Configure Quick RPA workflow

You can configure the flow of a solution using the Workflow tab.

  1. On the Tungsten TotalAgility Quick RPA page, click the Workflow tab.

    By default, a Start node and an RPA node are added in the Designer area. For a Start node, the default name (Start) appears in the Title field. Click the node and enter a new name to change the name for the node as needed. From the RPA node, you can add tasks, rules, conditions, sub-processes, custom services, and other nodes such as RPA and Design to create a workflow.

    You cannot delete an RPA node.

  2. Click the RPA node.

    The Activity properties panel is displayed.

  3. Configure the following properties:
    1. By default, the node Type (read-only) is displayed as RPA Node. Change the Title as needed.
    2. On the Server list, select the configured RPA server.
    3. On the Project list, select the projects associated with the RPA server.

      The robots configured in the RPA server appear on the Robot list.

    4. On the Robot list, select a robot.

      On selecting the robot, by default, the Robot description displays the read-only text that is specified while configuring the robot.

    5. Select the Input data asSingle Object (default), All objects, First object, and Last object.

      At runtime, you can provide the input data value based on the selected input data type. For example, if single object is selected, you can provide a single value as input.

    6. The Name (read-only) and Value (process or server variable) fields for input data are automatically displayed on selecting the robot.
    7. Select the Output data as Multiple Objects (default) or Single Object.
    8. The Name (read-only) and Value (process or server variable) fields for output data are automatically displayed on selecting the robot.
      • If a data object variable exists of the same type as either the input or the output, that variable is mapped to the input or output.
      • If a data object variable of the same type does not exist as either the input or the output, a local data model is created, and a corresponding data object variable must be created and mapped to the input or output. These variables appear on the data list.

      • If there are two paths leading into an RPA node, the additional property "Activities to complete before this one" becomes available in the properties panel.

      • You can change the robot and/or variable mappings via the property panel. The data object variables are only available as a top-level item when being selected, that is, you cannot map a child of the data object variable.

    9. Enter the State to be set when the workflow reaches this point.
  4. To add a new node. click below the RPA node.

    The Add activity dialog box is displayed.

  5. Add the following nodes as needed and configure them:

    • You can undo or redo to remove or reapply your changes for the nodes and their properties.

    • You can add or remove nodes at any point in the process. You cannot delete an RPA node.

  6. Click Add

    The node is added.

  7. Add an end node.
  8. Click Publish on the ribbon bar.

    • The Create new job form is generated, and the generated form name is displayed in the Job creation form box. The Open form option is displayed.

      When every time the solution is published, a create new job form is re-created, the "Job creation form" property is available, but in read-only mode.

    • You can do the following with the generated form:

      Open form: Opens a form in the TotalAgility Designer if you have access permissions for Quick Apps in TotalAgility Designer. For more information, see "Assign access permissions for Quick Apps" in TotalAgility Designer Help.

    • The items are created within the category selected in the App settings.

    • An activity form is generated for any task that is using a parent level data object variable as an input or output.

    • Any processes created as part of a Quick RPA Workflow are made available for reuse within TotalAgility Apps.