CMDB RPA Add-on

RPA Add-on for CMDB

SapphireIMS supports automation of workflow tasks using Robotic Process Automation (RPA). This section describes the use of RPA Add-on features for automated generation of Forms in CMDB.

Using SapphireIMS you can automate the process of generating forms based on fields in the CMDB. You can design a template using a HTML editor use the built in editor. The template could include images including logos etc. SapphireIMS has built-in macros which can be inserted as required in the template. While generating the Form, the macros will get substituted with the actual values.

The template is used to generate the Form which is generated on events like asset creation, deletion, status change etc.

Creating a Form

Click on 'RPA Add-on' in the CMDB Settings menu. The list of templates is displayed.

Click on 'ADD'. The template creation screen is displayed.

The fields in the screen are described below.

Serial No	Field name	Description
1	Template Name	Name of the template
2	Template Type	This can take one of the following options: Pdf: Used for generating a PDF to attach to the Asset Record. Select this option. Webhooks: Used for integrating with other applications via a web interface. Refer to the topic on RPA. SQL: Used for generating SQL queries to be used with RPA. Email body: Used for creating Email templates to be used with RPA.
3	Attachment Name	Enter the name of the PDF file created as an attachment.
4	Macro List	Select a Macro to be used in the form and click on 'Add'. The macro is included in the form and will get substituted with the actual value when the form is generated.
5	Template	Create the template for the Form using the editor. You can also use any editor to create an HTML form and then source the HTML page by clicking on the option. This opens a pop-up screen where you can copy/paste the HTML content. You can also preview the template by clicking on button.

Click on 'Save' after the fields. The template is created and displayed in the list.
A custom business rule has to be added which would run on a state change and generate and attach the PDF form to the record.