Use case: creating a simple Windows automation using Quick Start
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.
- On the start page, select Quick Start.
- Name your project, and then enter or select a folder where to store it.
- To associate a Windows application, give the application a friendly name to use
in your project, and then select the path for the program.This use case uses a sample app that has a standard login of user name and password.
- The final step in the Quick Start wizard is to name the automation that Robot
Studio creates as part of the project.
- 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.
- Click Finish Recording to stop the step creation.
- Click the folder tab for the BI (Banker Insight) application.
- On the right side of the screen, in the Property grid,
select Enable X-ray vision.
- Click Save all to update the project.
- Click the myLogin tab to select the automation.
- Click Record to resume recording.
Result: The Recording assistant opens, along with the login form for the application.
- Enter the User Name and Password.
Note that the Recording Assistant records these
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.
- 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.
- Test the automation. Close the application, and then click
Result: A dialog box opens. If the automation needs input to run the test, add the information in the dialog box.
- 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. Previous topic Creating a project with Quick Start Next topic Opening an existing project