--- title: "Robotic Process Automation (RPA)" slug: "robotic-process-automation-rpa" updated: 2025-12-08T15:29:36Z published: 2025-12-08T15:29:36Z canonical: "docs.processmaker.com/robotic-process-automation-rpa" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Robotic Process Automation (RPA) Robotic Process Automation (RPA) is an integration with UiPath to simplify repetitive tasks, reducing the need for manual intervention. Manual workflows often result in high error rates and long processing times, leading to frustration and delays for both clients and employees. RPA addresses these challenges by automating tasks, improving operational efficiency, reducing errors, and optimizing business processes. Key features of this integration include: - Seamless integration with UiPath - Configure the RPA engine directly within ProcessMaker - Utilize a command center to monitor robots, jobs, and executions effectively. - Install local helper software to define robot job instructions and register these configurations with the cloud orchestrator effortlessly. - View all job and authentication data clearly within the RPA solution for better integration management. - Incorporate RPA processes into ProcessMaker using the Modeler for streamlined process automation. **Benefits** - **Increased Productivity:** Automate repetitive tasks to save time and boost productivity. - **Improved Accuracy:** Reduce errors through automation, ensuring more accurate results. - **Faster Processing Times:** Accelerate business processes for quicker turnaround times. - **Enhanced Satisfaction:** Improve both customer and employee satisfaction with streamlined and efficient processes. Watch the following product tour to learn how to use RPA. [Embedded content](https://cdn.iframe.ly/2vAFCiq) > [!NOTE] > Please refer to [UiPath's User Guide](https://docs.uipath.com/studio/standalone/2023.4/user-guide/configuring-studio-settings) to set up all required settings before [configuring RPA integration](/v1/docs/robotic-process-automation-rpa) and [using an RPA object](/v1/docs/robotic-process-automation-rpa) in ProcessMaker. --- ## Configure RPA Integration Admin Settings > [!WARNING] > The RPA Integration Admin settings need to be configured only once and require administrative access to ProcessMaker Platform. Follow these steps to view and edit RPA settings: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Admin** option from the top menu. The **Users** page will display. 3. Click the Settings icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(148).png)from the left sidebar to view all settings. 4. From the **Settings** panel on the left, expand the **Integrations** section, and then select **Robotic Process Automation.** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(152).png) 5. Click the Edit icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(151).png)next to each setting to enter values for that setting. 6. In the **Organization Nam**e setting, enter the name of your organization. 7. In the **Client ID** setting, enter the Client ID provided by UiPath. 8. In the **Client Secret** setting, enter the Client Secret provided by UiPath. 9. In the **Tenant ID** setting, enter the Tenant ID provided by UiPath. 10. In the **Redirect URL** setting, copy the Redirect URL to UiPath provided by ProcessMaker. 11. Click the **Authorize Account** button to connect to UiPath. 12. If the integration is successful, use the Select **Available Folders** setting to select folders from UiPath. > [!NOTE] > **Manage Settings** > > - Click the **Edit ico**n ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(153).png)to change a setting. > - Click the **Copy to Clipboard** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(154).png)to copy the value of a setting. > - Click the **Clear** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(155).png)to remove the value of a setting. --- ## Add RPA in Processes Processes in UiPath can be added to ProcessMaker processes by using the RPA Integration object in the Modeler. Follow these step in this section to integrate your UiPath processes in ProcessMaker. **Permissions** Your user account or group membership must have the following permissions, unless your user account has the **Make this user a Super Admin** setting selected: - Processes: Edit Processes - Processes: View Processes See the [Process](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) permissions or ask your Administrator for assistance. Add an RPA object from one of the following locations in Process Modeler: - **Object Panel:** Located to the left of the Process Modeler canvas, the Object Panel contains various modeling objects. - **Object Bar:** Located at the bottom of the Process Modeler canvas, the Object Bar contains [pinned](/v1/docs/process-modeler#pin-and-unpin-objects) modeling objects for quick access. Add from the Object panelAdd from the Object bar Follow these steps to add an RPA object from the Object panel to the Process model: 1. Ensure that the Object panel is visible. If not, click the Add icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(156).png)from the Object bar at the bottom. 2. Click on the **Robotic Process Automation** object. 3. Click the location in the Process model to place this object. Follow these guidelines: - If a Pool element is in your Process model, the object cannot be placed outside of the Pool element. - To place this object between two existing objects, follow [these instructions](/v1/docs/sequence-flow-element#place-an-object-between-two-process-model-objects-already-connected-with-a-sequence-flow-element). Follow these steps to add a, RPA object from the Objects bar to the Process model: 1. Ensure that the object is pinned to the Object bar. If not, [see instructions to pin it.](/v1/docs/process-modeler) 2. Click the object's icon from the Objects bar. This object's icon displays adjacent to the mouse icon to indicate that the object is selected. 3. Click the location in the Process model to place this object. Follow these guidelines: - If a Pool element is in your Process model, the object cannot be placed outside of the Pool element. - To place this object between two existing objects, follow these instructions. **Add boundary events** After adding an object to a process, consider adding the following events to handle exceptions: - [Boundary Timer Event](/v1/docs/boundary-timer-event) element - [Boundary Error Event](/v1/docs/boundary-error-event) element - [Boundary Signal Event](/v1/docs/boundary-signal-event) element - [Boundary Conditional Event](/v1/docs/boundary-conditional-event) element - [Boundary Message Event](/v1/docs/boundary-message-event) element **Adjust location and appearance** - [Move a Process Model Object.](/v1/docs/process-modeler#move-process-model-objects) - [Connect Two Process Model Objects with a Sequence Flow Element.](/v1/docs/sequence-flow-element#connect-two-process-model-objects-with-a-sequence-flow-element) - [Customize the Appearance of a Process Model Object.](/v1/docs/customize-the-appearance-of-a-process-model-object) - [Copy Process Model Objects into the Clipboard.](/v1/docs/process-modeler#copy-process-model-objects-into-the-clipboard) - [Clone Process Model Objects Without the Clipboard.](/v1/docs/process-modeler#clone-process-model-objects) - [Delete Process Model Objects.](/v1/docs/process-modeler#delete-process-model-objects) --- ## Settings The RPA object has the following settings: - [**Properties**](/v1/docs/robotic-process-automation-rpa#properties-panel-settings) panel - [**Loop Activity**](/v1/docs/robotic-process-automation-rpa#loop-activity-panel-settings) panel - [**Inbound Configuration**](/v1/docs/robotic-process-automation-rpa#inbound-configuration-panel-settings) panel - [**Response Mapping**](/v1/docs/robotic-process-automation-rpa#response-mapping-panel-settings) panel - [**Error Handling**](/v1/docs/robotic-process-automation-rpa#error-handling-panel-settings) panel - [**Documentation**](/v1/docs/robotic-process-automation-rpa#documentation-panel-settings) panel - [**Advanced**](/v1/docs/robotic-process-automation-rpa#advanced-panel-settings) panel --- ### Properties Panel Settings #### Edit the RPA Object Name The object name is a human-readable reference for a Process model object. Process Modeler automatically assigns a name to each object, however, this name can be changed. Follow these steps to edit the name: 1. Click on the object in the process model. 2. Click the expand icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(198).png) to view the **Configuration** panel. 3. Expand the **Properties** panel. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(199).png) 4. In the **Name** setting, edit the name and then press **Enter**. #### Select an RPA Folder An RPA folder is the storage area in UiPath where your projects are saved. Follow these steps to select a folder: 1. Click on the object in the process model. 2. Click the expand icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(198).png) to view the **Configuration** panel. 3. Expand the **Properties** panel. 4. From the **RPA Folder** drop-down, select a [folder available in your UiPath account.](https://docs.uipath.com/orchestrator/automation-cloud/latest/user-guide/folders) ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(200).png) Selecting a folder displays the **RPA Process, RPA Machine**, and **RPA Bot** settings available in your UiPath account. 5. From the **RPA Process** drop-down, select a [process available in the chosen folder](https://docs.uipath.com/orchestrator/automation-cloud/latest/user-guide/about-processes). 6. From the **RPA Machine** drop-down, select a [workstation to manage your bots](https://docs.uipath.com/orchestrator/automation-cloud/latest/user-guide/about-machines). 7. From the **RPA Bot** drop-down, select a [robot available in the chosen machine](https://docs.uipath.com/orchestrator/automation-cloud/latest/user-guide/about-machines). --- ### Loop Activity Panel Settings Use the **Loop Activity** panel settings to specify how to run multiple instances of this object. The following loop modes are available: #### **No Loop Mode** Select the **No Loop Mode** option to perform this RPA's function only once. Follow these steps to specify characteristics to perform multiple instances of the RPA:‌ 1. Select the RPA from the Process model. Panels to configure this element display. 2. Expand the **Loop Activity** panel. By default, the **Loop Mode** setting is set to **No Loop Mode** and the function is performed only once. #### **Loop** Select the **Loop** option to sequentially repeat this RPA's function multiple times until an exit condition is `True`. This is useful when a function should be performed multiple times with the same set of data, such as, processing a credit card payment. This loop mode has the following characteristics: - The RPA's function is repeated until the exit condition is `True` or the maximum iterations limit is reached. - At any given time, only one instance of the RPA is active. The subsequent instance does not begin until the current instance completes. - The same exit condition evaluates at the end of each instance; however, value(s) of the Request variable(s) used in the exit condition can change during an instance resulting in the exit condition to eventually evaluate as `True`. - If any one instance of that function does not complete, workflow pauses. - All active instances are terminated if an interrupting boundary-type event element triggers. - An element configured in this mode shows the Loop icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(201).png) in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the RPA:‌ 1. Select the RPA from the Process model in which to specify multiple instance characteristics. Panels to configure this element display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the **Loop Mode** setting, select the **Loop** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(202).png) 4. In the **Maximum Iterations** setting, enter an integer value representing the maximum number of times this Task should be performed. 5. In the **Exit Condition** setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted. #### **Multi-instance (Parallel)** Select the **Multi-instance (Parallel)** option to perform this RPA's Task multiple times in parallel a fixed number of times. This is useful when performing any action in bulk, such as sending an email to several people. This loop mode has the following characteristics: - Instances of the RPA are governed by the size of an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this function that each contains data from its respective array index. - All instances begin simultaneously when this RPA triggers; however, they perform their function independently of each other. - The function as a whole completes when all instances are complete. - The output from each instance can either be saved in the source Request variable or a new array-type Request variable. - All active instances terminate if an interrupting boundary-type event element triggers. - A RPA configured in this mode shows the Multi-instance (Parallel) icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(203).png) in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the RPA:‌ 1. Select the RPA from the Process model in which to specify multiple instance characteristics. Panels to configure this element display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the **Loop Mode** setting, select the **Multi-instance (Parallel)** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(204).png) 4. In the **Request Variable Array** setting, enter the name of an array-type Request variable. The size of this array will determine how many times this loop iterates. 5. In the **Output Data Variable** setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the **Output Data Variable** setting is not configured, then the output data replaces the source data in the **Request Variable Array**. #### **Multi-instance (Sequential)** Select the **Multi-instance (Sequential)** option to perform this RPA's function multiple times sequentially a fixed number of times or until an exit condition is `True`. This is useful when sequentially repeating a function multiple times but with a different set of data each time. This loop mode has the following characteristics: - Instances of the function are governed by the size an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this function that each contains data from its respect array index. - At any given time, only one instance of the function is active. The subsequent instance does not begin until the current instance completes. - At the end of each instance an exit condition evaluates and the loop activity halts if the exit condition is `True`. - The function as a whole completes when all instances are complete. - The output from each instance can either be saved in the source Request variable or a new array-type Request variable. - All active instances terminate if an interrupting boundary-type event element triggers. - A RPA configured in this mode shows the Multi-instance (Parallel) icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(203).png) in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the RPA:‌ 1. Select the RPA from the Process model in which to specify multiple instance characteristics. Panels to configure this element display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the **Loop Mode** setting, select the **Multi-instance (Sequential)** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(205).png) 4. In the **Request Variable Array** setting, enter the name of an array-type Request variable. The size of this array will determine how many times this loop iterates. 5. In the **Exit Condition** setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted. 6. In the **Output Data Variable** setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the **Output Data Variable** setting is not configured, then the output data replaces the source data in the **Request Variable Array**. --- ### Inbound Configuration Panel Settings The inbound configuration for an RPA object defines how data gets transferred from the process to UiPath. #### Map Data from a Process to RPA Follow these steps to specify inbound configuration: 1. Select the object in the process model. 2. Click the expand icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(206).png) to view the **Configuration** panel. 3. Expand the Inbound **Configuration** panel. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(208).png) 4. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(209).png) icon. The Add Option screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(210).png) 5. From the **Property** drop-down menu, select a property configured for the RPA connector. 6. In the **Request Variable** setting, enter the [Request variable](/v1/docs/request-variable) (in [mustache syntax](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/mustache.5.html)) to use to send data to UiPath. 7. Click **Save.** --- ### Response Mapping Panel Settings The Response Mapping defines how data is passed from UiPath back to a process. Response mapping is the process of integrating data from a data source into the Request's JSON data model by specifying which Request variable will store the data. If the variable already exists, its value will be overwritten. If the variable doesn’t exist, a new variable will be created and assigned the value returned by the data source. #### Map Data from RPA to a Process Follow these steps to specify the request variable for saving the response returned from UiPath: 1. Select the object in the process model. 2. Click the expand icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(211).png) to view the Configuration panel. 3. Expand the **Response Mapping** panel. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(212).png) 4. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(213).png) icon to add a variable for saving data from the data source. The **Source** and **Set to Request Variable** settings display to add the JSON source name and its variable, respectively. 5. The **Source** setting determines how data returned by RPA is incorporated into the request. By carefully selecting the appropriate Source option, you can tailor the request to include exactly the RPA data you need. Use the following guidelines to configure this setting: **Use a Request Variable**: Enter a request variable to store specific RPA data. - Use this option when you need to include only certain parts of the RPA response in the request. - The selected RPA data will be embedded within the JSON request body. **Leave Blank**: Leave empty to include the entire RPA response in the specified request variable. - Use this option when you need to pass all RPA data to the subsequent request. 6. In the **Set to Request Variable** setting, enter the Request variable in which the response should be saved. 7. Click **Save**. 8. Repeat Steps 4 through 6 to add additional variables. 9. Click the **Delete** icon to delete a mapped variable from the **Response Mapping** setting. --- ### Error Handling Panel Settings Follow these guidelines to set how to handle runtime errors: - Set the number of seconds to wait before displaying an error when an unexpected issue occurs, which will cause the Request to enter Error status. - Specify the number of consecutive attempts to run the connector before a runtime error is displayed. Requests will wait the configured number of seconds and consecutive runtime attempts for an unresponsive connector before displaying an error. Optionally, you can notify the [Process Manager](/v1/docs/process-management#who-is-a-process-manager) of the runtime error via an in-platform or email notification. #### Edit Timeout and Retry Settings Follow these steps to edit the **Error Handling** settings: 1. Select the object in the process model. 2. Click the expand icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(214).png) to view the **Configuration** panel. 3. Expand the **Error Handling** panel if it is not presently expanded. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(215).png) 4. In the **Timeout** setting, configure how many seconds to wait before declaring a time-out as follows: - Enter the number of seconds. Use the up and down arrows to increase or decrease seconds. - Set `0` for no timeout. - Leave empty to use the default setting. 5. In the **Retry Attempts** setting, configure how many times to re-execute an action if the connector returns a runtime error as follows: - Enter a number. Use the up and down arrows to increase or decrease the number. - Set `0` for no retry attempts. - Leave empty to use the default setting. 6. In the **Retry Wait Time** setting, configure how many seconds to wait before attempting a retry as follows: - Enter the number of seconds. Use the up and down arrows to increase or decrease seconds. - Set `0` for no timeout. - Leave empty to use the default setting. 7. Enable the **In-app Notification** toggle to notify the Process Manager, [through the user interface](/v1/docs/notifications), that there is a runtime error. 8. Enable the **Email Notification** toggle to notify the Process Manager, through an email, that there is an execution error. --- ### Documentation Panel Settings Describe the object's purpose and how it functions in the Process. This description does not affect Cases for the Process, but may be useful for Process model maintenance such as how the connector is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor. A Process's entered documentation displays by selecting the [**View Documentation** icon for that Process](/v1/docs/view-documentation-for-a-process). #### Edit the Process Documentation Follow these steps to edit the description: 1. Select the object in the process model. 2. Click the expand icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(216).png) to view the **Configuration** panel. 3. Expand the **Documentation** panel if it is not presently expanded. The **Description** setting displays. 4. In the **Description** setting, edit the information to display when viewing documentation for this RPA and then press **Enter**. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the **More** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(218).png). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(219).png) Follow these guidelines to use the WYSIWYG rich text editor to stylize your text: - **Undo changes:** Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(220).png)icon to undo the last action. - **Redo changes:** Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(221).png) icon to redo the last undone action. - **Insert/Edit Link**: Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(222).png) icon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink: 1. Select the required text from the Rich Text control. 2. Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(223).png) icon. The **Insert/Edit Link** screen display. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(242).png) 3. Select the required text from the Rich Text control. 4. In the **URL** setting, enter the destination URL. 5. In the **Text to display** setting, edit or enter the text displayed in the Rich Text control. 6. In the **Title** setting, enter the text to display when a user hovers over the displayed text. 7. From **Open link in…** drop-down menu, select one of these options: - **New window**: Select this option to open the destination page in a new browser window. - **Current window**: Select this option to open the destination page in the current browser window. - **Insert/Edit Image**: Click on the **Insert/Edit Image** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(243).png) to insert an image. Follow these guidelines: 1. Click on the Insert/Edit Image icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(244).png) 2. The **Insert/Edit Image** screen displays: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(245).png) 3. In the **Source** setting, enter a URL for the image. 4. In the **Alternative Description** setting, enter the text to display if the source URL of the image is not accessible. 5. In the **Width** setting, enter the maximum width for the image. 6. In the **Height** setting, enter the maximum height for the image. 7. Toggle the **Constrain Proportions** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(241).png) to maintain the width-height ratio of the image to its original proportion. 8. Click **Save**. - **Insert Page Break for PDF:** Click on the **Insert Page Break for PDF** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(240).png) to insert a page break when a PDF document is created for this documentation if your browser supports this feature. - **Format text**: Follow these guidelines to format text: - **Headings**: From the **Paragraph/Formats** menu, select **Headings** and then select a heading size. - **Bold:** Do one of the following: - From the editor toolbar, select the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(239).png)icon. - From the **Paragraph/Formats** menu, select **Inline** and then **Bold**. - **Italics:** Do one of the following: - From the editor toolbar, select the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(238).png)icon. - From the **Paragraph/Formats** menu, select **Inline** and then **Italic**. - **Underline**: From the **Paragraph/Formats** menu, select **Inline** and then **Underline**. - **Strikethrough**: From the **Paragraph/Formats** menu, select **Inline** and then **Strikethrough**. - **Superscript**: From the **Paragraph/** **Formats** menu, select **Inline** and then **Superscript**. - **Subscript**: From the **Paragraph/Formats** menu, select **Inline** and then **Subscript**. - **Code**: From the **Paragraph/Formats** menu, select Inline and then **Code**. - **Paragraph**: From the **Paragraph/Formats** menu, select **Blocks** and then **Paragraph**. - **Blockquote**: From the **Paragraph/Formats** menu, select **Blocks** and then **Blockquote**. - **Division**: From the **Paragraph/Formats** menu, select **Blocks** and then **Div**. - **Preformatted**: From the **Paragraph/Formats** menu, select **Blocks** and then **Pre**. - **Change text color**: Use the **Text Color** drop-down to change text color. Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(237).png)icon. The color palette displays. Do one of the following: - Select one of the color swatches from the color palette. The selected text changes to that color. - Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(236).png)icon to select a custom color from the **Color Picker**. - Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(235).png)icon to reset the text to its default color. - **Align text**: Follow these guidelines to align text: - **Left align:** Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(234).png)icon to left-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Left**. - **Center align:** Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(233).png)icon to center-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Center**. - **Right align**: Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(232).png)icon to right-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Right**. - **Justify**: Do one of the following: - From the editor toolbar, use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(231).png)icon to justify text. - From the **Paragraph/Formats** menu, select **Align** and then **Justify**. - **Insert a bullet list**: Use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(230).png)icon to format text as a bulleted list. - **Insert a numbered list:** Use the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(229).png)icon to format text as a numbered list. - **Indent text**: Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(228).png)icon to increase text indenting. - **Outdent text:** Click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(227).png)icon to decrease text indenting --- ### Advanced Panel Settings #### Edit the Node's Identifier Value A node represents a component of a Process model. Process Modeler automatically assigns a unique value to each node added to a Process model. A node's identifier value can be changed if it is unique to all other nodes in the Process model. ***Note:*** All identifier values for all nodes in the Process model must be unique. Follow these steps to edit the **Node Identifier** value: 1. Select the object in the process model. 2. Click the expand icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(226).png) to view the **Configuration** panel. 3. Expand the **Advanced** panel if it is not presently expanded. The **Node Identifier** setting displays. This is a required setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(225).png) 4. In the **Node Identifier** setting, edit the RPA's identifier to a unique value from all nodes in the Process model and then press **Enter**.