First Steps tutorial

Our First Steps tutorial takes you through an entire use case.

Situation

You are the head of the event management team. One of your team's tasks is to register visitors for an event. Your employees open a form in your application, manually enter the data, and generate a registration code.

Then they copy the registration code and save it to a file on your team drive.

For the purposes of this tutorial, we have created a demo application.

Click here to open it.

The demo application consists of two pages. The first page contains the visitor registration form; you need to enter data and click Register. This takes you to the second page, which displays the registration code that the system generates for this visitor.

Feel free to try it out!

Goal

The goal of this tutorial is to design a Bot that automates the enrollment process:

  • Register someone for an upcoming event.

  • Save the registration code.

  • Transfer the registration code to a file and save that file.

What you will do in this tutorial

To complete the tutorial, you need to perform the following steps:

  1. Outline your business process.

  2. Scan the Tricentis RPA DEMO Application.

  3. Design the Tutorial Bot.

  4. Test the Tutorial Bot.

This tutorial is designed to be simple; we only automate the enrollment of one person.

In production, you will of course want to automate all enrollments. Check out our table steering example for one possible approach to processing multiple data sets in one Bot.

What you need for this tutorial

To perform the steps described in this tutorial, you must meet the following requirements:

  • You have installed Tricentis RPA Studio (see the Admin section of the manual).

  • You have a workspace (see the Admin section of the manual). A single-user workspace is sufficient.

  • You have installed Internet Explorer, version 9 or higher.

  • The browser zoom is set to 100%.

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Tricentis RPA Studio Manual 2019.05 © Tricentis GmbH