Project Templates

Primo RPA Studio provides the ability to create a project from a template. You can use a built-in template or create one.

Built-in Templates

The list of available templates is located in the File ➝ Project menu. To create a project, simply click on the desired template.

Examples of templates:

1. Robotic Enterprise Framework (REF) — a template for creating reliable, fault-tolerant processes connected to Orchestrator.
2. Linear Process (SEQ) — a template for creating fully functional linear processes.
3. Mail process (Mail) — this template allows you to use email as a queue.

Custom Template

To create your own template, follow these steps:

1. Create a project that should serve as a template and pack it into a project.zip archive (File ➝ Export ➝ Pack Project).
2. Select an icon for the template (hereinafter icon.png).
3. Create a manifest file manifest.xml. Example file structure:

<?xml version="1.0" encoding="utf-16"?>
<ProjectTemplateItem xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <Name>Template Name</Name>
    <Description>Template Description</Description>
    <Version>Version (1.0)</Version>
    <MainProcessPath>Main process name (Main.ltw)</MainProcessPath>
</ProjectTemplateItem>

4. Place the project.zip, icon.png, and manifest.xml files in the corresponding folder in the ProjectTemplates directory of Studio. ”