You can use a template to build an automation from a task bot or a process. As a Citizen Developer or Professional developer, you can select from prebuilt templates and create new automations based on your automation goal.

Prerequisites

  • These tasks are performed by a user who has a Bot Creator or Citizen Developer license.
  • The user must have View my bots permission.
  • The user must have Check in and Check out permission on the folders of where the template resides.
  • The user must add any custom templates before they can use them to build an automation.

Build an automation from a task bot template

To build an automation from a task bot template:

  1. Log in to the Control Room.
  2. Create a new automation from templates.
    1. On the left pane, click Automation.
    2. From the top right page, click Create > From template.

      You will see all the available (custom and pre-built) templates in the Create from template window.

    3. Search for a specific template in one of the following ways: search for the template name or description, or select the template.
      Note: On the Create from template > Task Bot window, the pre-built templates from Automation Anywhere display the Automation Anywhere logo and description. which helps developers understand the business context provided in a template in a summarized way and quickly locate the templates to build automations.
      Choose template from template picker window to create automations
    4. Click Continue. You can also click the View template icon to open template in the Bot editor and view it.
    5. In the Create from template window, enter the automation name.
    6. Accept the default folder location: \Bots\. To change the default automation storage location, click Choose and follow the prompts.
    7. Click Create and edit.
    Result: After entering the automation details, the Bot editor is displayed. The automation structure is added to the canvas, and you can start editing a template.

    Use predefined template

  3. If required add more actions to the workflow, edit the properties of the existing actions, or delete specific steps.
  4. Click Save.

    Additionally, you can select Save as copy to save an existing automation.

    Save predefined template as copy or as another template

Build an automation from a process template

To build an automation from a process template:

  1. Log in to the Control Room.
  2. Create a new automation from templates.
    1. On the left pane, click Automation.
    2. From the top right page, click Create > From template.
    3. All available (custom and pre-built) templates display in the template picker window.

      Click the Process tab to show process templates only. To preview a process and review its details as read-only in a new browser tab, you can click the Binoculars icon.

      Available process templates

    4. Select one of the available templates, or enter a name or description to search for a specific template.
    5. Click Continue.
    6. In the Create Process from template window, enter the automation name and description (optional).

      Create process from template window

    7. You can accept the default folder location \Automations\, or click Browse... to change the default automation storage location.
    8. Click Create and edit.
    Result: After entering the automation details, the process template is displayed. The automation structure is added to the canvas, and you can start editing the process template.

    Process template example

  3. Click Save.

    Additionally, you can select Save as copy to save an existing automation.