Main Toolbar

This table lists the options that can be used for creating, running, or publishing an RPA flow. These options are displayed below the menu toolbar:

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 As Saves the project at a custom location.
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 an 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.
UI Recorder

The UI Recorder is a light-weight application integrated with the RPA Studio application. The UI Recorder can be used to record the actions performed by you on a desktop application and automate the steps.

Note: For recording the steps performed on a web application you can use the Infor RPA Recorder and Inspector functionality. See, Infor RPA Recorder and Inspector.

The UI Recorder can be launched by clicking the UI Recorder option in the menu toolbar of the RPA Studio.

  1. Launch the Recorder. The UI Recorder window is displayed.
    Note: You must download the vs_BuildTools.exe file before using this functionality. See, Installing vs_buildtools for Desktop Automation for details.
  2. Navigate to the desired application.
  3. Click Play. The UI Recorder window displays the Inspecting status at the bottom. This status changes to XPath Ready status in some time.
  4. Click the required UI element. A double headed arrow displays these options:
    • Type into
    • Get text
    • Select
  5. Select the desired option and perform the required action. The UI Recorder registers the actions performed.