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:

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

2. Click the Business Capture icon on your desktop.

3. 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.

4. Click the Capture button.
5. Start navigating through your application to create your process. All of your interactions, including data input, are captured.

6. When you are ready to insert a Comment step, click the Comment Step button.

   The Comment Step Text page opens.

   

7. In the Comment field, enter your comment.

8. Click Save .

   The Comment step is added to your process.

   To undo an action, press <Ctrl> <Z>.

9. Continue capturing your process.

10. After you complete your process, click the Capture button to end Capture mode.

11. Click the Main Menu button and select one of the following options:

• Save to Local File - Save Capture as an XML file.

• Save to Orchestrator - For more information about saving 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.

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

14. Click Save.

    The Save As dialog opens.

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

16. Click Save.

To edit a Comment step:

1. Double-click on the Comment step that you want to edit.

   The Comment Step Text page opens.

2. Apply your edits.

3. Click the Save Comment button to save your edits.

 

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