Inserting a Comment Step with Worksoft Business Capture
While you capture steps with Business Capture, you can insert a Comment step any time during the Capture process. The Comment step appears in the process in the same sequence as the inserted step.
You can also create a Comment step before you begin capturing your process.
To insert a Comment step with Business Capture:
- Open the application you want to capture process steps.
-
Click the Business Capture
icon on your desktop.
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Before capturing your process, you must enable the interfaces you will use. For information on how to configure interfaces, see Capturing Processes with Business Capture.
- Click the Capture
button.
- Start navigating through your application to create your process. All of your interactions, including data input, are captured.
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When you are ready to insert a Comment step, click the Comment Step
button.
The Comment Step Text page opens.
- In the Comment field, enter your comment.
-
Click Save
.
The Comment step is added to your process.
To undo an action, press <Ctrl> <Z>.
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Continue capturing your process.
- After you complete your process, click the Capture
button to end Capture mode.
- Click the Main Menu button and select one of the following options:
- Save to Local File - Save Capture as an XML file.
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Save to Orchestrator - For more information about saving to Worksoft RPA Orchestrator, see Saving a Captured Process to Worksoft RPA Orchestrator.
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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.
- In the Capture Name field, enter a name for your Capture file.
- If needed, enter a description in the Description field.
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Click Save.
The Save As dialog opens.
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Browse to the folder in which you want to save your Capture file.
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Click Save.
To edit a Comment step:
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Double-click on the Comment step that you want to edit.
The Comment Step Text page opens.
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Apply your edits.
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Click the Save Comment
button to save your edits.