Video Gallery

This page lists all videos presented in the Automation Studio Help Center.

The videos are divided by category:

Getting Started with Automation Studio

Get started with the basics of Automation Studio in three short videos. After completing this series you will be able to create automation solutions on your own.

You can also take a Tour of a Sample Solution that introduces all major features of Automation Studio in the context of a real solution.

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Video Name and Summary

Video

1

Part 1 – Welcome to Automation Studio

This video gives a high level overview of all major components of an automation solution built in Automation Studio. It introduces workflows, event handlers, callouts, variables and screen elements.

(4:36)

2

Part 2 – Workflows and Variables

This video demonstrates how to create and test a simple workflow that manipulates the values of variables.

(6:35)

3

Part 3 – Callouts and Event Handlers

This video demonstrates how to create a simple callout and how to use an event handler to display the callout when a defined event occurs.

(3:52)

Fundamental Feature Videos

Learn how to develop complex workflows that work together and employ decision logic.

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Video Name

Video

1

Projects, Workflows, and Steps

Watch this video to learn about projects, workflows, and steps.

See Feature Tutorials (Workflows)

(2:12)

2

Asset Tree

This video covers the basics of the asset tree in Automation Studio.

See Feature Tutorials (Objects)

(2:14)

3

Variables and Custom Instances

This video demonstrates how to create simple variables in Automation Studio. Specifically, it shows how to create a variable to store a decimal number.

See Feature Tutorials (Variables)

(2:19)

4

Running a Project that Uses Excel

This video demonstrates how to create and run an automation that uses an Excel spreadsheet.

See Feature Tutorials (Workflows)

(3:06)

5

Functions and Arguments

In this video, you will learn how to use functions and specify their arguments.

See Feature Tutorials (Workflows)

(2:49)

6

If Statements

In this video, you will learn how to use an If statement in Automation Studio to test a condition and specify the actions to take depending on the result of that test.

See Feature Tutorials (Workflows)

(2:57)

7

Decision Steps

This video demonstrates how to create and use compound decision steps in Automation Studio. A decision checks one or more criteria to see if they are met. You can use a loop to test several criteria.

See Feature Tutorials (Decision Steps)

(3:07)

8

Events

This video shows how to use events to automate responses to occurrences in a workflow.

See Feature Tutorials (Events)

(2:54)

9

Screen Elements

In this video, you will learn how Screen Elements can be used to interact with web sites and applications.

See Feature Tutorials (Screen Elements)

(3:02)

10

MultiWorkflow Automations (Part 1)

This video covers the basics of multiple workflows.

See Feature Tutorials (Multi-Workflow Operations)

(3:11)

11

MultiWorkflow Automations (Part 2)

This video looks at how to use variables with several workflows.

See Feature Tutorials (Multi-Workflow Operations)

(2:56)

12

Using Robotic Workflows: Part 1 - Set Up a Robotic Workflow

This video explains what a robotic workflow is and demonstrates how to create a robotic workflow in Automation Studio and upload it to a real-time server.

See Invoke a Robotic Workflow for Asynchronous Robotic Automation

(6:55)

13

Using Robotic Workflows: Part 2 – Invoke a Robotic Workflow

This video demonstrates how to invoke a robotic workflow from an attended automation solution in Automation Studio.

See Invoke a Robotic Workflow for Asynchronous Robotic Automation

(5:00)

14

Attended Automation for Web Site Interaction: Part 1 - Automating Interactions With a Web Site

This video demonstrates how to create a workflow that opens and then interacts with a web site to retrieve information required by an agent. It shows how to capture and then interact with screen elements on web pages.

See Attended Automation for Web Site Interactions

(20:38)

 

15

Attended Automation for Web Site Interaction: Part 2 – Building an Interactive Callout

This video demonstrates how to build an interactive callout. The callout allows the agent to enter information and then invokes the workflow created in the previous video to retrieve information from a web page. The callout then displays the retrieved information. The video also shows how to create an event handler to display the callout when the project is loaded.

See Attended Automation for Web Site Interactions

(10:34)

Advanced Feature Videos

Learn how to use advanced lists and user-defined types to read and process tables from the web and Excel files.

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Video Name

Video

1

Processing HTML Tables from the Web: Part 1 – Capturing Data from an HTML Table

This video explains how to capture an HTML table from a web app as a screen element.

See Capture and Use Data from HTML Tables on Web Sites

(6:29)

2

Processing HTML Tables from the Web: Part 2 – Populating an Excel File from an HTML Table

This video demonstrates how to extract required data from HTML table data to populate an Excel file.

See Capture and Use Data from HTML Tables on Web Sites

(15:15)

3

Debugger Overview

This video looks at how to use the debugger with a workflow.

See Scenario: Processing HTML Tables (Test the Workflow)

(6:03)

4

Advanced Lists and UDTs

This video explains how lists and user-defined types enable us to manage and process data sets.

See Scenario: Advanced Lists and User-Defined Types (Explore and Complete the Solution)

(9:25)

5

Screen Element Identification

This video demonstrates how to ensure robust identification of screen elements by using selectors.

See Scenario: Screen Element Identification (Demonstration)

(6:11)

6

Processing PDF Forms: Part 1 – Read Field and File Names from PDF Forms

This video explains how to read the names of all fields in a PDF form. It also demonstrates how to build a list of all files in a folder.

See Scenario: Capture Data from PDF Forms

(9:27)

7

Processing PDF Forms: Part 2 – Capture Form Data and Write to Excel

This video explains how to read the values of specified fields from PDF forms, and how to write those values into Excel.

See Scenario: Capture Data from PDF Forms

(10:18)

8

Administration of Solutions at the Client: Using the Administration Functions

This video demonstrates how to use the functions in the Administration built-in service within an automation solution to manage other automation solutions on the client machine.

The video also provides an introduction into how automation solutions are deployed to client machines from the Real-Time server.