- Getting started
- Administration
- Designing automations
- Creating an automation from an idea
- Creating a project
- How to start an automation
- Managing project files and folders
- Connecting automations to your accounts
- Configuring activities
- Managing the activities in a project
- Passing values between activities
- Iterating through items
- Managing the data in a project
- Configuring a project to use your data
- Using file and folder resources
- Using UI Automation for browser interactions
- Running and testing your projects
- Managing automations
- Studio Web API
Managing project files and folders
A project can contain multiple workflows which you can organize in folders.
- Dragging the workflow from the Project explorer and dropping it inside the main workflow. This action creates an Invoke Workflow File activity that references the invoked workflow.
-
Right-clicking the workflow in the Project explorer and selecting the Invoke in current workflow menu option. This action creates an Invoke Workflow File activity and adds it at the bottom of the main workflow.
For example, in a project where you use UI automation to process data in an online application, you can create two separate files for the sign-in steps and the data processing, and use the main workflow to add the trigger and call the two files using two Invoke Workflow File activities, invoking the sign-in workflow first.
You manage the project files from the Project explorer. If a project was edited in Studio Desktop, it may contain additional files and folders.
To open the Project explorer, select on the upper-left side of the designer. This is where you can:
- Rename the project by right-clicking it and selecting Rename.
- Open a workflow in the designer by selecting it.
- Add a workflow or a folder using the
two buttons on the upper-left side of the panel. File and folder names can't start
with the character
.
or contain the following special characters:' ", < > | : * ? \ / ; % =
. - Move files and folders by dragging and dropping them in the desired location.
- Rename or delete a file or folder by right-clicking it and selecting either Rename or Delete. You can't delete the main workflow.
- Duplicate a workflow file by
right-clicking it and selecting Duplicate. The name of the new workflow is
the name of the workflow you duplicated followed by 1. The duplicated workflow
contains the same configured activities as the original workflow.
Note: Currently, you can only duplicate workflow files, not other files and folders.
- You can only edit sequences in Studio Web. Flowcharts, state machines, and test cases are not supported in Studio Web.
- Projects that contain flowchart workflows cannot be opened in Studio Web.
- Projects with multiple entry points can be opened in Studio Web, but not edited. Files that are set as entry points are highlighted in the Project explorer by a green arrow displayed on the icon and a text displayed when hovering the icon.
- If you create a project with multiple files in Studio Web, you can only edit the main workflow when you open it in StudioX.
- You can only change which workflow is set as main from Studio Desktop. The name of the main workflow file is displayed in bold in the Project explorer.