Skip to main content

41 docs tagged with "Business Process"

View All Tags

Automate Excel

The most popular desktop application to be automated with the help of RPA Recorder is Microsoft Excel. There is a specific actions group in Actions Library to work with Excel files. Here you can find some recommendations on how to work with them in your own scripts.

Automate Outlook operations

As Outlook is one of the most popular email clients used by many companies nowadays, you will find here some recommendations on how to automate it with RPA Recorder.

Configure preferences

There are some global parameters for WorkFusion Studio to define component settings, their general behavior, and so on. The most widely used setup refers to the Studio settings. Go to Window > Preferences > WorkFusion Studio.

Connect to local MSSQL

It is good practice to verify changes to your processes, bot tasks, manual tasks, and even Data Stores in your local environment.

Correlated fields

The Correlated fields Answer Type allows you to repeat a block of answer fields, so Workers can dynamically add Answers. This feature is useful when the number of task answers is unknown, for example: "Find all members of the Board of Directors from an annual report".

Craigslist bot

The Craigslist Bot searches and returns the top results to a spreadsheet.

Define allowed Data Store queries

If you develop a custom Manual Task that uses Data Store (DS) API calls from JavaScript, you need to create a set of Allowed Data Store Queries.

Deploy ODF

The guide is intended for developers and IT Operations, as well as Support Engineers engaged in import and export of Business Processes. It describes Asset Bundle import automation as part of Open Development Framework (ODF).

Explore Recorder features

RPA Recorder is one of the main WorkFusion Studio components that provides the ability to automate web, desktop, and mainframe applications in a natural macro-like way without any coding or scripting.

Optimize OCR process

A standard Workfusion OCR use case provides a set of Bot Configurations that may be re-used or extended to address custom OCR challenges.

Project lifecycle

A path that takes your project from the beginning to the end is called the project lifecycle. It has typical phases, including project initiation, execution, testing, and closure.

Project planning

A successful project should be carefully planned. Planning is carried out when initial requirements are collected, and the scope is clear. However, you can plan the process of requirements elicitation separately.

Project testing

The final phase of the project is testing. The team should complete internal testing and then hand over the solution to the client for User Acceptance Testing (UAT).

Project types

When you start a project, you first identify its type, timelines, and goals, then you can make up a plan, a strategy of data analysis, and other activities accordingly.

Run integration tests with Spoke

Spoke is a tool for end-to-end Business Process testing. It provides fluent APIs for a developer to achieve typical testing goals. The framework is built on the JUnit 5 + AssertJ ecosystem, but the core module does not depend on it and can be used as a pure Java library.

Scope creep

There is a trap any project can find itself in, which is called scope creep. Scope creep means constant changes to the number of features to be implemented toward increasing.

Simple Email Connector

Simple Email Connector is a component you can integrate into your Business Process to retrieve emails from Microsoft Exchange mailboxes. It is based on MS Graph API and has no IA Cloud Enterprise platform dependencies.

Stakeholders

While implementing any project, you communicate and interact with a client, particularly with client stakeholders.

Synchronize Business Processes

While designing a solution using WorkFusion Business Process Management (BPM), it is helpful to use a synchronization design pattern.