Copy a bot

Copy a bot to create a duplicate sequence of actions within your private repository. The copy retains the metadata of the original bot including captured images, recorded objects, called files, and child bots.

Procedure

To copy a bot, follow these steps:

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Mouse over the actions menu.
    The actions menu is the vertical stack of three dots to the left of each bot.
  3. Click the Copy Task Bot icon.
  4. In the Name field, enter a name for the duplicate bot.
    Important: Bot names must be unique within accessible folder locations. If a bot with the same name already exists in a folder in the Public workspace that you have access to, you will not be able to copy or create a bot with the same name in your Private workspace. Additionally, a folder name conflict in the Public workspace, when combined with an existing bot of the same name in the Private workspace, can also prevent bot creation or check-out operations.
    Consider the following naming conventions when copying bots:
    • Ensure that a bot name does not end with a period (.) or space.
    • Do not use bot names that are reserved for the Windows operating system. The reserved bot names are as follows:
      CON PRN AUX NUL COM1
      COM2 COM3 COM4 COM5 COM6
      COM7 COM8 COM9 LPT1 LPT2
      LPT3 LPT4 LPT5 LPT6 LPT7
      LPT8 LPT9 -- -- --
    • For more information about file naming, see Microsoft guidelines.
  5. Optional: Click Browse to select the folder where to save the bot.
  6. Click Copy.
    The duplicate bot appears in the specified folder.