Toolbar

Use the toolbar buttons to quickly access options that are available on the menus.

Depending on the version of Kofax RPA, the robot type, and which editor is active, the active toolbar buttons and their Tooltips vary. See also Design Studio User Interface.

The buttons on the toolbar correlate to the robot type.

Robot toolbar

Button	Tooltip	Description
	Open Project	Opens a project.
	Save All	Saves all files modified in Design Studio.
	Refresh All	Updates the My Projects view by refreshing all modified items in a project.
	Configure Robot	Opens the Robot Configuration window.
	Undo	Removes the last change.
	Redo	Repeats the last action. Also reverses an Undo action.
	Copy	Copies selected content to the clipboard.
	Cut	Cuts selected content.
	Paste	Pastes the content of the clipboard into the selected location.
	Delete	Deletes selected content.
	Prepare Execution	Prepares the selected robot to take the execution privilege. Use this button to execute a robot and enable full editing options in the robot. See Prepare Execution.
	Reset	Resets the internal state. When robots are run in standalone mode, resets the internal state and devices, including local applications.
	Leave Robot	Stops and leaves the robot without executing it to the end or returning a result.
	Start Execution	Starts executing the workflow from the current flow point.
	Stop - Pause	Stops any execution that is waiting for a reply from the local hub, and pauses subsequent executions after the current step completes its execution.
	Step Into	Executes to the next flow point. If the next flow point is inside a collapsed step, the step is expanded. See Step Into.
	Step Over	Executes the step immediately following current flow point. If no such step exists, it executes to the next flow point. Newly inserted steps are not executed unless you click Step Into or Step Over on the toolbar.
	Step Out	Steps out of the of the scope containing the current flow point as follows: If the current flow point is at the top level of the Robot execution, executes to the end of the Robot. If the current flow point is inside a compound step execution, leaves and stops at the flow point immediately after the compound step. If the Robot has terminated and was called from a Basic Engine Robot, execution leaves the Robot and returns to the Basic Engine Robot with either a result or an error. If a Robot is executed in standalone mode, this button is unavailable because there is no Basic Engine Robot to return to.
	Go to next Iteration	Enabled when the current flow point is inside a Loop step. Press the button to execute until the same flow point is reached again. The loop executes more than once if the flow point is skipped in some iterations. If there are no more iterations to execute, the execution stops at the flow point outside the Loop step.
	Go to Location	Opens a dialog box where you can paste the step location code to go directly to the step or copy the location code of a step. To go to a step, open the robot and click the Go to Location button or press Ctrl+G. Paste the code into the dialog box. This action is useful when an error is logged for a particular step, and you use the code from the log to navigate to the step in the robot. To copy the location code of a step, in the robot, select the step and click the Go to Location button or press Ctrl+G. Copy the code from the dialog box. This can be useful when you need to share the step location with someone else.
	Go to Current Flow Point	Brings to view the current flow point location.
	Expand	Expands all selected steps. If you make no selection, it expands all steps. The button is unavailable if selected steps or all steps are expanded.
	Collapse	Collapses all selected steps. If you make no selection, it collapses all steps. The button is unavailable if selected steps or all steps are collapsed.
	Collapse all but selection	Collapses all steps except selected ones and expands all selected steps. The button is unavailable if there is no selection.
	Expand Flow	Expands flow of selected steps. Expands all steps that contain flow lines inside them, such as Group, Loop, and Conditional steps. If you make no selection, it expands the entire structure of a robot. The button is unavailable if the entire flow of the robot is expanded.
	Download robot from Management Console	Downloads a robot.
	Upload robot to Management Console	Uploads a robot.

Basic Engine Robot toolbars

Basic Engine Robots have two toolbars, one for Design and the other for Debug options.

Design toolbar

Button	Tooltip	Description
	Open Project	Opens a project.
	Save All	Saves all changes in the workflow.
	Refresh All	Refreshes all open robots.
	Configure Robot	Opens the Robot Configuration window. See Configure Basic Engine Robots.
	Prepare Execution	Prepares the selected robot to take the execution privilege. Use this button to execute a robot and enable full editing options in the robot. See Prepare Execution.
	Refresh	Refreshes selected robots.
	Stop - Pause	Stops any execution that is waiting for a reply from the local hub, and pauses subsequent executions after the current step completes its execution.
	Step-Into	Executes to the next flow point. If the next flow point is inside a collapsed step, the step is expanded. See Step Into.
	Undo	Removes the last change to the robot.
	Redo	Repeats the last action. Also reverses an Undo action.
	Cut	Cuts (deletes) selected content.
	Copy	Copies selected content in the workflow to the clipboard.
	Paste Before	Pastes the content of the clipboard into the workflow before the selected location.
	Delete	Deletes selected content.
	Insert Step Before Selected Step	Inserts a new step before the selected step.
	Insert Step After Selected Step	Inserts a new step after the selected step.
	Add Branch from Selected Step	Inserts a new branch for the selected step.
	Group	Groups steps together.
	Ungroup	Removes the group of steps and makes them individual steps.
	Create Snippet from Selection	Copies the selected content and creates a snippet. For information, see Snippets.
	Convert Snippet to Group	Groups steps into a snippet.
	Move Step or Connection Up	Moves the selected step or connection up.
	Move Step or Connection Down	Moves the selected step or connection down.
	Expand All	Expands all selected steps. If you make no selection, it expands all steps. The button is unavailable if selected steps or all steps are expanded.
	Collapse All	Collapses all selected steps. If you make no selection, it collapses all steps. The button is unavailable if selected steps or all steps are collapsed.
	Switch to Debug Mode	Displays the debug mode view. See Debug a Basic Engine Robot.
	Start Debug from Current Location	Runs the debug tool from the selected location.
	Download robot from Management Console	Downloads a robot.
	Upload robot to Management Console	Uploads a robot.

Debug toolbar

Button	Tooltip	Description
	Open Project	Opens a project.
	Save All	Saves all changes in the workflow.
	Refresh All	Refreshes all open robots.
	Run	Starts executing the workflow from the current flow point.
	Single-Step	Executes one step at a time. See Single Stepping.
	Step-Into	Executes to the next flow point. If the next flow point is inside a collapsed step, the step is expanded.
	Step-Out	Steps out of a group or snippet. Leaves the group and advances the debugger to the step following the Group step.
	Stop - Pause	Stops any execution that is waiting for a reply from the local hub, and pauses subsequent executions after the current step completes its execution.
	Restart Debug	Resets the internal state and devices, including local applications.
	Toggle Breakpoint	During debugging, Design Studio stops at the breakpoint. See Use Breakpoints.
	Remove Breakpoints on Selected Step(s)	Removes breakpoints on selected steps.
	Remove All Breakpoints	Removes all breakpoints.
	Expand All	Expands all selected steps. If you make no selection, it expands all steps. The button is unavailable if selected steps or all steps are expanded.
	Collapse All	Collapses all selected steps. If you make no selection, it collapses all steps. The button is unavailable if selected steps or all steps are collapsed.
	Go to this Location in Design Mode	Returns from a debugging location to Design mode. See Return to Design Mode from a Debugging Location.

Search

Use the search functionality in Design Studio to search for text in robots. In the Search field, type the text to search for and press Enter. The search results are highlighted in the robot graph and listed in the Search Results panel.

Button	Tooltip
	Search
	Match Case
	Previous
	Next
	Close

Search Results

All of the results are listed in the Search Result panel with the current result selected.

The following rules apply:

Text search finds any text that can be seen in the robot graph.
All search results are highlighted in yellow except for the current result, which is highlighted in orange.
If the found text is not visible in the robot graph, the expand button of the component containing the result is highlighted.
If you change the current result, such as by pressing F3, the robot graph scrolls to the found text.
If you change the robot, the search is updated, removing the highlight results from the current search. If you press F3 after the update, the current result (possibly a new one) is highlighted.
If you open the Expression Editor and it contains search results, the first of these results becomes the current result. Navigate through the search results within this dialog box until you close the Expression Editor. If you change the text in the Expression Editor, all possible highlighting for the search results within this dialog box is removed until you close and reopen this dialog box.
When you navigate through the search results, such as by clicking the arrows , and reach the end/start of the list, navigation starts over from the start/end of the list.

Navigate the Search Results

Use the following buttons and shortcuts to navigate the search results:

Arrow buttons to move to next search field.
If the cursor is placed within the search box, press Enter to scroll down the search result list.
Keyboard shortcuts: F3 to move forward and Shift + F3 to move backwards.
Use the Escape key or the Close button to clear the search.