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Creating an automation

Creating an automation

Follow these steps to create an to an automation.

  1. In Solution Explorer, right-click the project and select Add > New Automation.

    automation 3
  2. In the Name field, enter the name of the automation according to project documentation, typically {name of the adapter}_{purpose of the project item}. For example, ACME_P_SignIn. P indicates that the automation is a procedure.

    automation 4
  3. Click Add to open the automation in a Designer window and display the Properties window, which contains the properties of the automation.
  4. From the menu bar, click File > Save All to save your changes.

Create a workflow

Follow these steps to create a workflow. In the following example, theCRM_E_CRMfrmLogin_Created automation workflow is created. The objective of this workflow is to log in the CRM application. On executing the automation, Pega Robot Runtime™ displays a Windows Form. The login button on Windows Form is clicked to start the CRM application. The User1 button on the CRM application is clicked to display the user information.

  1. In the Object Inspector, select Show Events Only.
  2. Click the event Created and drop it to the automation.
  3. In the Object Hierarchy, highlight the CRMbtnLogin control.
  4. In the Object Inspector, click the Show Methods Only (box) icon.
  5. Click the PerformClick method, and drag and drop it to the automation.

    automation 8
  6. Add the WaitForCreate method to the Object Inspector.
  7. In the Object Inspector, click Show Methods Only selected.
  8. In the Object Inspector, drag and drop the WaitForCreate (<no parameters>) method to the automation, ensuring that the btnUser1 exists on the application before the automation can click it.
  9. On the WaitForCreate design block, expand the Result to display a Boolean response.
  10. Select the Show Methods Only (box) icon and drag and drop the PerformClick method to the automation.
  11. Connect the design blocks as shown in the following image.

    automation 9
  12. Select File > Save All to save your work.
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