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Introduction to Pega Robotic Automation

Overview


Pega Robotic Automation is a powerful tool designed to enhance operational efficiency by automating repetitive tasks. It integrates seamlessly with Pega Platform, allowing organizations to streamline workflows and improve productivity.


Key Components of Robot Studio


Robot Studio, the core of Pega's robotic automation suite, is equipped with several essential components that simplify the creation and management of automation projects:


  1. Start Screen

  • The Start screen in Robot Studio simplifies the process of creating a new project or working with existing ones. It offers three main options:

  • Quick Start: Quickly name a project, add an application and its path, then begin recording an automation. This is ideal for simple use cases or new users.

  • Open a Project: Open an existing project to continue working on it.

  • Create New: Create a customized new project, specifying the project name and path. Robot Studio then creates an automation shell and Globals folder for the project.

  1. Project Explorer

  • The Project Explorer is a powerful tool for managing Robot Studio projects. It allows you to add or edit components such as automations, applications, forms, and existing files or folders. It also includes:

  • Globals Folder: Contains components used throughout the project. Each project has a single Globals container by default, where global items are automatically placed.

  • Property Grid: Displays important project details like deployment version, Pega Platform integration, references, and message definitions.

  1. Automation Surface

  • The Automation Surface is used to build workflows for automation projects. You can define values and properties for each step and test or run the project directly using the Test button.

  • Objects can be dragged from the Toolbox to the Automation Surface, adding them to the Palette. From there, you can select available properties, methods, or events for each object.

  1. Application Designer

  • The Application Designer in Pega Robot Studio is used to interrogate applications and manage targets and match rules for application objects. You can rename, highlight, delete controls, modify properties, and test modifications to target properties and methods.


Stay tuned for the next part of our series, where we delve deeper into using the Automation Surface and Application Designer in Robot Studio.


-Team Enigma Metaverse




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