Once you are ready to begin capturing your process steps, you will need to access the editing mode. This is where all your tracked process steps are displayed and ready for adaption, description and editing.
You are directed to this mode whenever you open an existing project and when you click Done in the documenting mode.
Editing mode consists of three primary parts: the Window Panel on the left (1), the Screenshot Panel in the middle (2), and the Action Panel on the right (3).
In the Window Panel on the right, you see all windows of the current run lined up. The Hyland RPA Analyst (former AM Muse) takes a screenshot during documenting for each action and condenses them whenever their screens were comparable. In this panel, you can navigate through all of these. Therefore, they are numbered and named by their window title. To bring one specific window into focus, you can click on it and it will be maximized in the Screenshot Panel. Its corresponding actions are then displayed in the Action Panel.
To select multiple windows from the window list press the CTRL or SHIFT while selecting.
You can rearrange window(s) by dragging and dropping.
Right-clicking on one or multiple windows selected gives you multiple opportunities:
- Copy (Ctrl+C) the window(s) selected
- Cut (Ctrl+X) the window(s) selected
- Insert (Ctrl+V) the window(s) copied or cut before - at the end of the current window list
- Delete the window(s) selected
- Start a New Run from the focussed window. By clicking on this, you will copy the current run that you were editing to this window. This simplifies the capturing of alternative process flows that differ from a specific point.
The name of each window sequence, called Run, is displayed above the window list itself. You can edit the default name at this point - just click on the bold text to adjust it.
In the Screenshot Panel, you see your focused window from the Window Panel enlarged to the available space. You can also zoom in and out using the zoom controls in the lower-left corner. The zoom range is 50 % - 200 %.
On the screenshot itself, all actions are highlighted by numbered rectangles (except for the key/hotkey actions which do not have a rectangle.)
You likely will be able to see the similarities between the Action Panel in the documenting and the editing modes. Indeed, there are a lot of similar functions:
- Start: Here you leave the editing mode to go into documenting mode again, where you can add interactions and windows to your list. Note that the captured sequences will be attached to the current run, but at the end.
- Action Type Toggles: These toggles have two purposes. You can only have one toggle active at a time. Anytime you activate another toggle, the toggle that was previously active will be deactivated.
A. The first purpose of the toggles is to add missing actions to the current window once no action in the action list is focused. This means that when no action is focused in the action list, the active action toggle indicates which action type will be created when you drag a rectangle on the Screenshot Panel. You can use this function when you forgot an action on a screen. As soon as the rectangle is dragged, an action will be created and attached as the last action of the focused window.
B. The second purpose of the toggles is the changing of the action type for already existing actions in the action list. Once an action in the list is in focus (by clicking on it) the corresponding current action type is displayed and active in the action bar. By activating another toggle now, you can change the action type of the focused action.
To be specific, there are five action toggles:
- Left-click, to be used whenever a left click in the system takes place.
- Double click, used whenever a double left click in the system takes place.
- Right-click, to be used whenever a right-click in the system takes place.
- Write text, used whenever you type in or write text somewhere.
- Read-out text, used whenever you are copying, reading, comparing, or checking text to draw conclusions or insert somewhere else.
- Window Title: Once you indicate your first element on the screen, the Hyland RPA Analyst (former AM Muse) automatically detects its corresponding application and window. Here, the window title is displayed but you can also simply adapt and edit it. You can also expand and collapse the action list by clicking on the triangle/arrow button next to the window button.
- Action: Each tracked action is displayed in the list with an icon indicative of its action type and a description that is also subject to change – you can simply click on the description to edit. The hints offer you indications of how to start and what to fill in. Clicking on the three dots gives you the ability to delete an action or change all action properties in a separate popup. You can change the type of an action as mentioned above: focus the action by clicking on it and indicate the intended action type in the action bar toggles.
- Send Key/Hotkey Button: The last point of the action list is the button that allows you to add keys or hotkeys. These are not visible on screen as elements, so you cannot click on them, which is why you always have the opportunity to add them to your process at this point. Clicking on the button expands a small menu where you can choose between a key and hotkey to add. Afterwards, these will be added to the list just as any other action before, meaning you can edit their description and properties. After inserting a key action, their Property pop-up will be opened automatically.