UiPath Documentation
studio
2023.4
false
Guide de l’utilisateur de Studio
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Workflow à partir d'un modèle

Use workflow templates as base models for other workflows. You can use built-in templates (e.g. Sequences, Global Exception Handler, create custom templates, or use templates from libraries installed in your projects.

Conditions

  • Les modèles sont spécifiques au type de projet et à la langue.
  • Les modèles de fichiers ne peuvent pas être convertis en workflows, compilés ou publiés.
  • Vous pouvez créer des modèles basés sur d'autres modèles.

Sources des modèles

When you add a new workflow to a project, you can choose a template on which to base it. The templates that you can choose from vary depending on the type of file you are adding (workflow or test case), whether you've installed libraries that contain file templates, and whether you've previously added templates to your project Templates folder.

Modèles de fichiers intégrés

Séquence (Sequence)

The Sequence template is useful if you want to design a workflow with sequential activities that act as a single block. This template is available only for workflows.

Diagramme de flux (Flowchart)

Use the Flowchart template to design workflows with multiple branches. This template is available only for workflows.

Machine d'état (State Machine)

Use the State machine template to design workflows with activities that get triggered based on specified states. This template is available only for workflows.

Modèles de fichiers locaux

Local templates are created in the Templates folder of the project when you extract a file as template and when you add a template to the Templates folder. Local file templates are available inside the project where you create them. Local templates added in a library project will be available in projects where the library is installed as a dependency.

You can create local templates of three types: execution template, workflow template, and test case template. When you extract a file as a template, the template type is applied automatically based on the type of file you extract (workflow or test case). When you manually add a template to the Templates folder, you select the type of template to create.

Modèles de fichiers de package

Les modèles de fichiers de package sont des modèles de fichiers inclus dans des bibliothèques ou des packages d'activités installés en tant que dépendances dans un projet.

When you create a workflow, you can find workflow templates from installed libraries under Package file templates in the Template dropdown.

Ajout d'un modèle de fichier local

You can use the contextual menu in the Project panel to manually add workflow, execution, and test case templates based on other templates to your project. After you add a template, you can edit it in the Designer, and then use it as a starting point for creating other files.

To add a workflow template, right-click the Templates folder, and then select Add > Workflow Template. You can then select a template on which to base the new template.

Extraire un fichier comme modèle

Si vous souhaitez rendre un workflow existant disponible en tant que modèle pour les fichiers futurs, extrayez-le en tant que modèle.

In the Project panel, right-click a workflow, and then select Extract as Template.

The extracted file is added to the Templates folder. The following image shows a workflow template created from a sequence and two test case templates.

Modèles de workflow dans les bibliothèques

You can create workflow templates in libraries the same way you create them in processes. After you publish the library, the templates marked as public are available as package file templates in projects where the library is installed.

Création d'un workflow à partir d'un modèle

  1. Créer un processus vierge

  2. Créez le workflow que vous souhaitez utiliser comme modèle. Pour cet exemple, l'exemple de workflow crée un formulaire dans lequel les personnes interrogées donnent leur nom complet et leur âge, puis imprime l'âge indiqué par la personne interrogée dans le formulaire.

  3. When you finish building the workflow, right-click it, and select Extract as Template.

    Name the template, choose the Templates folder as the location to store it in, and select Create. For this example, the name of the template is MyFirstLocalTemplate.

  4. Go to the Design tab, in the File group, select New > Workflow. The New Workflow window is displayed.

  5. Give it an appropriate name and choose the location as the Templates folder, and select the template that you previously created from the Template dropdown list. For this example, choose MyFirstLocalTemplate.

Example: Check out the sample XAML project below.

Download example_Sample.zip)

Suppression d'un modèle

To remove a template, expand the Templates folder in the Project panel, right-click the template, and then select Delete.

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