Process Intelligence Documentation
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User Documentation
User Documentation
  • Process Intelligence
  • 🟪Using Process Intelligence
    • Getting Started
    • Dashboard
    • Integration with ProcessMaker
  • 🟪Data Collection
    • Introduction to Data Collection
    • Data Collection Studio
    • Data Collection Rules
      • Advanced Examples for Data Collection
        • Handling Overlapping URLs in Screen Mapping
        • Click Activity and Field Edit Tracking for Web Applications
        • OCR-Based Identifier Extraction in Desktop Applications
    • Data Collection with X-Ray
      • Working with X-Ray Desktop Tool
      • Example of the X-Ray Workflow
    • Training Data Studio
    • Introduction to Testing
  • 🟪Configuration
    • Service Deployment
    • System and Network Requirements
    • Silent Distribution by IT
    • Chrome Extension
    • Windows Plugin Manual Installation
    • Uninstallation and Cleanup
    • User Roles and Permissions
  • 🟪Architecture
    • Process Intelligence Architecture
    • Architecture Diagrams
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On this page
  • Introduction
  • Capture the UI Blueprint with X-Ray Recorder
  • Upload X-Rays to the Platform
  • Downloading and Analyzing the UI Blueprints with the X-Ray Viewer
  1. Data Collection

Data Collection with X-Ray

Define data collection from Windows UI elements using the Process Intelligence X-Ray tooling.

PreviousOCR-Based Identifier Extraction in Desktop ApplicationsNextWorking with X-Ray Desktop Tool

Introduction

Process Intelligence X-Ray tool streamlines data collection from Windows UI elements, allowing users to capture, analyze, and define rules for efficient process automation. The data collection process consists of three main phases:

  1. Capturing the UI Blueprint using X-Ray Recorder and uploading it to the Platform

  2. Downloading and analyzing UI Blueprints with the X-Ray Viewer

  3. Creating and uploading rules

For a deeper understanding of the underlying technology and low-code options, please refer to the Developer Documentation.

Capture the UI Blueprint with X-Ray Recorder

Follow these steps to capture the UI blueprint using the X-Ray Recorder:

  1. Download and extract the ZIP folder.

  2. Open the extracted workfellow_tools folder, then run the workfellow_x_ray program.

  3. If prompted by Windows Defender, select More info and then Run anyway.

  4. Once the program starts, position the X-Ray window as needed, for example, to the corner of your screen.

  1. Activate the window you want to capture (ensure you have clicked inside the window to activate it and that it is in the foreground of your monitor).

  2. Use the shortcut Alt + A to start capturing. The mouse may freeze for 1-15 seconds during capture.

  3. Verify that the capture was successful by checking the X-Ray window to see if the number of records has increased by 1.

Upload X-Rays to the Platform

Follow these steps to uploaded the captures x-rays to the Platform:

  1. Navigate to the X-Ray folder on your computer. To do so, you can either click Open Recording Location in the X-Ray tool or manually go to C:\Users\%USERNAME%\Workfellow. .

  2. Right-click on the x-ray-extracts folder and select Compress to ZIP file.

  3. In the Process Intelligence Dashboard, navigate to Admin Panel -> X-Ray Tools.

  4. Upload the ZIP file in Step 2 - Upload captured X-Rays.

Downloading and Analyzing the UI Blueprints with the X-Ray Viewer

  1. In the Process Intelligence Dashboard, navigate to Admin Panel -> X-Ray Tools.

  2. Download the ZIP file(s) and extract it.

  3. Open the workfellow_tools folder, then launch the desktop program.

  4. Select the unzipped X-Ray folder from your computer to begin analyzing the captured UI Blueprints

Please refer to the Developer Documentation to create and upload rules.

Click on one of the following links to learn more about using the X-Ray Tool.

🟪
Process Intelligence Tooling

Learn how to use the X-Ray Desktop Tool

View an example of the X-Ray Desktop Tool

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