- Release notes
- 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
- App projects
- Agentic processes
- Agents
- Solutions - Preview
Studio Web User Guide
Designing solutions
Each solution consists of one or several projects which can be managed from the Solution Explorer.
The Solution Explorer helps you manage the projects in your solution, as well as the project files in each project.
From the
Solution Explorer button on the upper-left side of the designer, you can:
- Use the
Add to solution button to:
- Add a project to your solution (RPA workflow projects, app projects, etc.) from the Add to solution section.
- Add an activity or add a control in the currently selected RPA workflow project or app project from the Add to file section.
- Import an existing project from the
Add to solution section.
Note: You can also access the Add to solution section by right-clicking the solution.
- Use the
Search button to find specific projects, files, pages, actions, variables, or arguments in your solution.
- Rename the solution by right-clicking it and selecting Rename.
- Move files and folders by dragging and dropping them in the desired location.
- Right-click a project to access project-specific options.
Resources added to your solution appear in a separate Resource Explorer, located at the bottom of the Solution Explorer. The Resource Explorer can be collapsed, expanded, or resized based on your needs.
Resources are automatically added to the solution as they are used by activities. Resources are grouped under these categories:
- Apps - User interfaces powered by automations that allow you to build custom business applications which connect to data.
- Assets - Shared variables or credentials that you can use in different automation projects.
- Business rules - Objects used to store and manage Decision Model and Notation (DMN) files.
- Connections - Integration Service connections that help in establishing tasks between single users and external applications.
- Context - Context Grounding indexes that give access to permissioned knowledge bases.
- Processes - Package versions linked to a particular folder.
- Queues - Containers that enable you to hold an unlimited number of items.
- Storage buckets - Per-folder storage solutions leveraged in creating automation projects.
- Task catalogs - Action containers where you can categorize your actions based on various criteria. The catalog that stores an action is set when an action is created, using action creation activities in Studio Web.
- Dependencies - Activity categories contextually linked into a specific project.
You can remove a resource by right-clicking it and selecting Remove from solution.
For more information on how to create, define, and use resources, refer to Solution resources.
To learn more about solution-aware activities that leverage solution resources, refer to the System activity package, the Persistence activity package, and the Integration Service user guide.
The Data Manager allows you to manage the data when working on an RPA workflow project that is part of your solution. This data includes:
- Variables - Store data and pass it between activities in a project.
- Arguments - Store data and pass it into or out of a project.
- Entities - Data Service records.
To learn more about the Data Manager, refer to Managing the data in a project.
The Errors panel allows you to identify issues in the current RPA workflow project.
To access the Errors panel for a project, select the icon on the
upper-left side of the page. The number of identified issues is displayed next to the icon.
Opening the Errors panel shows you the list of identified errors or warnings. After selecting an error or warning, you can use the Go to source button to jump to the activity that has the incomplete or invalid configuration.
The Toolbox
is visible
in the context of working on an app project. From the Toolbox, you can add or search for
app
controls.
The Deployment configuration panel displays the components of the solution package.
To access the Deployment configuration panel, select the icon on the upper-left side of the
page.
You can change how the components are listed from the View as list and View as tree buttons. You can also use the Search button to find specific components.
The Notifications panel lists cross-tenant notifications related to actions
performed in the context of your solution. To access the Notifications panel, select the
bell icon
from the top navigation bar.
Notification can be filtered by the services they reference or by their severity.
To learn more, refer to Notifications in the Automation Cloud admin guide.
