Management of recorded steps
When you begin recording, Pega Robot Studio launches the applications associated with the automation and displays the Recording assistant. The Recording assistant provides functions for managing your recorded steps and keeps a record of steps that you capture during recording.
In addition to launching applications already associated with an automation, additional applications can be added from the Recording assistant. The menu allows you to add a new application to your project and recording or to include an existing project application in the recording. As you interact with the applications and record actions, steps are added to the Recording assistant.
Management of recorded steps
Steps that are added to the Recording assistant can be edited, tested, or deleted from the menu by clicking the More icon to the right of each step. Controls can be renamed or highlighted.
Selecting Edit displays the same step editor that is used during recording. On the step editor, you can configure the Action and source values for the control. To learn more about the step editor, see Targeted step creation.
Login detection
If Pega Robot Studio detects a login while recording steps in an automation, it highlights all the login steps in the Recording assistant. In the Login detected section, the Actions menu displays options to move the steps to a new automation, ignore the detected login, or delete the steps, as shown in the following figure:
In addition to moving, ignoring, or deleting steps, you can create a new assisted sign-on credential from the Recording assistant. Assisted sign-on is a Toolbox component that you use to easily automate the sign-on processes of project applications. For more about automating sign-on processes in your project, see Assisted Sign-On.
Completion of an automation recording
Once your recording is complete, click Stop to end the recording. The Actions menu allows you to move the selected steps to the current automation or move the selected steps to a new automation. You can also delete the selected steps on the actions menu or restart the applications associated with the current automation. Moving steps to an automation removes them from the Recording assistant.
Moving steps to the current automation creates an automation with control blocks and automation links. Pega Robot Studio also adds a Run block with any input parameters that you specified during recording. If any automation blocks are already present in the automation, the new automation blocks are added to the end of the automation.
In addition to using the menu option to move steps to the current automation, you can also drag and drop steps from the Recording assistant to the automation surface. Pega Robot Studio adds the automation blocks to the surface and Run and Exit blocks if they do not already exist. The following image demonstrates the drag-and-drop functionality:
Moving steps to a new automation prompts you to name the new automation. Pega Robot Studio automatically adds the required applications to the Palette and creates the automation from the steps you selected. A new design block is also added to the current automation to execute the new automation.
The Finish Recording button at the bottom of the Recording assistant allows you to either Finish recording or Cancel recording. Finish recording adds any steps that are still present in the Recording assistant to the current automation, and the applications are closed. Cancel recording discards any steps that are still present in the Recording assistant before the applications close.
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