Documenting Mode

When starting a new project, you are redirected to the documenting mode in order to start tracking your process steps in a live environment (You can also access the documenting mode from the editing mode).

Documenting mode contains an action bar attached to the upper right corner as well as an action list with your documented process steps.

Action bar

Documenting_mode.png

  1. Handle: By dragging the handle of the action bar, you can rearrange the position of the AM Muse. This will be helpful when the bar is hiding any elements you need.
  2. Start/Pause: Here you can start and pause live tracking of any elements, buttons, text fields, etc. that you are currently interacting with. It is easy to recognize that the Smart Indicator is running as all of the elements you hover above with your mouse are marked with colored rectangles.
  3. Done: Click Done ✔ and you will be redirected to editing mode so that you can adapt your documented steps and actions.
  4. Action Type Toggles: These toggles have two primary purposes, and you can only have one toggle active at a time. Whenever you activate another toggle, the first toggle will be automatically deactivated.

A. The first purpose of an action toggle is to determine the type of action to create for a yet to be defined live-system interaction. When no action is in focus in the lower action list, the active action toggle indicates the type of action to be created during the next element interaction.

B. The second purpose of an action toggle is to change the action type for an existing action present in the lower action list. To change the action, click in the action bar, then edit the action type.

There are five action toggles that are available:

  • Left click, used whenever a left click takes place in the system.
  • Double click, to be used whenever a double left click takes place in the system.
  • Right click, used whenever a right click takes place in the system.
  • Write text, used when you type in or write text at a certain location.
  • Read-out text, used whenever you are copying or reading, comparing, or checking text to make a conclusion or insert the text somewhere else.
Please note! It is vital to not just capture the concrete manual interactions like pressing a button on the mouse or the keyboard, but also to mark text or information that you read or draw conclusions.

 

Action list

Documenting_mode_2.png

Generally, the action list displays all the actions that are/were located in the current window. When cleared and filled with new actions, do not worry, the items in the list have not been deleted! The AM Muse simply detected a window change and took a screenshot to locate new actions on the new screen.

  1. Window Title: Once you indicate your first element on the screen, the AM Muse automatically detects its corresponding application and window. Here, the window title is displayed but you can also simply adapt and edit it. You can also expand and collapse the action list by clicking on the triangle/arrow button next to the window button.
  2. Action: Each tracked action is displayed in the list with an icon indicative of its action type and a description that is also subject to change – you can simply click on the description to edit. The hints offer you indications of how to start and what to fill in. Clicking on the three dots gives you the ability to delete an action or change all action properties in a separate popup. You can change the type of an action as mentioned above: focus the action by clicking on it and indicate the intended action type in the action bar toggles.
  3. Send Key/Hotkey Button: The last point of the action list is the button that allows you to add keys or hotkeys. These are not visible on screen as elements, so you cannot click on them, which is why you always have the opportunity to add them to your process at this point. Clicking on the button expands a small menu where you can choose between a key and hotkey to add. Afterwards, these will be added to the list just as any other action before, meaning you can edit their description and properties.

Property pop-up

For some actions, there are advanced properties next to the action type and description to access through the action list. These are displayed in popups.

  1. Click action:

10-07-_2019_11-14-16.png

  • Action: Choose between click, write, or read-out.
  • Type: Choose between left-click, double-click and right-click.
  • Description: Include a description to document your action.
  1. Write action:

10-07-_2019_11-14-27.png

  • Action: Choose between click, write, or read-out.
  • Description: Include a description to document your action.
  1. Read-out action:

10-07-_2019_11-14-37.png

  • Action: Choose between click, write, or read-out.
  • Select Key: Here you can choose a specific key value from a drop-down, e.g. Enter.
  • Description: Include a description to document your action.
  1. Key action:

10-07-_2019_11-15-07.png

  • Action: Choose between send key or send hotkey.
  • Select Key: Here you can choose a specific key value from a drop-down, e.g. Enter.
  • Description: Include a description to document your action.
  1. Hotkey action:

10-07-_2019_11-15-02.png

  • Action: Choose between send key or send hotkey.
  • Select key: Here you have the ability to tick one or multiple boxes of Alt, Control, Shift or Windows to determine your hotkey combination. In addition, you can choose the specific key value from a drop-down.
  • Description: Include a description to document your action.

Click OK to save changes to your properties and actions or click Cancel to void changes.

Please note! You cannot transform Click-Read-Write actions into Key-Hotkey actions or vice versa.

 

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