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Workbench Elements in Detail

The Workbench contains a graphical representation of a Workflow. The Workflow type shows as a watermark in the upper right corner. The Workbench is capable of holding several windows as tabs, which enables you to work on more than one project at a time. Hold the mouse pointer over a tab for a short time and the path to the folder where the project is stored shows as a tooltip.

The Workbench showing the location path tooltip
1 Multiple Workflows organized in tabs
2 Project location tooltip
3 Workflow type icon

Selecting Objects

To select an object, click on its icon. Selected objects show a blue border and their properties show in the Properties panel. Right-click to access a context menu for any Workbench element:

The context menu of a Workbench element
1 The context menu
2 The selected object

To select more than one object, press and hold Ctrl or Shift while clicking to select the objects. If you drag an object into the Workbench, it is automatically selected.

Context Menu Options

The context menu consists of the following elements:

  • (The Record icon) Record

    Starts RPA Recorder to record an activity and append it to the workflow depending of the context:

    • If you click a Transaction element, the option changes to Record Into and adds the recorded activities at the end of the transaction.

    • If you click an action step, you can choose between Record Before and Record After to decide where to append the recorded actions.

  • Disable/Enable

    Use this option to disable an action step and prevent its execution or to enable an action step that was previously disabled. Disabled action steps are greyed out on the workbench.

  • Enable All Selected/Disable All Selected

    Use this option to disable or enable multiple action steps simultaneously.

  • Save As Template

    Saves the selected action step and its settings as a template that you can use again later. See Managing User Templates for additional details about creating, importing, and exporting Templates.

  • Select all steps of same type

    Selects all action steps of the same type as the one you have clicked on. This option enables you to change the properties of these action steps uniformly.

  • Mapped to action steps

    Shows all incoming Pin variables associated with this action step. Click on the name of a variable to select the action step that populates that variable.

  • Set Breakpoint

    Sets a breakpoint for an action step, which causes the Workflow to stop at this point during its execution in Debug mode.

  • Rename

    Enables you to rename the selected element.

  • Collapse All

    Collapses all levels of the Workflow to the highest level shown in the current view. Use the Collapse All (The Collapse All button) button to collapse individual elements.

  • Expand All

    Fully expands all levels of the Workflow on view. Use the Expand All (The Expand All button) button to expand individual elements.