Use Quick Start to create a project using a wizard interface that steps you through the process. Projects are the containers for your solutions, storing applications, automations, forms, text adapters, and items from existing projects.
Quick Start walks 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.
- From the Start screen of Robot Studio,
click the Let's gobutton under Quick start.
Result: The Quick start dialog box opens.
- Give your project an appropriate name and select a folder to store it in.
- Click Next.
Result: The Set up application window opens.
- First, select the type of application you're recording: a Windows or Web browser application, or a Text console application.
- Optional: If you select Web browser, then select a browser type
from the drop-down menu.Currently, Robot Studio supports Chrome, Edge, Electron, or Internet Explorer.
- Optional: If you select Text adapter, then select an application type and enter a DLL name and (optionally) a Session ID.
- Enter the application name that will be used throughout your project.
- Enter the path of the application's executable file.
- For Windows apps, select a Start method for the application.For more information, see Start methods for Windows applications.
- Click Next.
Result: The Create automation window opens.
- 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.
- 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, and creates an automation workflow based on the recorded actions. See Intelligent Recording for more information.
- Use case: creating a simple Windows automation using Quick Start
This example 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.
- Start methods for Windows applications
When you add a Windows application, you define a Start method. Start methods define how Pega Robot Studio behaves when opening the application.