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Use case: creating a simple Windows automation using Quick Start

Updated on October 19, 2022

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.

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, click Quick start.
    The following figure shows the start page with the Quick start option.

    Start page
    Start page that includes the Quick Start option.

  2. Name your project, and then enter or select a folder where to store it.
    The following figure shows the Quick start dialog box with a Project name and Location:

    Project name and path
    Quick start dialog box showing Project name and location.

  3. Click Next.
  4. Select a Windows application, give the application a friendly name to use in your project, and then select the path for the program executable.
  5. Accept the default Start method.
    The following figure shows the application setup:

    Set up application
    Quick Start dialog showing application name, path, and start method.

  6. The final step in the Quick Start wizard is to name the automation that Robot Studio creates as part of the project.
    The following figure shows the Create automation dialog box with an Automation name of myLogin:

    Create automation
    Quick start wizard panel showing Automation name.

  7. Select Launch recorder.
    Robot Studio launches the Recording assistant and the application (Banker Insight). By default, X-ray Vision is turned on, to enable Automatic step creation, which better illustrates how the recording feature builds an automation.
    This use case uses a sample app that has a standard login of user name and password.
  8. Enter the User Name and Password. Note that the Recording Assistant records these steps.Result:
    Recorded steps
    Recording assistant showing recorded steps in an application.

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

  9. 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.

    Login automation
    Automation surface showing recorded login automation.

  10. Test the automation. Close the BI 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.
  11. Click Test again to run your automation.Result: The login runs, and the application opens. A dialog box tells you that your automation completed successfully, as shown in the following figure:

    Test completed successfully
    Message confirming that the test completed successfully.

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