Example: Creating a Simple Process - Designer - Foundation 23.2 - Foundation 23.2 - Ready - Hyland RPA - external

Hyland RPA Designer
Platform
Hyland RPA
Product
Designer
Release
Foundation 23.2
License

In this topic, you will learn how to create a robot that can enter text in Notepad using the Open or Attach Application, Attach Window, Set Text, Press (Hot-) Key, and Click Element activities.

Following the Golden Rule, we first determine which software to open to ensure the robot is working in the correct application. Then we need to tell the robot which window to work in. This is especially important if an error occurs. Once a process is stopped, all open windows should be closed by the robot in order to start the next process without any interference. Only in the window, the actual activity like Set Text is set.

To create a project:

  1. Launch RPA Designer.
  2. Click Blank Processor.
    For more information on the possibilities, see Project Skeletons.
  3. In the Blank Processor dialog box, enter the Process Name.
  4. (Optional) Modify the File location.
  5. Select an Activity Version from the drop-down list.
    Note: Only compatible versions are listed. If the drop-down list is empty, the Activities are not installed. See the Hyland RPA Installation documentation for more information.
  6. Click Create.
    RPA Designer creates the process and opens the main.
  7. The left pane lists all available activities. Click the Search field and start typing Open or Attach Application.
  8. Drag the activity into the workflow pane, directly below the Start node.
    The activity automatically connects to the Start node.
  9. Launch Notepad.
  10. In RPA Designer, in the Workflow pane, double-click inside the Open or Attach Application activity near its frame to open it..
    Note: You can change the name of the activity by clicking on the name.
    The activity opens and already contains an Attach Window activity.
  11. Click Indicate on Screen (2).
    A blue frame is displayed around each application when you hover over it.
  12. Hover over the Notepad application and then click.
    The Executable Path property is set to the path of the Notepad.exe (1). Alternatively, click and browse to the file location.
  13. Double-click the Attach Window activity.
  14. Click Indicate on Screen and then click the Notepad window.
    The Selector Value property is set to the Notepad window title.
  15. Optional: To navigate in the process, use the arrows (1) or the breadcrumbs (2).
  16. In the Activities pane, locate the Set Textactivity and drag it into the workflow pane, directly below the Start node.
    The Inputs dialog box is displayed.
  17. Do one of the following:
    • In the Input Text field, enter a string.
    • Select Select or create Variable and enter a name for your variable.
  18. Click Okay.
    When you select or create a variable, it is added to the list of variables at the bottom of the flowchart. This variable is empty and can be filled during the process, for example, by using the Get Text activity. To use it directly here, you can set a default value that will be used as a static text.
  19. You have specified what text to insert, but you still need to specify where to insert it. Click Indicate on Screen and then click in the Notepad editor again.
    Note: This is necessary because unlike to Notepad in our example, there is usually more than one text field, so you must indicate which field to use.
  20. The robot is now ready for use. In the upper left corner, click to try it out.