# Recording Menu The "**Recording**" menu consists of the following elements:
No.Interface ElementDescription
1.“Record” button

Allows recording User actions in applications or

websites and inserting them into the current diagram as Robot blocks.

2.“Extract Data” buttonAllows extracting structured information (tables, lists, similar elements) from applications (Word, Excel, etc.) and web pages in the browser, and then inserting a block into the current diagram that automates this process.

Automation of data extraction into a table using a banking website with currency rates is demonstrated here.
3.“Extract by Template” buttonAllows creating intelligent templates for extracting structured and semi-structured information (tables, attributes) from documents (PDF, PNG, JPG, etc.).
4.“Recognize” buttonAllows recognizing a document, screen area, or application window using one of the available OCR engines, then finding and clicking on a specified word or storing the recognized text in a variable.
## "Record" Button The “**Record**” button in the development menu allows recording User actions for automated creation of business process diagrams. When clicking on the icon ![](https://3199517203-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4mXXYsqBuhj7RyX6Y4Yw%2Fuploads%2Fgit-blob-55e3c4e866fe33c2ffc3e19f17b669c89547b110%2Fimage%20\(137\).png?alt=media) under the “Record” button, a dropdown list will open with a list of available recording tools.
* The “**Record**” tool allows recording the sequence of User actions in applications and inserting them into the current diagram as Robot blocks. When this tool is selected, the Sherpa Designer window minimizes, and the Recording Menu appears on the left side of the screen.
No.Interface ElementDescription
1.button Allows canceling the recording of User actions and exiting without saving actions.
2.button Allows deleting the last User action during recording.
3.button Allows saving the recording of User actions and closing the recording menu.
4.button Allows recording the sequence of clicks made by the User.
5.button Allows launching a program using an additional dialog window.
6.button Allows simulating mouse button presses.
6.1.button Allows simulating a left mouse button press.
6.2.button Allows simulating a right mouse button press.
6.3.button Allows simulating a double left mouse button press.
6.4.button Allows simulating a mouse cursor delay over a control element.
6.5.button Allows simulating dragging an element.
7.button Allows recording clicks on an image.
7.1.button Allows recording a click on a specified image on the screen. This function can also be performed by the “Record Image” option from the Recording menu dropdown.
7.2.button Allows recording a click on a specified image within a window or control element.
8.button Allows recording User actions when working with text.
8.1.button Allows obtaining the visible text of a control element.
8.2.button Allows recording visible text into a control element.
8.3.button Allows clicking on the location of specified text on the screen after recognizing all text labels on the screen.
8.4.button Allows obtaining text from the screen using image recognition.
8.5.button

Allows extracting data from a document in an application (Word, Excel, PDF, etc.) or from

a web page opened in the browser. This function can also be performed by the “Extract Data” button on the “Recording” panel.

9.button Allows recording actions related to copying and pasting.
9.1.button Allows copying text from a control element to the clipboard.
9.2.button Allows pasting text from the clipboard into a specified control element.
10.button Allows recording delays in Process execution.
10.1.button Allows recording a wait for an element to appear on the screen.
10.2.button Allows recording a wait for an element to disappear from the screen.
11.button Allows simulating keyboard key presses using an additional dialog window.
* The “**Record Image**” tool allows capturing and saving the visual display on the screen. When this tool is selected, the Sherpa Designer window minimizes. While using the tool, it is necessary to highlight the desired image at the moment when the warning appears on the screen: ![](https://3199517203-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4mXXYsqBuhj7RyX6Y4Yw%2Fuploads%2Fgit-blob-07e325996ad33779f1055bab3cf5044c1f524ddd%2F2025-06-05_23-50-47.png?alt=media), and also to capture it on the screen. After these actions, the Sherpa Designer window expands, and a block with the saved data appears in the diagram: ![](https://3199517203-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4mXXYsqBuhj7RyX6Y4Yw%2Fuploads%2Fgit-blob-3f4cc14c3d026190de51903a80f2a98fa3487d9f%2Fimage%20\(166\).png?alt=media) * The tools “**Record IE**” and “**Record Chrome**” allow recording User actions in browsers. Plugins for Firefox, Opera, and Edge browsers are also available, which allow recording User actions in them.\ **Important!** To use these tools, it is necessary to install the corresponding plugins in the browsers beforehand. * The tools "**Record SUP GUI**", including "**Record SUP Explorer**", as well as "**Record Native RDP**", "**Record Java**" allow recording the sequence of actions and activities of the User in the corresponding client applications. ## "Extract Data" Button ## "Extract by Template" Button The “**Extract by Template**” button on the “Recording” panel allows creating intelligent templates for extracting structured and semi-structured information (tables, attributes) from documents (PDF, PNG, JPG, etc.). When clicking the “Extract by Template” button, a new window with a template generator (Template Creator) opens. More about the Template Creator [here](https://docs.sherparpa.ru/en/sherpa-rpa/shablonizator). ## "Recognize" Button The “**Recognize**” button in the development menu allows recognizing a document, screen area, or application window using one of the available OCR engines, then finding and clicking on a specified word or storing the recognized text in a variable. When clicking on the icon ![](https://3199517203-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4mXXYsqBuhj7RyX6Y4Yw%2Fuploads%2Fgit-blob-cad91bc8db598f4db3a290cec134f87f9cef8a4a%2F2025-06-05_23-16-32.png?alt=media) under the “Recognize” button, a dropdown list will open with a list of available tools:
* The "Click on Text on Screen (OCR)" tool works in both the browser and applications; * The "Recognize Text from Screen (OCR)" tool works in both the browser and applications; * The "Recognize Text from Image (OCR)" tool. **Important!** To use these tools, it is necessary to save the project.
* The "**Click on Text on Screen (OCR)**" tool allows specifying the text to be clicked. To do this, after clicking the “Click on Text on Screen (OCR)” button, it is necessary to press the CTRL button in the highlighted area of the screen, and then select the text to be clicked. In the newly opened dialog window, you can test the click, change click parameters, or change the OCR engine. * The “**Recognize Text from Screen (OCR)**” tool allows recognizing text from the screen using OCR. To do this, after clicking the “Recognize Text from Screen (OCR)” button, it is necessary to press the CTRL button in the highlighted area of the screen, and then select the text that should be recognized. In the newly opened dialog window, you can check the recognition result or change the OCR engine. * The “**Recognize Text from Image (OCR)**” tool allows recognizing text from an image file. This tool allows selecting the path to the source image file on your computer. If necessary, you can use the suggested options for recognizing text from the image.
No.Interface ElementDescription
1.Languages

Allows specifying the language of the text

that needs to be recognized in the image. The option is available when an image is uploaded.

2.ModuleAllows specifying the OCR module that will be used for text recognition. The option is available when an image is uploaded.
3.ScaleAllows scaling the original image. The default value is set to 1.
4.Use as block separator (HEX ASCII)Allows selecting a specific character in the text to separate this text into individual blocks. This character must be represented in its hexadecimal (HEX) code in ASCII encoding.
5.Automatically glue (only Yandex)Allows automatically gluing individual blocks.
6.Separate on empty spaces greater thanAllows separating on empty space a sequence of more than N characters.