Use the Automation Surface to build a workflow for your automation and define the values and properties for each step.
While you can use Intelligent Recording to build a workflow in Pega Robot Studio, you can also manually add and update automation blocks on the Automation Surface.
- To open the Toolbox on the Automation Surface, double-click a blank area of the surface. You can also navigate to the Toolbox on the left of the Automation Surface.
- In the Toolbox, find the control you want to use. You can search if you know the control's name.
- From the Toolbox, click and drag the control to the Automation Surface.
Result: Robot Studio adds the control to the Palette.
- From the Palette, click and drag the control to the Automation Surface.
Result: The Select action dialog opens.
- In the Select Action dialog, select the
Result: The dialog shows any properties, methods, or events that exist for this control.
- Select the properties, methods, and events that should be used in this
automation. Select the Methods or
Events tabs to see those options.The Add button shows a running total of all selected actions, as shown in the following figure:
- When you have selected all the properties, methods, and events you want to
define, click Add.
Result: Robot Studio creates the automation block on the Automation Surface, with all of the properties, methods, and events you selected.
- Linking automation blocks
You can link automation blocks to design the workflow of the automation process.
- Adding a control to an existing automation
You can add or insert a control from the Toolbox or Palette to your existing automation. Within the Design Area, place the control on the line between objects.
- Using the right-click menu on the Automation Surface
When you right-click on the Automation Surface, a menu of options opens. You can add a comment or label, or an entry or exit point.
- Moving and copying automation blocks
You can select multiple automation blocks and move or copy them on the Automation Surface, to keep your automations well organized or to save time.
- Working in the toolbox
The Toolbox contains the variables, components, properties, and events you can use to build and fine-tune automations in Pega Robot Studio.
- Working in the Palette
The Palette contains only those components used in the current automation.
- Windows forms
Add forms to your automation to communicate or interact with users.