Subscribe

UiPath Insights

The UiPath Insights Guide

Templates

UiPath Templates

Based on the user permissions needed to interact with them, UiPath Templates can be divided into two categories: default templates (Processes, Robots, and Queues) and the Business ROI template.
They are view-only, but users with Designer permissions can copy them to the My Dashboards section and subsequently edit and customize them. Designers can make this copy by clicking the Copy icon on the dashboard tile.

Viewers can still interact with the Templates via the pre-made filters and cross-filtering. They can also download or schedule the dashboards to be sent to desired recipients. Designer users can also add alerts on top of the templates without making a copy. See the Alerts and Schedules section for more details.

📘

Note:

You cannot delete templates, and you cannot add dashboards that you create to the Templates tab.

Business ROI Template

If a user has ROI Viewer/Editor permissions, they can see the Business ROI template under the UiPath Templates tab. ROI Viewers can view and interact with the dashboard in the same way that Viewers can interact with default templates. The same rule applies to Designers with ROI Viewer permissions: their access to the Business ROI template is limited as if they are a Viewer. Having the overall Designer permission does not grant a user any more rights than a Viewer has when it comes to the Business ROI template.

If the user has both Designer and ROI Editor permissions, they can explore the dashboard, make a copy of it to the My Dashboards tab, and view all formulas behind the calculations once the copy is made or if they click Explore from Here on any widget.

📘

Note:

The Business ROI template is locked until the admin enters information into the ROI dataset. See Configuring the ROI Dataset for more details on this.

Process Manual Values

The Process Manual Values explore contains the following fields:

  • Dimensions

Dimensions

Description

Hourly Cost

Corresponds to hourly cost entered per process by the admin on the ROI dataset configuration page.

Manual Time (min)

Corresponds to the manual time (mins) entered per process by the admin on the ROI dataset configuration page.

Process Name

The same process name as in the jobs explore.

  • Measures

Measures

Description

Total Cost per Manual Hour

The cost across all processes per manual hour.

Total Manual Time (mins)

The sum of total manual time it would take for a human to do the equivalent processes that the robot has done.

Queue Manual Values

The Queue Manual Values explore contains the following fields:

  • Dimensions

Dimensions

Description

Hourly Cost

Corresponds to hourly cost entered per queue item by the admin on the ROI dataset configuration page.

Manual Time (min)

Corresponds to the manual time (mins) entered per queue item by the admin on the ROI dataset configuration page.

Queue Name

The same queue name as in the queues explore.

  • Measures

Measures

Description

Total Cost per Manual Hour

The cost across all queues per manual hour.

Total Manual Time (mins)

The sum of total manual time it would take for a human to process the equivalent transactions that the robot has.

For more information about the ROI Dataset and how to customize it, see Configuring the ROI Dataset

Updated 5 months ago

Templates


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.