Preparing to Upgrade RWM
This content applies solely to Robotic Workforce Manager, which must be purchased separately from the Appian base platform. This content was written for Appian 21.3 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

As your automation practice grows and evolves, you may want to take advantage of the new features that each release of RWM offers. It's important to understand which application objects can be changed (and which can't be changed) so that your future upgrades go smoothly and minimize any risks or extra effort.

This page describes the customizations you can make in RWM so you have a smooth upgrade process. Ready to upgrade? See Upgrade RWM for specific steps.

Prepare for an upgrade

Each RWM release is published as a release package, which you can download from the Appian AppMarket. See Download and Install RWM for more information.

Until now, to use a new version of RWM, your customizations need to be recreated or merged from the previous version of RWM that was being used. In a coming release, the upgrade process will be much more intuitive and streamlined for certain customizations. However, if you make any changes to RWM that are not allowed (listed below) you may not be able to upgrade or hotfix the solution without losing those changes.

To ensure a smooth upgrade process in the future, we strongly recommend you track your changes and customizations to the app, including updated objects, deleted objects, and new objects.

Objects supported during upgrade

You can modify the following objects in the RWM application with no impact on future upgrades:

Constants:

  • RWM_PROCESS_STATUS_NAME_LIST
  • RWM_PROCESS_STATUS_ID_LIST
  • RWM_BUSINESS_EXCEPTION_NAME_LIST
  • RWM_BPM_FLAG
  • RWM_BPM_HB_TIMER_INTERVAL
  • RWM_BPM_SESSION_BATCH_SIZE
  • RWM_HBT_BATCH_SIZE
  • RWM_UI_ETL_BATCH_SIZE
  • RWM_AA_MAX_BATCH_SIZE
  • RWM_UI_ETL_TIME_INTERVAL
  • RWM_JD_ETL_TIME_INTERVAL
  • RWM_AA_ETL_TIME_INTERVAL
  • RWM_UI_FLAG_PROCESS
  • RWM_BP_FLAG_PROCESS
  • RWM_AA_FLAG_PROCESS
  • RWM_JD_FLAG_PROCESS
  • RWM_AA_HISTORIC_LOAD_FLAG
  • RWM_UI_HISTORIC_LOAD_FLAG
  • RWM_JD_HISTORIC_LOAD_FLAG
  • RWM_AA_HISTORIC_END_DATE
  • RWM_AA_HISTORIC_START_DATE
  • RWM_UI_HISTORIC_END_DATE
  • RWM_UI_HISTORIC_START_DATE
  • RWM_JD_HISTORIC_END_DATE
  • RWM_JD_HISTORIC_START_DATE
  • RWM_HEX_COLOR_AI
  • RWM_HEX_COLOR_APPIAN
  • RWM_HEX_COLOR_RPA
  • RWM_QUEUE_ITEMS_EXPORT_BATCH_SIZE
  • RWM_QUEUE_ITEMS_EXPORT_MAX_SIZE
  • RWM_API_PAGESIZE_VALUE
  • RWM_BP_SESSION_EXPORT_BATCH_SIZE
  • RWM_LOGS_MAXLOGSIZE
  • RWM_SCH_TIME_CONSTRAINT
  • RWM_BP_SCHEDULE_INTERVAL
  • RWM_SCH_START_TIME_CONSTRAINT

Process models:

  • RWM Notify on Automation Request
  • RWM UiPath ETL Customization Process
  • RWM AA ETL Customization Process
  • RWM HB Dump BPM Customization Process
  • RWM JD ETL Customization Process

Expression rules:

  • RWM_setTaskName
  • RWM_setStatus
  • RWM_setAssigneeBasedOnStatus
  • RWM_onboardingProcessStatusDeadline
  • RWM_automationRequestEmailSubject
  • RWM_automationRequestEmailTemplate
  • RWM_AP_updateRpaCostsEmailTemplate

Interfaces:

  • RWM_closedBusinessExceptions
  • RWM_DM_FORM_requestNewRPAProcess
  • RWM_FM_BusinessExceptionCollection
  • RWM_requestSaveButtonText
  • RWM_processOnboardingPrimarySaves
  • RWM_FM_processRecordOnboardingView

Decisions:

  • RWM_caseManagementRoutingDetails

Connected systems:

  • RWM_UIPath_CSP
  • RWM_AppianRPA

Tables (data can be updated and added):

  • RWM_AI_QUESTIONS
  • RWM_LOOKUP_STATUS
  • RWM_SCORE_ASSESSMENT

Tables (structure can be modified):

  • RWM_ONBOARDING_NEW_FLOW_DETAILS

Data types:

  • RWM_ONBOARDING_NEW_FLOW_DETAIL

Objects not supported during upgrades

Don't modify the objects in this section if you want the ability to upgrade RWM in the future. If you must modify one of these objects, duplicate the object, update the application to reference the duplicate, and note the objects you updated.

You shouldn't modify the following RWM objects:

Data stores:

  • RWM UIPath DS
  • RWM AA DS
  • RWM JIDOKA DS
  • Robotic Workforce Manager Tables
  • Robotic Workforce Manager Views

Integrations:

  • RWM_UI_getExceptionQueueItems
  • RWM_initialiseLoadQueueProcess
  • RWM_AA_botRunnerDetails
  • RWM_AA_auditDetails
  • RWM_AA_scheduleList
  • RWM_AA_queues
  • RWM_AA_resources
  • RWM_JD_workItems
  • RWM_AA_updatedWorkItem
  • RWM_AA_startProcess
  • RWM_AA_startProcessWithQueue
  • RWM_cleanUpLoadQueueProcess
  • RWM_addToQueueProcess
  • RWM_JD_getSchedulerDetailsFiltered
  • RWM_JD_getQueueDetails
  • RWM_UI_startaProcess
  • RWM_JD_getschedulerDataOnLastUpdated
  • RWM_JD_getRobotList
  • RWM_JD_getCompletedItemsFiltered
  • RWM_JD_getAuditDetails
  • RWM_JD_startAProcess
  • RWM_JD_getWorkItemsFiltered
  • RWM_JD_traceSessions
  • RWM_AA_List_Process_Inputs
  • RWM_AA_queueItems
  • RWM_UI_addQueueItemFromException
  • RWM_UI_workItemEvents
  • RWM_UI_getRobotSessionInformation
  • RWM_UI_getStageScheduler
  • RWM_UI_getVersions
  • RWM_UI_getStageSessions
  • RWM_UI_getRobot
  • RWM_UI_getReleases
  • RWM_UI_getQueueDefinitions
  • RWM_AA_Process_List
  • RWM_initialiseObject
  • RWM_cleanUpObject
  • RWM_JD_getNodesStatus
  • RWM_JD_resubmitWorkItemToQueue
  • RWM_AA_ActivityList
  • RWM_UI_getQueueItems
  • RWM_UI_getStageProcess
  • RWM_UI_getStagingJobs
  • RWM_UI_getSpecificRobot
  • RWM_AA_authentication
  • RWM_JD_variablesForExecution
  • RWM_addToQueueLoadQueueProcess
  • RWM_BP_terminateSession
  • RWM_actionOfUpdateAppianTables
  • RWM_testAppianWebAPICall
  • RWM_getDataFromNextPageToken
  • RWM_BP_getSessionLogsFromBp

Process models:

  • RWM BP UpdateProcessDetails
  • RWM Write to Integration Log
  • RWM UI Start Process
  • RWM BP Update Tables
  • RWM Get Resource Status Details For Termination
  • RWM Start Process
  • RWM Delete Onboarding Process
  • RWM Add or Update Applications
  • RWM Case Management Task
  • RWM Resubmit to Queue
  • RWM UI Data For Daily Process For Scheduler
  • RWM UI Add Item To Queue
  • RWM JD Start Schedule Process
  • RWM JD Start Process
  • RWM JD HB Update Exception Process
  • RWM JD Add Item To Queue
  • RWM Sub Process Handle New Process Request
  • RWM Request New RPA Process
  • RWM Kill Process
  • RWM Request New RPA Wrapper Process
  • RWM Assign Value Assessment
  • RWM Bulk Task Re-Assignment
  • RWM UI VersionDataFromReleases
  • RWM Automation Data
  • RWM BPM Automation Relation
  • RWM RPA Report Model
  • RWM UiPath ETL Robot Info
  • RWM UiPath ETL Jobs Info
  • RWM UiPath ETL Session Info
  • RWM UiPath ETL Process Info
  • RWM UiPath ETL Queue Items Info
  • RWM UiPath ETL Queue Definition Info
  • RWM UiPath ETL Scheduler Info
  • RWM UiPath ETL Release Info
  • RWM UiPath ETL WorkItem Events Info
  • RWM UiPath ETL Dump Staging Process
  • RWM UI Dump Audit Table From Stage
  • RWM UI Dump Resource Details
  • RWM UI Dump Queue Details
  • RWM UI Dump SchedulerDetails From Stage
  • RWM UI Dump ProcessDetails DataFromStage
  • RWM ETL SP Execution
  • RWM UI Dump Stage To Main Tables
  • RWM UI Log API Failures And ETL History
  • RWM UI ETL Master Model
  • RWM Update Resource Alert Initiate Task
  • RWM Call Integration and Update Table
  • RWM Daily Process For Scheduler
  • RWM Update Value Assessment for Process
  • RWM Update Resource Status
  • RWM Resource Alerts
  • RWM Initiate Session Alert
  • RWM Session Alerts
  • RWM WorkItem Exceptions
  • RWM Wrapper Task Initiation
  • RWM UI ETL Wrapper Model
  • RWM JD Update Process
  • RWM JD Update Audit Table
  • RWM JD Update Resource Details
  • RWM JD Update QueueDetails
  • RWM JD Update Queue Items
  • RWM JD Update Workitem Details from Sess
  • RWM JD Update Main Scheduler Details
  • RWM JD Update Scheduler Details
  • RWM JD Update Work Items
  • RWM JD ETL Process
  • RWM JD Data For Daily Scheduler
  • RWM JD Daily Process For Scheduler
  • RWM JD ETL Wrapper Model
  • RWM Wrapper Update Resource Status
  • RWM HB Dump BPM Process Models
  • RWM HB BPM Sessions
  • RWM Update Session Alert Initiate Task
  • RWM Edit Instance Details
  • RWM Edit Environment Details
  • RWM Wrapper Configure Model
  • RWM AA Get Access Token
  • RWM AA Process Input List
  • RWM AA ETL Process List
  • RWM AA ETL Queue List
  • RWM AA ETL Resource List
  • RWM AA ETL Work Item List
  • RWM AA ETL Schedule List
  • RWM AA ETL Audit List
  • RWM AA ETL Activity List
  • RWM AA ETL Dump All Data To Stage Table
  • RWM AA ETL Feature Details
  • RWM AA ETL Master Model
  • RWM AA ETL Wrapper Model
  • RWM AA Start Process
  • RWM AA Start Schedule Process
  • RWM AA Update QueueItem
  • RWM AA Daily Process For Scheduler
  • RWM AA Data For Daily Scheduler
  • RWM AA Add Item To Queue
  • RWM Initiate Schedule Alert
  • RWM Schedule Alerts
  • RWM BP Task Initiate
  • RWM Archive Data
  • RWM Business Exception Initialise
  • RWM Business Exception
  • RWM Business Exception Template
  • RWM BP Schedule Details
  • RWM BP TestBPtoAppian ETL
  • RWM Add Security Roles
  • RWM BP UpdateWorkItemDetails
  • RWM Configure Resources
  • RWM BP Terminate Schedules
  • RWM BP Schedule Alerts
  • RWM Update Schedule Alert Initiate Task
  • RWM BP TriggerSessionLogsProcess
  • RWM BP Export Session Logs
  • RWM BP UpdateSessionLogs
  • RWM BP Process For Scheduler Sync

Web APIs:

  • RWM_downloadDocument
  • BP_WS_toUpdateProcess
  • BP_WS_updateResourceStatusDetails
  • BP_WS_updateQueue
  • BP_WS_toUpdateWorkItemDetails
  • BP_WS_updateSessions
  • BP_WS_updateAudit
  • BP_WS_schedule
  • BP_WS_toTestBPtoAppian
  • BP_WS_scheduleAlerts
  • RWM Export Queue ItemsRWM Export Queue Items
  • RWM JD Schedule Instructions Loop
  • RWM JD Completed Sessions Loop
  • RWM JD Work Items Loop
  • RWM JD Queue Items Loop
  • RWM_BP_WS_updateSessionLogs

Expression rules:

  • RWM_QE_getROIIndividualCostSavings
  • RWM_QE_getROICostSavings
  • RWM_QE_getROITimeSavings
  • RWM_QE_getROIIndividualTimeSavings
  • RWM_QE_getROIIndividualTimeSavings
  • RWM_SP_getMyAutomationBusinessGroups
  • RWM_SP_resourceUtilizationDataforLastOneDay
  • RWM_QE_getWorkItemSummaryDetails
  • RWM_QE_getSessionDataForTaskCreation
  • RWM_getTopExceptionsProcessInsights
  • RWM_constructSQLStatementForQueueItems
  • RWM_BP_constructRunningSessionQuery
  • RWM_UI_dumpSchedulerDetails
  • RWM_UI_dumpResourceDetails
  • RWM_UI_dumpQueueDefinitionDetails
  • RWM_UI_dumpProcessDetails
  • RWM_UI_dumpAuditDetails
  • RWM_SP_getProcessDetailsWithWorkitems
  • RWM_SP_getExceptionCaseDetails
  • RWM_SP_filterDataForCalendarBusinessGroup
  • RWM_SP_filterDataForCalendar
  • RWM_SP_deleteAutomationRequestUsingRequestId
  • RWM_QE_getBPMProcessReport
  • RWM_QE_BP_getInstanceDetails
  • RWM_JD_QE_getQueueItemsStatisticsReportView
  • RWM_getInstanceAndTenantDetails
  • RWM_getInstanceDetails
  • RWM_getQueueStatusDetails
  • RWM_getResourceStatusDetails
  • RWM_QE_getCaseDetailsForBulkExceptions
  • RWM_BP_triggerMetricsForProcessApi
  • RWM_BP_triggerMetricsForResourceApi
  • RWM_BP_triggerMetricsForScheduleAlertApi
  • RWM_BP_triggerMetricsForAuditApi
  • RWM_BP_triggerMetricsForWorkItemApi
  • RWM_BP_triggerMetricsForScheduleApi
  • RWM_BP_triggerMetricsForSessionApi
  • RWM_BP_triggerMetricsForQueueApi
  • RWM_triggerMetricsForWorkItemExceptions
  • RWM_triggerMetricsForSessionExceptions
  • RWM_triggerMetricsForResourceAlerts
  • RWM_triggerMetricsForScheduleAlerts
  • RWM_triggerMetricsForOpenExceptions
  • RWM_triggerMetricsForInProgressExceptions
  • RWM_triggerMetricsForClosedExceptions
  • RWM_triggerMetricsForDiscardedExceptions
  • RWM_triggerMetricsForCustomExceptions
  • RWM_metricForBpTaskInitiateModel
  • RWM_metricForAAetlWrapperModel
  • RWM_metricForUiPathEtlWrapperModel
  • RWM_metricForJdEtlWrapperModel
  • RWM_QE_getDataFromQueueExportTable
  • RWM_splitDateTimeIntervals
  • RWM_checkObjectExistence
  • RWM_BP_QE_getSessionLogsWithFilters
  • RWM_BP_constructSessionLogsData
  • RWM_BP_SP_pushSessionDataToExportTable
  • RWM_BP_QE_getSessionDataFromExportTable
  • RWM_SP_deleteEntryFromBpSessionLogsTable
  • RWM_BP_SP_getSchedulesOnGivenInterval

Database objects:

  • All functions, stored procedures, views, and tables (except RWM_ONBOARDING_NEW_FLOW_DETAILS)

Interfaces:

  • RWM_currentROICostSavingsReport
  • RWM_SEC_projectedCostsChartAndGrid
  • RWM_currentROITimeSavingsReport
  • RWM_ROIReport
  • RWM_SEC_projectedCostsChartAndGrid
  • RWM_BPLogsFilterandDownloadSection

Stored procedures:

  • RWM_ROI_COST_SAVINGS
  • RWM_ROI_INDIVIDUAL_COST_SAVINGS
  • RWM_ROI_INDIVIDUAL_TIME_SAVINGS
  • RWM_ROI_TIME_SAVINGS
  • RWM_BUDGET_APPROVAL_DETAILS

Constants:

  • RWM_PM_UPDATE_SCHEDULE_ALERT_AND_INITIATE_TASK
  • RWM_PM_CONFIGURE_ENV_DETAILS
  • RWM_PM_CONFIGURE_TENANT_DETAILS
  • RWM_PM_BP_UPDATE_SCHEDULES
  • RWM_AA_PM_START_SCHEDULE_PROCESS
  • BP_PM_BP_TASK_INITIATE
  • RWM_PM_UPDATE_SESSION_ALERT_AND_INITIATE_TASK
  • RWM_PM_RESOURCE_STATUS_INITIATE_TASK
  • RWM_PM_BP_SCHEDULE_ALERTS
  • RWM_PM_HB_BPM_SESSIONS
  • RWM_PM_CONFIGURE_RESOURCE_DETAILS
  • RWM_PM_BP_UPDATE_TABLES
  • RWM_PM_BP_UPDATE_WORK_ITEM_DETAILS
  • RWM_PM_BP_TEST_ETL
  • RWM_PM_BP_SCHEDULE_DETAILS
  • BP_PM_UPDATE_PROCESS_DETAILS
  • RWM_AA_PM_DATA_FOR_SCHEDULER
  • RWM_PM_ASSIGN_VALUE_ASSESSMENT
  • RWM_PM_REQUEST_NEW_RPA_PROCESS
  • RWM_JD_PM_TO_RESUBMIT_QUEUE_ITEM
  • RWM_JD_PM_START_PROCESS
  • RWM_JD_PM_START_SCHEDULE_PROCESS
  • RWM_PM_TO_ADD_QUEUE_ITEM
  • RWM_UI_PM_DATA_FOR_START_SCHEDULER
  • RWM_UI_PM_START_PROCESS
  • RWM_PM_RESUBMIT_TO_QUEUE
  • RWM_PM_RPA_CASE_MANAGEMENT
  • RWM_PM_ADD_OR_UPDATE_APPLICATIONS
  • RWM_PM_DELETE_ONBOARDING_PROCESS
  • RWM_PM_START_PROCESS
  • RWM_APPLICATION_VERSION
  • RWM_VAL_COMMON_STORED_PROCEDURE_ROI_COST_SAVINGS
  • RWM_VAL_SP_ROI_INDIVIDUAL_TIME_SAVINGS
  • RWM_VAL_SP_ROI_TIME_SAVINGS
  • RWM_VAL_COMMON_STORED_PROCEDURE_ROI_INDIVIDUAL_COST_SAVINGS
  • RWM_UPDATE_MONTHLY_ASSESSMENT_DETAILS
  • RWM_SP_RESOURCE_UTILIZATION
  • RWM_SP_QUEUE_ITEM_FILTERS
  • RWM_SP_SCHEDULES_DETAILS
  • RWM_VAL_WORK_FORCE_SUMMARY_STORED_PROCEDURE
  • RWM_SP_POPULATE_DATA_FROM_VIEWS_TO_TABLES
  • RWM_SP_JD_STAGING_TO_MAIN_TABLES
  • RWM_AA_SP_STAGE_TO_MAIN_TABLES
  • RWM_SP_BPM_STATISTICS
  • RWM_VAL_SP_AUTOMATION
  • RWM_SP_PROCESS_ANALYTICS_STORED_PROCEDURE
  • RWM_UI_SP_COMPLETED_SESSIONS
  • RWM_SP_JD_TRUNCATE_STAGING_TABLES
  • RWM_JD_PATH_SCHEDULE_INSTRUCTIONS_LIST
  • RWM_JD_PATH_COMPLETED_ITEMS_LIST
  • RWM_JD_PATH_WORK_ITEMS_LIST
  • RWM_JD_PATH_QUEUE_ITEMS_LIST
  • RWM_JD_PATH_WORK_ITEMS_LIST
  • RWM_NODE_INSTANCE_MAX_COUNT
  • RWM_BP_PM_EXPORT_SESSION_LOGS
  • RWM_FOLDER_BP_SESSION_LOGS
  • RWM_ENT_BP_SESSION_LOGS_EXPORT_TEMP
  • RWM_BP_PM_SESSION_LOGS
  • RWM_BP_PM_RETRIEVE_SESSION_LOGS
  • RWM_ENT_BP_SESSION_LOGS

CDTs:

  • RWM_BP_SESSION_LOGS_EXPORT_TEMP
  • RWM_BP_SESSION_LOGS

Objects that require merges during upgrades

Report interfaces and any object not listed above will require manual merging to upgrade to a new version. To avoid manual merges, you may want to duplicate these objects in order to modify them.

Interfaces:

  • RWM_caseInfoForCaseDetailsTask
  • RWM_caseInfoForResourceAlertTask
  • RWM_caseInfoForSchedulerAlertTask
  • RWM_caseInfoForSessionAlertTask
  • RWM_configureResourcesForm
  • RWM_configureScheduleDetails
  • RWM_CP_requestProcessGrid
  • RWM_CP_requestProcessStatus
  • RWM_displayExportToExcelForQueueReport
  • RWM_displayFilterForQueueItemDetails
  • RWM_DM_FORM_requestNewRPAProcess
  • RWM_DM_SEC_processDocumentsAndVideo
  • RWM_DM_SEC_processDocumentsAndVideoForPreviousRequest
  • RWM_DM_SEC_techCOEFeedback
  • RWM_FM_alertResourceDown
  • RWM_FM_resourceAlertTask
  • RWM_FM_reviewCaseDetailsTask
  • RWM_FM_scheduleAlertTask
  • RWM_FM_sessionAlertTask
  • RWM_FM_startScheduleStartForm
  • RWM_FORM_exceptionDetails
  • RWM_GRID_exceptionDetails
  • RWM_processAnalyticsForProcessRecord
  • RWM_queueDetails
  • RWM_RD_CaseSummary
  • RWM_RD_scheduleAlertTask
  • RWM_RD_superDashboardForProcessRecordPassID
  • RWM_resourceSummary
  • RWM_reviewCaseDetailsTaskButtonLayout
  • RWM_reviewCaseDetailsTaskButtonLayoutForQueueItems
  • RWM_reviewCaseDetailsTaskButtonLayoutForResourceAlerts
  • RWM_reviewCaseDetailsTaskButtonLayoutScheduleTask
  • RWM_SEC_caseDetailsForResourceAlerts
  • RWM_SEC_caseDetailsForScheduleAlerts
  • RWM_SEC_caseDetailsForSessionAlerts
  • RWM_SEC_caseDetailsForTask
  • RWM_SEC_displaySessionAnalyticsData
  • RWM_SEC_displaySessionDetails
  • RWM_SEC_exceptionDetailsFilters
  • RWM_SEC_sessionAlerts
  • RWM_startAndScheduleProcessComponents
  • RWM_tenantDetailsAdminScreen
  • RWM_caseInfoForCaseDetailsTask
  • RWM_caseInfoForSessionAlertTask
  • RWM_executionDetails

Expression rules:

  • RWM_constructSQLStatementForExceptions
  • RWM_CP_requestProcessStatus
  • RWM_exceptionAssignmentMailTemplate
  • RWM_getExceptionDataStatistics
  • RWM_getOnboardingViewDetailsGivenId
  • RWM_getTotalClosedCases
  • RWM_JD_constructInputWithRequiredField
  • RWM_JD_testGetWorkItemsFiltered
  • RWM_JD_typeCategoryandRequiredFieldInputs
  • RWM_processOnboardingPrimarySaves
  • RWM_QE_getAvailableResourceStatusDetails
  • RWM_QE_getFilterDataForExceptions
  • RWM_requestSaveButtonText
  • RWM_returnBaseProductDocPageForSuffix
  • RWM_SP_QE_getExceptionDetails

Constants:

  • RWM_APPIAN_VERSION

Data stores:

  • Robotic Workforce Manager Tables

Sites:

  • RWM - Control Center
Open in Github Built: Fri, Jun 24, 2022 (02:12:05 PM)

On This Page

FEEDBACK