Quick RPA user interface

When you open Quick RPA from the TotalAgility Apps, the following is the default web page that loads.

Quick Workflow Home page

The initial view of Quick RPA includes the following elements.

Kofax logo

The Kofax logo. You can click this logo to come back to the Home page from anywhere in the application.

Kofax TotalAgility Quick RPA
The application name.
Logged-on user's name

Click to display the following options:

  • Profile: Allows you to edit your profile.

  • Logout: Logs you out of Quick RPA.

Help button

Click to open the Quick RPA help.

Refresh button

Click to refresh the window and display the newly added or modified items.

Import
Allows you to import a workflow.
Category list

Displays the list of categories that the logged-on user has access to. The user's working category is selected by default.

Search field

Lets you locate an item by name.

Enter the item name and click . Items belonging to the criteria are displayed. If no items related to search criteria exist, then an empty list is displayed. On clearing the search criteria, all the items from the working category are displayed.

Create new RPA workflow button

Allows you to create a new RPA workflow.

When you already have existing workflows and open Quick RPA, the initial view displays the following buttons. Quick Workflow Home page with existing data

Refresh button

Click this button to refresh the window and display the newly added or modified items.

New button

Click this button to create a new RPA workflow.

Import button
Click this button to import a process into the Quick RPA workflow.

How to:

See also: