Save.
    6. In the main Robot registration section, click Validate.
    7. Resolve any validation errors or warnings.
  • Remove a row from a robot registration decision table:
    1. In the navigation pane of Pega Robot Manager, click Settings > Robot registration.
    2. Click the More icon in the decision table section, and then click Edit.
    3. In the row that you want to update, click the Delete icon.
    4. Confirm your settings by clicking Save.
  • Edit a row in a robot registration decision table.
    1. In the navigation pane of Pega Robot Manager, click Settings > Robot registration.
    2. Click the More icon in the decision table section, and then click Edit.
    3. In the row that you want to update, click the Edit icon.
    4. Enter your changes, and then click Submit.
    5. Confirm your settings by clicking Save.
    6. In the main Robot registration section, click Validate.
    7. Resolve any validation errors or warnings.
  • Edit the default work group, the default Access Group, or the default candidate work group list in a robot registration decision table:
    1. In the navigation pane of Pega Robot Manager, click Settings > Robot registration.
    2. Click the More icon in the decision table section, and then click Edit.
    3. Click the Edit icon, which is next to the default work mapping that you want to change.
    4. Enter your changes, and then click Submit.
    5. Click Save.
    6. In the main Robot registration section, click Validate.
    7. Resolve any validation errors or warnings.
  • Edit the notification thresholds by notification type:
    1. In the navigation pane of Pega Robot Manager, click Settings > Configurations.
    2. In the Threshold by notification type section, click the More icon, and then click Edit.
    3. Enter your changes, and then click Save.

Reverting to inherited decision tables

You can revert back to inherited settings by removing your application-specific copies of decision tables. This change also affects applications that inherit from the current application.

Before you begin:

To change the application settings, you must have administrative privileges and an unlocked Ruleset in your current application.

  1. In Pega Robot Manager, click Settings, and then go to the decision table that you want to revert back to inherited settings.
  2. Click the More icon in the decision table section, and then click Edit.
  3. Click Remove and then click Submit.

Result:

You removed the decision table from the current application. The relevant table is now inherited from the built-on application (in read-only mode).

This Topic is available in the following Module:
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