Templates

Automation 360 provides (out-of-the-box) templates that you can use to quickly create and build new automations. These templates contain prebuilt automation code structure that you can select based on your business processes.

Overview

Important: Currently, you can create templates only from Task Bots.

Templates enable teams to automate common business scenarios rapidly and are user-friendly for citizen developers because there is no need for coding skills. For example, the Payroll management team can use predefined templates to generate pay slips for the employees of an organization. Similarly, the Human resource team can use templates to automate processes such as application processing, interview scheduling, employment offers, and employee onboarding, offboarding, and exiting.

Benefits of templates

  • Templates simplify the process of creating automations enabling citizen developers with low or no coding knowledge to use predefined templates for their business use cases.
  • Professional developers can use predefined templates to quickly build and customize complex automations.
  • Using prebuilt code structures reduces errors and enforces coding best practices.
  • Templates enable you to start automation initiatives quickly and efficiently without having to re-enter duplicate information into several automations.
  • Templates reduce cost, enhance productivity, and accelerate development.

Benefits of using templates

Templates for user roles

Professional developers: Lead or advanced developers can use, create new templates, or customize the existing ones to build automations.
  • Enable developers to develop templates for more complex business cases.
  • Improve the reliability of automations by reducing errors.
  • Improve process efficiencies for reliable automations by adhering to coding best practices such as placeholders for comments, exception handling, logging, and so on.
Citizen developer: Business users can use predefined templates or create simple templates for their daily automations, such as desktop applications, data collection, data processes, request approvals, and task assignment.
  • Templates for common business use cases enable quick and easy application development, ensuring quality.
  • Ability to achieve automation goals by following a set structure of code which does not require an in-depth knowledge of packages, actions, or triggers for a specific business use case.

Templates for users roles

Permissions

To access the templates, you must have the following permissions:
  • View my bots permission
  • Additionally, you must have the following permissions on the folders containing the templates you want to update:
    • Check in
    • Check out
    • View content

Types of templates

Types of template

Using templates

Templates in the private workspace are available only to those users who created them. Templates created in the private workspace can be made available to other users by checking in the template to the public workspace.

Role-based access control (RBAC) does not apply to templates. Depending on your folder or file level permissions where the template resides, you can access all the templates in the public workspace. For example, RBAC is set at the package level, and you do not have access to a particular package but you do have access to a specific template. In this case, you can access the templates but not the packages in the template. A message displays indicating you do not have access to that package.

The following video shows how to create and use templates.