UiPath Studio contains multiple panels for easier access to specific functionalities. They can be docked, act as floating windows, or the Auto-hide option can be enabled from the drop-down list.

Overview

The Ribbon

Ribbon Tabs

The ribbon is straightforward and can be minimized or expanded by clicking the Minimize / Expand button . It consists of the following three tabs:

• Home - create and open projects, configure Studio, or access help and license information from the Studio Backstage View.
• Design - add sequences, flowcharts and state machines to your project, install and manage activities packages, build interactions with UI elements, export workflows to Excel, and then publish your work to Orchestrator or custom feeds. Keep in mind that wizards and UI Explorer aren't visible in the Ribbon unless you install the UiPath.UIAutomation.Activities package.

• Debug - debug your workflow, while using debugging tools to set breakpoints, monitor the execution of activities step by step, and adjust the debugging speed. Open logs to view details regarding execution and any changes made to the project. For more information on debugging, check the About Debugging page.

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Note:

Files that are not created during the execution of the automation project become read-only when published to Orchestrator. If your business process requires you to write in a specific file at some point, be sure to create it while designing the project.

The Title Bar

Send Feedback

There are two types of feedback that you can send directly from within Studio: Submit an idea for the product or Report a bug. Both are accessible from the ribbon by clicking the icon.

The Send Feedback feature must be used only for sending anonymous feedback to the product team. To contact our tech support team, please use the Contact Technical Support form.

Provide the following information, and then click Submit:

• From the I want to drop-down menu, pick either Submit an idea for the product or Report a bug.
• From the For drop-down menu, pick either UiPath Activities, UiPath Studio, UiPath Robot, UiPath Orchestrator or UiPath Assistant.
• From the How important is this to you drop-down menu, pick Nice to have, Important, or Critical.
• In the Subject field, add a short title.
• Add a detailed description and attach up to 6 images, videos, or text files, each with a size smaller than 10MB. The threshold for sending feedback is 3 posts in a timeframe of 5 minutes.

Help

Click the Help icon to quickly access the resources that are also available in the Help tab in Backstage View, as illustrated below:

Backstage View

This is the view you see when you first open Studio. You can also get here by clicking Home in the upper-left corner of the window. Here you can create and open projects, configure Studio, or access help and license information.

The following buttons and tabs are available in this view:

• Open - Browse to a local automation project and open it. By default, projects are created in C:\Users<current_user>\Documents\UiPath.
  Note: Projects located on network folders where your user only has read permissions cannot be opened in Studio. We recommend using source control systems to collaborate on projects.
• Close - Close the automation project that is currently open.
• Start - Create a new automation project or open recently accessed projects. You can create a new project from predefined templates or open a project you recently worked on. Projects can be pinned or removed from the Open Recent list, while hovering over them displays the path to the project.json file and the project description.
• Templates - Create a new project based on a template. In this tab, you can view all available project templates, search and filter them by source. For more information, see Project Templates.
• Team - Manage source control integration for the automation project.
• Tools - Install extensions for Chrome, Firefox, Edge, Java, Silverlight, Citrix, Windows Remote Desktop, VMware Horizon, launch the UI Explorer, Project Dependencies Mass Update Tool, and the Repair Tool for Microsoft Office. For more information about extensions, see About Extensions.
• Settings - Change the look and feel of Studio, set global preferences, and manage activities package sources. For more information, see Configuring Studio Settings.
• Help - Directs you to product documentation, release notes, online resources, the Community Forum and the RPA Academy.
  This is where you can also access a quick tutorial that helps you learn the basics of creating, publishing, and running an automation.
  Note: To ensure the tutorial is completed successfully, we recommend that you pause the tutorial before making any changes to the workflow outside of those highlighted in the tutorial steps.
  Information regarding product version and installation, license availability, update channel and device ID is also found in the Help tab, together with a Copy Info button for quickly copying the details to the clipboard.

The Command Palette

The Command Palette is opened by using the Ctrl + Shift + P, F3 keyboard shortcuts, or by clicking the search button. It incorporates the Add activity, the Universal search, the Go to file, and Jump to activity search bars.

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Note:

Studio supports prioritizing activities by scope. Click the icon inside an activity scope and notice that the Command Palette offers suggestions of activities which fit the current scope. Support for this feature is rolling out in stages in official activities packages, check release notes periodically.

Add Activity

The Add activity search bar is opened using the Ctrl + Shift + T keyboard shortcut. You can search for activities in installed packages, and add them after the selected activity in the file. The bar automatically assigns keyboard shortcuts to the first five results, and remembers your previous findings.

Click the icon at the top or bottom of an activity from a sequence to open the Add activity search bar.

The Universal Search

The Universal search bar enables you to find snippets, activities, variables, arguments, imports, project dependencies, and files in your current project. Searches return results from all workflow files, including files that are closed.

Search results persist until the next time you open the search bar if you use Universal search or Add activity. For Go to file and Jump to activity the previous search query is not persisted.

Double-click an activity or press Enter to add it to the currently opened file. Using the same commands, you can open files from under the All Files or Project Files category, or focus on the desired search result.

Default values of arguments from a process inside the Invoke Workflow activity are not searchable with the Universal Search.

Go to File

The Go to file bar searches and opens files part of the current project folder. .xaml files are opened in the Designer panel in Studio, while other files, such as screenshots or Excel files, are opened with their respective default application on your machine. Double-click or press Enter to open a file.

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Note:

The Activities, Project panels, and the Command Palette support fuzzy search, which means that a list of results is returned even if the search terms don't match exactly. The search terms could be slightly incomplete, misspelled or include only the first letter of each word. For example, if you type dci in the Activities bar, it returns the Double Click Image activity.

Jump to Activity

The Jump to activity search bar part of Command Palette helps find and focus specific activities in large workflows. It is accessed by using the Ctrl + J keyboard shortcut, or by opening using the F3 or Ctrl + Shift + P shortcuts, and selecting Jump to activity.

When opened, the Jump to activity bar displays the list of all activities in the .xaml file currently focused in the Designer panel.

Type the display name or the namespace of an activity, for example Assign. Use the keyboard arrows to select the activity and press Enter to focus it in the Designer panel.

Activities in the Jump to activity bar are arranged in the following order: container, parent, and child activities.

The Panels

The Designer Panel

The Designer panel displays your current automation project, enables you to make changes to it, and provides quick access to variables, arguments and imports.

It is possible to navigate within a diagram by double-clicking the activity you want to view. The path is displayed as breadcrumbs in the header of the Designer panel. Please note that when using multiple displays scaled differently the text in the input field part of some activities might be improperly shown.

Activities can be copied using Ctrl + C shortcut or the context menu, to a text editor, receive changes, and then copied back to the Designer panel. You can undo / redo an action you performed in the panel using the buttons in the Studio ribbon or by pressing Ctrl + Z / Ctrl + Y.

If an activity has validation errors, an error icon is displayed on the right side of the activity title bar in the Designer panel and a warning icon is displayed for all its parent activities. Clicking the icons opens the Properties panel for the activity affected by the issue and the error message is displayed at the top of the Properties panel.

Activate Pan Mode by clicking the icon, holding the Space key or pressing the middle mouse button. Use the zoom drop-down to change the zoom level and click the icon to reset it back to 100%.

The Fit to Screen icon changes the zoom in such a way that the whole workflow fits in the Designer panel. Click the icon to get an overview of the whole project and navigate through sections by adjusting the focus.

The Context Menu

The context menu enables you to perform several operations on your workflow, be it a sequence or a flowchart. You can display it by right-clicking an activity inside your workflow.

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Note

If you select more activities, the menu is not displayed at all.

Field Descriptions for the Context Menu

The context menu is also displayed for tabs in the Designer panel. The following options are available:

The Project Panel

The Project panel enables you to manage project files, dependencies, and configure project settings. For more information, see Managing Projects.

The Activities Panel

The Activities panel shows available activities that can be added to the current workflow. You can search for activities by name and optionally by description using the search box at the top of the panel, navigate through them using navigation keys, and press Enter to add the selected activity to the currently opened file.

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The search box can be used for finding activities by their class name, regardless of the interface language set in Studio.

Hovering over an activity in the panel displays the package it belongs to and its description. To add an activity to the list of favorites, right-click it and select Add to favorites.

Right-click an activity in the panel and select Create Test Bench to test out one or more activities before adding them to a project. Read more about this here.

Customizing the Activities Panel

Click the View Options button at the top of the panel to open a menu that allows you to customize the panel. See the following table for a list of available options.

The Snippets Panel

The Snippets panel enables you to easily reuse automations. It includes, by default, multiple samples and snippets.

You can add your own by clicking the Add Folder button and selecting a directory from your hard drive. Empty folders are not displayed.

To remove a folder, right-click it and select Remove.

The Properties Panel

The Properties panel is contextual and enables you to view and change the properties of a selected activity. When selecting two activities in the same workflow, common properties can be modified from the Properties panel.

The Expression Editor

The Expression Editor is accessible with the Ctrl + Shift + E keyboard shortcut when used inside activity input fields. It is also available from the Properties panel, from fields that require inputting text, and from the body of an activity, by adding text directly in the required fields.

Expressions can be written on multiples lines. Keyboard shortcuts for creating variables and arguments directly in expressions are available.

Use Ctrl + F inside the editor to open the search and replace capabilities. Select part of an expression and press Ctrl + F3 to add the text to the search field. Hold the Ctrl key to make the search pane semi-transparent and see the text behind it.

The Outline Panel

The Outline panel displays the project hierarchy, and all available nodes. You can highlight activities in this panel by selecting them in the Designer panel, or you can go to a specific activity by selecting it in the Outline panel.

The Output Panel

The Output panel enables you to display the output of the Log Message or Write Line activities, among other things. Exceptions for packages are also displayed in this panel.

From the Output panel, you can show or hide messages that have different log levels (errors, warnings) by clicking the buttons in the panel’s header. Double-clicking a message displays further details about it, with the option to copy information.

When searching for a log in the Output panel and selecting an item from the search results list, the log is highlighted.

The Export Logs button is used for exporting logs into a .txt file. It exports timestamps and error message details as well. Exporting filtered logs is available. For example, if you want to export only trace level logs, filter the list and then use the Export Logs button.

When debugging, the Output panel shows logs for when an activity starts executing and until it ends. This can be enabled from the Log Activities option in the Debug tab.

The Error List panel displays errors found in the file or project during the validation process, together with errors generated by Workflow Analyzer rules.

The Clear All button erases all info displayed in the Output panel. Logs and other data stored in this panel are erased when a workflow is run. The Output panel displays up to 2,000 lines at a time.

The Find References Panel

The Find References panel displays results for references you search for in your project. To find every place in the project where an element is referenced, right-click it and select Find References. This works for the following:

• Files in the Project panel
• Activities in the Activities panel
• Variables in the Variables panel
• Arguments in the Arguments panel
• Descriptors in the Object Repository panel

The Resources Panel

The Resources panel in Studio can load assets, queues, processes, and entities, provided that the Robot is connected to Orchestrator. Read the Connecting Robots to Orchestrator page to find the steps.

If the Robot connected to Orchestrator is of type Standard, then the Resources panel can display only the Classic folder which has this Robot provisioned.

If the Robot is of type Floating, the panel can display resources from all classic and modern folders that this Robot has access to. Find out more about robots and folders in the Orchestrator Guide.

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Notes:

• When using a classic, manually provisioned robot, it must be granted View permissions for the corresponding resources (i.e. Assets, Queues, and Processes) to appear in the panel. Read more about setting up Roles and permissions in Orchestrator.
• If there are both classic and modern folders in Orchestrator and you are connected to Orchestrator using a robot from a modern folder (you signed in to your account or connected using a machine template key), the processes in the classic folders are not available in the Resources panel. To have access to the processes from a classic folder, connect to Orchestrator using a classic robot with a standard machine key connection.

Selecting an Orchestrator Folder

The folder from which resources are currently loaded in the panel is displayed in the Studio status bar. You can switch to a different folder that you have access to by clicking the current folder name, and then selecting another Orchestrator folder from the menu that appears. In addition to the resources that are available in Studio, the folder selection also determines the default targets available when publishing your processes.

To load resources into the panel, click the Refresh button at the top of the panel. Hover over the folder name in the status bar to see the Orchestrator URL.

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Logs generated from processes located in subfolders are visible in Orchestrator only if the subfolder is selected in the Resources panel.

Using Orchestrator Resources In Your Projects

Drag and drop assets, queues, or processes from the Resources panel directly to your automation project. Upon doing so, suitable activities are suggested in the Add activity search bar. For example, after dragging a queue in your project, pick the Add Queue Item activity from the Add activity search bar and notice that the queue was automatically assigned to the activity's Queue Name property.

You can also right-click any item in the Resources panel, and then select Copy to copy its name and use it in activities that interact with such resources.

Debugging Panels

The following panels are available to help you debug your projects: Breakpoints, Call Stack, Locals, Watch, and Immediate.

The Status Bar

In the status bar, you can view status information and access options related to Orchestrator and source control. This is where you can also view which language is used for expressions in the project (VB or C#).

• Orchestrator/Cloud Connection - Click to access Orchestrator options: sign in to your cloud account, disconnect from Orchestrator (if connected with a machine key), and refresh resources.
• Orchestrator Status - Displays the Orchestrator connection status. When connected to Orchestrator, the currently selected folder is displayed. You can click the name of the current folder to view a list of available folders and select another folder from which to sync resources.
• Source Control - Depending on whether the project is connected to a source control repository, different options are available to help you manage source control integration. For more information, see About Version Control.