#BetaBlogs - Save as Template feature arrives in 18.4

betafollowup
18_4

#1

Customization is one step closer to making your automations easier due to this feature.

You can Save as Template either a Process or a Library. You may wonder how does this help you?

  • Create a custom process or library with a particular set of package dependencies
  • Create a full custom project template with workflows included
  • Essentially you can create your own custom REFramework directly from Studio.
  • Templates are of 2 kinds: Library template and Process template
  • Upgrading Studio keeps all your preferences

Let’s see an example: after creating your process that will be a template, you just click on Save as Template.

The following modal dialog will show up asking for details about your future-to-be-template:

Done! You can now see your saved template in the Studio Backstage:

Now the next time you want to create a Process based on your own template, just start from there. And the Name and Description will be the Default Project Name and Default Project Description that you have set initially when you created the template.

The same built-in templates will still exist and cannot be removed, but your custom ones can.

Tell us what you think, how would you improve this and how do you plan to use this feature. I’ll break the ice by saying that i would like to be able to share these templates with my colleagues in the future. There, i’ve said it! What else? :slight_smile:

All the best!

Your team @ UiPath


Unable to integrate Robotic Enterpirise Framework
2018.4 Community Beta Release
#2

#3

Good job with the feature, definitely useful.

What would you think of having a similar feature (or even modifying this one) to create Template based only in one workflow?

You could later the “New” Button to create a file based on this template, the same way you are doing it for Sequences, Flowchart etc…

image

It is typical to use automation templates to build our workflow (ex: Components, process) and it would have an even bigger impact than the current feature, used only once, during the project creation.

You could expose two types of templates creation:

  • Workflow templates
  • Project Templates

A Workflow template would be used quite many times during the project.

Cheers


#4

Great, I am sure this is certainly a very useful feature for all the users :clap::clap:

Best,
Prankur


#5

I assume a custom template will only appear in your local studio? Can this easily be shared in a team?


#6

Not easy right now. Only via manual copy. But sharing is next. Thanks!


#7

Hi @MirceaGrigore and UiPath Team.

This is really a nice feature. We don’t want to create the process files again and again. Really amazing. It saves time and work. great :clap: :clap::clap::clap::clap::clap::clap::clap:

Regards
Balamurugan.S


#8

Hi @MirceaGrigore

Definitely a great feature but I am struggling to find the location where these custom templates are getting saved, can you please help me with this ?

Thank You


#9

Hi @madaan_parul

See here:
%userprofile%\AppData\Local\UiPath\ProjectTemplates