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32 docs tagged with "Business Process"

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Automate Excel

The most popular desktop application to be automated with the help of 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 Recorder.

Configure preferences

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

Connect to local MSSQL

It is good practice to verify changes to your Business 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, enabling workers to 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

By default, WorkFusion security blocks all Data Store (DS) API calls from Manual Tasks, except Allowed Data Store Queries. Therefore, if you develop a custom Manual Task that uses DS API calls from JavaScript, you must create such allowed queries.

Deploy ODF components to Control Tower

Starting from 10.3, ODF components are no longer provided in the installation package. You must deploy those components to Control Tower manually when needed.

Email Fetch Connector

The Email Fetch Connector is an ODF 2-based library that provides a UI-configurable solution for receiving emails from supported email services and preparing them for further processing.

Explore Recorder features

Recorder is one of the main Work.AI Developer components that provides the ability for a Power User to automate web, desktop, and mainframe applications in a natural macro-like way without any coding or scripting.

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.

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 Work.AI platform dependencies.