Importing Capture Files From Process Intelligence

From Certify, you can import Capture files from Process Intelligence and create process automation.

To import Capture files from Process Intelligence:

  1. In the Certify Navigation pane, click the Processes button.

    The Processes window opens.

  2. Right-click in the Processes Summary pane and select Import New Process > From Process Intelligence.

    The Import Capture page opens.

  3. In the Worksoft Portal URL field, enter the URL address for the Portal.

    https://<portalservername>/Portal

    Example: https://servername.worksoft.com/Portal

  4. In the respective fields, enter your Worksoft Portal user name and password.

  5. Click Log in.

    The Connect with Process Intelligence page opens.

  6. From the Select Tenant drop-down list, select your tenant.
  7. (Optional) From the Uploaded Date drop-down list, select a date range to filter Capture files:
  8. Last 7 Days
  9. Last 30 Days
  10. Last 6 Months
  11. Custom Date Range

If you choose Custom Date Range, select from and to dates.

If a date range is not selected, all Capture files are returned.

  1. Click Next.

    The Select Capture File page opens.

  2. Select a Capture file from the Captures list.
  3. Click Next.

    The Select Application Version page opens.

  4. In the Certify process name field, enter a process name.

    The field is already populated with the Capture name.

  5. If needed, select one or more of the following options:

    Option

    Description

    Create sub processes

    Create sub-processes from named activities in the Capture you are importing.

    Search All Project Application Versions For Match

    Match the Capture's imported objects with existing objects in all of the application versions of the project.

    Only objects of the same type can be matched.

    Update Existing Object Images

    Overwrite existing objects.

  • In the Application Version grid, select an application version for the interfaces.
  • Click Import.

    A message appears stating that the Capture has successfully imported.

  • Click OK.

    The new process appears in the Processes Summary pane.

 

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