Configure Quick RPA workflow

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

1. On the Kofax 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, and custom services 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:

   • Task

   • Rule

   • Condition

   • True/False Condition

   • Sub Process

   • E-mail

   • Loop

   • RPA Node

   • 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. Save the workflow.

   Any processes created as part of an RPA workflow are made available for reuse within TotalAgility Apps.

   When you publish a Quick RPA workflow:

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

   • A Create new job form is created.

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

   When you publish a Quick RPA workflow for the second time, the generated Create new job and Take activity forms are recreated. However, the version of the recreated forms is not incremented.