Create a window trigger that starts an automation when a user opens or closes the predefined application window.

This procedure is for a scenario where you want to configure a trigger to start a bot when any user opens a Microsoft Excel document called Customer_database.xls. Before you configure this window trigger, ensure that you have opened the Customer_database.xls document on your system so that you can select this window.

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click Create new > Bot.
  3. Enter a name for the bot.
    All the bots are stored in the \Bots folder. (Optional) Click Browse to change the folder.
  4. Click Create & edit.
  5. In the bot builder page, click Triggers > Window trigger.
  6. Drag Window into Drag a trigger here.
    The Window trigger: Window editing panel appears.
  7. Click the Window drop-down menu and select Customer_database.xls.

    Refresh the Window drop-down menu if none of the available windows are listed.

  8. Under the Window title field, click the String tab to set the entire title of the selected window.

    The Regex tab can be used to select a pattern that matches the selected window title. For example, if you select the Regex option in this scenario, the bot is triggered if the user opens any .xls file.

  9. Select Open from the Window action that start the bot drop-down manu.
  10. Optional: Use the Assigned to drop-down menu to assign a variable.
    If you want use the Variables tab to create a variable, ensure you select the Use as input check box for it to appear in the Assigned to (optional) drop-down menu.
  11. Click Save to save the trigger configuration.
  12. Click Run > Run with triggers.
    The preset trigger is created, and the bot is triggered when any user opens the Customer_database.xls document.

Next steps

Configure the required automation using the Actions, and save the automation. When you click Run > Run with triggers, the automation listens for the configured triggers. When any user opens the Customer_database.xls document, the automation is triggered.