Creating a Workflow in Designer - Installation and Update - Foundation 23.2 - Foundation 23.2 - Ready - Hyland RPA - external

Hyland RPA Installation

Hyland RPA
Installation and Update
Foundation 23.2
The basic workflow is to go to a website and click on an element.
  1. In RPA Designer, create a new project using the Blank Project skeleton.
  2. In the Blank Project dialog box:
    1. In the Process Name field, enter the process name
    2. From the Activity Version drop-down list, select the latest version.
    Note: Changing the file location is not required.
  3. Click Create.
  4. From the left pane, drag and drop the Open Browser activity below the Start node in the middle pane:

  5. In the middle pane, double-click the Open Browser activity.
  6. In the Open Browser activity, in the URL field, enter a URL enclosed in quotation marks and select a browser:
    The browser opens the specified URL.
  7. In RPA Designer, double-click the Attach Window activity.
  8. Add a Click Element to the Start node:

  9. In the Attach Window activity, from the menu in the upper right corner, select Batch Indicate.
  10. Indicate the browser window by hovering where the entire browser window is outlined in blue, then click.
  11. Now you need to indicate where you want the click element activity to happen. Hover over the Sign-in element until it is outlined in blue. Click to indicate it.
    In RPA Designer, you can now see the screenshots of the window and element you indicated.
  12. Select the Click Element activity.
  13. In the Properties pane, change the Delay After property to 5000 to allow enough time to visually see the login page before it closes.
  14. In the upper left corner, click Run to test that your indications are correct.
    You should see a browser window open, going to the URL, and then the Sign-in page will be displayed briefly before closing.
  15. If you need to re-indicate the browser window or the click element, from the menu , select Indicate on Screen.