Skip to main content

Building automations on the Automation Surface

Suggest edit Updated on November 10, 2021

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.

  1. 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.
  2. In the Toolbox, find the control you want to use. You can search if you know the control's name.
  3. From the Toolbox, click and drag the control to the Automation Surface.Result: Robot Studio adds the control to the Palette.
  4. From the Palette, click and drag the control to the Automation Surface.Result: The Select action dialog opens.
  5. In the Select Action dialog, select the More menu.Result: The dialog shows any properties, methods, or events that exist for this control.
  6. 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:
    Running total of selected actions
    Figure of Select Action dialog showing properties, methods, and
                        events.
  7. 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.
    Automation block with properties
    Automation block showing properties selected in Select Action
                                dialog.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us