Targeted step creation
While standard interrogation focuses on identifying controls that are required for automations, and automatic step creation focuses on creating an automation for the current process that is in action, targeted step creation is a hybrid of the two approaches. This approach allows developers to create the precise automation that they want while performing interrogation and testing the automation as the developer creates it.
Pega Robot Studio uses targeted step creation by default when recording actions in applications that X-ray Vision does not support. You can also choose to use targeted step creation to precisely configure a step during automatic step creation.
Hover over each control with which you want to interact. If the control is recordable, a Gear icon is displayed on the left. Click the Gear icon to interrogate the control. When only targeted step creation is available, the Gear icon is blue. Pega Robot Studio displays the step editor for each control that you interrogate.
Step editor
The step editor allows you to choose the appropriate action to perform on the control. The actions that are available vary depending on the control type. The step editor allows you to name the control, decide what action to perform on the control, and supply the required parameters for that action.
For example, if you select Set Text for a TextBox control, it has Value source and Value properties. Value source lets you choose between supplying a Constant value or an Input parameter as the source of the value to enter in the text box. The constant value sets the same value every time for that control. The input parameter allows you to pass the value to the automation as a parameter of the Run block, which is then passed into the TextBox control.
The default action for an input field is Set Text. In addition to Set Text, you can choose Append Text, Send Keys, or Get Text. You use Get Text when you want to read the value of a field rather than set the value. For example, you search for a customer by ID, and other controls on the page are populated with the customer’s name and address that you retrieve by using the Get Text action and use later in your automation.
When selecting Get Text, you can set the Value target to either Output parameter or Variable. The output parameter stores the value as a parameter in the Exit block of the automation. Variable stores the value in an automation variable that you can use elsewhere in the automation.
Value source and Value target both require an entry in the Value field. For a constant value, enter the actual value to use. For a parameter or variable, you can choose an existing parameter or variable in the Value list in the step editor. You can also create new variables or parameters using the step editor.
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