Hi Sam,
Defferal setting from control room gives user or the controller who monitors the sessions and queues a feature to manually set the review date for any queue item on the screen being displayed so that the item shall be temporarily frozen in Pending state until the review date has been elapsed and then only the item would be available to be picked up at any point of time.
Defer Until parameter gives the digital worker or the robot this functionality to temporarily freeze the item via the automation workflow when the item is being just being added to the queue. One example I can give you is, let say you are automating a ticket assignment process in Service Now. Now in your process, let us assume that if the bot reads a particular comment box associated with the ticket it is working. Let say if the comment says something with a keyword as 'Manual Review'. In such a case, you may not want to directly process that item at that time, instead you may want to freeze that item till some required time interval so that any human can do the manual steps in between and then at a later point of time you can process that item. In such a scenario, ideally you would use this feature while you are pushing each ticket item from the Service Now platform directly onto Blue Prism. At the end of the day, everything would be added to the queue but the bot wont actually process such tickets which are differed right at the beginning when they got added.
Defer action is used to temporarily freeze any work item in between the processing of that queue item. Let us assume you have a workflow where you process each transaction into one or more applications. Now let say your bot does Step A, Step B and then at Step C either the item can be processed successfully or there needs to be some review set up for a human worker. So ideally at this step C, in you workflow you can decide in between whether we need to process or defer the item and before deferring the item, you can initiate some notification as well to the human worker that the item needs to be reviewed. In this way, the next time when the deferral period has been elapsed, your bot can continue from where it left if you design your solution in such a way.
So concluding my points, all these different methods work for the same purpose that is to temporarily freeze the items in the queue till some given interval of time. Only the moment and the procedure of applying this deferral logic is different in each case.
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Hope it helps you out and if my solution resolves your query, then please mark it as the 'Best Answer' so that the others members in the community having similar problem statement can track the answer easily in future
Regards,
Devneet Mohanty
Intelligent Process Automation Consultant | Sr. Consultant - Automation Developer,
Wonderbotz India Pvt. Ltd.
Blue Prism Community MVP | Blue Prism 7x Certified Professional
Website:
https://devneet.github.io/Email: devneetmohanty07@gmail.com
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Hope this helps you out and if so, please mark the current thread as the 'Answer', so others can refer to the same for reference in future.
Regards,
Devneet Mohanty,
SS&C Blueprism Community MVP 2024,
Automation Architect,
Wonderbotz India Pvt. Ltd.