Managing automation workflow

When automating a process that incorporates a web or Windows application, it is recommended to perform a check to determine the user’s location within the application before attempting to perform or begin another process. A best practice is to use a consistent starting point in the application to begin the process. Typically, this is the home page or landing window in the application. Using a consistent starting point allows you to create a reusable function automation that you can call at any time you need to begin a new process.

You should not create an automation that initiates on a page or window created or a control created event. At any point in time when navigating an application, users may mistakenly initiate an automation because the automation runs when the page or window matches. To avoid users from mistakenly initiating an automation, it is recommended to have the automations check the user's location prior to starting the process within the application.