It is now time to test the automation we created – both the Parent and Child bots. Before we run the automation, let's ensure the following:
- That all customer names in the SO Excel sheet are also in Apptivo. Try entering the customer names in a dummy order. The Customer Select box should show the customer name if it exists. Otherwise, go ahead and add the customer by clicking the plus sign near the input box.
- That all item names in the SO Excel sheet are in Apptivo. Similar to the customer names, try entering the item names in the order form. If the item name is not present, go ahead and add the item name by clicking the plus sign near the input box.
- The SO Excel file is closed.
Once you have ensured these things, go to the Parent bot and click on Run from the top menu.
You should receive the success message that we added earlier. You can confirm that the bot ran successfully by checking the following...
