The main way to create and edit a process is recording the sequence of user actions when they are working with an operating system or other software.
You can start recording in two ways:
- click the Record button on the process page;
- press the key combination Ctrl+R.
Then click Ok in the pop-up window. After that, the program starts recording all user actions in the computer vision mode. The Designer window will be minimized, a red frame and the caption "REC" in the top left corner will appear. When you hover the cursor over the elements recognized by the recorder, they are highlighted with a green rectangle. The recording process is controlled in the Inspector window. Read more about Inspector in the "Inspector" article.
You can change the recording mode display in ELMA RPA Designer settings.
After that, save the recorded process. You can do it in several ways:
- click Ok in the pop-up window that appears after recording;
- click the Save button on the process page;
- press the key combination Ctrl+S.
You can record not only the whole sequence of actions but individual activities. It can be useful in case an activity was recorded incorrectly, and you want to rerecord it. To do that, use the target searching method.
Working with a browser, you can record activities using the XPath method. To do this, install the ELMA RPA Web Recognizer extension. The link can be found in Designer settings. When installed, activities will be automatically recorded using the XPath. The method is more exact when recognizing the web elements. The clicks out of the web interface are recorded as usual.
You can use the target searching method for such activities as Click, Click Text, Hover, Drag&Drop, Scroll, Get text, Get OCR text and for the for each loop. It allows you to select an element for the loop or rerecord a certain activity, not the whole sequence of actions. To do that, open the activity settings and click the icon in the Search method field. The recording mode will turn on and the Inspector window will appear. The Inspector window consists of three blocks.
- The window name and the current element search method. Read more about the search methods in the "Inspector" article.
Hover the cursor over the icon to view the hotkey to call the radial menu (Ctrl+Alt+Q) in the recording mode. There is a button for folding/unfolding the window to the right of its name.
- A screenshot of the captured interface element.
- The recording activity control panel:
— simulate a click without actually performing the click action when recording the process. It is used to record actions without opening forms and clicking on elements. For example, you need to record how to click the button to close a document. However, you don’t want to close it while recording. To do this, left click and hold the icon, hover the cursor over the interface element and release the button;
— save data on the chosen interface element;
— change the element search method (Native or Vision);
— exit the recording method without saving data about the interface element.
The radial menu that can be called when rerecording an activity, contains two available functions: image search and offset click.
Before running the process, you can check how accurately the interface elements are defined for a certain activity. To do this, click on the icon. You will see how many interface elements are found for this activity:
- One interface element found. It will be highlighted.
- Several interface elements found. In this case, when running the process, the necessary element can be defined wrong.
- The interface elements are not found.
To go to the process model, click Back to process.
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