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Creating a project with Quick Start

Updated on November 10, 2021
Pega Robot Studio v21 Preview

Quick Start makes it easy to create a project, with an easy wizard interface. Projects are the containers for your solutions, storing applications, automations, forms, text adapters, and items from existing projects.

Quick Start uses a wizard to step you through naming your project, adding an application, and launching the Recording Assistant. After just a few steps, you're creating an automation by performing tasks in the associated application. By contrast, creating a project using the Create new option lets you name your project and location, and then creates a Globals section and an empty automation. If you're a new user, Quick Start gets you up and running quickly, while Create new gives more control to experienced users.

  1. From the Start screen of Robot Studio, click the Quick start button.Result: The Quick start dialog opens.

    Quick start

  2. Give your project an appropriate name and select a folder to store it in.
  3. Click Next.Result: The Set up application window opens.
    Set up application
    Quick Start wizard showing application types: Windows, Web, or text
  4. First, select the type of application you're recording: a Windows or Web browser application, or a Text adapter.
  5. Optional: If you select Web browser, you have to select a browser from the dropdown menu.
    Currently, Robot Studio only supports Chrome, Edge, or Internet Explorer.
  6. Optional: If you select Text adapter, you have to enter a DLL name and (optionally) a Session ID.
  7. Enter the application name that will be used throughout your project.
  8. Enter the path of the application's executable file.
  9. Click Next.Result: The Create automation window opens.

    Create automation

  10. Name the automation.
    You can only set up one automation within Quick start, but you can add more to the project later. The application is automatically associated with the automation, so you can record steps in the application or interrogate controls.
  11. Click Launch recorder to begin recording steps in your specified application.
    The Recording assistant tracks each task you perform within the application you associated with your automation. See Intelligent Recording for more information.
  • Previous topic Creating a project with the Create New option
  • Next topic Use case: creating a simple Windows automation using Quick Start

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