Edit a template

Use the Edit template option to add, modify, or delete actions and automation steps based on your business scenarios.

Note: You cannot edit a template in the public workspace. You can check-out the template from the public workspace to edit it in the private workspace.

Procedure

  1. Log in to the Control Room.
  2. On the left pane, click Automation.
    A list of available templates and automations is displayed.
  3. Perform the following steps to edit a new or checked-out template in the private workspace.
    1. Click the actions menu (vertical ellipsis) and click Edit Template.

      The template opens in the edit mode in the Bot editor.

    2. Click any action in the editor that you want to update.
    3. Edit the required fields.
      You can modify the existing property values or delete actions.
    4. If required, add new actions or files you want to add as dependencies.
  4. Click Save.