Create a new Robotic Task

This page discusses how to create a robotic task in Appian Designer.

If you are new to Appian RPA, see the Robotic Tasks topic in the Learn section for an introduction to robotic tasks.

Create a robotic task

Required role: Developer or Administrator

Robotic tasks are created in Appian Designer.

To create a robotic task:

1. In the list of design objects, click NEW > Robotic Task.
   

2. Configure the following properties:

   Property	Description
   Name	Name to identify the robotic task. This value must be unique. Spaces are not supported, so consider using underscores to separate words. It is a best practice to preface the name with the application specific prefix.
   Description	Supplemental information about the robotic task that is displayed in the Appian Designer Objects view.
   Robot Pools to Add	Select the robot pool(s) responsible for executing this robotic task.

3. Click Create. The Review Robotic Task Security dialog displays.
4. Configure security for the robotic task.
5. Click Save. Appian creates the robotic task and you're brought to the robotic task configuration page.

Immediately after you create the robotic task, you need to configure the robotic task's definition and technical details. See Configure a robotic task to get started.

Security

The security role map of a robotic task controls which developers can see or modify it and its properties. Unlike some other objects, Robotic Tasks never inherit security.

The following table outlines the actions that can be completed for each permission level in a robotic task's security role map:

Robotic Task Actions	Admin	Editor	Viewer	Deny
View definition	Yes	Yes	Yes	No
Export	Yes	Yes	Yes	No
Duplicate	Yes	Yes	Yes	No
Edit definition	Yes	Yes	No	No
Import new version	Yes	Yes	No	No
View security	Yes	Yes	No	No
Edit security	Yes	No	No	No
Delete	Yes	No	No	No

Execution Actions	Admin	Editor	Viewer	Deny
Execute robotic task	Yes	Yes	Yes	No
Debug a robotic task	Yes	Yes	Yes	No
View list of executions	Yes	Yes	Yes	No
View execution details	Yes	Yes	Yes	No
Download execution artifacts	Yes	Yes	Yes	No
Query execution info	Yes	Yes	Yes	No
View robotic task schedule	Yes	Yes	Yes	No
Create or edit new robotic task	Yes	Yes	Yes	No
Pause execution	Yes	No	No	No
Stop/Abort execution	Yes	No	No	No
Delete execution	Yes	No	No	No

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