New Robotic Process Designer (Preview)

Robotic processes are ideal for rote and repetive tasks, but configuring the process workflow for straightforward tasks can still be complex and time-consuming. The new robotic process designer brings speed and simplicity to the design side of robotic process automation. Build a robotic process rapidly using features like drag-and-drop actions, action groups, and inline configuration panes. The new designer also shows you the robotic process workflow at a high-level, including what's happening in the Setup and Clean up sections.

This page describes the interface and functionality of the new robotic process designer. This feature is currently available to preview in Appian RPA. Many of the most common types of interactions are supported. See Unavailable actions for a list of the features still in development.

Not all actions are supported in the new designer preview. If an action is unavailable, it appears in the Actions Palette but you won't be able to add it to the workflow. Additionally, you won't be able to use workflow libraries or custom inputs in the preview.

If you need to use one of the unavailable actions, exit the preview by clicking Use Previous Designer in the banner at the top of the screen.

The new robotic process designer preview is active by default for each new robotic process you create using the Blank template. If you would rather use the previous version of the workflow designer, click Use Previous Designer in the banner at the top of the workflow designer to exit the preview. Once you exit the preview, you won't be able to access it again for that robotic process.

To start exploring the new designer, go to the Task tab in the robotic process configuration.

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Robotic process variables

Add robotic process variables in the new designer the same way you did in the previous designer. See Robotic process variables for more information.

Actions Palette

Similar to the Interface Designer, the Actions Palette shows you the actions that are available to add to the robotic process. Use the search bar to quickly find an action by name, or browse the list of actions within each low-code module.

rpa-new-designer-palette.png

To add an action to the workflow:

  1. Click and hold an action in the Actions Palette.
  2. Drag and drop it to the section or action group where you want to add the action.
  3. Click and drag the action to reorder it relative to the other actions in the section or action group.

That's it! You can configure the action in the Configuration Pane.

Unavailable actions

The following actions aren't yet available in the new designer preview:

  • General
    • Loop
  • Conditions
    • Is expression true? (Appian Services)
    • Is element present (Browser)
    • Wait for an attribute (Browser)
    • Wait for window title (Browser)
    • Read next row (Excelmap Data Provider)
    • Check if robot available (Execution)
    • Does file or folder exist (File System)
    • Wait for window title (Operating System)
    • Is element present (Windows Automation)
    • Wait for element (Windows Automation)
  • Appian Services
    • Evaluate expression
    • Start process
  • Browser
    • Set timeout in seconds
  • Excelmap Data Provider
    • Get current item attribute by column
    • Get current item attribute by name
    • Initialization with URL
    • Initialization with file parameter
    • Set current item attribute by column
    • Set current item attribute by name

Action groups

Action groups help you organize actions that work together to achieve a desired outcome. For example, you may want to organize your workflow so that login actions are contained in an action group.

To add an action group to the workflow, click and drag Action Group from the Actions Palette to a section.

Sections

The robotic process designer includes three default sections: Setup, Main, and Clean up. Drag and drop actions to any section to get started. To learn more about how the Setup and Clean up sections behave at runtime, see Sections.

Click the arrow in the section's toolbar to expand or collapse that section.

Configuration Pane

When you add an action to the workflow, the configuration options appear in the Configuration Pane within the designer. The configuration options vary based on the action you're adding.

rpa-new-designer-config.png

See the RPA module documentation for details on each action's configuration options:

Open in Github Built: Mon, Dec 06, 2021 (04:19:37 PM)

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