Uploading a Capture into Process Intelligence

In order to start gaining insight through Process Intelligence automation, you need to upload data. You can upload data from the following sources:

1. Worksoft Capture
2. Process mining JSON files
3. Worksoft Certify
4. Worksoft RPA Orchestrator
5. Business Process Model and Notation (BPMN) files

This topic shows the procedure of how to upload Worksoft Capture XML files.

Before you upload a Capture file, you need to upload a reference table first. For more information, see Uploading a Reference Table.

Sample Capture XML Files

The Process Intelligence installation package includes several sample Capture XML files for Order to Cash (OTC) and Procure to Pay (PTP).

Upload these XML files from the following directories:

C:\Program Files (x86)\Worksoft\ProcessIntelligence\SampleData\OTC

C:\Program Files (x86)\Worksoft\ProcessIntelligence\SampleData\PTP

To upload a Capture into Process Intelligence:

1. From the left Process Intelligence Navigation pane, click Data Management.

   The Data Management page opens.

2. Click Upload File.

   The Upload New dialog opens.

   

3. From the Sources drop-down list, select Capture.

4. Click the File to Upload Browse button.

   The File Upload dialog opens.

5. Select the Capture XML file you want to upload.

6. Click Open.

   The file name appears in the File to Upload field.

7. From the Business Process drop-down list, select an existing business process to associate with the Capture.

   If you do not want to assign a business process at this time, select Assign Later.

   If you want to create a new business process, select Add New Business Process. In the Business Process Name field, enter the name of the new process.

8. Click Upload.

   A message opens and states the file was uploaded successfully.

9. Click the Capture tab to verify that the file was uploaded. If needed, use the filters to locate your file.

 

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