ELMA RPA / Getting started

Getting started

You can automate processes using the ELMA RPA. To do this, you need to create a diagram that clearly shows the sequence of actions performed by the bot. Let's create a "Currency rate update" process as an example. It will search the Internet for the current exchange rate data and register it.

Designer

Step 1. Create a new process

Click the create process button button on the main page.

In the window that opens, enter a process name and description, and click Create.

create process

The process modeling page will open.

Step 2. Create context variables

Context variables are used for working with data that is created, changed, and saved during the process execution.

We need to create two context variables:

  • Currency. Stores the name of the currency we want to find information about.
  • Currency rate. Stores the obtained currency rate data.

To do this, go to the Context tab and click the 61 button.

start-1

In the window that opens, specify:

  • Name *. For example, Currency;
  • Variable *. Enter the variable name in English. For example, "currency";
  • Description. You can specify what data the variable stores;
  • Scope. You can configure the variable visibility for external systems. Since the variable contains the initial data for starting the process, select the Internal scope. The variables with a scope can be marked as required. To do this, check the Required box;
  • Type *. Select the type depending on the information the variable contains. Since the variable contains the currency name, select the String type. If you need to store the currency value, select Non-integer.

In the same way, create the Currency rate variable.

Here is what the variables may look like:

create context variable

Step 3. Record the sequence of actions

The ELMA RPA process is a diagram demonstrating the sequence of operations performed by a bot. The process is described by the activities that display user actions when working with the operating system or other software.

The recording mode traces user actions. Turn on the recording mode by clicking the Record button in the process card.

After that, the program will start 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 hovering the cursor over the elements recognized by the recorder, they will be highlighted with a green rectangle. The recording process is controlled in the Inspector window. For more information about the Inspector, read the "Inspector" article.

Follow all the steps to get data on the currency rate and save the process by clicking the 42 button in the Inspector window.

Your actions will be reflected on the diagram as activities.

activities-1

Step 4. Edit the process

The recorded process can be edited through the activity settings and execution threads.

To go to settings, click on the activity.

Step 5. Run the process on your PC

You can run the recorded and edited process on your PC in two ways:

  • click the Run button in the process page;
  • open the Designer home page, go to the process tab, and click the 51 button to the left of the process name in the list.

Before the process starts, a window will open. There you can specify the values of the variables that will be used in the process. This is available in case you set the context variables of the Input scope during the process modeling.

start-2

After that, a recorded sequence of actions will be executed on your PC.

Step 6. Publish the process

If you want to run the process both on your and other users' computers, you have to publish it in the Orchestrator. To do this, enable the advanced ELMA RPA Designer mode. Read more about working with the advanced mode in the "Advanced mode" article.

The processes available for publishing are displayed in the Personal server storage tab.

To publish a process, go to this tab, open the radial menu by clicking the 9 button and click Publish.

getting-started-6

After that, you can create a task for the process in the Tasks section of the Orchestrator.

Orchestrator

You can create tasks for all the processes published in the Orchestrator. Note that only users with the Administrator role can work in the Orchestrator. You create a task for a bot to execute. The Orchestrator distributes tasks between bots.

To create a task in the Orchestrator, go to the Tasks section, and click the create task button button.

task-creating-1

In the window that opens, in the Process * field, select the process that you want to run.

Specify the task priority.

If you created the Input and Input/Output scope variables during the process modeling, you can specify their values in this window. These values will be used during the process execution.

Bot

A bot executes the tasks created in the Orchestrator. To execute a task, the bot must be connected to the Orchestrator and authorized. Run the bot to make it execute the process task. To do this, click the 46  button.

bot 1

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