Capturing Processes with Worksoft Business Capture

After Worksoft Business Capture starts, all interactions within the application are captured. These processes can be imported into other Worksoft products for document generation, automated business process discovery, and testing acceleration.

Be careful when entering confidential information because all interactions are retained while Business Capture is in Capture mode. To remove an image from a selected step, use the Shred Step Image button in the Step Details pane to reduce revealing confidential information.

This topic shows you how to do the complete the following tasks:

• Access Business Capture
• Select a user interface view
• Configure your Business Capture settings
• Capture processes

Accessing Business Capture

After you install Business Capture, an icon appears on your desktop. Double-click the Business Capture icon to open the tool.

Selecting a User Interface View

In Business Capture, you can select between two different views. Click on one of the following buttons:

Button	View	Description
	Business User Persona	Use Business Capture to record steps of a process.
	Automator User Persona	Use Business Capture to record steps of a process, create automation, and execute the process steps.

When you close Business Capture, the last persona used is saved.

Business User Persona User Interface

Automator User Persona User Interface

Configuring Settings

Before you begin to capture your processes, you need to enable the interfaces that you intend to use and set your Capture settings. This procedure uses the Business User Persona view.

The Menu options are different for the two personas.

To configure settings:

1. Click the Business Capture icon on your desktop.

   Worksoft Business Capture opens.

   

2. Click the Main Menu button and select Settings > Configure Interface and License.

   The Configuration dialog opens.

   

3. Expand the Interface Options section.

   

4. From the Interface Options list, select the interfaces you intend to use for Capture and LiveTouch. If you do not select at least one interface, Capture mode and LiveTouch are not enabled.

   You can enable or disable different interfaces during a Capture session. If you change an interface during a session, you will not lose the previously captured steps.

5. If an Edit Option icon appears next to an interface you intend to use, click the button to configure the interface. In the list below, click on a highlighted interface for configuration information:

• Mobile
• SAP

• Web

• If you plan to save your Capture to Worksoft RPA Orchestrator, select Orchestrator and configure connection details. For more information, see Saving a Captured Process to Worksoft RPA Orchestrator.
• If you plan to save your Capture to Worksoft Process Intelligence, select Process Intelligence and configure connection details. For more information, see Saving a Captured Process to Worksoft Process Intelligence.
• If you plan to connect to a Certify database, select Database Connection. For more information, see Connecting to a Certify Database in Worksoft Business Capture.
• Close the Interface Options section after you have completed configuring your interfaces and products.

10. Expand the Capture Settings section and configure the following options.

    Option	Description
    Always on Top	Select this option to keep Worksoft Capture on top of all windows on the screen. This option is only available in the Automator User Persona.
    Collapse Previous Named Activity	Select this option if you want to collapse the Named Activity steps automatically. If you select this option, Business Capture automatically collapses the previous Named Activity step when creating a new Named Activity step. This option only collapses the last Named Activity step before adding a new Named Activity step. This option is only available in the Automator User Persona.
    Disable Data Capture	Select this option to remove the data from captured steps.
    Image Capture Mode	Select one of the following options from the drop-down list: All - Capture takes an image for each step and object. Each time a window is visited or updated, Capture takes a window image. None - Capture will not take window or object screen images. This option is a good choice if you have applications with sensitive information. This option is only available in the Automator User Persona.
    Image Delay Time	Enter the amount of delay in seconds when taking a screen image. The default value is .25 seconds.
    LiveTouch Stop Time Policy (seconds)	Set a stop time policy for LiveTouch in seconds. When you stop LiveTouch, interfaces need time to respond and provide an update. Default time is 30 seconds.
    Show Step Preview	Select this option to preview steps. This option is only available in the Business User Persona.
    Show Step Suggestions	Select this option to show the XF Definitions and Configuration files that are associated with the object. This option is only available in the Automator User Persona.
    Web LiveTouch Image Padding	Enter the amount of additional pixels around the LiveTouch object screen image. The default value is 0 pixels. This option only applies to the Web interface.

11. Click OK to close the Configuration dialog.

    If you are using the Automator User Persona, you can select to automatically create a named activity when a step is captured in a new workflow.

12. Click the Main Menu button and select Settings > Auto Named Activity Creation to enable this option.

Capturing Processes

After you have configured your settings, you are now ready to capture processes.

To capture processes with Business Capture:

1. Open the application you want to capture process steps.

2. Click the Capture button in Business Capture.

   After you click the button, the button changes to Capture mode .

   If you have not selected an interface, Capture mode is not enabled.

3. Begin creating your business process workflow. As you are working, Business Capture displays the latest recorded step.

   

4. If you need to pause during this process, click the Capture button, and Worksoft Capture button goes into Stop Capture mode .

5. If you need to delete a step, click the Delete Step button.

   Note: To undo an action, press <Ctrl> <Z>. With the Undo action, you can undo deleting, renaming, and shredding data and images. In the Automator User Persona, you can also undo cut and paste actions.

6. If you need to review previous or later steps, use the Go To buttons .

7. If you need to delete the data in the step, click the Shred Step Data button.
8. If you need to delete a screen image, click the Shred Step Image button.
9. After you complete your process, click the Capture button to end Capture mode.
10. 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 screen opens.

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

13. Click Save .

    The Save As dialog opens.

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

15. Click Save.

To discard a Capture:

1. If you do not want to save the Capture, click the Main Menu button and select Start New Capture.

   A message appears asking if you want to clear the current Capture.

2. Click the Accept button to discard the Capture.

 

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