Step-By-Step Guide to Use Application Host - Windows to Select the Agreement on the Siebel CRM Web Application

Let's see an example of selecting the Use Existing Agreement radio button option available on the Assets to Agreement: Identify Agreement task of the Siebel CRM web application. By default, the radio button, Create New Agreement is selected, as shown below:

Additionally, this example demonstrates the scenario of using the Application Host activity to retrieve the required field name manually of the Sibel CRM web application, where few field names, mostly radio buttons are not retrieved using the manual process.

Prerequisite:

1. In the Admin menu, add an application of Application Type- WebApps.

2. In the Application Properties panel:

· Enter the Login URL of the Siebel CRM application.

· Enter the Search URL of the Siebel CRM application.

· Enter the Display Name. In this example, SiebelHI is entered.

3. Click the (Save Properties) icon to save the application details.

The Siebel CRM application is configured.

To select the required radio button option:

1. Create a SignIn Process for the configured Siebel CRM application. Publish and Deploy the Sign In process.

2. From the Canvas Tools panel, add Application activity to the Flowchart designer on the Canvas.

3. In the Application Type list, select WebApps.

4. In the Select an Application list, select the SiebelHI option.

5. In the Menu bar of the Studio menu, click Test Run drop down, and then click Setup Environment to setup and launch the configured application using the Automation Studio.

6. Double click the Application activity and add the Application Host activity inside the Application activity.

7. In the Application Host activity, select Windows from the drop down list.

8. Click the (Settings) icon of the Application Host activity to attach the plug in based on the type of selected host application. A dialog box appears where you can define configurations related to the attached plug in.

9. In the Attach Behavior list of the Basics category, select Contains.

10. In the Window Title field, enter Siebel. Other default settings remain same. Close the dialog box to save the plug in configurations.

11. Double click to open the Application Host activity block.

12. Double click the Application activity and add the Task Pane activity inside the Application activity.

13. Add the Open Task activity and drop inside the Application activity.

14. In the Task Name field, enter the FS Asset To Contract Task task name.

15. Click ADD to add the Application Control activity.

16. Click the (Field Configuration) icon of the of the Application Control activity. The configured Siebel application comes into focus.

17. Press the Ctrl key from the keyboard and hover over the Use Existing Agreement radio button that needs to be selected.

18. While pressing the Ctrl button click the highlighted area. A dialog box appears where you can configure the details related to the captured UI element. The fields that are mandatory are highlighted with red box.

19. In the Action list, select the Select RadioButton option.

20. In the Display Name field, enter a name of your choice. In this example we have entered IdentifyAgreement.

21. Close the dialog box. The Save Confirmation message box appears. Click YES to save the entered details. Below is the sample process:

To view the output in Automation Studio, reset and then set up the environment. Perform the test run. You can assign this process to a robot, if you want to execute this process outside Automation Studio.

Observe that the Siebel HI application gets automatically logged in after the sign in details are entered and the Asset to Agreement: Identify Agreement task page opens. The Use Existing Agreement radio button is selected, as shown below: