Robin Skill Builders

Robin Connection, Input, and Output

The Robin application runs on top of Hero Platform_. Like building Flows, no coding is necessary and the creation process is point-and-click. Robin tasks can also be further customized with custom HTML coding.

In order for users to access the Robin app in Hero Platform_, the port 8081 must be open and accessible.

RobinSkill Connection

A RobinSkill Connection creates the link between the Hero Platform_ application and the Robin application. Like all other Inputs/Outputs in Hero Platform_, a Connection is required to build an automated process.

Learn how to Create a RobinSkill Connection

RobinSkill Output

A Robin Skill Output defines the data schema for an automation Flow to stage the data for Robin. In the Robin Output, automation designers decide what columns will be displayed in the task list as well as designing the task details page.

Learn how to Create a RobinSkill Output.

RobinSkill Input

A RobinSkill Input is where data that has been submitted in the Robin application is collected. This collected data can then be used as an Input introducing the data back into a Flow.   

Learn how to Create a RobinSkill Input.

Access the Robin Application

Open the Robin application in a web browser using the address: <Your Hero Platform_ URL>/robin-app

After creating a RobinSkill Output, the Robin skill is active in the Robin application. Opening and logging into the Robin application displays the skill name and the task headers. No data populates the skill lists until the Robin Output has been used within a Flow.

Log Into Robin

Logging into the Robin application requires authorization. 

Robin Application

Robin Skills

A Robin skill is a name of an attended automation.

  • Each Robin Output creates a skill in the Robin application
  • After logging into Robin, all skills that are available to the user are displayed. 
  • The Robin skill page displays:
    • the skill name and description. 
    • the number of open tasks and already submitted tasks.
      • an in-progress counter is displayed for ADMIN users.

Users click the skill row to open the task list for the skill. 

Task List

The task list displays all the open and submitted tasks for the selected skill. 

  • The task list is created from the Robin Output's "Task List Editor" section
  • A progress bar shows the number of tasks submitted and open tasks for the skill.
  • All the individual tasks for the skill are listed.
    • Up to 6 column headers + status header.
  • Tasks can be filtered based on column headers.
  • Status header:
    • Open - the task needs to be reviewed and submitted.
    • In progress - a user currently has the task open. A task can only be opened by one user at a time.
      • A lock on the task refreshes for the user every five minutes.

      • When the user leaves the task details page, the lock is removed.

    • Submitted - the task has already been submitted and is now read-only. No further changes can be made to this task.

Users click a task row to open the task form details.

Task Form Details

The task details form lets the user review the automated data collection and approve or make revisions where necessary.

  • The fields displayed in the task details form are created in the Robin Output's field schema editor.
  • Field UI type:
    • The UI field type is based on the field's data type.
      • String 
        • Text Field- A small single line text box.
        • Text Area - A larger, multi-line space for entering text.
        • Table - A table with editable fields created from a JSON.
        • Data Label - A single line text box that accepts coordinates from a drawn box on a PDF/image file attachment. 
      • Long
        • Whole Number - A box that can contain a whole number.
      • Double
        • Decimal Number - A box that can contain a decimal number.
      • Big Decimal
        • Decimal Number - A box that can contain a decimal number.
      • Date and Time
        • Date Field (month/day/year) - A box that contains a date.
          • Calendar selector available.
          • Time zone appears above the date box.
            • Server time zone
            • UTC (Coordinated Universal Time)
            • Robin user's local time zone
          • The date format is displayed according to the Chrome browser location setting. (See example below)
            • USA - MM/DD/YYYY
            • England/UK - DD/MM/YYYY
            • Germany - DD.MM.YYYY 
          • If a time is not displayed, the time is set at midnight of the displayed date.
        • Date Time Field (Hour:Minute) - A box that contains a time.
      • Boolean
        • Checkbox - A check box. Marked is true. Unmarked is false.
        • Select - A dropdown box with the choices true and false.
        • Radio Button - A radio button for true and a radio button for false. Only one selection is possible. 
      • Binary
        • File - A preview of the PDF or image (jpg, jpeg, png) is displayed on the Robin task details page.
          • The file can be downloaded to the Robin user's local computer.
          • A new file can be uploaded (overwriting any existing file) if the edibility of the field is not set to Read only.
            • A new uploaded file must be 100 MB or less.
        • Document review - View PDF and image files (jpg, jpeg, png) on a side panel of Robin.
          • A PDF/image icon is displayed on the Robin task details page.
            • Click the PDF/image icon to display the full document.
          • All PDF pages must have the same physical dimensions for data labeling.
            • Document packages with binaries of multiple dimensions must be separated before labeling.
      • List
        • Select - A dropdown box with the available list values.
        • Checkbox - Checkboxes with the available list values.
          • Multiple values can be selected.
        • Radio Button - Radio buttons next to the available list values.
          • One value can be selected.
        • Multi Select - A dropdown box with the available list values.
          • Multiple values can be selected.
          • Set to accept custom valuesThe Robin users are prompted to enter a value when clicking within the Multi Select box.
  • Position and sizing of the fields on the page are created in the Robin Output's layout editor.
    • Add a non-adjustable task form header to better identify the task. (required) 
    • Custom components can be added with HTML syntax. Contact your Hero Platform_ Customer Success representative for help collaborating to fulfill needed requirements.  

Set Form Fields Editing Permissions

In the Robin Output's field schema editor, select the editing permissions for each form field.  

  • Editing form fields:
    • read-only (can't be edited)
    • required (field must be filled to submit)
    • optional (field can be edited but does not have to be filled to submit)

Submit a Task Form 

After the task form has been reviewed it can be submitted to collect the data.

  • When complete, the user can click:
    • Submit + next to submit the Robin task and move to the next task.
    • Submit + back to submit the Robin task and move back to the task list.
    • Cancel to revert any edits and move back to the task list.

Once a task form has been submitted, all fields are set as read-only. No further edits can be made to a submitted task.

After Robin Tasks Have Been Submitted

After a Robin task has been submitted, it is stored in Hero Platform_'s internal Data store. This information can be accessed by creating a Robin Input from the and selecting the corresponding Robin skill name.

After the Robin Input has been created, that data from the submitted Robin tasks can be used within an automated Flow.