Robocorp Beginners Tutorial - Getting Started with Robocorp RPA

Summary

在这个视频中，Thomas 向我们展示了如何开始使用 Robocorp 来创建机器人。首先，他指导我们下载并安装 Python，然后是 Visual Studio Code (VS Code)。接下来，他介绍了如何安装 Robocorp 代码扩展和 Robot Framework 语言服务器扩展。在创建一个新的 Robocorp 项目后，Thomas 展示了如何使用 Robocorp 自动生成项目文件，并选择了标准 Robot Framework 模板。随后，他详细介绍了如何编写代码来构建一个简单的机器人，该机器人可以向 CRM 系统添加客户信息。他还展示了如何使用 Robocorp 的关键字来定义任务，并在任务中调用这些关键字。最后，他演示了如何运行机器人，并保持浏览器打开以查看结果。这个视频是一个很好的入门指南，适合那些想要快速开始使用 Robocorp 的人。

Takeaways

• 🚀 **安装Python**：访问python.org下载并安装最新版本的Python，确保在安装过程中勾选了将Python添加到环境变量的选项。
• 💻 **安装VS Code**：从code.visualstudio.com下载并安装Visual Studio Code（VS Code）。
• 📚 **安装Robocorp扩展**：在VS Code中安装Robocorp Code和Robot Framework Language Server扩展。
• 📁 **创建项目文件夹**：在文档中创建一个名为'robocorp projects'的文件夹来存储所有Robocorp项目。
• ✅ **创建新项目**：在Robocorp Projects文件夹中创建一个名为'getting started with robocorp'的新文件夹，并在其中初始化项目。
• 🔑 **选择项目模板**：选择Standard Robot Framework模板来创建项目，这个模板使用Robot Framework语言。
• 🛠️ **编写代码**：在`tasks.robot`文件中编写机器人的代码，这是构建第一个机器人的起点。
• 🌐 **使用RPA工具**：通过RPA Dash Unlimited网站了解将要构建的机器人，该机器人将添加客户到CRM系统中。
• 📝 **定义关键字**：在Robot Framework中创建关键字（类似于其他编程语言中的函数），例如`open website`和`add customer to CRM system`。
• 🔗 **定位元素**：使用浏览器的开发者工具来定位网页元素，并通过ID或类名来引用它们。
• 🔑 **输入数据**：使用`input text`关键字为网页上的输入字段填充数据，如公司名称、联系人、地址、邮编、城市、国家、电话和电子邮件。
• 🔖 **提交表单**：使用`submit form`关键字来提交表单，添加客户信息到CRM系统中。
• 📑 **运行脚本**：在VS Code中运行脚本，观察Robocorp如何自动执行定义的任务，并将新客户添加到CRM系统中。

Q & A

如何开始使用Robocorp？

首先需要下载并安装Python，然后下载并安装VS Code，接着从Robocorp官网下载并安装两个扩展：Robocorp Code和Robot Framework Language Server。之后创建一个新的Robocorp项目文件夹，并使用Robocorp自动生成项目文件。

在安装Python时，为什么需要勾选'Add Python to PATH'？

勾选'Add Python to PATH'可以让Python在Windows的任何文件夹下都能被执行，否则只能在Python的安装目录下执行。

为什么推荐安装Robot Framework Language Server扩展？

虽然这个扩展是可选的，但它可以提供更好的语法高亮、代码补全和错误提示等功能，从而提高开发效率。

在VS Code中如何创建一个新的Robocorp项目？

可以通过按下Ctrl+Shift+P（或Mac上的Command+Shift+P），输入'create robot'并选择一个项目模板来创建。

如何保持浏览器在Robocorp机器人运行后不关闭？

在设置中添加`Autoclose=False`，这样浏览器在机器人运行结束后不会立即关闭，方便查看结果。

在Robocorp中，如何定义一个关键词（keyword）？

在项目的`tasks.robot`文件中，通过创建一个带有三个星号的section，并在其中定义关键词，关键词类似于其他编程语言中的函数。

如何使用Robocorp打开一个网站？

可以使用Robocorp内置的`Open Available Browser`关键词，并提供网站的URL作为参数。

在Robocorp中，如何向CRM系统添加客户信息？

通过定义一个名为`Add Customer to CRM System`的关键词，使用`Input Text`关键词填充表单中的各个字段，然后使用`Submit Form`关键词提交表单。

如何获取网页中输入框的定位符（locator）？

可以通过在浏览器中右键点击输入框并选择'Inspect'来查看元素的HTML代码，从中找到元素的ID或其他属性作为定位符。

在Robocorp中，如何引用已定义的关键词？

在`tasks`部分，使用自然语言描述任务，并在需要执行关键词的地方，使用`<keyword_name>`来引用已定义的关键词。

如何运行Robocorp项目中的机器人？

在VS Code中，可以通过Robocorp Code扩展来运行机器人，它会打开浏览器，执行机器人，并且根据设置决定是否在执行结束后关闭浏览器。

如果我想将这个视频推荐给其他人，应该怎么做？

如果觉得视频有用，可以给视频点赞（thumbs up），这有助于其他人发现这个视频，并且可以订阅发布视频的频道，以便观看后续的视频。

Outlines

00:00

🚀 开始使用Robocorp构建第一个机器人

本段主要介绍了如何开始使用Robocorp。首先，需要从python.org下载并安装最新版本的Python，并确保在安装过程中勾选了'Add Python to PATH'以便在任何文件夹中都能执行Python。接下来，从code.visualstudio.com下载并安装Visual Studio Code（VS Code）。之后，转到robocorp.com下载并安装两个扩展：Robocorp Code和Robot Framework Language Server。安装完成后，创建一个新的Robocorp项目文件夹，并使用Robocorp自动生成项目文件。最后，通过选择标准Robot Framework模板开始构建第一个机器人，并介绍了如何通过RPA-Dash网站获取示例机器人，该机器人用于将客户信息添加到CRM系统中。

05:02

🛠️ 定义关键词和任务

在Robocorp中，关键词类似于其他编程语言中的函数，可以被定义并在任务部分调用。首先，定义了'open website'关键词，使用Robocorp内置的'open available browser'关键词，并传入要打开的网址作为参数。接着，定义了'add customer to CRM system'关键词，涉及到多个步骤，包括输入公司名称、联系人、地址、邮编、城市、国家、电话和电子邮件。每个输入步骤都使用了'input text'关键词，并指定了相应的定位器和要输入的文本。此外，还介绍了如何通过'submit form'关键词提交表单。

10:03

📝 编写任务并运行脚本

在定义了关键词之后，需要在任务部分编写机器人的工作流程。首先，使用'open website'关键词打开CRM应用程序的网站。然后，使用'add customer to CRM system'关键词将客户信息添加到CRM系统中。在Robocorp中，任务部分允许用户以自然语言描述他们想要执行的操作，然后通过关键词来实现这些操作。最后，关闭浏览器并运行脚本，展示了如何通过Robocorp成功地将新客户添加到CRM系统中。如果设置了'Auto close'为false，则Robocorp在运行后不会立即关闭浏览器，这样用户可以看到机器人执行的结果。

Keywords

💡Robocorp

Robocorp是一个平台，用于开发、测试和部署机器人流程自动化（RPA）机器人。在视频中，Robocorp用于创建自动化任务，如向CRM系统添加客户信息。它提供了一套工具和库，使得自动化任务的编写和管理变得更加容易。

💡Python

Python是一种广泛使用的高级编程语言，以其清晰的语法和代码可读性而闻名。在视频中，Python被用来编写自动化脚本，因为Python具有强大的库支持，适合进行自动化任务的开发。

💡Visual Studio Code (VS Code)

VS Code是一个由微软开发的免费、开源的代码编辑器，支持多种编程语言。视频中提到下载并安装VS Code，因为它将作为编写和测试自动化脚本的主要开发环境。

💡扩展（Extensions）

在VS Code中，扩展是一种可以增强或添加新功能的插件。视频中提到安装了两个扩展：Robocorp Code和Robot Framework Language Server，这些扩展对于开发Robocorp机器人至关重要。

💡项目模板（Project Template）

项目模板是预先配置的文件和目录结构，可以作为新项目的起点。视频中使用了标准Robot Framework模板来快速开始一个新的Robocorp项目。

💡Robot Framework

Robot Framework是一个通用的自动化框架，用于接受关键的自动化需求并实现它们。它支持关键字驱动的测试，这使得非程序员也能编写自动化测试用例。视频中使用了Robot Framework语言来创建自动化任务。

💡关键字（Keywords）

在Robot Framework中，关键字是预先定义的函数，可以被其他任务调用。视频中创建了两个关键字：'open website'和'add customer to CRM system'，用于执行特定的自动化任务。

💡任务（Tasks）

任务是Robot Framework中的一个概念，用于定义一系列的关键字执行顺序。视频中的任务部分说明了如何通过调用关键字来执行添加客户到CRM系统的操作。

💡设置（Settings）

在Robocorp项目中，设置用于配置机器人的行为，如导入库、定义变量等。视频中提到了在设置中添加'Auto close'为'${False}'，以保持浏览器在执行完自动化任务后保持打开状态。

💡RPA（Robotic Process Automation）

RPA指的是使用软件机器人或人工智能来自动执行重复性的业务流程任务。视频中的示例是一个典型的RPA用例，即自动化地将客户信息添加到CRM系统中。

💡CRM系统

CRM系统，即客户关系管理系统，用于管理公司与现有客户以及潜在客户之间的关系。视频中的自动化任务是向CRM系统添加客户信息，展示了RPA在CRM系统中的实际应用。

Highlights

介绍了如何开始使用Robocorp，包括下载Python、VS Code，以及构建第一个机器人。

强调了从python.org下载最新版本的Python并启用'Add Python to PATH'的重要性。

展示了如何从code.visualstudio.com下载并安装VS Code。

推荐在VS Code中安装Robocorp Code和Robot Framework Language Server两个扩展。

说明了如何在文档中创建Robocorp项目文件夹并选择项目模板。

通过实例演示如何使用Robocorp构建一个添加客户到CRM系统的简单机器人。

解释了如何在VS Code中使用Robocorp创建关键词（functions）并编写任务（tasks）。

展示了如何使用Robocorp的内置关键词'open available browser'打开网站。

演示了如何通过检查元素来找到网页输入框的ID，并使用'input text'关键词填充数据。

介绍了如何使用'submit form'关键词来提交表单。

强调了在Robocorp设置中添加'Auto close=False'以保持浏览器打开状态查看结果的重要性。

展示了如何在任务（tasks）部分调用关键词，以及如何用自然语言描述任务。

解释了Robocorp机器人的三个主要部分：设置（settings）、任务（tasks）和关键词（keywords）。

演示了如何运行Robocorp脚本，并查看其在CRM系统中添加新客户的结果。

鼓励观众如果视频有帮助的话点赞，订阅频道，并期待下个视频。

整个视频是一个完整的Robocorp入门教程，从安装到构建简单的RPA机器人。

提供了一个实际的RPA用例，即如何自动化添加客户信息到CRM系统中。

强调了使用ID定位网页元素的准确性，因为ID应该是唯一的。

展示了如何通过Robocorp的自动化脚本快速且成功地完成任务。

Transcripts

hey thank you so much for watching this

complete video on how to get started

with robocorp in this video we will

download python we will download vs code

and we will build as well our first bot

with robocorp my name is Thomas and

you're watching Tom stack Academy let's

start right away

and the first thing we have to do is

installing python so navigate to

python.org downloads and I'm going to

click here on download python you see

that currently the latest version is

3.11 but it is very well possible that

at the moment that you are downloading

python there is already a new version

just download the latest version and

install it into your machine

after the download has finalized click

on the executable to start the

installation process

and there is one step that's very

important and that's to enable at

python.exit to pads because otherwise

python cannot be executed from every

folder within Windows just enable this

checkbox and then click on install now

after the installation was successful

I'm going to close this window and we're

going to continue with the installation

of vs code navigate to

code.facialstudio.com and then click

here to download the latest version

when the download has been finalized

click on executable and follow the

installation steps

you can now launch Visual Studio code

and click on finish

and with the installation of vs code has

been finalized you're going to navigate

to robocorp.com download I'm going to

download two extensions the first one is

this one RoboCop codes just click on

install from vs Marketplace and you will

be redirected to vs code's own

Marketplace

clicking on install

open Visual Studio code

and can see the extension right here

click on install again once you've

installed this extension let's continue

with the next one

and that's this one the Robot Framework

language server this one is optional but

I highly recommend to download it as

well

click install open Visual Studio codes

and start the installation once both

extensions have been installed navigate

to file

click open folder and now we're going to

determine where we want to save our

robot and I'm going to do that in

documents robocorp projects so this is a

folder I created to store all my

robocore projects and in that folder I'm

going to create a new folder that I'm

going to call

getting started with robocorp

select the folder and I click on select

folder after the project has been

created it's time to fill it up with

files and roboclub can do that

automatically for us just press Ctrl

shift p or command shift p if you're

using a Mac computer

and then I'm going to type create robot

like this press enter Then you can

choose the project template that you

would like to use for example you can

use the basic python template and there

is another video on my channel that

explains how to set up a python project

with robocorp for now I'm going to go

for the standard Robot Framework

template and this template uses the

Robot Framework language so click on

this one

and then you can use the workspace

folder that we are currently in so just

press use workspace folder and now you

see on the left side that the project

has been created navigate to tasks.robot

and that's where we're going to type our

actual code

now we are ready to start building a

first robot and the robot that we're

going to build is this one navigate to

RPA Dash unlimited.com

and scroll down and then click on

navigate to YouTube example applications

and course material

now we're going to navigate to robocore

built your first robot with robocorp so

click on course material

and the robot that we're going to build

today is going to add customers to a CRM

system so what we're going to do we're

going to add customer information to

those fields

and now we're going to click on ADD

transaction

and that way this customer will appear

in this form and we can then proceed

with the next one so this is one of the

most simple RPI use cases and it's a

very good robot if you just want to make

a quick start with robocorp so navigate

back to vs code and how robocorp is set

up of course you have the settings and

in the settings I'm just gonna add a new

line because I want to import the

library and the library that I'm going

to import press tab

is RPA dot browser dot selenium this one

and what's very important what RoboCop

normally will do it opens the browser

then it will run the robot and then

it'll immediately close the browser and

that's very inconvenient because you

cannot see the result of your robot so

if you want to avoid that just press tab

here

now we're going to add Auto underscore

close is equal to dollar sign curly

brackets false and that way we will keep

the browser open after robocorp has been

running so you can see the result of the

robot then we have a section tasks and

I'm just going to remove this text here

I'm going to add a section

and you add a section with three stars

and I'm going to add the section

keywords

so how aerobical breaks we're going to

create two keywords and then we're gonna

call these keywords from the task

section and these keywords are a bit

like functions and other programming

languages so here we declare functions

and then in the test section we're going

to call them so let's start with the

first keywords so the first function and

that one is really simple I'm just going

to call it open website

and it's going to open this website

robco also has its own keywords and one

of those keywords is open available

browser so just start typing

and you should see suggestions popping

up like this and open available browser

if you press tab you also see the

arguments that it needs I see here that

this keyword needs one arguments which

is the URL and as of type string and I'm

just going to provide this argument so

just copy this URL

space it here like this and then press

enter

press shift tap to go back to left side

so you see how easy this was we've just

created our first keyword let's proceed

to the next one

and that's add customer

to CRM system

so this is the name of the keyword

this is also how we're going to refer to

this keyword later

then press tab and if we go back to your

website see that there are a number of

fields that we want to type and if I'm

I'm just gonna start with typing the

first one and the keyword that we're

going to need is input space text

and then press tab

like this so it's very important that

this is a space and this is a tab I see

that this keyword input text needs two

arguments the first one is the locator

and the second one is the text that you

want to type and the locator I'm going

to click here on company name

so just right click here on this input

field

and then click on inspect and you see

the HTML code on the right side

and then you see how this input element

has been built up and if you focus on

this input element and if you scroll

here you also see that you scroll to the

HTML elements if I click on this one

then you see how this HTML element has

been built up so you see if it is of

type text it has class form control and

it has ID company name and what I try to

do most of the time is at the user ID

you can also use a class but you will

see that the class is not always unique

so if you can choose I would always

start with the ID because that should be

unique in this case I'm going to copy

this ID

company Dash name and I'm going to paste

it in vs code as a locator

so the ID of the element is not a

locator and the text that I want to type

in this form so it is the company name

so let's start with Toms

Tech Academy

press enter now we're going to proceed

with the next input text input

text

tab

and the next one click on inspect and

you see here the ID is company Dash

contact so just copy it

base it here and I'm going to build a

company contacts so I'm just going to

type Thomas Johnson here

now we're going to proceed with the next

one input text

tap

and the third one that's the address and

if you click here on inspect you can see

that the ID is address here so you just

copy that

and my address is long

313

C to the fourth one one two three four

and that's the zip code and you see here

that ID is also zip code

[Music]

zip codes and my zip code is one two

three four a b touch zip codes are a bit

different than ZIP codes in the rest of

the world they contain numbers and also

letters

input text

and after the ZIP code we get the city

and the locator should also be City so

let's just double check that City

City

and my city is Mass Effect

country inspects and you see the ID is

country

[Music]

and free

the Netherlands

and then we still have telephone

which has ID telephone and email which

has ID email

[Music]

okay now there are a number of things

that we can do to serpent this button

uh we can click it physically but there

is also another way and that's a very

easy one

that's just the keyword submit form and

it doesn't have any arguments so just

press enter and then we've also

completed our second keyword so we have

now two keywords we have open websites

and we also have ADD customer to CRM

system so those are the keywords that we

have but if we execute the script they

are not directly called because we still

have to refer to them we're going to do

that in the tasks section and we edit

RoboCop works that you first dial Rubik

of what you want to do just explain in

the normal human language and then you

refer to the keyword so I'm just gonna

say

open the website of the

CRM application

I'm going to press enter Tab and then

I'm going to refer to the keyword and

this is the keyword right so it's just

open website

and you should also see it in the

suggestions here

like this

and then the second keyword that I'm

gonna refer to so the second task that

we execute is we're going to add a

customer to the CRM system

at One customer to the CRM system and

the keyword that we're going to refer to

is this one

so just tap here Ctrl V

so this is the anatomy of a robot in

robocorp first you have settings you can

include as many libraries as you want

here then you have the tasks where you

refer to the keywords and then you have

the keywords here where you define what

those keywords should do okay let's

close our browser

and run the script

and if you didn't Define all to close

this false here then RoboCop would not

immediately close the browser so that's

why this keyword is so useful

I see that robocorp has just entered a

new customer to my CRM system it was

very fast and it was also successful

I hope this video was useful for you if

it was please give it a thumbs up and

that will also help other people to find

this video don't forget to subscribe to

my channel and I hope to see you in the

next video