Overview: Creating Tasks

When you record a task, you are recording the host screens needed to gather the appropriate data for your task. You begin recording with a live host connection, in live screen mode. In this mode, a recognition rule is generated for each step in the task.

Recognition rules are the unique expressions used to identify and match each step in a task with its corresponding location on a host screen. Using recognition rules, Task Builder can compare the recorded step location with a live host screen and verify that each recorded task step matches its correct host screen.

While you do not have to connect to the actual host used by your end application in order to successfully record a task in live screen mode, the host application you connect to must be identical to the one that will be used by your end application. As you move through the screens, task steps are automatically recorded in the Task Steps pane.

Note There are some differences to be aware of when creating tasks with a VT host. For information, see Differences when Creating VT Tasks.

You can define areas of the host screen as user fields. A user field is an area of the host screen that you define as a field. The field becomes part of your NavMap but does not alter the actual host screen. It can be a subset of a host field, or it can span several host fields. User fields are useful for collecting data from an area of the screen that is not defined as a host field and can also be used to define an area of a table as a record for the purpose of extracting data.

After recording your task, you define task inputs and outputs that will be needed to successfully run the task. These are the inputs and outputs that will be exposed to end users.

Using the Auxiliary Session

At the same time as you are recording, you can view an auxiliary session. This session provides a live host session in which you can review, tinker, or just become familiar with the host, separate from the process of recording a task. To view an auxiliary session, from the View menu, choose Auxiliary Session.

Related Topics
Bullet Designing Tasks, Overview
Bullet Differences when Creating VT Tasks
Bullet Recording Screens
Bullet Adding User Fields
Bullet Defining Task Inputs and Outputs
Bullet Working with Tables, Overview