Local Agents

Local agents execute automation on a machine with access to desktop applications and browser screens. This learning path uses Process Designer.

Prerequisites

• Process Designer installed on a Windows machine.
• Access to the applications, browser, and sample files required by the chosen tutorial.
• The local execution components configured for your environment; see the agent model.

Recommended learning sequence

1. Create a basic process to display Hello World and run it on your machine.
2. Learn sequences and variables.
3. Add decisions, loops, and error handling.
4. Explore desktop interaction through dialogs and the clipboard.
5. Practice web scraping and downloading attachments through web automation.

The sidebar also includes local file, CSV, Excel, and Word examples under Additional Local Activities. Existing screenshots and downloadable examples remain with their tutorials.

When to choose the server

IB-X is moving more automation and integration capabilities to server agents, with local agents increasingly focused on desktop and web UI automation. For a new integration that does not require screen interaction, start with Server Automation.

Existing local examples remain useful for learning and maintaining local solutions. Confirm server activity availability and connections before migrating an automation. Local variable and control-flow concepts are useful background, but server workflows use their own activities and data bindings.

Local tutorial catalog

Use this catalog to revisit a topic or choose the next exercise. All examples below use Process Designer and local execution.

Processes

Creating a Basic Process

A step-by-step tutorial for creating a simple process using Process Designer

Working with Sequences

Learn to use sequences.

Variables

Using Text Variables

Learn how to use text variables with an example.

Using Boolean Variables

Learn how to use boolean variables with an example.

Using Integer Variables

Learn how to use Integer variables with an example.

Using Array Variables

Learn how to use Array variables with an example.

Using Date Time Variables

Learn how to use DateTime variables with an example.

Using DataTable Variables

Learn how to use DataTable variables with an example.

Control Flow

Using Delay Activity

Learn how to use the Delay activity with an example.

Using If Activity

Learn how to use the If activity with an example.

Using For Each Activity

Learn how to use ForEach activity with an example.

Using Do While Activity

Learn how to use the Do-While activity with an example.

Using While Activity

Learn how to use the While activity with an example.

Using Break Activity

Learn how to use the Break activity with an example.

Using Switch Activity

Learn how to use the Switch activity with an example.

Error Handling

Using Try Catch Activity

Learn how to use the Try Catch activity with an example.

Other Activities

Converting JSON To Dictionary Activity

Learn how to use the activity to Convert JSON to a Dictionary with an example.

Using CSV Activities

Learn how to use CSV activities to read, write, and append to a CSV file with an example.

Using Dialog Activities

Learn how to use Dialog activities with an example.

Using Clipboard Activities

Learn how to use Clipboard activities with an example.

Using File Activities

Learn how to use File activities with an example.

Using Excel Activities

Learn how to use Excel activities with an example.

Using Word Activities

Learn how to use Word activities with an example.

Automation of UI Elements

Using Web Scrapping

Learn how to do web scraping from a web page using Web Automation activities with an example.