Custom Template

In this chapter, we will guide you through creating a template quickly with a simple goal, and introduce nodes, testing, and testing tools in RPA.

Goal: Use RPA to open the system dialer.

Step 1: Enter RPA Page

In the PhoneGrid client, click Automation on the far left.

Step 2: Create Templates

Select Create Templates.

Step 3: Select Test Cloud Phone

Select the cloud phone you wish to test. If you have not activated your cloud phone yet, please activate it first.

Step 4: Create Nodes

Nodes are the core capability of RPA. You can complete a series of complex tasks through nodes.

1. Click the + (plus sign) in the flow.
2. We offer a comprehensive set of node tools, which you can learn about in the "Node" chapter.

(If you want to get started quickly, you can go directly to import the workflow.)

Step 5: Test Verification and Save

1. Select the cloud phone to test in the upper right corner and click the Test button.
2. The specified cloud phone opens the dialer, and the run finishes. At this point, the node status in the workflow should be success.
3. When your workflow is fully edited and tested, click Save .

Note: Two Test buttons are provided. 

[Mark1] The left one runs the full RPA workflow

[Mark2] The right one executes a single step only.