Discovering an RPA Model

After creating the Worksoft RPA project, upload a Capture file from Worksoft Capture or Business Capture for RPA model discovery.

To upload a Worksoft Capture file for RPA model discovery:

1. Upload a Capture file from Worksoft Capture or Business Capture.

   For information about uploading a Capture file from Worksoft Capture, see Saving a Captured Process to Worksoft RPA Orchestrator.

2. Open Worksoft RPA Orchestrator and select from the menu RPA Administration > Project List.

   The RPA Project List page opens.

   

3. Click the Edit button next to the project waiting for your action.

   The RPA Project page opens.

   

   The Capture that you saved is listed in the Capture Files section.

4. (Optional) If you need to add any extra documents to describe the process or how the task was accomplished, click the Browse button to select a file in one of the following formats and click Open:
5. PDF
6. Microsoft Excel®
7. Microsoft® Word
8. Images

5. Click OK when the message states that your file has been successfully uploaded.

   The file appears in the RPA Assets section, and the discovery process is complete.

6. Click Send for RPA Model.

   The Confirmation dialog opens.

7. (Optional) In the Note field, enter a note.

8. Click OK.

The Status column updates to the next step, and RPA Creator is alerted that action is required. For more information, see Creating an RPA Model.

 

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