Builder tools
Builder tools are useful utilities to help you in the process of building the workflow. They can be found in the top-right corner of your builder screen.
1. Save
Your flows will be autosaved by default. The time at which a flow was last saved will be visible in the builder. You can also use the Apply Changes button at the top of the screen if required. Unless flows are switched on at least once, they will be considered draft flows.
If your flow has no actions, or if you have not configured an action or trigger completely, you won't be able to save your flow.
2. Auto Arrange
Use this to align the actions in your flow to follow the alignment of the trigger app. To arrange your flow, move your trigger app and click on this icon.
3. Undo
Use this to reverse the last change. For example, if you delete an action by mistake, you can use Undo to get back your action with all its configured data.
4. Redo
Use this to reverse an undo action. For example, you if delete an action and use Undo. You can use Redo if you want the action deleted again.
5. Test and debug
Before the flow starts working with real data, it is helpful to test it and eliminate any errors. Use this feature to ensure that every step of your flow is working with data as intended.
6. RPA Recorder
The RPA Recorder is a tool that allows you to record your actions on an application or browser and convert them to actions or steps in an RPA flow without having to manually configure them.
7. Change Agent
Switch to a different agent for your RPA flow. Make sure the new agent is compatible with all actions in the flow.
RPA Recorder
The RPA Recorder is a tool that allows you to record your actions on an application or browser and convert them to actions or steps in an RPA flow without having to manually configure them.
The RPA Recorder currently has two options:
RPA - Windows App Recorder
This recorder captures actions in Windows applications. Ensure the Zoho RPA agent is installed and connected on the machine where you want to record, as shown below. Learn how to install RPA agents for windows
Unlike web automation, no separate recorder extension needs to be downloaded for Windows.
How to use RPA - Windows App recorder:
- In the RPA Recorder option, select RPA - Windows App Recorder.The flow will connect to the desktop agent configured for the flow and open the Recorder.
- Click Start when you are ready to record your actions on the app.
- When you hover over an actionable element, it will be highlighted in dark yellow. When you select an element, it will be marked with a tick mark and a green border.
- You can also switch the actions. For example, you may want to click or set text on an input box. Hover over the element, click the gear icon, and select the required action.
- Once you have finished recording all of the elements that you want to automate, click Stop to stop the recorder.
- You can also Pause / Resume the recording. Clicking the
button will pause the recording for a maximum of 10 minutes.
- You can resume the recording anytime within the 10 minutes using the
button. Else, after 10 minutes the recording with be saved and automatically stopped.
- After the recording is stopped, go back to the browser window and you will see all of the recorded actions listed.
- Review the recorded steps and remove any that are not required. Click Confirm.
- Once you confirm, the steps will be added as actions to the flow.
RPA - Web Browser Recorder
This recorder can be used to record actions in web browsers.
How to use RPA - Web Browser recorder:
- Click here to install the Web Browser Recorder extension for your web browser. Supported browsers are Chrome, Edge, and Ulaa. You can run your RPA automation on Ulaa, Chrome, Firefox and Edge.
- Open the flow that you want to record.
- In the RPA Recorder option, select RPA - Windows Browser Recorder.
This will open a new browser window of the browser that you are currently using. - Navigate to the URL that you want to access.
- The recorder will appear in the bottom-right corner of your screen, showing the number of recorded steps.
- Click on elements on the screen to record your actions.
- You can also switch the actions. For example, you may want to click or set text on an input box. Hover over the element, click the gear icon, and select the required action. You can also choose the UI locators of the element.
- Once you have finished recording all of the elements that you want to automate, click Stop to stop the recorder.
- Go back to the browser window and you will see all of the recorded actions listed.
- Review the recorded steps and remove any that are not required. Click Confirm. Once you confirm, the steps will be added as actions to the flow.
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