Downloading and using a local asset file

2 Tasks

15 mins

Pega Robotic Automation 22.1 Visible to: All users

Beginner Pega Robotic Automation 22.1 Robotic Process Automation English

Scenario

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

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

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Challenge Walkthrough

Detailed Tasks

1 Include deployed Asset from a local disc to the project

1. Download the project:
   DownloadingAssetsStart.zip (32.93 KB)
2. Save the file to your desktop, and then extract the project folder to C:\Users\<username>\Documents\Pega Robot Studio\Projects\.  
3. On the Home screen in Pega Robot Studio, click Open Project, access the Projects folder, and then open DownloadingAssetsStart.pegaproject.   
4. Download the asset:
   BankerInsight_0.zip (120.25 KB)
5. Extract the file, and then copy BankerInsight.pegaAsset file to C:\Users\<username>\AppData\Pegasystems\Assets\. 
6. In the Project Explorer, click Add > Assets > Application, as shown in the following figure:
   
7. In the Local assets dialog box, select BankerInshight, then click Add, as shown in the following figure:
   
8. In the Project Explorer, expand the BankerInsight, and then verify whether the system added all elements, as shown in the following figure:
   

2 Create an automation that uses the Application Asset to display customer data in the windows form

1. In the Project Explorer, click Add > Automation. 
2. In the Add new automation dialog box, in the Automation name field, enter StartCustomerCall, and then click Add to create a new automation.  
3. In the Toolbar, click Include.  
4. In the Include in palette dialog box, on the Application tab, click the Add icon to add the BankerInsight application.
5. On the Form tab, click the Add icon to add the CSHome form.
6. Click Done.
7. Adjust the value of the Path field to the location of the BankerInsight application on your local computer: 
   1. In the Project Explorer, click BankerInsight to open the application designer.
   2. Open the StartCustomerCall automation.
   3. On the Palette tab, expand the Applications section, and then select the BankerInsight control. 
   4. In the properties grid, next to the Path property, click the More icon. 
   5. In the installation folder for BankerInsight, click the BankerInsight application, and then click Open. 
8. On the Palette tab, expand Forms > CSHome, and then drag the Start call control to the automation surface.  
9. In the Select action dialog box, select Click, and then click Add.  
10. On the Palette tab, expand Applications, and then drag the BankerInsight control to the automation surface, as shown in the following figure:
    
11. In the Select action dialog box, click More to access the search field.  
12. In the search field, enter GetCustomerDetails, select the GetCustomerDetails method, then click Add.  
13. On the Palette tab, in the Forms section, drag the CustomerId control to the automation surface, select the Text property, and then click Add.
14. Add a username String variable to the automation surface:
    1. On the Toolbox tab, in the Variables section, drag a String variable to the automation surface.
    2. On the String design block, click String1, and then enter username.
    3. On the String design block, click Vaule, and then enter pega.
15. Add a password-sensitive data variable to the automation: 
    1. On the Toolbox tab, in the Variables section, drag a Sensitive data variable to the automation surface.
    2. On the Sensitive design block, click Sensitive1, and then enter password.
    3. On the Sensitive design block, click Vaule, and then enter pega.
16. On the Palette tab, in the Forms section, drag the following controls to theautomation surface:
    •  TextBoxAddress
    • TextBoxFirstName
    • TextBoxLastName
17. Select the Text property, and then click Add. 
18. On the automation surface, connect the links, as shown in the following figure:
    
19. On the toolbar, click Save to save the automation.

Confirm your work

1. In the menu of Pega Robot Studio, click Run all to run the project.
   The CSHhome form is displayed.
2. In the CSHome form, in the Enter a customer ID to start a call field, enter 40932, and then click Start call.
3. Wait for the automation to complete.
4. On the CSHome form, verify that customer data is correctly displayed, as shown in the following figure:
   

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

• Application Assets v1

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