User Interface
Following are the descriptions of every section and element in the RPA Recorder UI.
Home
The Home section contains the main controls of RPA recorder. If RPA recorder is started from RPA Manager, the existing BPMN of the process also shows here.
Recording
The following functions are available in RPA Recorder while recording a process:
| Icon | Name | Description | Hotkey |
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Start Recording |
Starts a new recording session. |
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Pause Recording |
Pauses the current recording session. |
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Finish Recording Session. |
Finishes the current recording session, and triggers the generation of Documents |
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Take Screenshot |
Opens the Define Screenshot dialog. |
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Add Variable |
Opens the Add Variable dialog. |
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Add Comment |
Opens the Add Comment dialog. |
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Add Activity |
Opens the Add Activity dialog. |
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Toast Notifications While Recording
When a recording state changes, a toast notification appears indicating current state. The notification stays for 2 seconds and disappears automatically.
Define Screenshot
Before you take a screenshot manually, the screen automatically freezes. You can select a method for taking manual screenshots:
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Press
F9while recording to open the Define Screenshot window.
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Select a freezing delay (in seconds), or no delay, from the dropdown menu.
| The timer delay mechanism takes effect regardless of the chosen screenshot method. |
Add Variable
You can add variable information as part of the recording documentation by pressing F10 while recording. This is useful for the implementation of the process automation in RPA Builder.
The possible variable types are:
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Alphanumeric
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Integer
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Float
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Boolean
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Credential
Click Add to save the variable information to the recording documentation.
| Pause the recording before adding a variable. If you open the Add Variable window while the recording is running, it pauses automatically. |
Add Comment
You can add a comment as part of the recording to enrich the documentation with insight about a specific step.
| Pause the recording before adding a comment. If you open the Add Comment Window while the recording is running, it pauses automatically. |
Add Activity
You can manually add an activity as part of the BPMN recording. Enter a name for the Activity and select its type.
Possible activity types are:
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Web Task
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Bot Task
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User Task
When you create a Web Task, you can choose to continue using the session of the last closed Web Task.
For User Tasks, RPA Recorder does not save documentation. You need to enter a description instead.
To continue recording, add a Bot Task.
| Pause the recording before adding an activity or changing the creation mode of the activities. If you open the pop-up using the respective hotkey, while the recording is running, the recording automatically pauses. |
RPA Recorder Configuration
You can configure RPA Recorder and set preferences.
The configuration section is divided into two parts:
Settings
Use the following settings to configure RPA Recorder:
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Directory: Specifies the local folder for storing the documents (BPMN, PDF and XES) and application logs.
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Create Process Documentation (PDF): If checked, a process documentation file is saved as PDF after the recording session stops.
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Create Process Mining files (XES): If checked, a XES process fileXES process file is generated after the recording session stops.
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Generate debug file with a list of raw recorded events: If checked, a debug file is generated after the recording session stops.
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Take screenshot with every mouse click: If checked, RPA Recorder automatically takes a screenshot on every mouse click.
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Area around the mouse click: Screenshots are a cropped area around the mouse click, based on the Area size in % (expressed in screen resolution percentage).
Crop percentage can be within 20-50% screen resolution. -
Full screen: Screenshots include all screens connected to your machine.
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Mouse click screenshot quality: Specifies the quality of the screenshots on every mouse click.
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Compressed JPEG format
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Loss-free PNG format
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Merge keystrokes: Concatenates keyboard entries entered during the recording into meaningful words and sentences based upon the timestamps when they were entered.
Number is expressed in seconds and can range from 2 to 10 seconds. -
Verbosity level: Defines wether to show detailed Process Information in Documentation. If you select Low, the information is not shown in Documentation.
About Screen
The about screen contains general information about RPA Recorder:
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Version number
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Copyright information