Skip to main content
Build the future with Agentforce at TDX in San Francisco or on Salesforce+ on March 5–6. Register now.

Merge BPMN Documents With MuleSoft RPA Recorder Editor

Learning Objectives

After completing this unit, you’ll be able to:

  • Merge a BPMN file with another one using the MuleSoft RPA Recorder editor.
  • Explain how to publish the final version of the RPA process design and move the process to the Build phase.

Merge BPMN Design Documents

Now that you have the detailed requirements captured by MuleSoft RPA Recorder, you can combine this with the original high-level sketch of the RPA process to enhance it. The following are examples of enhancements.

  • Remove tasks from the original BPMN design.
  • Copy/paste user requirement details from the recorder activities back to the original design.
  • Break and delete routes. Connect new routes between the original BPMN design and the MuleSoft RPA Recorder-generated BPMN design.
  • Take different screenshots or change the captured keystrokes for permutations that the recording didn’t consider.

The important thing to remember is that the RPA Recorder helps speed up implementation, but may not automatically create the complete implementation. The amount of customization needed also varies between use cases.

Use Editor Components to Help Merge RPA Process BPMN Documents

The BPMN editors in MuleSoft RPA Manager and in MuleSoft RPA Recorder editor have the same components to make it easy to organize and refactor your BPMN documents. Ensure you make space for the content that is going to be imported. Then click Load file to complete the import process. Recall that creating a BPMN file is as simple as clicking the Edit, Merge, and Upload Recordings icons. When you’ve enhanced the merged BPMN files and are satisfied with the result, you’re ready to transition this RPA process from the Design phase to the Build phase. Do this by clicking Publish. In the dialog box that appears, confirm that you want to proceed and click Release to Build. The project has now moved to the Build phase.

Walkthrough

Take a look at this video demonstration showing how to merge the MuleSoft RPA Recorder file and the BPMN file. If you wish to follow along with text instructions, check out the walkthrough instructions.

Note

You may see lots of errors appear, but these can be fixed during the Build phase. RPA developers carry out this next phase by logging in to MuleSoft RPA Builder and implementing the activity steps to perform the automation.

In this unit, you learned how to merge the process design files from MuleSoft RPA Recorder and MuleSoft RPA Manager. Then, you learned how to publish the final version of the RPA process design. Finally, you learned to move the RPA process from the Design phase to the Build phase.

Salesforce 도움말에서 Trailhead 피드백을 공유하세요.

Trailhead에 관한 여러분의 의견에 귀 기울이겠습니다. 이제 Salesforce 도움말 사이트에서 언제든지 새로운 피드백 양식을 작성할 수 있습니다.

자세히 알아보기 의견 공유하기