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Use Quick RPA

The applications published in Quick RPA are available in Workspace along with a landing page; this page provides a dashboard from which you can create new instances of your RPA workflow, take and complete activities, view job properties, and monitor statistics on the jobs.

  1. On the header bar of your Workspace, click the Apps menu.

    The App List page appears.

  2. On the App Types list, select Quick RPA.

    The published RPA workflows are displayed as cards. By default, the name, description, and image for each workflow is displayed.

  3. To open a specific application, enter the name of the application in the Name field and click Search.

    The specific application is displayed as a card.

  4. You can do the following on the application card:

    View dashboard

    		Click the View dashboard icon to view the application dashboard. See Quick RPA dashboard.

    Open the Create new job form

    		Click the Run icon to open the Create new job form. The form opens in a new browser window.

    Add a note

    		Click the Notes icon to display the Add Note dialog box where you can add the text as a note.

    This note is added on the Collaboration tab in Quick RPA and on the Notes tab in the TotalAgility Designer with appropriate details.

When upgrading Tungsten TotalAgility, make sure the check box for Import system Workspace Package is selected to make the Apps menu available in Workspace.

Quick RPA dashboard

The Quick RPA dashboard allows you to perform various functions on jobs and activities using the following items available on the dashboard.

Active

  • Start<Application name>: When you click this button, it redirects you to a page where you can create a new instance of your application. The data displayed depends on your selected application.

  • Jobs: This option allows you to perform various job actions such as view jobs, terminate jobs, add notes or change states. To view job properties, click the application link under Process, which redirects you to job details form that includes the following tabs:

    • General: This tab includes general information such as the creator of the application, the time and date of creation, service level, status, state and priority and the activities that are open. You can perform actions such as take activities, view job properties and add notes to the activities.

    • Progress: This tab opens the process in a map viewer showing the current progress.

    • History: This tab includes information about the recently completed activities.

    • Data: This tab displays a list of variables and their values, with an option to update the variable values.

    • Comments: This tab includes comments if any. To add new comments, click Add Comment, enter a note and click OK.

    Active

  • Back to Dashboard: Click this button to go back to the Quick RPA dashboard.

  • Activities: This option allows you to perform actions such as take activities, view job properties and add notes to the activities.

  • Tiles: Displays the count of active and completed jobs for the application.

  • Charts: Displays a breakdown of jobs by creator and states (if states are defined in your application).