Documentation

Adding a Step to a Case

Adding steps to Cases allows you to build or modify your Case to automate tasks. Each step performs a specific action that can be customized by selecting commands and defining parameters.

To create a Step within a Case, go to the Case where you want to define a step and follow these steps:

Click here to see how to access a case.

Define a step in Tabular View

To define an action in Tabular View:

1. Click the ADD Step button to create a new step.

2. The Add New Step pop-up will appear. This step will appear as Step 1 in the Case.

3. The default action is Open Web Browser. If you want to change it, click to remove it and then click icon to get a list of actions.

You can quickly find an Action by typing a keyword into the action field. As you type, a list of matching actions will appear, and you can select the desired action from the results. This makes it faster to locate and add actions, especially when dealing with many available options.

4. From the Action drop-down, select the required action for the step.
5. If required, fill in the Screen Name and Element Key and define the parameter’s value in the Parameters box.

6. Click Save.

You can also add a step by clicking the icon next to an existing step. This will insert the new step directly before the selected one. For example, clicking next to step 4 will add a new step at index 5.

Define a step in Card View

To add an action step in Card View, open the Case where you want to define a step.

You can either:

• Add a step at index 1, or
• Add a step at your chosen index.

Add a step at index 1

1. Click the Add Cards button to create a new step.

2. This step will appear as Step 1 in the Case. The Add New Step panel will appear on the right side of the screen where you can define the action.

3. The default action is Open Web Browser. If you want to change it, click to remove it and then click to get a list of actions.

You can quickly find an action by typing a keyword into the action field. As you type, a list of matching actions will appear, and you can select the desired action from the results. This makes it faster to locate and add actions, especially when dealing with many available options.

4. From the Action drop-down, select the required action for the step.
5. If required, fill in the Screen Name and Element Key and define the parameter’s value in the Parameters box.

You can anytime switch to the Tabular view using the Card View toggle button available on left side of the screen.

6. Click Save.

Add a step at your chosen index

1. Click the button as shown:

2. A list of Function/Action categories will appear:

3. Find the required category (e.g., Click Events) by typing in a keyword in the Search box:

4. Click the icon next to a category to expand and view its actions and functions.

5. Use the Search box to find the specific action you need (e.g., Double Click Element).

6. Drag and drop the action onto the desired index (e.g., add Double Click Element at index 4).
7. The Add New Step panel will open on the right side of the screen.

8. If needed, fill in the Screen Name, Element Key, and define any Parameters.

9. Click Save.