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Design your Bot
Once you have created a new Bot, you have access to the Flowchart tab. This is where you define the actions you want your Bot to perform. These actions are called Steps.
Sequences and Steps aren't set in stone. You can move Steps around the Flowchart by drag and drop, or you can delete them by pressing DEL.
To copy a Step in the Flowchart, press CTRL and drag it into the desired position, or use CTRL + C, CTRL + V.
Create a new Step
To create a new Step, follow the instructions below:
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In the Flowchart tab, click on
Add. -
In the subsequent Add dialog, choose what kind of Step you want to create:
Add Empty Step
To add an Empty Step, click on Empty Step.
Use Empty Steps to design a structure for your Bot. You can use drafts as a playground without having to consider automation yet. There is no need to painstakingly create your work-flow in a third-party program; you can map out the process directly in RPA Studio.
For a practical example of how to use Empty Steps in process automation, see the First Steps tutorial: "Map out your process".
Add Module
To create a Step out of a Module, search for and select a Module in the Modules tab.
Modules contain the technical information a Bot needs to navigate and interact with your application. For information on how to use Modules in Bots, see "Create Steps from Modules".
Add Logic element
In the Logic tab, select one of the following elements:
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Group: Create a collection of Steps for your Bot. Groups help you to keep your Flowcharts nice and tidy.
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IF Statement: Define a statement and specify what the Bot should do if the statement is TRUE or FALSE.
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LOOP: Repeat one or more Steps a specified number of times.
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Conditional LOOP: Define a statement. Repeat one or more Steps, either for a specified number of times or until the statement is no longer TRUE.
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SWITCH Statement: Define a statement and several possible results. Specify what the Bot should do in each case.
Add a Bot to your Bot
In the Bots tab, select an existing Bot that you want to add to this Bot.
You can only edit Bots in their own Flowcharts. When you edit a Bot that is part of another Bot, RPA Studio automatically updates the other Bot with the new information.
The only exception to this is the Bot name.
What's next?
Once you have designed your Bot, you can test it in RPA Studio.