Recording a customer search

3 Tasks

30 mins

Pega Robotic Automation 22.1

Visible to: All users

Beginner

Pega Robotic Automation 22.1

Robotic Process Automation

English

Scenario

You are a customer service representative working for RoboBanks, Inc.  Your typical workflow begins with you logging in to the BankerInsight application and searching for a customer's information. You have met with the development team about automating the more routine aspects of your job, and, as a first step, you have been tasked with creating a simple automation for this task using Intelligent Recording.

Complete the following tasks:

• Record the BankerInsight log-in automation called BI_Login.
• Record a search for a customer's information using their customer number.

The following table provides the required credentials you need to log in to BankerInsight:

Field	Value
Username	pega
Password	pega

 

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 Record the Banker Insight login

1. In Pega Robot Studio, click Let's go to launch the Quick start wizard.
2. In the Quick start dialog box, in the Project name field, enter RoboBanksCSR, then click Next to proceed.
   
3. In the Desktop application name field, enter BankerInsight.
4. In the Path field, click the More icon to open the Select file dialog box. Navigate to C:\Program Files (x86)\Pegasystems\Pega Robot Studio v22\Extra Resources\Sample applications\BankerInsight and select BankerInsight.exe. Click Open.
   Note: If you did not previously extract BankerInsight.zip, extract the zip file then complete this step.
5. In the Quick start dialog box, click Next to proceed to the next screen.
   
6. In the Automation name field, enter CustomerSearch, then click Launch recorder.
7. In BankerInsight, click the User Name input field. The Gear icon is displayed with a green background to indicate that automatic step creation is active.
   
8. In the User Name field, enter pega.
   Note: You edit this step later to use an input parameter.
9. Repeat steps 7-8 for the Password input field.
10. Click Login to log in to the application.
11. In the Recording assistant, on the txtUserName step, click the More icon, and then select Edit to open the step editor.
    
12. In the Value source list, select Input parameter.
    
13. In the Value list, click Create new to open the Create input parameter dialog box.
    
    1. In the Create input parameter dialog box, in the Name field, enter username.
    2. Click Submit to configure the step to use an input parameter in the automation.
       
14. Click Save to save the changes you made to the step.
15. Repeat steps 11-15 for the txtPassword step by naming the input parameter password and setting the parameter type to Sensitive Data.
16. On the Recording assistant, in the Actions menu, click Move to new automation.
    
    1. On the Add new automation dialog box, in the Automation name field, enter Login.
    2. Click Add to move the steps to the new automation.

2 Search for and retrive the customer's name.

1. In the Banker Insight application, in the Customer Number field, enter 1234500078963456.
2. Click Search to retrieve the customer details.
   
3. Click in the Last Name field, then click the green Gear icon to open the step editor.
4. In the step editor, in the Action list, select Get Text.
   
5. In the Value list, click Create new to open the Create output parameter dialog box.
   1. In the Create output parameter dialog box, in the Name field, enter lastName..
   2. Click Submit to configure the step to use an input parameter in the automation.
6. Click Save to save the changes you made to the step.
7. Repeat steps 3-6 for the First Name field. Name the output parameter firstName.

3 Retrieve information using manual steps

1. In the Account Types pane, locate the Transaction History table.
   
2. Right-click on the Recording assistant and click Add manual step.
   
3. In the step editor, in the Action list, select Show Input Box.
4. In the Message field, enter the text Enter the first Txn ID in the Transaction History table.
5. In the Title field, enter the text Txn ID.
6. In the Value list, click Create new to open the Create output parameter dialog box.
   1. In the Create output parameter dialog box, in the Name field, enter txnID.
   2. Click Submit to configure the step to use an input parameter in the automation.
      
7. Click Save to save the changes you made to the step.
8. Repeat steps 2-7, entering the following values for the Manual step:

   Field	Value
   Action	Show Input Box
   Message	Enter the first Amount in the Transaction History table
   Title	Amount
   Value	amount

9. On the Recording assistant, click Finish Recording.
10. On the Automation designer, right-click on the automation surface, then select Arrange blocks > Extend lines. Your automation should look like the following figure:
    
    

Confirm your work

1. In the Automation Designer, in the upper right, click Test to display the Testing automation dialog box.
   
2. In the Testing automation dialog box, in the username and password fields, enter pega.
   
3. Click Test to test the automation. The application opens and logs into the Banker Insight desktop application.
4. In the Txn ID input box, enter 3255, and then click OK.
   
5. In the Amount input box, enter 100, and then click OK.
6. The Test results dialog box appears. Confirm the Outputs match the expected result.
   
7. Click Done to exit the testing mode.

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

• Intelligent recording of automations v3

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Available in the following mission:

• Citizen Developer for Robotics v1