Build your First Process

Automate your first process, using Open or Attach Application, Attach Window, Set Text, Press (Hot-) Key and Click Element.

To start with your first process you need to start the Hyland RPA Designer (former AM Composer). In the main view, you can open a new project. We are using the Blank Processor option here, for further explanation of the possibilities have a look here. For a short video introduction incl. an overview of the workspace have a look here.

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Fill in the necessary information and select one activity version to work with. Only compatible versions are shown.

Please Note! If the Dropdown is empty you have to install activities from our portal first!.

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Once you have opened a new project, the workspace looks like this:

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On the left side, you have all the possible activities which you can use. They are categorized, but you can also search for a specific activity. Those will be used in the flowchart in the center to create the robot. We will start by telling the robot which software to open. That guarantees, that the robot is not working in the wrong software. After that we will tell the robot which window to work in. That is especially important when an error occurs. Once a process is stopped all open windows should be closed by the robot in order to start the next process without any interference. Only in the window, the real activity like Set Text is set. To learn more about the so-called Golden Rule, click here.

 

Step 1: The Basic Process

We will now create a robot that is able to set text into the Windows Notepad.

Please type Open or Attach Application in the search bar on the upper left side (above the activities). Select the activity and drag it into the workflow. Directly place it under the start node to automatically connect it.

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Double click on the activity to get into it.

Please Note! If you click in the center you can change the activity name. To open the activity, click next to the frame instead.
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You will see that there is an Attach Window already inside. Before we can continue, we must show the robot which application to work in. You can click on the document icon (1) to select a .exe file with the Windows Explorer, but you can click Indicate on Screen (2) as well. To use that, please open the software you want to use first. In this case please open the Windows Notepad. Once you have clicked Indicate on Screen you will see that there is a blue frame around every application when you move your mouse over it. Click on the Notepad application, which you want to use.

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The activity now contains the path to the software ("C:\WINDOWS\system32\notepad.exe").

The same is possible for the window. Double click to get into it and then use Indicate on Screen to select the correct window.

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If you have a look at the properties on the right side, you will see that the window title appeared as the Selector Value to work with.

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If you want to go back in the process, to show a higher hierarchy layer, you can either use the arrow (1) or the breadcrumbs (2).

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Put Set Text into the search bar and drag it into the window to connect it with the start node. The following pop-up will occur where you can either set a static text (input text field) you want to put in the notepad or select/create a variable (dropdown).

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If you don’t want to use static text like in the example here, click into the dropdown and type in a name for your variable, e.g. FirstProcessText. After clicking the Okay button, you will find your variable at the bottom of the flowchart.composer1.png

This variable is empty now and can be filled during the process (for example with the Get Text activity). To use it here directly you can also set a default value, which then will be used as a static text. You have set the information which text to put, but you still need to define where to put it. Because you usually do not have only one text field (like here in the notepad), you need to indicate which text field to use. Click Indicate on Screen and click into the notepad again.

Please Note! If you can still see Indicate on Screen somewhere (like in the screenshot above) you are not done yet.
 
Congratulations, you have a usable robot now. Close the notepad and click on the start button in the Composer to try it out!
 
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Step 2: The more sophisticated process

We want to upgrade the robot by teaching it, how to save the Notepad document and close it.

Set Press Hotkey into the activity search bar and drag it into the flowchart to connect it with the Set Text activity. Double click on the activity to select CTRL+S to show the robot how to save a notepad file.

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Your process looks like this now.

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The Windows Explorer will open, once you press CTRL+S in the notepad. Because this is a new window, you have to define it for the robot. Go one hierarchy level higher and add an Attach Window activity under the first notepad window.

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Double click on the new Attach Window and indicate the Save as-window. Use Set Text again to define the name of the document (e.g. MyFirstProcess). You can always change the static text or variable in the properties of the Set Text activity.

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Indicate the file name field, like this:

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Search for Click Element afterward and drag it under your Set Text to click the Save button. Use Indicate on Screen again.

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Please Note! If you want to indicate something again or use our expert indicator, click on the burger menu on the right side of the activity.

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To close the notepad in the end you have to attach the third window (because the window title of your notepad window has changed) and drag a Close Window activity into the flowchart. Your workflow should now look like this (the first screenshot shows the window level, the second one shows the third window)

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If you run the robot again, it should put text into your notepad, save the notepad and close it.

Please Note! If you already saved a file with this name, the robot will stop with the error ‘File already exists’. Make sure to delete the file, before you start your robot again!
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