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Creating robotic automations

Updated on October 19, 2022

Pega Robot Studio lets you create solutions that integrate and automate desktop applications without writing code. When creating solutions, you go through many of the same logical steps and practices required by software programming.

Capture the sequence of actions you want to automate in a series of screen shots and make a note of all your keyboard and mouse interactions. The more detail you capture, the easier the design and testing process will be. Base your solution design on the user interactions with the applications and processes you plan to automate. Remember, each automation in your solution must begin with an event. Therefore, user and system actions play an important role in solution design.

Automation example
Automation surface showing automation blocks for a typical login scenario.

  • Intelligent Recording

    Within an automation, you can record steps that you perform and have Robot Studio create Controls and populate their properties from the recorded steps. This process is called Intelligent Recording. Intelligent Recording creates steps in your automation that mirror the steps recorded in the automation.

  • Building automations on the Automation Surface

    Use the Automation Surface to build your automation by adding design blocks that define the workflow of the automation. Within each design block, specify the properties, methods, and events that define the work performed by that design block.

  • X-ray Vision

    X-ray Vision is a powerful method of identifying controls in applications, so you can use those controls in your automations.

  • Working in the Application Designer

    Use the Application Designer to define targets and match rules for an application to control how your automation interacts with an application.

  • Creating Application methods

    Application methods are single-purpose automations that you can create to use in solutions, just like any out-of-the-box method. Use the Application method feature to automate common tasks and make the end-to-end process more efficient.

  • Using Windows forms in automations

    You can add Windows forms to your automation in Pega Robot Studio. The Toolbox has many controls to help you customize your forms.

  • Interrogation and matching

    Interrogation in Pega Robot Studio is the process you use to identify objects in a targeted application and create match rules for application controls. When an application user interface target is interrogated in Robot Studio, a representation of that element is created. That representation is known as a control in Robot Studio.

  • Single-page web applications

    A single-page application (SPA) is a web application or website that interacts with the user by dynamically rewriting the current page instead of loading entire new pages from a server. This approach makes the single page application behave more like a desktop application.

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