Recording a Wizard

Wizards are recorded by performing the desired process on your own application(s), while Nintex Recorder is running in the background, capturing every click and keystroke.

What you need

  • A computer matching as closely as possible the robot's (or most common end-user) environment

  • The application(s) on which you will record, launched on your computer and set to the first step of the process

  • A new wizard added to the catalog

To record a wizard:

  1. Open the wizard in Wizard Editor

  2. Do one of the following:

    • On the toolbar, click Record

    • Click the Record button at the center of the Display Pane

      • NOTE: This option is only available when you record a new wizard

    • On the menu bar, select Wizard > Record

    3. The Wizard Editor window is minimized, and the Recorder bar appears:

  3. Go to the application window in which you want to start recording

  4. In the Recorder bar, click the Record button

    • A 3-second countdown begins

    • When the countdown ends, the Recorder bar disappears and the Recorder icon appears on your taskbar, indicating that the recording is in progress

    5. While the Recorder bar is still visible, you can click Cancel Recording to cancel the recording and return to the Wizard Editor.

  5. Perform the process you want to record in your application(s), while Recorder is running in the background

Be sure to click!

Nintex supports a variety of actions (called "core actions") to allow your robots to accurately recreate the interactions of human users. These include Click, Keyboard, Hover, Detect object, and Read from screen. But when recording, Recorder captures only mouse clicks and keystrokes. So if you want to execute a core action on a specific object other than Click or Keyboard, when you record the wizard you should click the object instead. When you do so, Recorder captures the step and knows which object you want it to interact with. Then, after the wizard is recorded, you can change the core action as necessary to the one you need.

Scrolling & dragging

Any steps containing scrolling or drag-and-drop actions are automatically disabled in the generated wizard.

To learn more about using scrolling in wizard steps, see Scroll to position.

Drag-and-drop actions are not supported as recorded mouse action but can be executed by using the Drag & Drop advanced command, as described in the Advanced Commands Reference Guide (Drag & Drop) available from the Advanced Command View toolbar.

Pause a recording by doing one of the following:

  • From the taskbar, click the Recorder icon

  • Press F11

The recording is stopped and the Recorder bar appears.

When you are ready to continue recording, click the Resume button .

To change the hotkey used to Start/Stop recording (by default, F11), click the F11 link in the Recorder bar and select a different hotkey from the dropdown list that appears.

To cancel the recording:

  1. From the taskbar, click the Recorder icon

    The Recorder bar appears

  2. Click the Cancel Recording button to cancel the recording and return to the Wizard Editor

The recording is canceled and the Wizard Editor window appears in its original state.

To end the recording:

  1. From the taskbar, click the Recorder icon

    The Recorder bar appears

  2. Click the Finish button to end the recording

The recording is ended and the wizard (with the steps you recorded) appears in the Wizard Editor, ready for editing.