Use the Automation Surface to build a workflow for your automation and define the values and properties for each step.

While you can use Intelligent Recording to build a workflow in Pega Robot Studio, you can also manually add and update automation blocks on the Automation Surface.

1. To open the Toolbox on the Automation Surface, double-click a blank area of the surface. You can also navigate to the Toolbox on the left of the Automation Surface.
2. In the Toolbox, find the control you want to use. You can search if you know the control's name.
3. From the Toolbox, click and drag the control to the Automation Surface.Result: Robot Studio adds the control to the Palette.
4. From the Palette, click and drag the control to the Automation Surface.Result: The Select action dialog opens.
5. In the Select Action dialog, select the More menu.Result: The dialog shows any properties, methods, or events that exist for this control.
6. Select the properties, methods, and events that should be used in this automation. Select the Methods or Events tabs to see those options.
   The Add button shows a running total of all selected actions, as shown in the following figure:

   

   

7. When you have selected all the properties, methods, and events you want to define, click Add.Result: Robot Studio creates the automation block on the Automation Surface, with all of the properties, methods, and events you selected.

   

   

• Linking automation blocks

  You can link automation blocks to design the workflow of the automation process.

• Adding a control to an existing automation

  You can add or insert a control from the Toolbox or Palette to your existing automation. Within the Design Area, place the control on the line between objects.

• Using the right-click menu on the Automation Surface

  When you right-click on the Automation Surface, a menu of options opens. You can add a comment or label, or an entry or exit point.

• Moving and copying automation blocks

  You can select multiple automation blocks and move or copy them on the Automation Surface, to keep your automations well organized or to save time.

• Working in the toolbox

  The Toolbox contains the variables, components, properties, and events you can use to build and fine-tune automations in Pega Robot Studio.

• Working in the Palette

  The Palette contains only those components used in the current automation.

• Windows forms

  Add forms to your automation to communicate or interact with users.

• Creating Robotic Automations