Pre-General Availability: 2024-09-02

Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Related Resources
  • Conventions
• 1 Start Building Robots Today!
• 2 Learn About Robots
  • Video: Introduction to RPA
  • 5 Reasons to Unify Your Automation
  • Create an Automation Strategy
  • About Robots
    • Robots Automate Without APIs
    • Differences: Robots and Integrations
    • When to Create Robots Versus Integrations
    • Available Robot Patterns
    • What Happens When a Robot Runs
    • How Robots, Integrations, and Process Applications Interact
    • Building Options for Robots
  • More Robot Concepts
    • About Projects
    • About Robot Connections and Robot Connection Types
      • Predefined Robot Connection Types
      • How Robot Connections Work for Multiple Instances
    • About Environments and Environment Pools
    • About the Robot Agent
      • System Requirements
      • Specifications
• 3 Best Practices and Guidelines
  • Operations Best Practices
    • Promote Communication
    • Automate Today, Iterate in the Future
    • Plan Strategically Across Teams
    • Understand a Problem Before Solving It
    • Strive for Continuous Improvement
  • Environment Best Practices
    • Set Up Enough Environments
    • Create System Requirements
    • Follow All License Agreements
    • Replicate the Robot's Environment
    • Monitor Your Robot Agents
    • Maintain Good Performance
  • Building and Testing Best Practices
    • Think Like a Robot, Not a Human
    • Define Inputs Using Robot Connections
    • Future-Proof Your Robots
    • Keep the Canvas Tidy
    • Create Naming Conventions
    • Test in Real-World Conditions
    • Use Screenshots to Help with Testing
  • Processing Bulk Data Best Practices
    • Questions
    • Processing Options
    • Additional Factors: Number of Robots and Records
    • Sample Calculations
      • Simple Scenarios
      • Sequential Processing
      • Parallel Processing
  • Guidelines for Expressions
    • About Expressions
    • Mathematical Operators
    • Comparison Operators
    • Logical Operators
    • Inversion Operators
    • Functions
    • Formatting Rules for Expression Syntax
      • General Formatting Rules
      • Formatting Rules for Placeholder Values
    • When to Convert a String to a Number
• 4 Build a Robot
  • Complete Prerequisites
    • Review Your Network Configuration
    • Create Application Accounts
    • Create a Confidential Application
    • Ensure that the Confidential Application is Active
    • Assign the ServiceDeployer Role to the Confidential Application
    • Meet the Robot Agent's Requirements
    • Download the Robot Agent
    • Update the Robot Agent's Configuration File
    • Start the Robot Agent
    • Start the Robot Agent Automatically
    • Install the Recorder
    • Create a Project
  • Quick Start for Building Robots
    • Workflow for Planning a Robot
      • Identify the Problem
      • Understand the Applications
      • Define the Requirements
    • Workflow for Building a Robot
    • Learn with a Tutorial
    • 11 Tips for New Robot Builders
    • Tailor Your Building Experience
  • Create Connections to Applications
    • Create a Robot Connection Type
    • Create a Robot Connection
  • Create a Robot
  • Add an Action to a Robot
    • Add a Checkbox Action
    • Add a Clear Text Action
    • Add a Click Element
      • Add a Click Element Using the Recorder
      • Add a Click Element Using the Low-Code Tools
    • Add a Close Browser Action
    • Add a Data Stitch Action
      • Use Case: Assigning a Value
      • Use Case: Appending a Value
      • Add a Data Stitch Action Using the Low-Code Tools
    • Add a Define Web Table Action
    • Add an Enter Text Action
      • Add an Enter Text Action Using the Recorder
      • Add an Enter Text Action Using the Low-Code Tools
    • Add a Get Text Action
      • Use Cases
      • Add a Get Text Action Using the Recorder
      • Add a Get Text Action Using the Low-Code Tools
    • Add a List Action
      • Use Cases
      • Add a List Action Using the Recorder
      • Add a List Action Using the Low-Code Tools
    • Add a Log Action
    • Add a Login Action
    • Add an Open Browser Action
    • Add a Radio Button Action
    • Add a Screenshot Action
    • Add a Switch Browser Action
    • Add a Wait Until Element Is Visible Action
      • Add a Wait Until Element Is Visible Action Using the Recorder
      • Add a Wait Until Element Is Visible Action Using the Low-Code Tools
    • Deeper Dive: Settings for Robot Actions
      • Define the Fields of an Action
      • Capture Screenshots in Robots
      • Add Validation to a Robot Action
  • Add Logic to a Robot
    • Add a Foreach Loop
    • Add a Switch Condition
    • Add a Stop
  • Specify Where a Robot Runs
    • Understand the Rules for Environments and Environment Pools
    • Create an Environment Pool
    • Add Computers to an Environment Pool
    • Associate a Robot with an Environment Pool
  • Design an Integration That Calls a Robot
  • Create and Update a Robot Resource
    • Alternatives to Hard Coding Data
    • Work with Variables
      • Create a Variable
      • Update a Variable
    • Work with a Trigger's Input and Output
      • Create a Trigger's Input or Output
      • Update a Trigger's Input or Output
    • Work with Page States
      • Create a Page State
      • Update a Page State
    • Work with Targets
      • Create a Target
      • Update a Target
    • Work with Data Types
      • Create a Data Type
      • Update a Data Type
    • Work with Robot Connections and Robot Connection Types
      • Update a Robot Connection
      • Update a Robot Connection Type
  • View HTML and XPaths
    • View the HTML Code for a Page
    • View an Element's XPath
    • View All Elements to Target
• 5 Run and Test a Robot
  • Workflow for Testing a Robot
  • Open a Robot
  • Fix a Robot's Errors
    • Validate a Robot
    • Fix an Error in a Robot
  • Activate a Robot
  • Test a Robot on Its Environment
  • Test a Robot and Its Integration
    • Activate an Integration
    • Run an Integration and Robot
• 6 Troubleshoot
  • Troubleshoot the Robot Agent and Environments
    • Cannot Start a Robot Agent
  • Troubleshoot the Recorder
    • Can't Start the Recorder
    • Recorder Suddenly Stops Working
    • Application Isn't in Browsers List
    • Canvas Is Read-Only
  • Troubleshoot Robots
    • Can't Activate a Robot
    • Robot Failed
    • Robot Action Takes a Long Time
  • Download the Log File for a Robot or Robot Agent
• A Use Cases
  • Use Case: Update a Set of Invoices
  • Use Case: Save Data After Iterating
  • Use Case: Switch Browsers