Call Trees

The Call Tree feature allows users to view the structure of a process in a modal window and export it in .xlsx format for analysis and documentation.

This guide provides step-by-step instructions for accessing and exporting Call Trees from different entry points, along with a breakdown of what the Call Tree includes and why it’s useful.

About Call Trees:

Call trees present a hierarchical view of a bot starting with the Main (Root) process and showing all the components that are called directly and indirectly. There are different types of components as indicated by the legend:

Name	Description
	A typical Blueprint process
	A Blueprint process that is reused by another Blueprint process (i.e. called multiple times) and does not call any other Blueprint processes
	Calls to components that have not been imported to Blueprint and are therefore unavailable/unknown.

How to View and Download a Call Tree:

You can access and export Call Trees from two locations: the Process Editor and the RPA Dashboards.

From the Process Editor:

1. In the Explorer pane, select the desired process or folder.
2. Open the Actions dropdown on the top right and choose Export Call Tree.
3. A modal will appear, displaying the Call Tree for the selected process.
4. To download the Call Tree, click Export
5. A job is scheduled to complete the request
6. Navigate to the Jobs tab on the top banner
7. Click the Download icon () on the right side of the row

From the Statistics Dashboard:

1. Choose RPA Dashboards and Reports dropdown in the main header
2. Select the Statistics Dashboard
3. Click the Change Scope button and select the appropriate Project or Folder
4. Select Per Call Tree View from the Views dropdown
5. Select Mains Report from the center dropdown
6. Click the Actions dropdown above the table and choose Export Call Tree
7. To download the Call Tree, click Export
8. A job is scheduled to complete the request
9. Navigate to the Jobs tab on the top banner
10. Click the Download icon () on the right side of the row

From the Estimator Dashboard:

1. Choose RPA Dashboards and Reports dropdown in the main header
2. Select the Statistics Dashboard
3. Click the Change Scope button and select the appropriate Project or Folder
4. Select Effort - Biggest & Complex First Report from the center dropdown
5. Click the icon in the View Call Tree column for the call tree you want to view/download

Exported Report Details:

The exported excel sheet includes following details:

• Blueprint Process ID: Displayed to the left of each process name to help identify components uniquely.
• Call Tree Hierarchy: Represented visually through indentation—each level of nesting indicates a deeper layer in the process structure.
• Legend Indicators (in Column H):
  • Missing Components are highlighted in red
    • Missing Components have their Process ID shown in square brackets [ ]. This ID refers to the process that is attempting to call the missing component.
  • Reusable Components are highlighted in blue