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.
- On the start page, click Quick start.The following figure shows the start page with the Quick start option.
Start page - 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 - Click Next.
- Select a Windows application, give the application a friendly name to use in your project, and then select the path for the program executable.
- Accept the default Start method.The following figure shows the application setup:
Set up application - 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 - 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.
- Enter the User Name and Password.
Note that the Recording Assistant records these
steps.
Result: Recorded steps 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.
- 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 - 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. - 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
- 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.
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