Adding Steps with LiveTouch in Business Capture

With the Certify LiveTouch™ feature in Business Capture, you can learn application objects while adding steps to your captured process. As you select an object, a step is added to the step list.

To add steps with LiveTouch to an existing Capture:

Click the Business Capture icon on your desktop.

Business Capture opens.
Click the Main Menu button and select Load from Local File.

The Select Capture File to Load page opens.
Click the Browse button to browse to the Capture file you want to open.
Select the file.
Click Open.
Click Save .

Your existing Capture opens.
Open the application in which you want to capture additional process steps.
When you are ready to insert a step with LiveTouch, click the LiveTouch button.

Place your mouse over the object you want to capture in the application.

A red highlight appears around the object in the application.

Click on the highlighted object to add an object and a step to your process.

When you click on the object, a step is added to the end of your captured process.

If you need to undo an action, press <Ctrl> <Z>.

After you have completed your object selection, click the LiveTouchbutton to end LiveTouch mode.

The steps you added with LiveTouch appear at the end of your captured process.
To move the new steps, drag the step to where you want to place it in the process.

Click the Main Menu button and select one of the following:

Save to Local File - Save Capture as an XML file.
Save to Orchestrator - For more information about saving a Capture to Worksoft RPA Orchestrator, see Saving a Captured Process to Worksoft RPA Orchestrator.
Save to Process Intelligence - For more information about saving a Capture to Worksoft Process Intelligence, see Saving a Captured Process to Worksoft Process Intelligence.

The Save to File page opens.

In the Capture Name field, enter a name for your Capture file.
If needed, enter a description in the Description text field.
Click Save.

The Save As dialog opens.

Browse to the folder in which you want to save your Capture file.
Click Save.