Create template

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

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.

Procedure

You can create a template using one of the following methods:

  • Use 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 new template
    1. Log in to the Control Room.
    2. Create a new template.
      Note: Currently, you can create a template only from a Task Bot. This option creates an automation as an intermediate step. If you do not plan to edit or use the automation, you can delete it.
      1. On the left pane, click Automation.
      2. Click Create new > 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

    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