Scan user interfaces

When you design your Bot, you use the following types of Modules (see "Use Modules"):

• Modules provided in the RPA subset

• Modules you create by scanning

This chapter describes how to create Modules by scanning user interfaces.

During the scan, you select the controls you want to steer, for instance text boxes, buttons, tables, or drop-down menus.

In the Steps you create from the Module, you define what exactly the Bot should do with these controls.

Open the scan interface

To scan your application, follow the steps below:

1. Ensure that your display settings and the browser zoom settings are set to 100%.

2. Open your application and log in, if necessary.

3. In RPA Studio, right-click a Bot or a folder and select Scan from the context menu, or click on Scan in the RPA menu.

4. In the subsequent dialog, click on User interface.

5. The subsequent Select Application dialog displays all open applications on your desktop. Double-click the application you want to scan.

This opens the scan interface.

RPA Studio offers three interface types:

• Basic View: On the screen that you're scanning, click on the controls you want to steer with this Module. The Basic View shows only the controls you have selected.

• Condensed View: Minimized Basic View.

• Advanced View: Shows a list of all elements on the screen that you're scanning. You can select the controls you want to steer with this Module from the list.

  Advanced View offers added functionality, such as a filter, or different ways to identify controls.

Scan in Basic View

To scan your application in Basic View, follow the steps below:

1. In your application, click on all controls that you want to steer with this Module.

   Any control you select must be uniquely identifiable by a Bot. If it isn't, the scan gives a warning and opens the Properties section. Select properties that make the control unique.

2. To save the selected controls as a new Module, click Finish Screen.

You can now proceed with one of the following options:

• Close the scan by clicking Close.

• Start scanning a new Module by navigating to a different place in your application and clicking Scan Screen.

To switch to Condensed View or Advanced View, click on Condensed or Advanced.

Scan in Condensed View

To scan your application in Condensed View, follow the steps below:

1. Open Condensed View by clicking on Condensed in either Basic View or Advanced View. This opens a minimized scan window on the right side of your screen.

2. Click Scan Screen.

3. In your application, click on all controls that you want to steer with this Module.

4. Click on Review. This opens Basic View, where you can review the selected controls.

   Any control you select must be uniquely identifiable by a Bot. If it isn't, the scan gives a warning and opens the Properties section. Select properties that make the control unique.

5. To save the selected controls as a new Module, click Finish Screen.

You can now proceed with one of the following options:

• Close the scan by clicking Close.

• Start scanning a new Module by navigating to a different place in your application and clicking Scan Screen.

To switch to Basic View, click on Basic.

Scan in Advanced View

To scan in Advanced View, follow the steps below:

1. Select the controls you want to steer with this Module. To do so, check the respective box in the list.

   Any control you select must be uniquely identifiable. If it isn't, the scan displays a warning. In this case, select properties that make the control unique in the Identify by Properties section.

2. To save the selected controls as a new Module, click Finish Screen.

You can now proceed with one of the following options:

• Close the scan by clicking Close.

• Start scanning a new Module by navigating to a different place in your application and clicking Scan Screen.

Depending on your application, Advanced View offers the following additional options:

Option	Description
Highlight Selection	Highlights a control in your application when you select it in the list. Alternatively, you can simply double-click a control in the list to highlight it in the application.
Select on Screen	Auto-selects a control in the list if you click on it in your application.
Filter	Displays/hides the Filter window. You can filter the list of controls by control type and/or visibility. You can also filter by region. To do so, click on New and use your mouse to define an area in your application. To clear the filter and reset the view to default, click Clear Filter.
Search	Displays/hides the Search window. You can enter any string.
Identify by Properties	Displays/hides the Identify by Properties window, which lists all technical information and properties of the selected control.
Identify by Anchor	Displays/hides the Identify by Anchor window, where you can use the technical properties of a selected control to identify another control.
Identify by Image	Displays/hides the Identify by Image window, where you can make a screenshot to identify controls. In this case, the image scan window opens directly in the Advanced View. For information on how to add or change images, see point 3 and 4 in "Use different or additional images for identification".
Identify by Index	Displays/hides the Identify by Index window, where you can select an index to identify a control. RPA Studio calculates the index dynamically and based on selected identification criteria.
Show/Hide Content Preview	Displays/hides the The Content View window, which shows the content of a table. The scan automatically assigns header rows or columns for tables. You can assign different headers in the The Content View, if needed.
Select new Application	Opens the Select Application dialog, where you can select a new application to scan.

To switch to Condensed View or Basic View, click on Condensed or Basic, respectively.

Update scanned user interface Modules

If your application changes, you can rescan your scanned Modules. For more information, see "Update scanned Modules".