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From the Cognigy UiPath Version 4.2.0 onwards you will be able to add UiPath Action Center functionality to a Cognigy.AI agent.
Available with Action Center functionality
The Cognigy UiPath extension offers the following functionality for the UiPath Action center:
- Get Tasks
- Get Users for Assigning Tasks
- Assign Tasks to User
- Unassign Tasks from User
- Reassign Tasks to New User
- Delete Tasks from Action Center
Details about the nodes and how to use them are explained below. Because information such as how to use the UiPath Access token and how to set up a connection are already available in other UiPath articles, this article will only go into details regarding additional functions and settings in these nodes.
The Get Tasks node is used to get a list of tasks from the Action Center and offers many different options for filtering the results.
Figure 1: Get Tasks Options
If you toggle on Filter by Status, you can whether the only Unassigned, Pending (assigned), or Completed tasks should be shown. If the toggle is off, all tasks will be shown. By toggling Include Deleted Tasks on and off you can also determine if tasks already deleted from the action center should also be shown.
By toggling on Create Quick Replies you can automatically create quick replies in the flow. The field Quick Reply Text can be used to determine the text above the quick replies. Fallback Text can be used to determine what should be said in a channel not compatible with quick replies.
Figure 2: Get Tasks Quick Replies
We can then save the entry in the context using the Wait for Input and Add to Context nodes.
Figure 3: How to Save Get Task Quick Replies to Context
Figure 4: Setting in Add to Context Node
Specify Organization Unit is only necessary if you are in an environment which requires it.
Get Users for Assigning Tasks
The Get Users for Assigning Tasks node is used to retrieve the users who have the ability to fulfill tasks in the Action Center.
Figure 5: Edit Users for Assigning Tasks Node
Just like with the Get Tasks node you can also automatically create quick replies and the same process can be used.
In this node, however, the Organization Unit ID is required. This is not necessarily the same as the unit ID for your process.
Assign Task to User
As the name suggests the Assign Task to User node allows you to assign a specific task to a specific user.
Figure 6: Edit Assign Task to User Node
In this node, in addition to the connection information and the Access Token, only the Task ID, which you can retrieve from the Get Tasks node and the User ID, which you can get from the Get Users for Assigning Tasks node, is required. We added this information to the context using the quick replies created by the other nodes.
Reassign Task to New User
The Reassign Tasks to New User node allows you to change the user assigned a task for a task which is already has the status 'Pending'.
The settings are exactly the same as with the Assign Task to User node.
Figure 7: Reassign Task to New User Settings
Unassign Task from User / Delete Task from Action Center
The Unassign Task from User also explains itself. In this node in addition to the connection information and access token you will also only need the task ID of the task, which can be retrieved with the Get Tasks node. The same can be applied to the Delete Task from Action Center Node. Both nodes require the same settings.
Figure 7: Unassign Task from User Settings