Capturing your Processes

How to Start your Process Documentation

To start Smart Process Tracking, click New in the Start Menu and you will be redirected to the documenting mode. You can open the start screen of the process in your live application that you start with. For capturing in browser sessions, you should avoid switching between tabs - start new sessions instead.

Please note! Do not forget to also capture the login process in every application!
Please note! To capture your SAP process you need to activate your SAP Scripting. For further instructions, please click here. You also need to restart the Smart Indicator after reactivating SAP Scripting.

The action bar stays in the foreground at all times, but will not be shown on the screenshots taken by the Hyland RPA Analyst (former AM Muse). To start the Smart Indicator, hit the Start button. You will recognize its activity when hovering over your screen, as colored rectangles appear over the screen elements.

Now you can start indicating and telling the Hyland RPA Analyst (former AM Muse) which actions to perform, e.g., create a left-click action on a button in your live system, choose the corresponding toggle in the action panel and click on the button on your screen. Afterward, you can insert a description into the action list. Entering a detailed description with plenty of information will make it easier to understand and enhance the process later on in the automation journey.

Click through mode

The indication is now permeable for click actions and also detects them. Choose one of the click actions in the action bar and perform clicks in your applications, which are then directly performed in the system but also captured as actions in the action panel.

  • The correct action you performed is recognized, meaning a right-click creates a right-click action and the toggle switches - same for (double) left-click.
  • To capture write text or read-out text buttons, choose the adequate toggle, and capture your element with a left-click - just like before.
  • Click-through is enabled per default now, but you can always deactivate it in the settings - just untick the box.
Please note! You can directly interact with the Muse interface with an active Smart Indicator - the interface of the Hyland RPA Analyst (former AM Muse) is ignored by the Smart Indicator. Like this you do not have to pause and restart the Smart Indicator again after changing an action type or typing in a description.
Please note! If the Smart Indicator is not able to identify the elements you want to capture, please use the snipping function. To do this, press ALT or CTRL key and snip the area you want to capture. An action is then subsequently created in your action list.
 

This video is based on the former AM products before the switch and rebranding to Hyland RPA.

Key capturing

You can add keys and hotkeys by adding them manually to the action list.

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Afterwards, the property pop-up will appear for you to fill in details about the key or key combination.

The other way to capture keys is to let the Hyland RPA Analyst (former AM Muse) detect your key interactions directly during capturing. As soon as the Smart Indicator is turned on and click-through mode is enabled (default setting), all hotkey combinations are automatically captured and transferred to hotkey actions, as well as specific special key actions.

The list of the captured key actions currently includes:

  • F1 to F12
  • Escape
  • Tab
  • Delete
  • Arrow up/down/left/right
  • Enter
  • Pause

This video is based on the former AM products before the switch and rebranding to Hyland RPA.

Check also our Tutorials to learn more about Capturing and Describing your Processes with Hyland RPA Analyst (former AM Muse) without using the Click-through mode.

To finish the documenting, simply press Done to go to Editing Mode.

When to Start and Stop your Process Documentation

This section contains a few tips on how to create better documentation for easier automation:

  1. There is no need to document the steps that describe how to start an application and where to find it on your device. The Hyland RPA Analyst (former AM Muse) detects this automatically.
  2. If logging into a certain application is required, log out before starting so that you can indicate how to start on the login screen.
  3. Do not forget to also capture the closing of an application and, if necessary, the logging out of applications and systems.

Capturing Alternative Process Runs

An often-occurring mistake is to simply capture the “happy path” of a process, which is the path you most often use. However, most likely there are more than one possible course, progression or outcome of a process. Here is an easy example: the process covers copying customer information, meaning multiple entries from one system into the other – copy, paste, easy. But what if the first system is missing one entry that is mandatory for the next system? Because of this, you should also cover the alternative runs of a process and describe what led to the decision of following another process path.

The Hyland RPA Analyst (former AM Muse) allows you to cover every possible process run. To do so, click Done to go to the editing mode, then click on Run Overview to see a list of all captured runs. Here you can add, rename, delete and duplicate runs. Double-clicking on a run in the list and then pressing Start allows you to add documentation to a run.

Please note! You should always cover the entire process in one run, from the beginning to the end, depending on its course.

Here is an easy trick to avoid double work when documenting the start of your process, logins etc.:

  1. Go to the Editing Mode.
  2. Right click on the last window (+actions) of an existing run that is identical to the new one you want to capture.
  3. Click on Start New Run from Here to duplicate the current run up to this point.
  4. Click Start again to start documenting with the alternative run without having to capture the beginning of the process again.

Check also our Tutorials to learn more about Alternative Process Runs in the Hyland RPA Analyst (former AM Muse).

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