Explains how to use the basic features of Designer.

“Basic Designer features” explains the following topics:

Managing a process
Running and stopping a process
Setting screen views
Designing on canvas
Setting a license
Setting an account

Managing a process

With Designer, you can edit, rename, copy, or delete processes or tasks; or you can open the project folder with File Explorer.

Opening folders with File Explorer

You can use File Explorer to open the folders where processes or tasks are stored.

On the project screen, right-click the process or task you want to explore, then click Open File Explorer.

FileExplorer

The selected process or the folder containing the task file is opened in file explorer.

Managing project components

You can rename, copy, or delete the sub-components of a project.
The following is an example of managing a task.

Rename

You can change the task name.

To change the task name, complete the following steps:

On the project screen, right-click a task to change the name and click Rename.

Rename

In the "Rename" pop-up window, enter a new name and click OK.

The task name is changed.

Copying

You can copy the tasks of similar actions for use instead of creating a new task.

To copy a task, complete the following steps:

On the project screen, right-click a task you want to copy and click Copy As.

SaveAs

In the "Copy" pop-up window, enter a new name for the copied task and click OK.

The task is copied and will launch.

Deleting

You can delete a task that is no longer used or needed.

To delete a task, complete the following steps:

On the project screen, right-click a task you want to delete and click Delete.

Delete

In the "Delete" pop-up window, click OK.

The selected task is deleted.

Compare version history

You can compare the specific version work deployed to the server and the current work.

To compare the version histories of jobs, Complete the following steps.

Click the User Icon at the top left of the designer's screen and login.

2. In the project screen, right-click the task you want to delete and click Compare Version History

3. Select a version to compare from the version history and click Compare.

Compare version history selected job is executed.

Setting project execution options

You can set project-wide global options that affect the execution of all steps in a project.
Follow the procedure below to set project options.

Select the project name at the top of the tree in the designer's project window.
When the property information of the project is displayed in the property window, expand the OPTION group.
When the configurable options are displayed under the OPTION group, either enable the required option or enter a setting value.

Project options affect all steps after execution, so if you want to apply options only to some sections, use the SetPlayOption library in the library group FlowControl.

Sample file

카드 속성
Common	Property	Type	Required	Unit	Automatic- settings	Description
Y	Step Interval	Number	Y	ms	Y	Enter the delay in milliseconds to set between each step when the process is running.
Y	Disable DrawBounds	Toggle button	Y	-	Y	Set not to display the box indicating the searched area when searching for an object or image.
Y	Invoke First	Toggle button	Y	-	Y	When clicking an object, the Invoke API of the Automation service is used in preference to the Mouse Event API. Invoke allows you to simulate a click without moving the mouse.
Y	Allow upload of DumpScreen results	Toggle button	Y	-	Y	When the option is enabled, when a job is executed using a bot, the image created with the DumpScreen activity is uploaded to the server after execution is completed. Uploaded images can be checked using the result screen function on the Job Report screen of the portal. [Caution] Frequent use of this function can quickly consume the file storage capacity of the bot and server, so caution is required.

Running and stopping a process

Running a process

You can run a designed process or task.

To run an activated process or task, click  Run on the toolbar.
You can also click Menu > Run > Run.
Any unsaved charts will be saved automatically.

실행정지

If a process or task is performed for the first time, a pop-up window will be displayed to ask whether you want to minimize the Designer screen. If you click YES, the Designer screen will be minimized, then it will be resumed when the executions is complete.

Remote Bot Execution

You can try running a process or task designed by a remote bot set by the user.

Click on Menu > Settings > Engine > Use Remote Bot : Select Enabled and save.

2. Click the Run button.

3. When the remote bot execution popup appears, enter the IP and connection code of the remote bot to run the process.

No.	Description
1	Enter the IP of the remote bot that will run the process.
2	Enter the 6-digit numeric code to use for remote bot connection requests.
3	Select whether to enable the debugging function.
4	Select whether to monitor the remote bot's screen while the process is running.

Stopping a project

Click the Run botton

To forcibly stop an ongoing process, click Stop on the toolbar or press Ctrl + Shift + Alt + F12 on the keyboard.
You can also click Menu > Run > Stop.

실행정지

• To switch to debugging mode while running a process, press Ctrl + Shift + F12. For more information, refer to Debugging.

• If you have selected Trace Execution in Menu > Settings > Designer Setting, the ongoing node will be emphasized automatically.

You can also stop an ongoing project by pressing the shortcut keys or by using the Brity RPA icon on the taskbar.

실행정지

Setting Screen Views

Show Overview

You can click on the toolbar to open the overview screen. Use the mouse to navigate the on the overview screen to view the desired part.

minimap

Small view

You can click  on the toolbar to switch between view modes. Small view and normal view are available.

일반 보기

줄여서 보기

Viewing activities in grid view

You can click  on the toolbar to view the scenario on the Designer canvas in grid view. In this mode, activities are listed in order, displaying key information on the screen. Subordinate tasks under the activities can also be viewed on the same screen.

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You can also right-click the process name tab on the canvas and click Open Activity Grid View from the context menu.

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Collapsing and expanding nodes

You can click the triangle icon next to nodes that include other activities, such as, the “For” and “While” nodes, to collapse or expand the subordinate nodes.

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Collapsing and expanding subordinate tasks

You can click the triangle icon next to tasks that include subordinate tasks to collapse or expand the subordinate tasks.

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Opening a subordinate task

You can click the name of a subordinate task in the process to open Activity Grid View on a new tab.

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Viewing the execution result

On designer, click Menu > Settings > Designer Setting and then select the Show Execution Report checkbox to view the execution report on the screen after running a project or a task. The execution report is displayed in grid view, in the order of the executed activity cards. You can view the execution result by activity, execution time, expected result, and actual result.

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Collapsing and expanding nodes

For nodes that come in a pair, such as "For" and "While", or tasks that consist of subordinate activities, you can click the triangle icon next to the nodes to collapse or expand the list of the included activities.

Opening activities in chart view

You can open the activities in the execution report in chart view. Right-click an activity and click Show in Chart View to open the process and view the activities. If the process has been modified after the execution or if the activity no longer exists, a message will be displayed to inform you that the activity cannot be viewed.

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Designing on canvas

Designing using activity cards

Adding activity cards

An activity refers to an action that creates a flowchart.
You can drag an activity card from the library window into the flow chart on the canvas to add it.

Certain activity cards in the FlowControl library, such as If or For, can only be added to the links. You cannot add them to an activity group or between activity cards.

Adding an activity card to a link

A link refers to the part that connects the activities.
On the Designer screen, a link is displayed as an arrow between the activities.

Select an activity card to add from the library window and drag it to the link you want to add it to.
You can add the activity card by dropping it when a blue rectangle appears.

Activity1

Adding an activity card to an activity group

An activity group is a unit that combines multiple activities into one action.

Select an activity card to add from the library window and drag it to the title area of the activity group you want to add it to.
When the border of the activity group changes to blue, you can drop the activity card to the end of the activity group.

Activity2

Adding a new activity between activity cards

You can add a new activity between the activity cards in an activity group.

Select an activity card to add from the library window and drag it between the activity cards in an activity group. You can add the activity card between other activity cards by dropping it when a blue rectangle appears.

Activity2

Adding a block between activity groups

You can divide the steps by grouping activities or groups into blocks.

Select the Block activity card from the library and add it to the node between the groups by dragging and dropping.

Activity2

Moving an activity card

Moving an activity card - method ①

You can move an activity card using the toolbar icons or keyboard shortcut keys.

To copy an activity card by dragging and dropping, complete the following steps:

Click to select an activity card to move.
Click on the toolbar or press Ctrl+X on the keyboard.

3. Click to select a place to move. 
4. Click  on the toolbar or press Ctrl+V on the keyboard.

Moving an activity card - method ②

You can move an activity card by dragging and dropping it. Select the activity card and drag-and-drop it to the place you want to move it.

Deleting an activity card

Select an activity card to delete and click on the toolbar. Or, you can press the Delete key on the keyboard.

Activity2

Copying an activity card

Copying an activity card - method ①

You can copy and paste an activity card using the toolbar icons or keyboard shortcut keys.

To copy an activity card using the toolbar icons or keyboard shortcut keys, complete the following steps:

Click to select an activity card to copy.
Click on the toolbar or press Ctrl+C on the keyboard.
Click to select a place to paste.
Click on the toolbar or press Ctrl+V on the keyboard.

Activity2

Copying an activity card - method ②

You can copy and paste an activity card by dragging and dropping it.

To copy an activity card by dragging and dropping, complete the following steps:

Click to select an activity card to copy.
Drag the activity card and drop it to the place to paste it while pressing the Ctrl key on the keyboard.

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Viewing an activity card

You can view the activity card copy history using the toolbar or keyboard shortcuts.

To view an activity card copy history using the toolbar icons or keyboard shortcut keys, complete the following steps.

Click to select the copy location.
Click on the toolbar or press Ctrl+Shift+V on your keyboard.
Check the copy history and select the item to be copied.

Replacing an activity card

You can replace an existing activity card with another activity card.

To replace an activity card, complete the following steps:

Right-click the activity card to replace and click Change Activity.
Select an activity card to replace the existing one and click Select.
Check the activity card to ensure that it has been replaced.

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Using the activity recommendation function

You can receive recommendations for the following activities based on what has been written when writing a scenario.
To use the activity recommendation function, first change the activity recommendation function to 'Enabled' in Settings > View, log in as a designer, and complete the following steps.

Right-click and click View Featured Activities; select the third or later activity for recommendations.
Check that the recommended activity is being viewed.
Click View in the list of recommendations to view scenario information written in a similar format, including the related activity.
Click Add to add a recommended activity; if you want to add an activity, from the list of recommendations.

recommendation activity

Using AI Natural Language Search

The natural language search feature allows you to search for the activities you want to write for the action.
Based on pre-learned data, recommended activities based on search terms are provided in order of relevance.

Using the Insert Activity (Ctrl+I) feature, take advantage of natural language search.

AI natural language search is a beta feature and is only available in select libraries.

Managing activity cards

Selecting multiple activity cards

You can select multiple activity card and copy, move, or delete them at once.
Drag the mouse to select multiple activity cards. You can also click multiple activity cards while pressing the Ctrl key.

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• You can also click and select a series of consecutive activity cards while pressing the Shift key on the keyboard. You can only select activity cards in the same activity group.

• You can press Ctrl+A on the keyboard to select the entire activity group of the currently selected activity or select all activity cards in the flowchart at the same time.

• The background of the selected activity cards will be shaded to indicate the selected activity cards.

Inverting a selection

You can click  on the toolbar to invert the selection and select all activity card except for the currently selected ones.

Reverse final

Deactivating activity cards

When running an automated process, you can enable specific activity cards.

Select one or more activity cards to enable and click  on the toolbar.

Enable

Collapsing an activity group

When there are a large number of activity cards in an activity group, you can collapse the activity group to simplify it. After collapsing an activity group, the title and the number of activities in the group will be displayed.

Click  in the upper-right corner of the activity group.
To collapse multiple activity groups, select the activity groups and click  on the toolbar.

Collapsing an activity block

You can simplify the blocked activity cards or groups that are listed horizontally.
Double-click the brackets (“[/]”) to collapse or expand the blocks.

Activity2

Adding a task

You can add a task to another task just like an activity card.
Select a task to add and drag it to the link you want to add it to. You can add the task by dropping the task when a blue rectangle appears.

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• A task can be added only to a link. It cannot be included in an activity group.

• A task cannot add itself as a task.

• You can delete, copy, and move a task in the same way you manage an activity.

Setting a license

To connect to the server, you must activate Designer and log in.
A designer ID and a license key issued from the server are required.

“Setting a license" explains the following topics:

Activating a license (license registration)
Deactivating a license (license deactivation)

Activating a license (license registration)

You need to register a Designer license when you connect to the server for the first time or if you wish to change the Designer ID or license key.

To register a license, complete the following steps:

In the Designer Info pop-up window, enter the license key
Enter the server address and click Activate. Connection tests show whether the server is connected.
If you check Use SaaS Server , the SaaS address is automatically entered in Server Address.
The Designer ID will be automatically populated when the activation is complete.

라이선스 활성화

The license has been registered.

5. After registering the license, you can check the registered license period in Menu > Settings > License tab.

라이선스 비활성화

For more information, see the Designer Activation page. You can check the license activation method for each designer installation type.

Deactivating a license (license deactivation)

You can cancel the license registration after connecting to the server.

To deactivate a license, complete the following steps:

Click Menu > Settings > License Tab.
On the "License" tab, click DEACTIVATE.

라이선스 비활성화

In the "Deactivate License” pop-up window, enter the password and click Confirm.

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The license has been deactivated.

If the currently activated server does not support user authentication via ID/Password, click OK in the "Deactivate License" message popup.

The designer terminates, and the license deactivation changes to ready state. Complete deactivation of the license on the admin portal.

Deactivating Stand-Alone Designer License

To deactivate a Stand-Alone license, complete the following steps:

Click Menu > Settings > License tab .
On the "License" tab, click DEACTIVATE OFFLINE.

3. A message box will appear indicating that the program will be terminated after deactivation, as shown below.

4. Click the OK button, the Offline Deactivation pop-up will appear, and the 12-digit deactivation request code will be displayed at the top of the pop-up screen. (Request code is valid for five minutes)

If five minutes have elapsed without deactivation, you can reissue the deactivation request code by clicking the refresh button to the right of the request code.

5. To complete the deactivation process, you can directly access the site address (www.brityworks.ai/license) or access it via QR code to complete the deactivation process.

When accessing by entering www.brityworks.ai/license address: On the webchat screen, the user directly enters the deactivation menu, enters the 12-digit request code, and clicks the request button to complete deactivation.
When accessing with a QR code : Deactivation is completed immediately.

6. Click the OK button to view the below message pop-up after deactivation is completed.

Deactivate StandAlone Designer4

7. Click OK to close the designer, and the deactivated license can be used on another PC.

Setting an account

Logging in and logging out

To connect to the server, you must activate Designer and log in.

"Logging in and logging out” explains the following topics:

Logging in
Logging out

Logging In

To log in, complete the following steps:

On the Designer screen, click .

2. Enter the ID and password generated from the server, select the tenant you want to use, and click LOGIN.
Tenant can be selected after entering a valid ID and password.

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The login will be completed.

3. If you log in with the RPA Portal, turn on Use RPA Portal SSO and click the login button.

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4. The web browser runs and, the Sign on the service page of RPA portal is displayed, and the login status of RPA portal is checked.
5. The designer is automatically logged in from the executed web browser if the RPA portal is already logged in from the executed web browser.
6. If you are not logged in, the web browser moves to the login page of RPA portal. When you log in on the login page, the designer is logged in together.
7. After the designer is logged in automatically, the web browser moves to the home page of the RPA portal.

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