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Create a Robotic Task From a Template [Removed]

The capabilities described on this page are included in Appian's standard capability tier. Usage limits may apply.

Note:  Templates are only available on Appian 23.2 and earlier.

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 rpa-robotic-process-templates-icon.png in the toolbar.

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

    rpa-create-from-template.png

  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. rpa-create-process.png
  5. Click OK.
    Result: The browser downloads the robotic task code and the robotic task configuration page displays.

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