Create a Robotic Task From a Template

A robotic task is the result of the integration of all Appian RPA platform components. A robotic task follows steps that are configured in the Appian RPA console and executes on a specified robot. This page discusses how to create a robotic task in Appian RPA from a template.

Templates give developers a head start when creating new robotic tasks. Appian RPA includes default templates for common operations.

Required role: Developer or Administrator

To create a robotic task from a template:

1. Go to the Robotic tasks tab in the Appian RPA console.
2. Click Templates in the toolbar.

3. Find a template in the list and click Create a robot in the Actions column.

   

4. Enter these details:
   • Name: Name to identify the robotic task in the console and Maven project.
     • Note: This value must be unique in your Appian RPA environment. Spaces are not supported, so consider using hyphens to separate words. It is a best practice to preface the name with the application specific prefix.
   • Permissions: Assign permissions to configure security for the robotic task.
   • Group: Location of the Maven project. We use the default value, although it can be modified.
   • Version: Version of the robotic task. As in the previous case, the default value will be used.
   • Repository: Select a repository or use the console's default.
5. Click OK.
   Result: The browser downloads the robotic task code and the robotic task configuration page displays.

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