RPA Actions Palette

Appian RPA provides several actions to make it easier to develop a robotic task. You can configure actions in the Palette to build a robotic task without writing any code. For specific actions and use cases, Java modules are also available for developers who write Java.

Actions

Actions streamline the robotic task development process. Unlike Java modules, actions don't require you to write any code to set up and configure them in a robotic task workflow. Instead, you'll select options from a menu and configure which variables to use. If you're an Appian developer getting started with Appian RPA, you'll find the actions familiar. Although your robotic task may be complicated, development using actions is simple and accessible.

Similar to the designing interfaces, the Palette shows you the actions that are available to add to the robotic task. Use the search bar to quickly find an action by name or browse the list of actions. You can find these actions in the Palette when you are creating the robotic task definition:

• General
• Conditions
• Appian Services
• Browser
• Execution Actions
• Excel: License Not Required
• Excel: License Required
• File System Module
• Image Recognition
• Items
• Keyboard
• Mainframe (Advanced Tier only)
• Mouse
• Operating System
• Windows Automation

Just getting started? Use the following table to find the action that can help you automate common tasks:

I want to…	Suggested action
Capture text from a website	Get attribute
Capture text from an application	Get attribute
Log in to a website	Interact with element
Fill out a web form	Interact with element
Start an Appian process	Start process
Evaluate business logic	Evaluate expression
Send or retrieve application documents	Upload document Download document
Start a robotic subtask	Execute robotic subtask
Move files on the host machine	Move a file or folder
Delete files on the host machine	Delete a file or folder
Find and click an icon on the desktop	Locate image
Paste text	Set clipboard value and Press keyboard shortcuts
Work with an Excel file	Excel: License Not Required and Excel: License Required

Add an action to the workflow

To add an action to the workflow:

1. Click and hold an action in the 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.

Loops

Loops repeat actions until a condition is satisfied. For more information about looping, see General Actions.

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