Steps overview
We employ a separate Step for every individual action of a process. We have categorized the steps into a few groups:
- Text
- Lists
- Numbers
- Date and Time
- Loops & Conditions
- Excel, database and Datatable
- Web Browser
- Windows
- File System
- Functions
- Other steps
Add a step
To add a step, go to the process editor page, click the "+" button, and select "Step".
It might be helpful for you to visit the following link if you are interested in using Process Start Arguments. This webpage provides more information on the topic.
In the "Search" step, you can either start typing the step name or find it in the view bar.
Each step has an info button. Click it for documentation. After adding your first step, step information will appear.
Edit existing step
By clicking on the three dots on the step, you can choose one of the three available options.
- Delete step- Delete the entire step. your step information will be lost
- Disable step- This option allows you to disable a step in running mode, enabling you to test specific areas of the code.
- Edit step- Edit step parameters and information. You can also right-click on a step to access the step editor.
By clicking the top right corner of one or more steps, you can choose options from the following:
- Group steps- save steps under group for better visibility
- Delete steps
- Cut steps
- Copy steps
- Extract to Function- save part of the code to Function so you can reuse it within all processes in the HQ (for more about Functions, visit the following link)
- Uncheck all steps
