My Projects
The My Projects pane is located under the toolbar in the Design Studio main window.
The My Projects pane consists of two main parts: Local folder and all running Management Consoles.
Local Folder
The Local folder shows an expanding/collapsing tree structure representing the local projects and databases that are open in Design Studio. Click or in this tree to expand or collapse the corresponding subtree. This folder can contain as many opened projects as you like. In the Local folder, you can right-click to open a context menu to perform various actions, such as creating a new robot in a folder or opening a previously saved robot.
When you right-click a file in the Local folder, the context menu shows the following actions.
Action | Description |
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Open | Opens the file in the editor. |
Refresh | Refreshes all opened files. |
Rename | Opens a Rename File dialog box for renaming the file. |
Move | Opens a Move Files dialog box for changing the file location. |
Copy | Opens a Copy File(s) dialog box for copying the file to a different location. |
Delete | Prompts to delete the file. |
Show in System Explorer | Opens the containing folder on your computer. |
Create Robot Library File | Opens a dialog box for creating a robot library file. This option is available only for project folders. For more information, see the "Robot Libraries" section in the Kofax RPA Developer's Guide. |
Upload | Opens an Upload to Management Console dialog box with available options for uploading the file. For more information, see Upload to Management Console. |
Copy URL | This option is available for Basic Engine Robots , snippets, Robots , types, database mappings, automation device mappings, and resources. Copies the URL to the file to the clipboard. The URL can then be used to open the file in Design Studio as shown in Open URL. |
Show Dependencies | This option is available for Basic Engine Robots , snippets, and Robots . Opens a Dependencies dialog box with all existing dependencies for the file, such as all types, snippets, and Robots associated with this file. If the dependencies are not present in the local project, they are displayed as crossed out even though they do exist in a shared project remotely. |
Export Robots |
Opens an Export Robots dialog box with available options for converting the action step to a robot. For more information, see Convert old Desktop Automation action step. |
Migrate | Opens a Migrate dialog box for migrating a robot to a different browser engine. For more information, see Migrate a Robot to a Different Browser Engine. |
The Design Studio Databases folder shows local databases for your Design Studio.
Management Console
The Management Console section shows an expanding/collapsing tree structure representing the robot projects and databases for the Management Consoles that you are connected to.
When you right-click a file in the Management Console section, the context menu similar to that in the Local folder opens with a few additional actions.
Action | Description |
---|---|
Upload | Opens a Synchronize dialog box for uploading newer files to Management Console. |
Download | Opens a Synchronize dialog box for downloading newer files from Management Console. |
Synchronize | Opens a Synchronize dialog box for synchronizing with Management Console. |
Exclude all from refresh / Exclude from refresh |
Excludes either all projects of the selected Management Console from refresh or just one of them. Refreshing of all projects may take time, so we recommend that you exclude no longer required projects from refresh to experience best possible performance. By default, all projects are excluded from refresh and marked (excluded from refresh) in the Management Console section. |
Include all in refresh / Include in refresh |
Includes either all projects of the selected Management Console in refresh or just one of them. |
If any projects in the Management Console section are shared with the Design Studio on your computer, only Management Console section contains those projects. Depending on the status of the files in the shared project, downloaded, updated, and deleted files have a different appearance. You can synchronize your local project with the Management Console project using different strategies. The following table shows project files with different statuses. The Management Console section also provides tips and explain synchronization problems.
Icon | Description | Meaning |
---|---|---|
|
Dimmed robot icon and name |
An object in a shared project exists in the connected Management Console, but has not been downloaded to your Design Studio. |
|
Normal icon and object name |
An object in a shared project is in sync with a remote Management Console. |
|
Normal icon with object name crossed out |
The object is deleted in the project on your computer. |
|
Normal icon with name in bold |
The file has been changed locally and needs to be synchronized. |
|
Icon with a plus sign and name in bold |
A new file in your local project is not yet uploaded to the Management Console. |
|
Object icon has a yellow sign with an exclamation mark |
Conflict exists between your local copy and remote project. For example, the object was deleted in a remote Management Console. When synchronizing, select how to resolve the conflict. |
The Databases folder shows databases for the connected Management Console.
To configure connections to the Management Console, navigate to
The databases are fetched via database mappings in the Management Console. To have the databases displayed in the Design Studio Management Console section, database mappings must exist for the cluster databases you want to share with Design Studio users. Unmapped cluster databases are not displayed in Design Studio.
The database mappings, types, and drivers are fetched from a Management Console only when the connection between the Management Console and your copy of Design Studio is established or refreshed during the following events:
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Adding a Management Console connection to Design Studio
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Starting Design Studio with an existing Management Console connection
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Refreshing the Management Console connection (to refresh, select the Management Console node in the Management Consoles section tree and click Refresh).