Get Started

The following procedure shows how to create a Web Automation robot.

  1. Open Design Studio.
  2. Click File > New Web Automation Robot.

  3. Specify a name for the robot, select a project to store the robot in, and then click Next.

  4. Optionally, enter a URL that the robot should start from. When you do so, a Load Page step with this URL is automatically inserted in the robot.

  5. Select a browser engine to use: Classic or Default (WebKit-based).

  6. Select a design-time execution mode to use: Minimal Execution (Direct) and Smart Re-execution (Full). Smart Re-execution is the default mode.

  7. Click Finish.

To start editing and executing your robot, you need to prepare it for execution by clicking Prepare Execution in the Applications view or on the toolbar. By clicking this action, you put the robot into execution mode, which enables you to execute it while editing. You can execute action steps right after you insert them in the robot workflow and immediately see the result. When a Web Automation robot is not prepared for execution, you can still perform some basic editing, such as add action steps and change their properties, configure variables, but you will not be able to see the result of step execution and to obtain and use data from websites that you interact with to design the robot.

The execution privilege is intended only for Web Automation robots. Only one Web Automation robot at a time can have the execution privilege, so to take the execution privilege from one robot to another, open the tab with the required robot and click Prepare Execution. Also, a robot cannot have the privilege to execute in both Design and Debug mode at the same time.

When a Web Automation robot has the execution privilege, the editor tab of this robot is highlighted. When a Web Automation robot is calling a Desktop Automation robot, the tabs of both robots are highlighted for convenience as shown below. The robot where execution is currently located is marked with a red dot.

Also, you can open the Desktop Automation robot that the Web Automation robot is calling by clicking Open in the properties of the respective Call Desktop Automation Robot step. The robot is opened on a new tab.

Tip Visit the Kofax Intelligent Automation SmartHub at https://smarthub.kofax.com/ to explore additional solutions, robots, connectors, and more.