Modify a workflow solution in TotalAgility Advanced Studio

You can modify a RPA solution (a solution created in TotalAgility Advanced Studio >Workflow) using the "Edit in advanced mode" option available on the RPA designer in TotalAgility Studio. Once the solution is modified, you can switch to the RPA designer using the "Edit in TotalAgility Studio" option in the TotalAgility Advanced Studio.

The option to move to the RPA designer is not available if you are editing a standard process.

You can open an RPA solution in TotalAgility Studio and make the following modifications:

  • Add any node type to a RPA solution in the TotalAgility Advanced Studio and save or release the process without breaking the solution. However, any unsupported nodes added via the TotalAgility Advanced Studio appear read-only in RPA designer.

  • Modify a work type. When you reopen the solution in the RPA designer, the updates are automatically applied.

    • A message appears stating "The work type associated with the process has been modified since the process was last saved, the process is automatically being updated to reflect these changes."

    • Newly added fields are automatically added to the key data and the removed fields are removed from the key data for the solution.

    • The variables added to the work type in the TotalAgility Advanced Studio are available in the RPA. However, any unsupported variable types appear read-only in RPA designer.

  • Any states added in the TotalAgility Advanced Studio are available for use in RPA; however, you must know that they exist and their correct names.

  • You can add notes in the TotalAgility Advanced Studio and RPA designer.

  • You can create data models in the TotalAgility Advanced Studio and use them in RPA designer.

  • The document sets, roles, milestones, and process events are not available for use in RPA designer but any of these items added via the TotalAgility Advanced Studio and configured for activities are retained when the solution is re-published.

  • All items generated when the solution is published are listed within the solution associations as hyperlinks. You can open and edit these items in the TotalAgility Advanced Studio.

Before you begin

Make sure you have access to the TotalAgility Advanced Studio.

Procedure

To modify the RPA solution in the TotalAgility Advanced Studio, perform the following steps:

  1. In the RPA designer, select the Edit in advanced mode link to switch to TotalAgility Advanced Studio.

    The system saves the workflow solution and opens the business process in the TotalAgility Advanced Studio.

  2. Make changes as needed.
  3. To switch back to RPA Advanced Studio, select Edit in TotalAgility Studio.

    The system saves the process and switches to the RPA designer and opens the workflow solution.