Managing Processes
Process list, metadata (criticality, category, owner), process members, and job history
Processes are the core entity in RPA Watch.
Each process represents an automated workflow executed by a robot.
This article explains how to view, organize, and manage your processes, including process metadata, access control, and execution history.
Process List
Navigate to Processes from the sidebar to view all processes in the current account.
The process list provides a high-level overview of your automation landscape and includes the following information:
- Process Name — Synchronized from your RPA tool or set manually
- Last Job Status — Success, Failed, Running, etc. (with color indicator)
- Last Job Time — When the process was last executed
- Criticality — Business impact level: Low, Medium, High, or Critical
- Category — Business category used for grouping and filtering
Note:
If you are using Robomotion RPA, only published processes are displayed.
Filtering and Sorting
Use the filters above the list to narrow down visible processes:
- Status — Filter by the most recent job status (Success, Failed, Running, etc.)
- Criticality — Show only High or Critical processes
- Category — Filter by business category
- Search — Find processes by name
These filters help operations teams quickly focus on high-risk or business-critical automations.
Process Detail
Click on any process to open its detail page, where you can view full metadata and execution history.
Process Metadata
Process metadata describes the business context and operational expectations of a process.
| Field | Description | Editable |
|---|---|---|
| Name | Display name of the process | Yes |
| Description | What the process does | Yes |
| Category | Business category (e.g., Finance, HR, Operations) | Yes |
| Criticality | Impact level: Low, Medium, High, Critical | Yes |
| Owner Department | Department responsible for the process | Yes |
| Process Owner | User accountable for the process | Yes |
| Expected Schedule | How often the process should run (e.g., "Daily at 08:00") | Yes |
| Max Duration | Maximum expected execution time (minutes) | Yes |
| Go-Live Date | Date when the process went into production | Yes |
| Published | Whether the process is published in the RPA tool | Read-only |
| Active | Whether the process is currently active | Read-only |
Editing Process Metadata
Account Admins and Tenant Admins can update process metadata.
To edit a process:
1. Open the process detail page
2. Click Edit
3. Update the required fields
4. Click Save
Important
The process name, published status, and active status are synchronized from your RPA tool.
Manual changes to synced fields may be overwritten during the next sync.
Process Members
Process members define who can access a process and view its details and logs.
This is especially important for the Account User role, which can only see processes explicitly assigned to them.
Assigning Members
1. Open the process detail page
2. Go to the Members tab
3. Click Add Member
4. Search for and select users
5. Click Add
Removing Members
1. Open the Members tab
2. Locate the user
3. Click Remove
Visibility Rules
| Role | Process Visibility |
|---|---|
| Tenant Admin | All processes in the tenant |
| Consultant | Only processes assigned via consultant process assignment |
| Account Admin | All processes within their account |
| Account User | Only processes where they are added as a member |
Job History
Each process detail page includes a Jobs tab showing all executions of the process.
For each job, you can see:
- Job status with color coding
- Start time and execution duration
- Robot that executed the job
- Record counts (total, successful, failed)
- A direct link to the job detail page
You can filter job history by status and date range.
Synced vs. Manual Processes
Synced Processes
Processes synchronized automatically from your RPA platform:
- Name and status are updated on each sync
- Appear automatically when synchronization runs
- Soft-deleted if removed from the RPA tool
Manual Processes
Processes created when data is submitted via the Ingest API with a new flow ID:
- A process record is created automatically
- Can be used for custom or external automation sources
- Can also be created manually if required
Triggering a Sync
To fetch the latest process data from your RPA tool:
1. Navigate to the Processes page
2. Click the Sync button in the top-right corner
3. New and updated processes appear within seconds