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Author's profile photo Lea BENVENISTE

SAP Intelligent RPA 2.0: Alerting best practices

In this blog post, we will see the best practice for when to use certain alerting activities. In SAP Intelligent RPA 2.0 you can have three ways to send alerts, information. There are the notifiers, the custom alerts and the outlook activities.

Notifiers

To create a notifier, you need to have a trigger created for a package in your environment. Then by clicking on the three dots you can click on Add Notifier to create one.

 

 

The notifier can be by an Email, API or CAI. The purpose of this alert is to send a notification on each state of the automation. For example, if you want to receive an email when the automation has stopped because there was an error, you can choose the Email notifier and click on Next.

 

 

Then, you can precise if you want the notifier to send an alert if the automation has started, has been a success, has failed, has been canceled or has expired. And you can setup the name, the recipients, and the content of the alert.

The notifier is useful to notify when there has been some kind of execution issue in the automation, or in a CAI integration, notify to the CAI when the automation has finished. Which is different from the custom alerts.

Custom alerts

Custom alerts are created by adding the activity Raise Alert in the workflow and creating an alert in your project.

 

 

Here in this example, we raise the Alert Status when an order is “Too late”.

 

 

The alerts are customizable, you can pass the parameters you want from your automation and setup the message as well as the name and the severity of your alert.

In other words, the custom alerts are here to allow the user to send information from the automation to inform the user. Alerts are sent by the factory, so there is no need to configure outlook on the desktop agent, but you need to configure the smtp configuration in the factory (Here is a link to more information on the configuration of the smtp in the factory link)

Lastly, we have the outlook activities.

Outlook

The outlook activities are not alert activities. They allow the user to send mails and to attach documents to them. There are not here to send alerts with information on the workflow but are part of the workflow when the automation needs to send a mail.

 

 

In this workflow, we want to send an excel file that has some order information that we got from a website. In order to send the excel we use outlook activities to open an instance, send a mail with attachments and close the outlook instance.

Conclusion

The alerting activities have different usage and allow the user to send different form of information from the automation.

To sum up, here is a comparative table of the difference between the three alerting types.

 

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      4 Comments
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      Author's profile photo Victoria Bonzon
      Victoria Bonzon

      Great blog!

      Author's profile photo Daniel Wroblewski
      Daniel Wroblewski

      Lea BENVENISTE Thanks for the blog. If I have a process where I want to send an email to someone, I understand:

      • Setting up SMTP
      • Setting up Alert artifact
      • Adding Raise Alert activity in workflow

      But there is no where to set the email. The email I assume is automatically taken from the current user, me, when I do a test of the automation, but I if I have an automation that is set off by an API call, there is no user, so how can I specify email address to send the alert?

      Author's profile photo Rafael Nascimento
      Rafael Nascimento

      Hi Daniel Wroblewski

      Not sure if I am correct, cause I am still learning IRPA, but if I understood right even using API call to trigger the automation it will run from a specific agent (server), no?
      If so, we assume it will take into account the user that is logged in the agent?
      If not, then I have the same question as you hahaha where can we set the email address to send the email from?

      Kr,
      Rafael

      Author's profile photo Daniel Wroblewski
      Daniel Wroblewski

      I triggered an automation and all I needed was the service key client ID and secret, to get a token, which I used for calling the triggering API. I don't remember there being a user.