Creating a basic automation

3 Tasks

20 mins

Pega Robotic Automation 22.1

Pega Robotic Automation R25

Visible to: All users Applies to: Pega Robotic Automation 22.1

Beginner

Robotic Process Automation

English

Scenario

Create a project that logs in to the BankerInsight application, inserts the Customer Number, and searches for a client to display account details. To accomplish this you will build a simple automation for this project that only takes into account a happy path of execution. 

Complete the following tasks:

• Create the BI_ClientSearch sub-automation that inserts the Customer Number and displays the customer's account details in a BankerInsight application. 
• Create the main automation that performs a log-in and runs the BI_ClientSearch sub-automation.
• Use Jump To and Label design blocks to update BI_Login automation with basic error handling.
• Execute the project and check the results. 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Detailed Tasks

1 Create the BI_ClientSearch automation

1. In Pega Robot Studio, open the Robotic Banking project.
2. On the Project tab, click Add > Automation to add a new automation to the project.  
   
3. In the dialog box, in the Automation name field, enter BI_ClientSearch. 

Note: Be sure to select the Empty automation checkbox on the Add new automation window so your automation to ensure your automation does not start using the automation template.

4. Click Add to automatically display the newly created automation. 
5. On the BI_ClientSearch tab, click Include to display the Include in palette dialog box. 
6. On the Application tab in the Include in palette dialog box, click Add to add the BankerInsight application to the Applications section of the Palette tab.
7. On the Include in palette dialog box, click Done to add the BankerInsight application to the automation.
   
8. On the automation surface, right-click, and then select Add > Entry Point to add an automation entry point. 
   
9. On the Palette tab, in the Applications section, click BankerInsight > frmBankerInsight > grpClientDetails to expose the main window controls. 
   
10. Drag the txtCustNum control to the automation surface to display the Select action dialog box.
    1. In the Select action dialog box, click More to display the properties, methods, and events for the control. 
    2. In the search field, enter Text.
    3. Click the Property tab.
    4. Select the Text check box.
    5. Click Add to add the property to the design surface. 
       Tip: If the Text property is displayed in the main dialog window, you can also double click it to add it to the automation.
       
11. Drag the btnSearch control to the automation surface to display the btnSearch dialog box.
    1. In the btnSearch dialog box, click More to display the properties, methods, and events for the control. 
    2. In the search field, enter PerformClick. 
    3. Click the Method tab.
    4. Expand the PerformClick group, and then select PerformClick (no parameters) to highlight the method. 
    5. Click Add to add the method to the design surface. 
       Tip: If the PerformClick method is displayed in the main dialog window, you can also double click it to add it to the automation.
       
12. On the automation surface, right-click, and then select Add > Exit Point to add an exit point shape.
13. On the exit point shape, click the label, and enter Success to rename the exit point shape. 
14. On the entry point, click the Add icon to add the following input parameter to the sub-automation:

    Parameter Type	Parameter Name
    String	customerNumber

15. On the Palette, in the Locals section, drag the customerNumber parameter to add the parameter to the design surface. 
    
16. On the automation surface, connect the data links as shown in the following example. 
    
17. On the toolbar, click Save to save the automation.  

2 Create the main automation with two nested automations: BI_LogIn and BI_ClientSearch

1. Click the Project tab to open the Project Explorer.
2. On the Project Explorer, click and open the Main automation. 
   
3. On the Palette tab, in the Applications section, click BankerInsight to expose login form controls. 
   
4. Drag the frmLoginForm control to the automation surface to display the Select action dialog box.
   1. In the dialog box, click More to display the properties, methods, and events for the control. 
   2. In the search field, enter Created. 
   3. Click the Event tab.
   4. Select the Created event.
   5. Click Add to add an event to the design surface.
      
5. On the Main automation tab, click Include to add sub-automations to the main automation from the Include in palette dialog box. 
   
6. In the Automations dialog box, click Add to add the following automations to the main automation:
   • BI_LogIn 
   • BI_ClientSearch
7. Click Done to close the dialog box. 
8. On the Palette tab, in the Automations section, drag the BI_LogIn automation to the design surface to display the Select action dialog box.
   
   1. Click More to display the properties, methods, and events for the control. 
   2. In the search field, enter Run.
   3. Click the Method tab.
   4. Select the Run method.
   5. Click Add. 
9. On the Palette tab, in the Automations section, drag the BI_ClientSearch automation to the design surface to display the BI_ClientSearch dialog box.
   1. Select More to display properties, methods, and events for the control in a pop-up window. 
   2. In the search field, enter Run.
   3. Click the Method tab.
   4. Select the Run method.
   5. Click Add.  
10. On the automation surface, connect the design blocks as shown in the following image. 
    
11. In the BI_LogIn design block, click the username and password parameters, and enter pega to define the value of the automation's input parameter. 
    Caution: It is not a best practice to use hardcoded credentials. It is used here for training purposes only.
12. In the BI_ClientSearch design block, click the customerNumber parameter and enter 1234500078963456 to define the value of automation's input parameter. 
13. On the toolbar, click Save to save the main automation. 
    

3 Use Label/Jump To components

1. Click the Project tab to open the Project Explorer.
2. On the Project Explorer, click and open the BI_LogIn automation.
3. On the Palette tab, in the Applications section, click BankerInsight > frmBankerInsight to expose the application controls. 
4. Drag the frmBankerInsight control to the automation surface to display the Select action dialog box. 
   1. In the dialog box, click More to display properties, methods, and events for the control. 
   2. In the search field, enter WaitForCreate.
   3. Click the Method tab.
   4. Select the WaitForCreate (no parameters) method.
   5. Click Add to add a method to the design surface. The WaitForCreate design block waits 30 seconds until the main window of the application is displayed.
       
      
5. On the automation surface, perform the following actions to configure the Label and Jump To components:
   1. Click the link between the PerformClick method and the Success exit point.
   2. Right-click the link, and then select Delete to remove the automation link.
   3. On the automation surface, right-click, and then select Add > Label to add two labels.
   4. On each label shape, click the label, and rename the shape to:
      • Success
      • Failure
   5. On the automation surface, right-click, and then select Add > Exit Point to add an exit point shape.
   6. On the exit point shape, click the label, and enter Failure to rename the shape.
   7. On the automation surface, connect the automation links as shown in the following example. 
      
   8. Right-click, and then select Jump To > Success to add a JumpTo component to the automation surface. 
   9. Right-click, and then select Jump To > Failure to add a JumpTo component to the automation surface. 
   10. Connect the automation links as shown in the following image. 
       
6. On the toolbar, click Save to save the BI_Login automation.
7. Click the Main automation tab to switch to the Main automation.
8. On the Toolbox tab, in the search field, enter MessageBox. 
   
9. Drag the Show MessageBox method to the automation surface to display the Choose Method Overload dialog box.
   1. In the Choose Method Overload dialog box, keep the default version of the method.
   2. Click Submit to close the dialog box. 
      
10. On the automation surface, click the message parameter of the MessageBox design block.
11. In the message field, enter Application timeout to inform the user about the cause of an automation failure.
12. On the automation surface, connect the automation links as shown in the following image.
    
13. Save the automation.

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This Challenge is to practice what you learned in the following Module:

• Basic robotic automations v4

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Available in the following mission:

• Robotics System Architect v3