Modify a workflow solution in TotalAgility Designer
This topic provides the information on modifying a workflow and work type in TotalAgility Designer.
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You can modify a Quick RPA solution in TotalAgility Designer if you have access to the TotalAgility Designer. You can modify a Quick RPA solution in TotalAgility Designer using the Edit in advanced mode option provided that you have access to the TotalAgility Designer. Once the solution is modified, you can move back to the Quick RPA designer using the Edit in Quick App.
The option to move to the Quick RPA designer is not available if you are editing a standard process.
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You can add any node type to a Quick RPA in the TotalAgility Designer and save or release the process without breaking the solution. However, any unsupported nodes added via the TotalAgility Designer appear read-only with a name and type displayed in Quick RPA.
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You can modify a work type in the TotalAgility Designer and the updates are applied to the Quick RPA. When you reopen the solution in the Quick RPA:
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A message appears stating "The work type associated with the process has been modified since the process was last saved, the process is automatically being updated to reflect these changes."
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Newly added fields are automatically added to the key data and the removed fields are removed from the key data for the solution.
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The variables added in the work type (in the TotalAgility Designer) are available in the Quick RPA; however, any unsupported variable types appear read-only in Quick RPA designer.
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Any states added in the TotalAgility Designer are available for use in Quick RPA; however, you must know that they exist and their correct names.
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You can add notes in the TotalAgility Designer and Quick RPA.
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You can create data models in the TotalAgility Designer and use them in Quick RPA.
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The document sets, roles, milestones, and process events are not available for use in Quick RPA but any of these items added via the TotalAgility Designer and configured for activities are retained when the solution is re-published.
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All items generated when the solution is published are listed within the solution associations as hyperlinks. You can open and edit these items in the TotalAgility Designer.
To modify the Quick RPA in the TotalAgility Designer, perform the following steps:
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In the
Quick RPA, click the
Edit in advanced mode link to switch to
TotalAgility Designer.
The system saves the workflow solution and opens the business process in the TotalAgility Designer.
- Make changes as needed.
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To switch back to
Quick RPA, click
Edit in Quick App.
The system saves the process and switches to the Quick RPA designer and opens the workflow solution.