Clone a bot

Create a read-only copy of the bot from the public workspace to the private workspace so that you can have a local copy without checking out the bot.

Prerequisites

  • Create a user with a Bot Creator license.
  • Create a custom role with the clone permission assigned at the folder level to the user.
  • To clone a bot in the dependency folder, you must have the clone permission on the dependency folder.

Cloning a bot does not affect other users' access to the bot in the public workspace. A bot can be cloned by multiple users.

You cannot edit a cloned bot. To edit a bot in your private workspace, choose one of the following options:

  • Create a copy of the cloned bot and edit.
  • Delete the clone, check out the bot to your private workspace, make changes, and re-check in the bot.

For more information on editing a bot, see Edit a bot.

After you have cloned a bot into your private workspace, any updates or changes made on that bot in the public workspace is applied to the cloned bot as well.

Procedure

  1. Log in to the Control Room as a Bot Creator user.
  2. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  3. Select the bot you want to clone, click the actions menu (vertical ellipsis), and click Clone Task Bot.
    The cloned bot appears in the same folder structure in the private workspace.