Creating a new project

You can create a new project from the Home tab that is displayed by default, when you log on to the Studio application.

  1. Click New Project. The New Project window is displayed.
  2. Specify this information:
    Name
    The name for the project.
    Project Location
    The location to save the project and the related files. For example: C:\Users\username\InforRPA.
    Description
    Description for the project.
    Language
    The preferred language when developing the RPA flow. VB (Visual Basic) language is selected by default.
  3. Click Create. The canvas to design the workflow is displayed with the Project menu open by default.
  4. Select the project file to display the Sequence window for creating an RPA flow.
  5. Click Activities to open the Activities panel for adding pre-defined activities to the RPA flow. Click the View option to include or exclude panels for creating the RPA flow.
    Note: The activities displayed in this panel are based on the selected mode. For example, if 'Serverless' mode is selected for a project, only the activities compatible with that mode are displayed.
  6. Drag and drop activities from the Activities panel to the Drop activity here placeholder in the Sequence window, at the center of the screen.
  7. Click the selected activity on the Sequence window to display the Properties panel on the right.
  8. Define the appropriate properties for the selected activity. The Properties panel is contextual and enables you to view or modify the properties of the selected activity.

    For example, when selecting the Navigate to URL activity you must specify the Browser and the URL in the Properties panel.

    Note: See the Activities section for a list of all activities and the required input and expected output.
  9. Continue to add activities and sequences to the RPA flow. To delete a sequence or an activity, right click the activity and select Delete.
  10. Add variables and arguments to an activity, if required.
    Note: See, Variables and Arguments for details.
  11. Click Run to process the RPA flow.
  12. Click Output to display and confirm the RPA flow.
  13. Click Error List to review any errors in the RPA flow.
    Note: See, Examples for details.