Create template

Create a custom template to build a framework containing a list of steps that you can use to automate repetitive work.

Reduce the time to build using templates with built-in best practices, leading to enhanced automation quality and reliability. You can create and reuse templates to capture repetitive patterns seen in automations, further optimizing developer productivity.

For example, your organization runs a biweekly data backup to store and secure data on the cloud, and this process is being automated across multiple departments. Instead of each department building the automation from scratch, they can use templates to customize it based on their own unique requirements.

Prerequisites

  • This task is performed by a user who has a Bot Creator or Citizen Developer license.
  • The user must have View my bots permission.
  • To check in and check out the templates, user must have Check in and Check out on the folders of where the template resides.
You can create a custom template using one of the following methods:
  • Use an existing automation.
  • Create a new template from a Task Bot.
  • Create a new template from a process in Process Composer.

Create a template from an existing automation

  1. Log in to the Control Room.
  2. On the Automation page, open an existing automation.
  3. Add new actions or modify the existing property values in the automation.
  4. Click Save as Template to save the template.

    Create template from existing automation

Create a template from a Task Bot

  1. Log in to the Control Room.
  2. Create a new template.
    1. On the left pane, click Automation.
    2. Click Create > Task Bot.
    3. In the Create Task Bot window, enter the template name.
    4. Accept the default folder location: \Bots\.

      To change the default template storage location, click Choose and follow the prompts.

    5. Click Create and edit.

      Create new template from a Task Bot

  3. Based on your use case, you create a custom template in the Bot editor using actions from the Action pane, and then select the Save as Template option.

    Save options for bots

  4. In the window that opens, enter the template name, description, and path, and then click Save.

    Save bot as a template

Create a template from a process

  1. Create a new process or open an existing process in Process Composer:
    1. Log in to your Control Room as a Bot Creator.
    2. From the left pane, click Automation:
      1. To create a new process, click Create new > Process and enter a name. Click Create & edit. For more details, see Create a process automation in Process Composer.
      2. To access an existing process, click the process automation name from the available list.
  2. After you have created and saved a new process, or edited an existing process, click Save as Template at the top right corner of the page to save the process as a template.

    Save as template menu selection

  3. Enter a name for the new process template, description (optional), and set the destination folder in the Save as template dialog.

    Save a process as a template dialog

  4. Click Save. The following shows an example of a newly created process template. To indicate the type of file, the Process template label displays at top left corner of the page next to the Process template's title.

    Process template example

  5. To make this new process template available to other users, you must check it in. For more details, see Check in a template.