Appian RPA Console

The Appian RPA Console is the control panel where the user can monitor and manage robotic processes.

The console is also the resource's "control room", where you can define the execution parameters, start and stop executions, and query the robotic process's actions. You can supervise the tasks performed by the robotic process by following a visual workflow.

This page reviews the main aspects of the Appian RPA Console interface and actions you can take.

Open the Appian RPA Console

When you log in to Appian, you're automatically logged in to Appian RPA. To access the Appian RPA Console, navigate your browser to the following URL:

https://yoursite.example.com/rpa

You can also access the console through the Appian navigation menu.

rpa-appian-access.png

Home screen

You're brought to the Home screen of the console when you log in, which displays the Dashboard.

rpa-console.png

In the upper right hand corner of the menu, you will find the Search field, where you can find any item in the execution trace, such as a processed document's identification number. Type in the item you would like to search for and press enter. Results are displayed on the List of executions screen, in which all executions, including the one you searched for, are shown.

Tabs in the console

You'll see additional tabs in the Appian RPA console. Each tab is described in detail on a different page:

User preferences

You can access user preferences in the console by clicking the gear icon. Your role is displayed just below your username.

You have these options in the menu:

  • Change your language to English or Spanish
  • Refresh your Maven key (Developers and Admins only)
  • Customize automatic report download settings (Admins only)
  • Log out

Console User Menu

Time zone

Usually, consoles are configured to work in a time zone compatible with their users. However, it would be possible that some users access the console from other locations.

All dates and hours shown in the console refer to the console's defined time zone and not the user's local time. All of the following components can be affected:

  • Scheduling
  • Configuration
  • Robot execution time windows
  • Execution log trace
  • Robots execution list
  • Registered event list
  • List of executions

It is important to know that for users in different time zones, every time they are going to work with calendars including date and hours or every time they want to monitor executions or events, the hours displayed will not correspond to their local time zone.

In the table below, for a specific console and users accessing from different time zones, we can see an example of the scheduling they must put (column Target) to make the robot be executed at the user local time (column To set).

Console User Target To set
Miami (UTC-04:00) Spain (UTC+02:00) 10:00 06:00
Miami (UTC-04:00) India (UTC+05:30) 10:00 00:30
Miami (UTC-04:00) Miami (UTC-04:00) 10:00 10:00

Within the console, you'll see multiple lists where you can filter the display and add views.

When you hover over a row in a list, the row is highlighted so you can easily see which row you are selecting. You can also open the selection in another tab.

You may be able to modify the content of specific cells in a row. Modifiable columns will have the pencil icon 2232517.png in the header row.

  1. Hover over the cell to edit.
  2. Click on the pencil icon when it appears.
  3. An Edit value window appears, where you can make edits.

All lists have a default sorting criterion. Some lists allow you to sort based on other columns. Click the column of interest to sort it based on ascending or descending data.

You can also choose the number of results to show per page.

Filtering lists

Some lists can contain many rows, making it hard to find what you're looking for. You may find it helpful to filter the list by any text contained in the visible columns. Enter a term in the Filter field and press Enter to filter the list.

For example, if you want to see a list of robotic processes containing the word "demo", you can type it in the Filter field, so that only the processes containing the term "demo" in any column will be shown.

Timeline filter

A timeline filter is available for the following lists:

  • Event list in the Events section on the Monitoring tab
  • Executions list associated to a robotic process
  • Executions list associated to a specific resource's detail view

To use the temporal filter:

  1. Click on the clock icon 2232448.png in the header of the list. This icon is red when a filter is active and black when no filters are applied.
  2. Select filters in the window that appears.
  3. Press OK and the changes will be shown in real time.

Timeline filter

Views

You can set up views for preset filters on the lists you usually work with. Views are set up at user level, so each user can specify the views he or she needs. The system will remember the last selected view for each user and for each list with this feature available.

Views are particularly helpful when several people work together or when a number of robotic processes or resources are commonly grouped.

Views are defined using regular expressions, which will perform the "grouping" just like filters.

At the top of a list, you will find the views icon ( 2232445.png ) with a default view: All. If you've added views, those options appear here as well.

To add a view:

  1. Click the additional options icon and click Add.
  2. In the window, you can enter a unique name for the view and enter the regular expression to be used.
    • By default, the checkbox Use simple expression is marked. When this field is checked, internally the string ".*" wraps the term we write and the filter uses the text to filter.
    • If the field is unchecked, you can use regular expressions for more complex filtering matching the pattern you specify.

    It's a good idea to know about regular expressions, since they are used both in the SDK and in the filters and searches provided by the platform.

  3. Click OK to save the view.
  4. The new view will be shown next to the default view ("All"), with the elements that meet the filter specified by the regular expression.

rpa-add-view.png

You can edit a view to change both the name and the regular expression. To edit a view:

  1. Click on the view so it's active.
  2. Click the additional options icon and click Modify.
  3. In the window, modify the view's name or regular expression.
  4. Click OK to save the view.
  5. Once modified, the listing will display the new name and the set of elements meeting the new filter.

To delete a view, click Remove in the additional options while the view is active. This will open a confirmation dialog to delete the view.

rpa-view-active.png

Exporting lists

Lists can be exported in different formats:

  • To export text to the clipboard, click on the icon 2232433.png. In this case columns are separated by tabs.
  • To export to a CSV file, click on the icon 2232437.png. With these option columns are separated by commas.

In case you want to export a full list, be sure to first choose "All" in the menu for selecting the rows to display. By default, a maximum of 15 rows are shown, thus the export would work only with those first 15 rows.

Exporting to CSV format will only include text characters. In the above example, the columns Result and Actions would not be exported (though their headers will).

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