When working on a Desktop Automation robot, the following panes are present in the editor. You can undock and move any of the editor's windows to make editing more convenient.

Note To be able to edit a Desktop Automation workflow, you need to first allow execution for the web automation robot by clicking Prepare Execution and then click Step Into DA Robot to open the Desktop Automation workflow for editing. For more information, see Get Started.

• Editor: Contains a workflow of steps as well as variables, expressions, and tree mode settings. Buttons on the toolbar below the menu 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. Use the following key combinations to select several steps:

  • Shift+click: selects a range of steps

  • Ctrl+click: adds/removes selection of steps

  • Ctrl+Shift+click: adds a range selection

  Button	Description
  Open project	Opens a project.
  Save All	Saves changes in the workflow.
  Undo	Reverts the last change.
  Redo	Repeats the reverted action.
  Copy	Copies a selected element or elements of the Workflow to the clipboard. For example, several steps or a finder.
  Cut	Cuts selected steps.
  Paste	Pastes the content of the clipboard into the Workflow at the selected element. For example, a flow point or a finder.
  Delete	Deletes selected steps.
  Leave Robot	Stops and leaves the Desktop Automation robot without saving the execution result.
  Start Execution	Starts executing the workflow from the current flow point.
  Pause	Pauses automation workflow execution.
  Step Into	Executes to the next flow point. In case the next flow point is inside a collapsed step, this step will be expanded. This is essentially related to single stepping case.
  Step Over	Executes the step immediately following current flow point. If there is no such a step, it executes to the next flow point.
  Step Out	Executes to the flow point immediately following the step containing the current flow point. When the workflow is executed until the end, clicking this button steps out of the Desktop Automation robot.
  Go to Next Iteration	Enabled when the current flow point is inside a Loop step. Press the button to execute until the same flow point is reached again. The loop can be executed more than once if the flow point is skipped in some iterations. If there are no more iterations, the execution stops at the flow point outside the Loop step.
  Reset	Resets the execution of the Desktop Automation Workflow.

  Button	Description
  Go To Current Flow Point	Brings to view the current flow point location.
  Collapse	Collapses all steps and other elements in the Automation Workflow pane.
  Expand	Expands all steps and other elements in the Automation Workflow pane.
  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 on the toolbar.

  Zoom in the workflow view

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

  • To zoom in use: Ctrl+plus sign (+) or Ctrl + mouse wheel scroll up

  • To zoom out use: Ctrl+minus sign (-) or Ctrl + mouse wheel scroll down

• Recorder View: Shows tabs with open application windows and a 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 application 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
  	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	Replaces the selected in the Automation Workflow view finder with a finder that matches the selection in the Recorder View.
  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	Moves selection to the next node that matches the selection in the Recorder View.
  Toggle between Simple and Nine Grid Image Finder	Changes image selection from simple to nine-grid and back.
  Select zoom level	Zooms in and out in the Recorder View.
  Select Tag One Level Out	Changes selection to the node, which is parent to the selected one.
  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	Selects the previous node located on the same level in the application tree.
  Select Next Sibling Node	Selects the next node located on the same level in the application tree.
  Copy Sub Tree As XML	Copies the subtree element selected in the tree 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.
• Comment: Shows comments for steps in the automation workflow.

  To write or change a comment, click a step or a Group step and add/change your notes in the Comment window. You can use the Undo and Redo buttons here. The comment is automatically saved when you click outside the window.

  A step that contains a comment is marked with a comment sign.