- Getting started
- Administration
- Designing automations
- Creating an automation from an idea
- Creating a project
- How to start an automation
- Managing project files and folders
- Connecting automations 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
- Using UI Automation for browser interactions
- Running and testing your projects
- Managing automations
- Studio Web API
Creating a project
There are multiple ways in which you can create a project. You can create a project from one of the available templates to get started quickly, create a project from scratch, import a project exported from Studio Web, or duplicate one of your existing projects.
Templates are preconfigured projects that automate common scenarios. You can use a template as is or you can use it as a starting point for a new project to avoid starting from scratch. Templates are also a good way to learn how to automate.
You can create custom templates and make them available for everyone in the organization.
Use the search box at the top of the page to search in the list of templates by name, description, and apps that are used (searching is limited to 256 characters).
If you want to always see a template at the top of the list, select More actions
> Pin for that
template.
To create a project from a template:
- Select the template you want to use.
- On the template page, you can view the template details. Some templates require no configuration, while others may need additional configuration to customize them with your data. You can do that on the template page or after the project is created.
- Click Use template.
If there is any required information you haven't provided, you are prompted to enter it. Select Use template to enter the information in the project later, or select Keep editing to go back and finish the configuration first.
- The project is created and the workflow opens in the project designer.
If the project suits your needs, you can use it as is. Otherwise, you can edit it to make it work for you by editing the trigger, changing the activities it contains, removing or adding activities.
- Go to the Automations page in Studio Web.
- On the upper-right side of the page, select New project.
- Your new project opens. To get
started:
- Select how to trigger your automation - manually, on a schedule, or when an event occurs in an application. For more information, see How to start an automation.
- Give the project a name. The name is displayed on the upper-left side of the designer (by default Untitled). To edit it, right-click the project in the Project explorer and select Rename. Choose a descriptive name to make the project easy to identify.
- Click the Plus
button under the trigger activity and then
add a first activity to start building your workflow.
- Go to the Automations page.
- On the upper-right side of the page, select the arrow next to New project, and then select Import project.
-
In the import dialog, either select Choose to locate and open a UIP file from your machine, or drag a UIP file from your machine's file explorer and drop it in the dialog.
-
The imported project is added at the top of your projects list.
- Go to the Automations page.
- Select See more
> Duplicate next
to the project to copy.
A new project is added at the top of your projects list. The name of the project is the name of the project you duplicated followed by
1.
