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Feature Intro

Overview

RPA includes 5 sections: Processes, Marketplace, Scheduled, Task Log, and RPA Points. We will explain each section one by one below.


Processes

ItemsDescription
1 Create a processCreate a new process
2 FilterFilter a set of processes based on group name
3 SearchFind your desired process by keywords
4 MoveMove process(es) from a group to another one.
5 Sharing codeEasily get a process from others by entering the sharing code
6 ShareEasily share a process with others by generating a sharing code
7 DeleteDelete processes you don't use
8 Group managementOrganize processes into groups
9 SettingSet the number of task threads running at the same time. When set to 3, if you select 100 profiles to run an RPA task, only 3 profiles will execute the task at the same time, while the remaining 97 profiles are in a queue.
10 Created processesNumber of created processes
11 Created processCreated process
12 EditEasily edit a created process
13 DuplicateCopy process
14 ExportExport to JSON format
15 Pin to top / UnpinPin/Unpin in table Show


Marketplace

For more details, please refer to this chapter.


Scheduled

This section allows you to edit and delete scheduled RPA plans.

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Task Log

Click Log Detail to view the details of RPA task execution and check if each step is executed properly.

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Process editing

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1 Process setting

Process name - Name this process. Required.

Debug - You can debug the current process without RPA points being consumed when there is no RPA task running on the current computer. When debugging, the scheduled tasks will be paused and executed until debugging is finished.

Import - You can paste your wanted JSON code in the input box. Also, you can choose the code you just added to replace the original one or not.

Export - You can copy the code in this process to clipboard and paste it into a .txt file.

Other settings: Remark - Add remark for the current process.

Other settings: Headless mode - Choose whether or not to enable headless mode when opening the browser to execute the current task.

Other settings: Disable password autofill - Enable this option to turn off password autofill on the login page.

Other settings: Save password - Enable this option to let browser ask to save password.

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Other settings: Clear cache when quit browser - Enable this option to clear cache when RPA quit the browser.

Other settings: Timeout - If no response was received within a given time frame, the task flow will be closed automatically. 0 means disable this option.

Other settings: Launch Args - FYR, https://peter.sh/experiments/chromium-command-line-switches/

Select group - Group this process for your convenience.


2 Task processing

On-error - The on-error action either stops processing by choosing Stop or continues to the next processing step by choosing Skip.

After task completes: Clear Tab - Don't save the tabs that were open in the browser when the current task was executed. When you next open the browser manually, the tabs will not be opened automatically.

After task completes: Save Tab - Save the tabs that were open in the browser when the current task was executed. When you next open the browser manually, the tabs will be opened automatically.

After task completes: Quit Browser - The browser will be closed automatically as the current task completes.

After task completes: Keep browser open - The browser will not be closed automatically as the current task completes, and you have to quit it manually.


3&4 Process steps

We shall be discussing these steps in depth later.


RPA Task Launch

Once you've decided on a template, you need to go to the Profiles menu and select the profile you want, then click on the RPA button.

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ItemsDescription
① ProcessSelect the desired process. The number on the right side is the number of RPA points needed to complete this task flow.
② Task typeCommon: Execute the task right now
Scheduled: Execute the task once/every day/weekly/per month
Interval: Execute the task every specified minutes.
③ Priority ExecutionEnable this option to prioritize RPA tasks in this browser, i.e., to jump the queue of browsers that are performing RPA tasks.


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Last modified: 2024-04-08Powered by