How To Section for Certify Processes

The How To section provides step-by-step procedures for creating and using Certify processes.

To access information on how to perform a specific task, click one of the topics in your Contents pane or use the Search feature.

Here are some of the procedures that you are able to learn in this section:

Creating Certify Processes

Create Processes

Add Steps to Processes

Add Variables to Process Steps

Add System Variables to Process Steps

Use State Processes

Create Child Processes from Selected Process Steps

Importing and Exporting Processes

Export and Import Certify Processes and Process Folders

Import Capture Files from the Capture Repository

Import Worksoft Capture Files into Certify

Viewing Processes

View Process Usage

Compare Processes

Use AI Search

View Process Change History

Using Data Type Formats

Understand Data Type Formats

Add a Data Type Format

Set Specific Locale Data Formats

Define a Data Type Format

Using Certify LiveTouch

Understand Certify LiveTouch

Add Steps to Processes with Certify LiveTouch

Create Variables While Adding Steps with Certify LiveTouch

Editing Processes

Edit Multiple Processes in a Folder

Edit State Processes

Merge Certify Processes

Find and Replace Values and Variables in Processes

Comment Out Steps in a Process

Copy and Paste Process Steps

Debugging Processes

Use the Process Debug Feature

Add Watch Variables to a Process

Add Breakpoints to a Process

Set a Recordset Value While Debugging a Process

Adding Layouts and Recordsets to Processes

Add Layouts to Processes

Create a Layout for a Process

Add Recordsets to Processes

Edit Recordsets in Processes

Editing Objects

Edit Objects in a Process Step

Edit Objects During Process Creation and Execution

Edit Objects During Execution

Edit Mobile Interface Objects During Process Creation and Execution

Defining Execution Flow Rules

Understand Execution Flow Rules

Create a New Execution Flow Rule

Add an Execution Flow Rule

Change the Execution Flow For a Process Step