Saving a Captured Process to Worksoft RPA Orchestrator

From Business Capture, you can save your captured process to Worksoft RPA Orchestrator.

Open the application that you want to capture process steps.
Click the Business Capture icon to open Business Capture.

Worksoft Business Capture opens.
Click the Main Menu button and select Settings > Configure Interface and License.

The Configuration pane opens.

Click the Edit Option icon next to Orchestrator.

The Worksoft Orchestrator Options dialog opens.

In the Worksoft Portal URL field, enter the URL for your Worksoft Portal.
Click OK.
Click OK in the Configuration dialog.
Click the Capture button to begin capturing your process.

If you have not selected a Capture Interface, Capture mode is not enabled. For information on how to configure interfaces, see Capturing Processes with Business Capture.
Start navigating through your application to create your process. All of your interactions, including data input, are captured.
After you complete your process, click the Capture button to end Capture mode.
To save your capture to Worksoft RPA Orchestrator, click the Main Menu button and select Save to Orchestrator.

The Save To Orchestrator page opens.
In the Capture Name field, the name of your first activity is listed. If you want to change the name, enter a new name for your process.
If needed, enter a description in the Description field.

Note: If you need to update your Orchestrator configuration, click Configure Save to Orchestrator .

Click Save .

Worksoft RPA Orchestrator opens.
Enter your RPA Orchestrator credentials and click Login.

The Upload Capture File to RPA Orchestrator dialog opens.
From the Tenant Name drop-down list, select the tenant that contains the project where you want to save the Capture.
From the Project Name drop-down list, select the project in which you want to save the Capture.
Click OK.

A message appears stating that the Capture file was successfully uploaded to Worksoft RPA Orchestrator.
Click OK.