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RPA Recorder is one of the main Intelligent Automation Cloud – Express and Business – components which provides an ability to automate web, desktop, and mainframe applications in a natural macro-like way without any coding or scripting.

By default, RPA Recorder uses object recording approach as a primary mode where the bot captures object properties with their values of active elements while recording and tries to find the same elements and click on them while script execution. At the same time, surface-based (image-based) automation where the bot captures images of active elements while recording and tries to find the same images and click (hover, drag, scroll) on them while script execution, is used as a fallback to support.

Additionally, some system actions can be added when editing a workflow, e.g., opening applications, switching to a specific window, manipulating Excel files, working with Clipboard, etc.

RPA Recorder main window

The Recorder main window consists of the following sections.

#ItemDescription
1

Recording Toolbar

The toolbar contains a group of buttons to perform main operations with the recording.

  • Create New Recording (Ctrl + 5) – create new blank recording
  • Start New Recording (Ctrl + 6) – create and start a recording in a natural macro-like way
  • Save Recording (Ctrl + S) – save the current recording
  • Save All Recordings (Ctrl + Shift + S) – save all open recordings
  • Settings – open Preferences
  • Inspector (Ctrl + Shift + I) – open Inspector
2

Actions Library

The library contains all the actions that can be added to Actions Flow without recording them. See Actions Library for more details.
3

Recording Window

The window appears as soon as you have created a new recording, or after you have finished the recording process. You can play, rewrite, append, or publish the recording to Control Tower.

  • Replace with new recording – replace the current content of the recording with the new one
  • Insert recording – append new recorded steps to the current recording
  • Play recording – start playback of the recording content from the beginning
    • Play from current stepstart the recording playback from the selected step; the option is selected from the Play recording drop-down menu

  • Publish to Control Tower – create a new Business Process or update the existing one from the recording in Control Tower
    • As new business process – publish to Control Tower as a new Business Process regardless of whether such Business Process has been published before and is available in Control Tower; the option is selected from the Publish to Control Tower drop-down menu
  • Export code – export the recording code → the code opens in a separate window you can copy it to insert either in you script or in a Bot Task. There are two options available.
    • Export code to groovy script – export the recording to a groovy script to insert to a script
    • Export code to bot task – export the recording to XML to insert in a Bot Task
4

Actions Flow

The window displays all the recorded steps with their main parameters. Actions can be nested inside each other, each action having a unique number showing its execution order.

5

Action Properties

The window contains a detailed view of the currently selected action with all the parameters that can be edited.

6

Recorder Variables

The section includes a list to define the recording variables. Refer to Recorder Variables for more information.

7

Media Files

The media files tree presents the explorer panel to display all the recordings from your project. Each recording represented as a folder contains a recording script and screenshots (if there are any).

Right-click on the project in the tree to open the context menu.

General Operations

General operations with media files are intended to manage selected files within your project. The list of options is available via the context menu on right-clicking.

  • NewFolder – create a new folder to store the selected element
  • Copy (or Ctrl+C) – copy the element
  • Paste (or Ctrl+V) – paste the copied element to a new location

    Important hints

    → Avoid copying one recording to another.

    → To avoid inconsistency and loosing screenshots and image files, when copying a recording, copy not a single recording file, but the folder

    or the entire folder content.

    → If you copy a recording to create a new one out of the source, rename a new recording upon copying.

    → To make a backup of the recording, create a new folder first, then copy the entire folder there.

  • Delete (or the Delete keyboard button) – remove the element
  • Move – move the element to another location

  • Rename – rename the element

  • Refresh (or F5) – refresh

Import/Export Operations

Import and export options allow to import/export a wide variety of objects, projects, configurations, bot tasks, etc. For these purposes, specific import/export wizards are used.

Publishing Operations

You can publish a recording to Control Tower as a new Bot Task for a Business Process (the Business Process will be created automatically) or update a Bot Task exported before.

Update Business Process

If you have already exported a Bot Task to Control Tower, you can update it with your recent modifications.

  1. Select the recording, right-click and choose Publish to Control Tower.

    As the selected recording has been already published to Control Tower, it is updated with the new content.
  2. Click Finish to update the Bot Task in Control Tower.
Publish to Control Tower as New Business Process

You can also create a new Business Process in Control Tower.

  1. Select the recording, right-click and choose Publish to Control Tower as new Business Process.
  2. Enter the Business Process name.
  3. Click Finish to complete the export. The selected recording is published to Control Tower as a new Business Process.
8

Components

Available from RPA Express 2.3.0.

On the Components tab, you can perform the following actions.

  • Enable server components
  • Access server components
  • Modify server settings

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