Navigating through the RPA Studio application

The RPA Studio application includes these menus:

• Home: This menu is displayed by default and includes these sub menus:
  • New Project: This menu enables you to start a new project for designing a new automation process. Click New Project to create a new project.
  • Open Project: This menu enables you to open a local project. Click Open a local Project to download a project.
  • Import Project: This option enables you to import projects in the Studio application.
  • Extensions: This menu enables you to download the Infor RPA Recorder and Inspector functionality to be rendered in Google Chrome.
• Recent: This menu lists the projects that have been recently worked upon by the logged-on user. Click an existing project to display the details. These panels are displayed:
  • Projects: Lists the files created within a project. The project includes the MainPage.xaml file which is the default RPA flow created for a project. Click the MainPage.xaml file to display the workflow panel.
  • Activities: Lists the pre-defined activities. You can drag and drop activities in the workflow panel to create an RPA flow.
  • Output: Displays the flow execution outcome of an RPA flow.
  • Error List: Displays the errors encountered when running an RPA flow.
  • Properties: Specify, review, and modify the properties of an activity to create an RPA flow. This panel is contextual and is displayed on the right of the screen when a particular activity is selected . You can .

    You can also use these sub panels displayed on the bottom of the screen to define the dynamic data that are used as the pre-defined properties of the selected activity of your project.

    Note: The sub panels are displayed only when you select a specific activity.
    • Variable: Create or modify variables for the selected activity.
    • Arguments: Create or modify arguments for the selected activity.
    • Import: Import or select namespaces for the selected activity.

This table lists the options that can be used for creating, running, or publishing an RPA flow:

Options	Description
New	Click this option to add one of the following: Sequence: A sequence to a project. Sequences represent an activity within a project. You can reuse a sequence as a standalone project or as part of an RPA flow. FlowChart: A new flowchart file. Flowcharts create business processes and connect activities. State Machine: A State Machine. This type of automation uses a finite number of states in an RPA flow. The RPA flow enters a state when triggered by an activity and exits from that state when another activity is triggered.
Save	Save changes made to an RPA flow on which you are currently working .
Save All	Save changes across all the RPA project folders.
Undo	Revert to an earlier action..
Redo	Restore any action that was previously undone using an undo option.
Run	Run the RPA flow.
Publish	Publish the RPA flow from RPA Studio to Mastermind.
Copy	Copy en existing RPA flow.
Cut	Remove an existing RPA flow.
Paste	Paste a copied RPA flow.
Import	Import projects into the RPA Studio application.
Export	Export the RPA flow to a destination folder.
Import JSON	Import the recorded JSON file. The JSON file is obtained when you use the Recorder tool. The recorder captures user actions on a screen. When imported in the Studio, an RPA Flow is generated.
	Create documents along with fields. You can use this option to create and edit documents specific to your current automation project. The documents are user-defined with an option to add fields. These fields can be text, number, or table data that are used when extracting data. To create documents with appropriate fields for extracting data: Click Manage Document Types. The Create Document window is displayed. Specify a document name and click Add. For example, Purchaseorder. Click the document name in the Available Documents section to display the Add Fields window. Specify the fields you want to extract and click Add. Click Save. See, the Extract Data section for details on extracting data.