Access Websites

When creating a Desktop Automation workflow, you can open websites in the built-in browser and use action steps to extract information and navigate sites. The built-in browser is based on the Chromium open-source browser project. To navigate, use Desktop Automation step actions.

Note Command timeout for browsing websites is set either on the Desktop Automation tab of the Design Studio Settings window for executing the workflow in Design Studio, or in the Desktop Automation section on the Security tab of the RoboServer Settings window for RoboServer execution. See Runtime > Security in the Kofax RPA Administrator's Guide.

Kofax RPA browser supports the following protocols:

  • http:
  • about:
  • javascript:
  • https:
  • ftp:
  • file:

To open a website, insert the Open and type the address including the protocol in the URI field. Use the Tree Stops Changing guard after any step that includes loading a page or when other changes occur on a webpage. See Guarded Choice for more information.

Browser interface
The built-in browser in Desktop Automation contains the following controls.

Button

Description


Go back button in the built-in Kapow browser

Go back: navigates one page back.


Go forward button in the built-in Kapow browser

Go forward: navigates one page forward.


Reload button in the built-in Kapow browser

Reload: reloads the current page. When the page is loading, the button displays a cross to notify that the browser is busy.


URL field

URL field: Contains either the URL of the currently loaded page or the URL you pasted before navigating to the page.


Navigate button

Navigate: goes to the URL entered in the URL field.

Configure proxy settings

Configure Proxy: opens proxy configuration dialog box.

Print to PDF button

Print to PDF: saves the currently open to a PDF file.


Save page button

Save page button: saves the currently open page in HTML format. Note that this button is located in the right corner of the browser toolbar and might not be visible on some screens. If you cannot see the button, scroll the Recorder view window to the right.

URL in the built-in browser

Browser window contains the URL text field in the toolbar. It shows the URL of the loaded web page. You can select the URL and extract the value into a variable using action steps. The tree view shows the URL as well.

  • To select the text in the URL field, click the URL field using the Click.
  • To change the address, click the URL field by using the Click step and enter the address using either the Enter Text step or from a variable.
  • To go to the entered URL, click the Navigate button to the right of the URL field.
Configure proxy

By default, all robots of the Desktop Automation Service use Kofax RPA global proxy settings. The Desktop Automation Service uses the same proxy settings as the Design Studio and Management Console. See Configuring Proxy Servers in Design Studio and Configuring Proxy Servers in Management Console for more information on proxy server properties.

Important Remember that the local proxy settings of the built-in browser in Desktop Automation Service have a higher priority than the Kofax RPA global proxy settings. Make sure the robot uses the Kofax RPA global proxy settings, unless the task requires it to use local proxy settings.
To change proxy settings for the built-in browser in Desktop Automation, click the Configure Proxy button on the web browser toolbar. The following proxy options are available:
  • Direct: Proxy is not used.
  • Fixed: Specify fixed proxy settings, such as host, port, and a bypass list.
  • PAC: Specify the URL of the proxy auto-configuration script file.
  • Auto: Click this option if your network provides for automatic proxy configuration, such as the Web Proxy Auto-Discovery Protocol.
  • System: select this option to copy proxy settings from the computer running your robot.

Once proxy settings are set, click OK to save the settings and close the dialog box.

Save page as PDF doc
To save a web page in the PDF format, click Print to PDF on the browser toolbar and specify the full path including the file name in the open dialog box. Enter double slashes in the path as follows: C:\\AutomatedDevice\\PDFs\\MyPage.pdf. Click OK to save the file.
Optionally, you can save the file to a robot file system by selecting Robot File System in the Save page as PDF doc dialog box.

In the RFS file name field, enter the path to the configured file system and the file name, such as myshare/downloaded.pdf. The file system name must correspond to that specified on the Robot File System tab in the Management Console.

To adjust the PDF file settings, such as page orientation, paper size, and scale, edit the cef.cfg file located in: <drive>\Program Files\Kofax RPA <version number>\nativelib\hub\windows-x32\1192\node_modules\cef

Save web page
You can save the currently open in HTML format using the Save page button in the browser. To save the page
  1. Click the Save page button using the Click step. Once you execute the step, the browser opens the Save As dialog box. Note that the dialog box opens in the left top corner of the browser.
  2. If you want to change the path to save the file, click the path text field and insert the new path including the file name either using the Enter Text step or from a variable.
  3. Save the page by clicking the Save button.
Download a file
You can download a file from a website and specify the path to store the file in the Save As dialog box. By default, the file is stored in the temporary files folder configured for the current user.
Optionally, you can save the file to a robot file system by selecting Robot File System in the Save as dialog box.

In the RFS file name field, enter the path to the configured file system and the file name, such as myshare/downloaded.pdf. The file system name must correspond to that specified on the Robot File System tab in the Management Console.