Introduction to the Intellibot Studio

The Intellibot Design Studio enables users to create and execute automations by simply dragging and dropping components on to the design surface and connecting them in a Microsoft Visio like style.

Launching the INTELLIBOT Studio

Once the INTELLIBOT STUDIO installation is complete, users can see the INTELLIBOT STUDIO icon.

  1. Double click on the INTELLIBOT STUDIO icon from the saved location.

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  2. The Intellibot studio will automatically check and install any updates online, once the updates have been installed, the user needs to activate the license by entering their intellibot credentials.

  3. By default, online is selected to activate the license for the first time. Enter the intellibot registered Username, Password and check to Agree The License Terms and then click on ACTIVATE.

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  4. Upon successful activation, a confirmation dialogue box pops up as:

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  5. Once the Intellibot studio license is activated the user gets to see the first look of our Intellibot studio community edition.

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  6. Click on Home and select the project to launch the New Project Window.

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  7. Select process type Robotic Process Automation or Robotics Desktop Automation.

    • Selecting Robotic Process Automation allows users to create unattended automation projects end to end.
    • Selecting Robotics Desktop Automation allows users to create attended automation projects where both Human and the Robot need to work in collaboration to complete a workflow.

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  8. Name the project by clicking on Name text box.

  9. Mention the project description in the description text box.

  10. Click on OK.

Working with the INTELLIBOT Studio

  1. This area marked in red is the design surface, this is the area where users will create automations by dragging and dropping components from the Toolbox.

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  2. This area marked in red can be used to work with the INTELLIBOT STUDIO settings.

    • Home: Allows users to use New, Open, Save, SaveAs ,Close and Exit opitons.
    • Design: Allows users to use Run, Remove Unused Resources and Clear Breakpoints and allows users also to manage Minimize Studio on Run options.
    • View: Allows users to use Toolbox,projectExplorer, ObjectExplorer, Properties and PluginManager options.
    • Help: Allows users to access the Product Videos, Forum & Support and Documentation options.

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  3. This area marked in red is called the Toolbox, users will be able to use all the components housed here.

  4. Users can click on each component group drop down like Actions (UI) to reveal individual components to be used on the design surface.
  5. Users can also use the Search area to look for various components available within the Toolbox.

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  6. This area marked in red is called the Project Explorer, this area allows users to access Plugins, User Plugins, Access Project Activities and Global and Local Variables.

    • Plugins: Access multiple plugins available within the INTELLIBOT STUDIO to be used to create automation.

      Note

      Plugins must be installed via View > Plugin Manager for them to appear here. Refer to the Plugins section for more details.

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    • User Plugins: User plugins empowers .NET developers create custom plugins to be used during a project. Refer to the User Plugins section for more details.

    • Activities:Allows users access multiple activities created during a project.
      Refer to the Activities section for more details.
    • Global Objects: Allows users to access Global Variables created during a project.
  7. This area marked in red is called the Property Explorer, this area allows users to explore properties associated with each component used in the design surface.

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  8. User needs to click on the component to view and work with the properties associates with it.

  9. To make sure we are viewing the correct properties for the selected component, user needs to look for the name of the component on the top of the property explorer frame. (Start in this example).

Working with Components

Intellibot design studio hosts a wide range of components for users to leverage while working on projects.

  1. To use a component, users will have to drag the component from the solution explorer and drop it on to design surface.
  2. Components are listed under multiple categories that a user can search using the toolbox search window.

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Understanding Ports

  1. Every component in the intellibot studio have ports that are used while creating the workflow. They are called:

    • Control Ports
    • Data Ports

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  2. The silver ports are called Control Ports and the golden ports are called Data Ports.

Understanding Activities

  1. Activities are different design surfaces in which automation takes place using a variety of components. Typically, activities are created to provide modularity to an automation project. Each activity can be configured to run independently and can be reused multiple times within the same automation project or in different automation projects.

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  2. Activities folder list the activities created under each project. By default, a Main activity is created when a new project is initiated.

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  3. You can also Create, Rename, delete activities from the project depending on the requirement.

    • To create a New Activity a user, need to right click on activities and select new activity in the project explorer.

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    • To rename an activity a user, needs to double click on activity name in the solution explorer and change the name of the activity in the property explorer.

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    • To delete an activity a user, needs to right click on activity name in the solution explorer and select delete.

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    • Users have the ability to execute any activity listed under a project marking an activity as start up.

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    • By default, the main (Default Activity) is marked as start up, users will be able to change the start up activity by right clicking on the desired activity and selecting marking as start up.

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  4. User can reuse activities by simply dragging and dropping activities to the desired design surface.

    • Each activity will have an Input and Output control port.
    • User will be able arrange all the activities in a specific order for easier understanding of the automation flow.
    • User can notice in this example, there are three activities available within this automation project.
  5. Main: The default Activity
    Test 1 and Test 2

    • User can click on each activity and run the automation designed in an activity.
    • User will need to consolidate all the activities in a single activity to execute the entire automation.
    • Once all the activities are consolidated and arranged in the right execution order, user can go ahead and execute and test the automation in its entirety.

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Understanding Variables

  1. A variable component allows users to assign a value in one place and then use it repetitively. Variables generally have four attributes: an identifier, data location, type and value. They are assigned during program execution at different times.

    There are two types of Variables:

    • Local and Global
    • Local variables are declared within an activity and can be used only within the declared activity.
    • Global variables are declared outside any activity, and they can be accessed (used) on any activity in the workflow.
  2. To create a Local Variable user could either search for the variable component in the solution explorer or right click on the desired activity name under the project explorer windows and click on create a variable.

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  3. To create a Global Variable user should right click on global object in the project explorer and click on create a variable. User can also drag a variable from the component explorer and drop it under global objects to create a global variable.

  4. Once the variable is created user can drag and drop the variable on the design surface in the desired activity for execution.

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  5. Users could use variables on an automation project by dragging and dropping the variable on the design surface and connecting them to the data in or out port based on desired output.

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  6. Users could also use the port override method to assign a variable to either the data in or the data out port. Refer to the “Port Override” section for more details.

  7. User needs to right click on the text input box and click on override.

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  8. Once the port properties window is populated, User needs to highlight the variable option and click on select to choose the desired variable.

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  9. Users could also use variables on an automation project by dragging and dropping the variable on to the data in or data out port.

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Copy-Paste, Delete, Pick Multiple Components

  1. Users can simply copy paste a component by using the CTR+C followed by CTR+V. Components can be copy pasted between different activities and instances of the Intellibot design studio.
  2. You can delete the components by selecting them using, the mouse or pressing Ctrl button on your keyboard and selecting the components individually and either press the delete key or right on a single component and select delete.

Zoom Settings

  1. The Design surface will be filled with multiples components of a workflow that users may aim to create.
  2. In order to view the entire workflow in a single screen, you can use the Zoom feature.
  3. Use the mouse to drag to left or right to adjust your zoom settings.
  4. You can also use the scroll up and down key with your mouse wheel or track pad while holding the Ctrl key to adjust the zoom settings.

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