Workbench Toolbar Overview

Clicking Copy () copies the selected Workflow objects and their underlying elements to the clipboard. Select the target object and click Paste () to paste it. You can also use Ctrl + C for copying and Ctrl + V for pasting.

The Undo button () enables you to undo any previous action you carried out in RPA Builder. If you accidentally went back too far, use the Redo button () to get back to the desired action. Using Ctrl + Z for undo and Ctrl + Y for redo also works.

To change the order of objects, select the object and move it up or down in the Workflow by clicking Move up () or Move down () until the object reaches the desired position. You can also drag and drop elements to rearrange them. Action steps cannot be moved outside of their Transaction. If you want to move an action step to another Transaction, use copy and paste instead, and then delete the old one. You can also use Ctrl + X or the Cut option from the context menu to remove the action step from the Workflow and put it into the clipboard in one step.

To delete an object, select it and click Delete (). Pressing the Del key has the same effect.

To configure a Workflow object with the wizard, select it and then click Wizard (). This process works for single action steps as well as for complete Transactions. You can also double-click a Workflow object to start its wizard.

Use this function to speed up the initial Workflow creation. When you start a new Workflow project from scratch, click Start Quick Creation Mode () to open the Quick Creation Mode interface.

Depending on the state and position your Workflow project is in, Quick Creation Mode provides the Workflow objects that you can use. For every object you insert, the wizard automatically starts so you can configure the different steps without ever losing focus on the actual application you want to automate. You can also insert any possible object at any position later on.

If, for example, you want to add a Window wait action step in front of an Image search in a Transaction you have already created, place the blue position indicator where you want to add the action step and then click Window wait. You can position the objects with the blue arrow buttons or by clicking on the desired position directly.

The blue arrow buttons also enable you to collapse or expand the selected Workflows, Transactions, or Control Blocks to optimize the graphical representation of your Workflow.

If the Quick Creation Mode interface is blocking parts of the application you need to use in the Workflow, click Switch Monitor Side () and the interface switches from the right to the left side of the screen and vice versa. After you finish creating the Workflow, close Quick Creation Mode by clicking Exit Quick Creation Mode (). After you exit Quick Creation Mode, the standard RPA Builder GUI shows again, including the Workflow you just created.

To check if a Workflow is ready for script generation, press Validation (). If the project contains Workflow objects that are not configured, are wrongly configured, or have errors, RPA Builder shows warnings or general messages as a list in the Validation result window. Double-click an entry in this list to navigate to the corresponding Workflow object.

To test the created Workflow, click Run Workflow () to generate or update the script file from the currently active project. The script executes automatically after its creation.

When you start a Workflow from within RPA Builder, the workflow runs in design mode so you can already test whether the Workflow behaves as expected or still needs modifications before the production phase.

Note that the STC Guard module does not execute and does not close any windows if an error occurs, and the Clear screen action step does not execute in design mode.

With the Debug Workflow () button, you can start a debug run of the active Workflow project. The Workflow Debugger automatically starts if you have set break points in your Workflow or if any error occurs during the debug run. Here you can make changes to Workflow elements and retry certain action steps or complete Transactions until they work properly. Then, you can continue to execute the Workflow from the current position without having to start the debug run at the beginning.

You can document a Workflow project by clicking Print Workflow (), which opens the printing function and displays a Print Preview:

The resulting document shows the steps the Workflow executes during a run, together with the most important settings. At the beginning of the window Print Preview, there is a menu for further processing the Workflow Print.

The Tools () button enables you to access additional functions:

Starts RPA Recorder to record an activity. After you finish the recording, RPA Builder appends a new transaction containing the recorded actions at the end of the workflow.

At the end of the Workbench is the Search…​ () function. If you gave your Workflow elements descriptive names and want to detect them in a Workflow, type the name (or part of it) into the search field and press Enter. The first element with a matching name shows on the Workbench. If there are additional matching occurrences, you can access them by pressing F3.

If there are multiple results, you can switch between the results with the arrow buttons.