Within the newly created bot, we will add a Step action to logically separate out the recorder steps to create SO. Within this Step action, we will first click on the Create button and then choose the Order option on Apptivo. To do that, let's follow these steps:
- Add a Record variable, which we will use to pass data from the Parent bot. Go to Variables on the left pane (just below Actions and Triggers) and click on the plus sign.
- We will name the variable RowRecord of type Record and check Use as input, as shown here:
- Add a Recorder Capture action to click on the Create button on the Apptivo Orders screen.Â
- In the properties for Capture, choose Window for Object detail, then refresh the input box by clicking the icon on the right.
- Choose the Orders | Apptivo - Google Chrome window from the dropdown. Click on Capture object, as shown here, and point to the Create button on Apptivo in Chrome...