Creating a Template - Designer - Foundation 24.2 - Foundation 24.2 - Ready - Hyland RPA - external - Hyland-RPA/Designer/Foundation-24.2/Hyland-RPA-Designer/The-Interface/Templates/Creating-a-Template - 2025-04-03

Hyland RPA Designer

Platform
Hyland RPA
Product
Designer
Release
Foundation 24.2
License
To create a template:
  1. In the Solution Explorer pane, right-click BuildingBlocks, Helpers or Application and then select Add new Workflow File.
    The Add New Workflow File dialog box is displayed.
  2. In the File Name field, enter the file name and then click Okay.
    A new workflow file is created.
  3. Create the template within this workflow.
  4. To save the workflow as a template, in the Solution Explorer pane, right-click on the new workflow and then select Save As Local File.
  5. Navigate to the Composer\Templates folder and then click Save.
  6. On the Templates tab, click Refresh.
  7. The microbot is available in the Templates list.