- Getting started
- For administrators
- RPA workflow projects
- Creating an RPA workflow from an idea
- Creating a project
- How to start an RPA workflow
- Managing project files and folders
- Connecting RPA workflows to your accounts
- Configuring activities
- Managing the activities in a project
- Passing values between activities
- Iterating through items
- Managing the data in a project
- Configuring a project to use your data
- Using file and folder resources
- Local setup for RPA workflow and app projects
- App projects
- Agentic processes
- Agents
- Solutions
- API workflows
- Tests
The Automation details page contains detailed information about each project listed in the Workspace page. To reach the Automation details page, simply select the
icon on the right of a project.
Dedicated buttons on the top of the page allow you to edit and share the project. Select
See more to access more options for your project:
- Project settings - Allows you to change the name and the description of the project. The window is resizable.
- Change history - Opens the change history window, where you can see details about each version of the project listed in chronological order. Selecting a version opens it in Studio Web in read-only mode.
- Duplicate - Creates a copy of the selected project.
- Open in Studio Desktop - Opens the project in Studio Desktop. If Studio is not installed on your machine, a dialog is displayed giving you the option to download and install it.
- Download - Downloads the selected project as a UIP file which can be imported in Studio Web.
- Delete - Removes the selected project.
Note:
Deleting a project cannot be undone.
On the right side of the Automation details page, you can find other relevant project information:
-
Collaborators - Who collaborated on the project.
-
Connections used - What Integration Service connections are used in the project. Each connection contains the following information: an icon representing the connector, the connection name, the connection status, and whether a connection is personal or from a shared folder. The connection status is highlighted by the following icons:
- The Connected
icon if the connection is valid. - The Disconnected
icon if there are issues with the connection. Select
> Fix connection on the right side of a disconnected connection to fix it. Please note that no status is available for browser connections. Select
> Manage all connection to handle your connections in the Integration Service
- The Connected
-
Project Details - See the project's published status and when it was created, last modified, and last deployed.