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Creating Robotic Automations

Suggest edit Updated on November 10, 2021
Pega Robot Studio v21 Preview

Pega Robot Studio lets you create solutions that integrate and automate desktop applications without writing code. When creating solutions, you go through many of the same logical steps and practices required by software programming.

Capture the sequence of actions you want to automate in a series of screen shots and make a note of all your keyboard and mouse interactions. The more detail you capture, the easier the design and testing process will be. Base your solution design on the user interactions with the applications and processes you plan to automate. Remember, each automation in your solution must begin with an event. Therefore, user and system actions play an important role in solution design.

Automation example

  • Intelligent Recording

    Within an automation, you can record steps that you perform and have Robot Studio create Controls and populate their properties from the recorded steps. This process is called Intelligent Recording. Intelligent Recording creates steps in your automation that mirror the steps recorded in the automation.

  • Building automations on the Automation Surface

    Use the Automation Surface to build a workflow for your automation and define the values and properties for each step.

  • Using X-ray Vision in Pega Robotic Automation

    X-ray Vision is a powerful way of identifying controls in applications, so you can manipulate those controls in your automations.

  • Working in the Application Designer

    Use the Application Designer to define targets and match rules for an application, so you can better control how your automation interacts with an application.

  • Creating Application methods

    Application methods are single-purpose automations that you can create to use in solutions, just like any out-of-the-box method. Use the Application method feature to automate common tasks and make the end-to-end process more efficient.

  • Using Windows forms in automations

    You can add Windows forms to your automation in Pega Robot Studio. The Toolbox has many controls to help you customize your forms.

  • Using the Interrogation Form

    Interrogation in Pega Robot Studio is the process you use to identify objects in a targeted application and create match rules for application controls. The Interrogation Form provides a streamlined process for interrogation.

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