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Use case: creating a simple Windows automation using Quick Start

Updated on November 10, 2021
Pega Robot Studio v21 Preview

This tutorial uses the Quick Start feature to build an automation that logs in to a Windows application, leveraging the Intelligent Recording feature to record the steps of the automation.

As you work through the steps of this use case, you learn about some of the core functionality in Pega Robot Studio.
  1. On the start page, select Quick Start.

    Quick Start launch

  2. Name your project, and then enter or select a folder where to store it.

    Project name and location

  3. To associate a Windows application, give the application a friendly name to use in your project, and then select the path for the program.
    Associate application
    This use case uses a sample app that has a standard login of user name and password.
  4. The final step in the Quick Start wizard is to name the automation that Robot Studio creates as part of the project.

    Create automation

  5. Select Launch recorder.
    Robot Studio launches the Recording assistant and the application (Banker Insight). Before you record, turn on X-ray Vision to enable Automatic step creation, which better shows how the recording feature builds an automation.
  6. Click Finish Recording to stop the step creation.
  7. Click the folder tab for the BI (Banker Insight) application.

    Application tab

  8. On the right side of the screen, in the Property grid, select Enable X-ray vision.

    Enable X-ray Vision

  9. Click Save all to update the project.
  10. Click the myLogin tab to select the automation.
  11. Click Record to resume recording.Result: The Recording assistant opens, along with the login form for the application.
  12. Enter the User Name and Password. Note that the Recording Assistant records these steps.Result:

    Note also that the recorded password is hidden in the Recording Assistant. Robot Studio flags all password controls as Sensitive and does not show these values.

  13. Click Login on the application to record the step, and then click Finish Recording.Result: In the Design Area, Robot Studio creates the automation steps.

    Automation design

  14. Test the automation. Close the application, and then click Test.Result: A dialog box opens. If the automation needs input to run the test, add the information in the dialog box.
  15. Click Test again to run your automation.Result: The login runs, and the application opens. A dialog box tells you that your automation ran without errors.

    Test complete

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