Create a Quick RPA workflow

Using Quick RPA, you can create a workflow with the help of tasks (manual activities), conditions, sub processes, branching rules, and end nodes.

1. On the Quick RPA Workflows page, click Create new RPA workflow. The Quick RPA page opens in a new browser tab.

   Alternatively, click New if you are on the Kofax TotalAgility Quick RPA list page.

   The Quick RPA Workflow Designer opens.

2. Configure the Workflow Details, Workflow, Key Data, and Collaboration on the respective tabs to create a Quick RPA workflow.
   1. Provide workflow details
   2. Create variables
   3. Update workflow settings
   4. Configure a Quick RPA workflow
   5. Add key data
   6. Add a collaboration note

   A red dot on any of the tabs indicates the configuration is incomplete or invalid.

3. You can either save the workflow and publish it later or publish the workflow now.

   • To save the workflow, click Save.

     The workflow is saved in the current user's working category with the version 0.01 (minor version). You can change the category if needed.

   • To publish the workflow, click Publish.

     The workflow is published with a major version 1.0.0.

     The business process is released and Create new job form, work type, work queue queries, and job queries are generated. If a process, form, work type, work queue query, or job query exists with the same name, you must enter a different name.

   These artifacts are named based on the Quick RPA workflow name with a suffix of the item name. For example, for QRPA1, the Create new job form is generated and saved as 'QRPA1CNJ.form'.

4. To close the workflow, click Close on the RPA Workflow Designer.

   On confirmation, the RPA workflow is closed.