Desktop Automation Editor

The Desktop Automation Editor contains the following windows. You can undock and move any of the editor's windows to make editing more convenient.

  • Automation Workflow: Contains a workflow of steps as well as variables, expressions, and tree mode settings. Buttons at the top of this window help you navigate the steps of the workflow. You can go forward in the workflow using the Start Execution, Step Into, Step Over, and Step Out buttons; you can also pause or reset the execution of the robot. To select several steps, hold the Crtl key and click the steps.

    Button

    Description

    Start execution of the device automation workflow Start Execution

    Starts executing the Workflow from the current program point.

    Pause execution workflow Pause

    Pauses Automation Workflow execution.

    Step Into execution workflow Step Into

    Executes to the next program point. In case the next program point is inside a collapsed step, this step will be expanded. This is essentially related to single stepping case.

    Step over one step Step Over

    Executes the step immediately following current program point. If there is no such a step, it executes to the next program point.

    Step out of the execution workflow Step Out

    Executes to the program point immediately following the step containing the current program point.

    Go to next iteration in the loop Go to Next Iteration

    Enabled when the current program point is inside a Loop step. Press the button to execute until the same program point is reached again. The loop can be executed more than once if the program point is skipped in some iterations. If there are no more iterations, the execution stops at the program point outside the Loop step.

    Reset the current execution workflow Reset

    Resets the execution of the Desktop Automation Workflow.

    Copy button Copy

    Copies a selected element or elements of the Workflow to the clipboard. For example, several steps or a finder.

    Cut button Cut

    Cuts selected steps.

    Paste button Paste

    Pastes the content of the clipboard into the Workflow at the selected element. For example, a program point or a finder.

    Delete button Delete

    Deletes selected steps.

    Click the plus and minus signs to open and close elements in the Automation Workflow view.

    Button

    Description

    Collapse all steps button Collapse

    Collapses all steps and other elements in the Automation Workflow pane.

    Expand all steps button Expand

    Expands all steps and other elements in the Automation Workflow pane.

    Collapse all but selection button Collapse all but selection

    Collapses all steps and other elements except the selected ones.

    Newly inserted steps are not executed unless you click Step Into or Step Over in the Automation Workflow view.

    Zoom in the Automation Workflow View

    For your convenience, you can zoom in and out in the Automation Workflow view the same way you zoom in a web browser.

    • To zoom in use: Ctrl and + or Ctrl + mouse wheel scroll up

    • To zoom out use: Ctrl and – or Ctrl + mouse wheel scroll down

  • Recorder View: Shows tabs with open application windows and a widget tree with available elements. You can select elements in the interface or select images and insert steps by right-clicking the selected element or image. The bottom part of the Recorder view shows the coordinates of the mouse relative to the top left corner of the application window as well as the live streaming status of the device state.

    When you select an element in the view, along with the window coordinates, it shows the coordinates relative to the top left corner of the selected element as well as the path to the element in the bottom bar.

    All tag paths in the Recorder View are interactive. Left-click a tag in the path to make the node a selected tag, right-click a tag to open the context menu for the node.

    Tags are marked with colored boxes in accordance with their current state:

    • A green box around a tag: currently selected tag.

    • An orange box around a tag: secondary tag.

    • A blue box around a tag: ternary tag.

    To switch between elements of different levels, use Select Outermost Tag, Select Tag One Level In, Select Tag One Level Out, Select Innermost Tag, Select Previous Sibling Node, Select Next Sibling Node buttons.

    Note Sometimes it is not possible to select cell elements in tables in the application view. You can select cell elements in the widget tree and add step actions from the tree view.

    You can zoom in and out in the Recorder View either by selecting a zoom level in the toolbar or the same way you zoom in a web browser.

    • To zoom in use: Ctrl + mouse wheel scroll up

    • To zoom out use: Ctrl + mouse wheel scroll down

    Button

    Description


    Streaming is active button in the Recorder view


    Streaming is paused button in the Recorder view

    Pauses or resumes live streaming of the device state. Click to pause or resume streaming in the Recorder view.

    When streaming is active, the following is shown under the Recorder view: .

    When streaming is paused, the following is shown under the Recorder view: .

    Create finder for selection button Create finder for selection

    Replaces the selected in the Automation Workflow view finder with a finder that matches the selection in the Recorder View.

    Show next location found button Show next location found

    Shows the next element that matches the finder. The button's tooltip also provides the number of matched elements.

    Select Next Node Matching Click button Select Next Node Matching Click

    Moves selection to the next node that matches the selection in the Recorder View.

    Toggle between simple and nine-grid image finder button Toggle between Simple and Nine Grid Image Finder

    Changes image selection from simple to nine-grid and back.

    Select zoom level in Automation Device View Select zoom level

    Zooms in and out in the Recorder View.

    Select parent node Select Tag One Level Out

    Changes selection to the node, which is parent to the selected one.

    Select first child node Select Tag One Level In

    Selects the first child node of the selected one.

    Select Outermost Tag

    Changes selection to the top node in the application tree.

    Select Innermost Tag

    Selects the last child node of the selected one.

    Select previous sibling node Select Previous Sibling Node

    Selects the previous node located on the same level in the application tree.

    Select next sibling node Select Next Sibling Node

    Selects the next node located on the same level in the application tree.


    Auto Execute button in Recorder view

    Immediately executes and streams newly added action steps. When enabled, the circle on the button is red.

    Prior to adding a step or a number of steps, click this button. If a step opens a new application or a dialog, a respective tab appears in the stream view and becomes the active tab. To stop automatic execution, click this button again.

  • Workflow State view: Shows state of the workflow execution, such as variable values. When Kofax RPA detects that a binary variable contains an image, the image is displayed in the view. Kofax RPA detects GIF, JPEG, BMP, TIFF and PNG images. The image tooltip shows the MIME type of the image and its size (width and height).

  • Output Log: Contains workflow execution messages.

Editor Procedures

Save and Revert Changes
When you click Save in the Desktop Automation Editor, you save the entire robot and not only the Desktop Automation Workflow. When you click Close in the Desktop Automation Editor, the editor closes and the edited workflow is saved in the Desktop Automation step action. If you want to cancel the editing of the workflow, click Close and then click Undo (Ctrl-Z) in the robot editor.