Applies to:
Foxtrot RPA — all versions

Summary:
Foxtrot’s Action Builder contains various settings for Timing, Errors, and Rules. Chapter 20 of the Foxtrot Training Guide does a great job in explaining the Timing and Error options, while outlining the Rules options. By default, the Rules are set automatically when creating an action. They should only be modified by experienced users.

You may wish to explore the parameters of the Rules when:

  • An action works for one record and does not work for the next
  • An action causes an error in which The target could not be found
  • Handling Warning Messages in Navigator

The following are options that may be available in the Rules. Note that you may see all, or none of these options, depending on the target (for example, there are no Advanced options when targeting Excel).

  • Text
  • Name
  • ID
  • Parent Tables

For each option above, the following parameters may be customized:

  • Use an Exact Match to locate the target
  • Use a Best Match to locate the target
  • Use Left or Right Match to locate the target
  • Ignore this rule

 

Consider the tables below:

Foxtrot’s Rules

Target Name in the table below and click Rules located above the Exact Target designation. The Rules of this table will display the column headers: NameDescriptionExampleUse, and Availability under Table #1. You should notice that the headers of the 5 columns below are reflected in those Rules.

Name Description Example Use Availability
Text The text displayed on a targeted item. When targeting a button that reads Go, the Target Caption is Go. Assists Foxtrot in locating a target. Web, Windows
Name A unique name assigned to the targeted element. This is assigned by the author of the application or web page. A developer may assign the name ‘button123’ to an element (button, link, image, etc…) in order to define it’s uniqueness. Additional information Foxtrot uses to better locate a target. Web, Windows
ID A unique ID assigned to the targeted element. This ID is assigned by the author of the application or web page. A developer may assign the ID 123456789 to an element (button, link, image, etc…) in order to define it’s uniqueness. Additional information Foxtrot uses to better locate a target. Web, Windows
Caption for Parent Table # 1 The column headers for the inner most table. Targeting the table header Foxtrot’s Advanced Options will display the only table header for the particular table; that being Foxtrot’s Advanced Options. Assist Foxtrot in locating a target a web table Only available when targeting a web table.

 

When targeting the table above and clicking Rules, you will see all available options:

    • Text: Is the first option that may be visible and therefore configurable. Text displays the actual text of the object that has been targeted. When Targeting the cell ‘Name’ above, Foxtrot will use the literal text of the target, Name, to assist in locating the target. If this value were to change on a record-to-record basis, it may be helpful to select Ignore from the drop down to the left of the field. For example, when clicking a “Submit” button, it may not be necessary to alter the Text, as this text will not likely change. However, when clicking or copying something unique like a birth date, a SSN, or a phone number, it may be necessary to ignore the Text by selecting Ignore in the drop down to the left of the field, as we do not want to match something that could be dynamic. Additionally, you can use Tokens as your Target Caption by clicking the magic wand along the right.
    • Name & ID: The Name and ID are a unique name & ID assigned to an object. This value typically does not need to be changed.

 

  • Table: When targeting a web table, you may see options for Tables. In this example, targeting the cell ‘Name’, will display options for a Table. When targeting your browser, you may see 3, 4, even 10 Tables or Parent Tables. When this happens, it is attributed to the fact that you have targeted a table that is a child of another table; or a table within a table.This option will display any table headers associated with the target table and its parents.Depending on the structure of the table, it may be necessary to adjust the Column Captions. In this example, you may notice the Column Captions, or headers: Name, Description, Example, Use, Availability – just as they appear in the table above. In some cases however, there may be unique information present. To clear anything that may be unique – something present in the current record but may not be visible in a future record – simply change the drop down to Ignore.

Last Modified 05/03/2017