Every robotic process serves a distinct purpose within a business or department. If you find that many of your robotic processes are built in similar ways, it could be useful to create a template. A template can be configured to use your chosen set of methods, actions, variables, and more to save time and avoid any of these details being overlooked during setup. Essentially, templates give developers a head start when creating new robotic processes.
This page outlines the advantages of using templates to create a robotic process in Appian RPA, the steps to do so, and how to share a template with other Appian RPA developers through the Appian App Market.
If your team has built a tried and true robotic process that others may find valuable, you can create a template to share with them. Other teams won't need to start from scratch and spend time configuring the robotic process to be the same. Instead, they can start from that same point and modify the template as needed, either building on its capabilities or changing the existing ones. In this way, templates can reduce errors and accelerate robotic process development.
Before you get started, it's important to understand what's included in a robotic process template. Some configuration options can't be added to your template to protect security.
You'll create a template using a new or existing robotic process configuration. Keep in mind some best practices for creating robotic process templates as you get started.
Click Save as Template at the top of the page.
You can use templates created in other environments. Import the template to begin using it in your own environment.
You can also use the import option to update a template in the Appian RPA Console. After you select a file to upload, Appian RPA lets you know that a template with the same identifier exists. Click Continue to replace it.
After a template is put to use in an RPA environment, you might find areas for improvement. Templates may also need routine maintenance to work with updated or new technology. You can update a robotic process template to keep it useful and efficient.
If you previously created a template from a robotic process and use the same template name, the new template will overwrite the existing one. You'll need to manually update the version number, however.
To update a template, you need to use the robotic process you used to create the template originally. You can't use a different robotic process to update a template. If that original robotic process no longer exists, you can use the current version of the template to start over, giving the process and template new names.
You can also update a template by importing a new version of the same robotic process template.
Whenever a robotic process is saved as a template in the Appian RPA Console, it's saved to the List of Templates page. To find this page, go to the Robotic Processes tab and click Templates from the toolbar.
You'll see the list of available templates. Sort the list by the Name, Description, or Version columns. Each template also shows when it was last updated, as well as available actions. You can use the Filter field to search for robotic process templates whose names or descriptions match your search terms.
You can't download or delete Appian RPA's default templates.
Administrators and developers have the option to import a template from this page. After you import a template, it's available to use across the Appian RPA environment. Administrators can delete any template in the RPA Console, but developers can only delete the templates they imported or created.
To create a robotic process based on a template, click Create a robot in the Actions column. You'll see the same options available when you create a robotic process from scratch, including Name and Permissions fields.
You can share your robotic process templates with other Appian RPA customers in the Appian AppMarket. The AppMarket provides a collaborative environment for you to share your work and to leverage the experience of others. Feedback from your community members can help improve your template and grow your Appian RPA skills.
As you get started, here are a few guidelines to help you build valuable RPA templates:
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