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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Automation request form from Automation Center

Use the Automation request form to create an automation request, action request, or review request from Automation Center.

FieldDescription
Request Type

Select the type of request you want to create.

  • If you are creating an automation request, select Automation. Create automation requests when you want to automatically streamline your business processes, reduce the time that you spend on manual activities, and reduce your costs.

  • If you are creating an action request, select Action. Create action requests when you want an automated solution to repeated issues that are causing the automations to fail.

  • If you are creating a review request, select Review. Create a review request when you want the COE team to review an automation and analyze if the automation is required.

NumberAuto-generated number of the request.
Process nameName of the process.
DescriptionDescription about the process.
DepartmentAssociated department of the process.
Number of stepsSteps that are involved in the process. A step is an individual activity, action, or decision that contributes to the completion of the process.
Interval typeInterval type of the manual business process execution:- Minutes: The process executes every n minutes that you specify in the Frequency field. - Hours: The process executes every n hours that you specify in the Frequency field. - Days: The process executes every n days that you specify in the Frequency field. - Weeks: The process executes every n weeks that you specify in the Frequency field. - Months: The process executes every n months that you specify in the Frequency field.
FrequencyNumber of times that the manual process must be executed per interval. For example, every 90 minutes or every 2 hours.
Actual time spent per runTime that the manual process run takes to complete.
StateState of the automation request:- New - Deferred - Rejected - Planned - In progress - Published For more information about these states, see Life-cycle stages of an automation request.
Intake source

Source type of the automation request, which refers to how the automation request is submitted:- Web - Integration - Process Mining

Note: The default intake source type is Web.

This field is visible only when you submit the form.

Applications usedAssociated business applications of the process.For example, Ariba, Microsoft Excel, or Google Chrome.
Requested forPerson responsible for designing an effective and efficient process.
Additional Details
Actual cost per runCost per process execution.
GoalDesired goal of automating the process.
PriorityComplexity of the business process. Complexity is based on number of processes and applications involved, number of steps required, and human involvement.
Business criticality declaredCriticality of the business process. Criticality is based on your subjective assessment.
Number of users benefitedNumber of users who would benefit with this process.
Number of transactionsExpected volume of transactions across the applications or systems.
ScoreExecution priority of the request. The higher the score, the higher the priority of the request.
Process managersPerson responsible for the end-to-end execution of the process.
Assignment groupName of the process group.
Manual steps %Estimated percentage of steps that require human action to complete the process.
Expected cost savings per yearCost saved per process at the end of a year.
Expected time savings per yearTime saved per process at the end of a year.
Work notesWork notes for the process.
Additional comments \(Customer visible\)Notes that are visible to the customer.

Parent Topic:Automation Center reference