Help Centre › Building Processes
Automating a process using Robotic Process Automation (RPA) is not easy at all times and requires some know-how. This is not specific to our solution, but all RPA solutions require some experience to use most effectively.
We want to make it as easy for you to use our tools, so here are some tips and tricks:
1. Open applications using Windows / Mac's built in search
It is very tempting to open an application by double clicking it from you desktop. The potential issue you face is what if that icon moves elsewhere on your desktop, then the bot will still look for it at the old / recorded location. Rather search for it using the search functionality.
2. Open files by double clicking on them
Similar to the previous example, problems arise when a file moves to another location on your desktop. Our BOT has built-in capability that you can open a file from the bot, by specifying the directory it is sitting in. Doing this will future-proof your process.
3. On websites, click on the button, not the text
When recording a process and one has to click on select / radio option, rather click on the select / radio button instead of the label.